Who owns EA SERIES TRUST?
- Ticker: BSVO
- CUSIP Number: 02072l532
Tip: Access positions for across all investors
Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ea Series Trust stock
Who bought or sold EA SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Buckingham Asset Management | 26M | $540M | 13% | Dec 2023 |
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| Buckingham Strategic Partners | 5.5M | $115M | -26% | Dec 2023 |
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| Keb Asset Management | 1.9M | $40M | 2% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 1.5M | $31M | 0% | Dec 2023 |
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| Hill Investment Group Partners | 1.4M | $30M | -3% | Dec 2023 |
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| Peirce Capital Management | 1.3M | $28M | 100% | Dec 2023 |
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| Forum Financial Management | 758k | $16M | -2% | Dec 2023 |
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| EverSource Wealth Advisors | 555k | $12M | 2% | Dec 2023 |
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| Gibson Capital | 544k | $12M | -1% | Mar 2024 |
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| Lauterbach Financial Advisors | 333k | $7.0M | 5% | Dec 2023 |
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| Kraft Asset Management | 275k | $5.8M | 11% | Dec 2023 |
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| Dopkins Wealth Management | 274k | $5.8M | -15% | Dec 2023 |
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| Advisor Group Holdings | 206k | $4.3M | 293% | Dec 2023 |
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| Evanson Asset Management | 186k | $4.0M | 0% | Mar 2024 |
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| Jackson Thornton Asset Management | 180k | $3.8M | 0% | Dec 2023 |
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| Jane Street | 157k | $3.3M | 100% | Dec 2023 |
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| Bayshore Asset Management | 153k | $3.2M | 1% | Dec 2023 |
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| Moneta Group Investment Advisors | 111k | $2.3M | 94% | Dec 2023 |
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| RB Capital Management | 108k | $2.3M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 98k | $2.1M | 1226% | Dec 2023 |
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| PBMares Wealth Management | 76k | $1.6M | 0% | Dec 2023 |
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| Capital Performance Advisors | 72k | $1.5M | 2% | Dec 2023 |
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| Park Avenue Securities | 61k | $1.3M | 100% | Mar 2024 |
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| Waterfront Wealth | 55k | $1.2M | 0% | Dec 2023 |
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| Aurum Wealth Management Group | 52k | $1.1M | 1% | Dec 2023 |
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| Ballentine Partners | 51k | $1.1M | 0% | Mar 2024 |
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| Savant Capital Management | 44k | $916k | 1% | Dec 2023 |
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| Northwest Wealth Management | 43k | $907k | 21% | Dec 2023 |
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| IFG Advisors | 43k | $894k | 1% | Dec 2023 |
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| Krilogy Financial | 42k | $881k | 1% | Dec 2023 |
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| Beaird Harris Wealth Management | 41k | $853k | 0% | Dec 2023 |
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| Fiduciary Trust Company | 40k | $835k | 0% | Dec 2023 |
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| Delap Wealth Advisory | 38k | $791k | -6% | Dec 2023 |
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| AQR Capital Management | 31k | $655k | 100% | Dec 2023 |
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| Visionary Wealth Advisors | 29k | $615k | -4% | Dec 2023 |
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| Sax Wealth Advisors | 29k | $599k | -6% | Dec 2023 |
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| Creative Planning | 28k | $598k | 0% | Dec 2023 |
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| Stratos Wealth Partners | 27k | $581k | 5% | Mar 2024 |
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| Commonwealth Equity Services | 25k | $523k | 1% | Dec 2023 |
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| Royal Bank of Canada | 20k | $416k | -18% | Dec 2023 |
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| Pathstone Holdings | 17k | $355k | 100% | Dec 2023 |
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| Integrity Wealth Solutions | 16k | $345k | 0% | Mar 2024 |
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| DBK Financial Counsel | 15k | $323k | 100% | Mar 2024 |
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| Bartlett & Co. | 15k | $309k | 100% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 15k | $308k | 100% | Dec 2023 |
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| Kestra Advisory Services | 14k | $297k | 1% | Dec 2023 |
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| Single Point Partners | 13k | $274k | -31% | Mar 2024 |
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| Plan | 13k | $269k | 0% | Dec 2023 |
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| Private Advisor | 13k | $265k | -2% | Dec 2023 |
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| Marquette Asset Management | 12k | $255k | 0% | Dec 2023 |
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| Crestwood Advisors | 11k | $233k | 0% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 11k | $223k | 100% | Mar 2024 |
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| Apella Capital | 10k | $211k | 0% | Mar 2024 |
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| Proequities | 9.9k | $208M | 0% | Dec 2023 |
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| Thompson Investment Management | 7.2k | $153k | 0% | Mar 2024 |
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| Simplex Trading | 3.5k | $74k | 225% | Dec 2023 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Sep 2023 | 23k | $413k |
| AdvisorNet Financial | Dec 2023 | 14k | $286k |
| Citadel Advisors | Sep 2023 | 11k | $207k |
| Parallel Advisors | Sep 2023 | 4.5k | $83k |