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 |
|---|---|---|---|---|---|
| Colony | 30M | $665M | 100% | Sep 2024 |
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| Buckingham Asset Management | 29M | $594M | 5% | Jun 2024 |
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| Buckingham Strategic Partners | 14M | $313M | 17% | Sep 2024 |
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| Keb Asset Management | 2.0M | $45M | 5% | Sep 2024 |
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| Peirce Capital Management | 1.6M | $35M | 0% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 1.5M | $33M | 5% | Sep 2024 |
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| Hill Investment Group Partners | 1.4M | $32M | -1% | Jun 2024 |
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| Envestnet Asset Management | 1.0M | $23M | 5% | Sep 2024 |
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| Squire Investment Management Company | 895k | $20M | 10% | Sep 2024 |
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| Forum Financial Management | 728k | $16M | -1% | Sep 2024 |
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| EverSource Wealth Advisors | 564k | $13M | 0% | Sep 2024 |
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| Gibson Capital | 547k | $12M | 2% | Sep 2024 |
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| Lauterbach Financial Advisors | 348k | $7.7M | -8% | Sep 2024 |
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| Kraft Asset Management | 313k | $6.9M | -1% | Sep 2024 |
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| CWM | 311k | $6.9M | -14% | Sep 2024 |
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| Evanson Asset Management | 186k | $4.1M | 0% | Sep 2024 |
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| Dopkins Wealth Management | 163k | $3.6M | -47% | Sep 2024 |
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| Jackson Thornton Asset Management | 157k | $3.5M | -12% | Sep 2024 |
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| AQR Capital Management | 155k | $3.4M | 149% | Sep 2024 |
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| Northwest Wealth Management | 134k | $2.9M | 28% | Sep 2024 |
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| RB Capital Management | 132k | $2.9M | 20% | Sep 2024 |
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| Bayshore Asset Management | 130k | $2.9M | -1% | Sep 2024 |
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| Delap Wealth Advisory | 129k | $2.8M | -17% | Sep 2024 |
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| IFG Advisors | 116k | $2.6M | -1% | Sep 2024 |
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| Moneta Group Investment Advisors | 108k | $2.4M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 97k | $2.1M | 0% | Sep 2024 |
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| Capital Performance Advisors | 86k | $1.9M | 18% | Sep 2024 |
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| PBMares Wealth Management | 76k | $1.7M | 0% | Sep 2024 |
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| Integrity Wealth Solutions | 68k | $1.5M | 0% | Sep 2024 |
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| Park Avenue Securities | 64k | $1.4M | -1% | Sep 2024 |
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| Carlton, Hoffferkamp & Jenks Wealth Management | 57k | $1.2M | 0% | Sep 2024 |
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| Waterfront Wealth | 55k | $1.2M | 0% | Sep 2024 |
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| Aurum Wealth Management Group | 51k | $1.1M | 0% | Sep 2024 |
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| Ballentine Partners | 51k | $1.1M | 0% | Sep 2024 |
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| Krilogy Financial | 44k | $967k | 0% | Sep 2024 |
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| Savant Capital Management | 44k | $963k | 15% | Sep 2024 |
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| Beaird Harris Wealth Management | 41k | $897k | 0% | Sep 2024 |
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| Fiduciary Trust Company | 39k | $789k | 0% | Jun 2024 |
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| Mariner Wealth Advisors | 38k | $841k | -2% | Sep 2024 |
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| Creative Planning | 32k | $716k | 0% | Sep 2024 |
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| D. E. Shaw & Co | 31k | $675k | -39% | Sep 2024 |
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| Jane Street | 30k | $666k | 100% | Sep 2024 |
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| LJI Wealth Management | 29k | $641k | -1% | Sep 2024 |
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| Sax Wealth Advisors | 29k | $629k | 0% | Sep 2024 |
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| Visionary Wealth Advisors | 27k | $592k | -2% | Sep 2024 |
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| HighTower Advisors | 27k | $544k | 100% | Jun 2024 |
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| Clear Creek Financial Management | 25k | $562k | 0% | Sep 2024 |
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| Stratos Wealth Partners | 25k | $551k | -9% | Sep 2024 |
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| Commonwealth Equity Services | 25k | $550k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 21k | $473k | -31% | Sep 2024 |
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| Cetera Investment Advisers | 21k | $423k | 32% | Jun 2024 |
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| Tru Independence Asset Management 2 | 19k | $412k | 100% | Sep 2024 |
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| Two Sigma Investments | 18k | $373k | -29% | Jun 2024 |
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| Cassaday & Co Wealth Management | 17k | $385k | 0% | Sep 2024 |
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| LPL Financial | 17k | $382k | 9% | Sep 2024 |
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| Pathstone Holdings | 17k | $373k | 0% | Sep 2024 |
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| Resources Investment Advisors | 16k | $345k | 0% | Sep 2024 |
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| DBK Financial Counsel | 15k | $335k | 0% | Sep 2024 |
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| Susquehanna International | 15k | $331k | 100% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 15k | $319k | 0% | Sep 2024 |
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| Royal Bank of Canada | 14k | $312k | -39% | Sep 2024 |
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| Morgan Stanley | 14k | $276k | 0% | Jun 2024 |
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| Mml Investors Services | 13k | $290k | 100% | Sep 2024 |
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| Plan | 13k | $282k | 0% | Sep 2024 |
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| Andina Capital Management | 13k | $280k | 0% | Sep 2024 |
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| Private Advisor | 13k | $276k | -1% | Sep 2024 |
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| BWM Planning | 12k | $269k | 100% | Sep 2024 |
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| Crestwood Advisors | 11k | $245k | 0% | Sep 2024 |
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| Apella Capital | 10k | $220k | 0% | Sep 2024 |
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| Envestnet Portfolio Solutions | 9.7k | $214k | 100% | Sep 2024 |
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| AE Wealth Management | 9.6k | $212k | 100% | Sep 2024 |
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| Proequities | 9.2k | $204M | -7% | Sep 2024 |
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| Thompson Investment Management | 7.2k | $159k | 0% | Sep 2024 |
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| Advisor Group Holdings | 2.1k | $47k | -97% | Sep 2024 |
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| Central Trust & Investment | 1.3k | $30k | 100% | Sep 2024 |
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| Abound Wealth Management | 169.00 | $3.7k | 0% | Sep 2024 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Advisory Services | Jun 2024 | 16k | $331k |
| Wealth Enhancement Advisory Services | Mar 2024 | 11k | $223k |
| Thrivent Financial for Lutherans | Mar 2024 | 9.4k | $200k |
| Bank of America Corporation | Jun 2024 | 1.3k | $27k |
| Rothschild Investment | Jun 2024 | 849.00 | $17k |
| Valued Wealth Advisors | Jun 2024 | 276.00 | $5.6k |