BHM Institutional Ownership
Bluerock Homes Trust, Inc.
1W: -0.9%
1M: -1.7%
3M: -13.6%
YTD: -30.2%
1Y: -31.8%
3Y: -31.5%
$8.06
+0.14 (+1.77%)
Weekly Expected Move ±6.4%
$7
$8
$8
$9
$9
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Institutional Ownership — BHM
43
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$10M
Total Invested
5
New Positions
11
Increased
13
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (48 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Quinn Opportunity Partners LLC | 228,282 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 148,398 | $1M | +1,624 | +1.1% | 2Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 142,129 | $1M | +140 | +0.1% | 15Q | SEC ↗ |
| 4 | Arkadios Wealth Advisors | 121,770 | $981K | +12,119 | +11.1% | 11Q | SEC ↗ |
| 5 | MILLENNIUM MANAGEMENT LLC | 85,395 | $688K | -2,709 | -3.1% | 15Q | SEC ↗ |
| 6 | TUDOR INVESTMENT CORP ET AL | 66,761 | $538K | — | +0.0% | 15Q | SEC ↗ |
| 7 | RBF Capital, LLC | 57,954 | $467K | — | +0.0% | 13Q | SEC ↗ |
| 8 | BlackRock, Inc. | 53,780 | $433K | +990 | +1.9% | 8Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 39,926 | $322K | -866 | -2.1% | 15Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 38,862 | $313K | -1,560 | -3.9% | 15Q | SEC ↗ |
| 11 | Bluespring Wealth Management, LLC NEW | 35,143 | $283K | — | +0.0% | 1Q | SEC ↗ |
| 12 | VANGUARD FIDUCIARY TRUST CO | 19,673 | $159K | +129 | +0.7% | 2Q | SEC ↗ |
| 13 | Ritter Daniher Financial Advisory LLC | 17,571 | $142K | +185 | +1.1% | 3Q | SEC ↗ |
| 14 | STATE STREET CORP | 14,882 | $120K | — | +0.0% | 15Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 14,500 | $117K | -499 | -3.3% | 11Q | SEC ↗ |
| 16 | CSS LLC/IL | 12,209 | $98K | — | +0.0% | 15Q | SEC ↗ |
| 17 | DEARBORN PARTNERS LLC | 10,153 | $82K | -3,900 | -27.8% | 3Q | SEC ↗ |
| 18 | UBS Group AG | 5,410 | $44K | — | +0.0% | 15Q | SEC ↗ |
| 19 | BARCLAYS PLC | 4,671 | $38K | +13 | +0.3% | 15Q | SEC ↗ |
| 20 | Sunbelt Securities, Inc. | 3,124 | $25K | -1,191 | -27.6% | 13Q | SEC ↗ |
| 21 | MORGAN STANLEY | 1,617 | $13K | -210 | -11.5% | 15Q | SEC ↗ |
| 22 | Vanguard Global Advisers, LLC | 1,279 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 23 | Daytona Street Capital LLC | 768 | $6K | — | +0.0% | 3Q | SEC ↗ |
| 24 | Tower Research Capital LLC (TRC) | 528 | $4K | -10 | -1.9% | 15Q | SEC ↗ |
| 25 | VISION FINANCIAL MARKETS LLC | 201 | $2K | +2 | +1.0% | 7Q | SEC ↗ |
| 26 | IFG Advisory, LLC NEW | 129 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Westside Investment Management, Inc. | 125 | $1K | — | +0.0% | 13Q | SEC ↗ |
| 28 | Integrated Wealth Concepts LLC NEW | 84 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. NEW | 76 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Arax Advisory Partners | 71 | $1K | +46 | +184.0% | 15Q | SEC ↗ |
| 31 | NFSG Corp | 67 | $1K | — | +0.0% | 15Q | SEC ↗ |
| 32 | Clearstead Advisors, LLC | 64 | $1K | — | +0.0% | 13Q | SEC ↗ |
| 33 | Strategic Wealth Partners, Ltd. | 28 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 34 | MERCER GLOBAL ADVISORS INC /ADV NEW | 23 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Inspire Investing, LLC | 21 | $0K | +1 | +5.0% | 3Q | SEC ↗ |
| 36 | BNP PARIBAS FINANCIAL MARKETS | 17 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 37 | JPMORGAN CHASE & CO | 17 | $0K | — | +0.0% | 15Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 15Q | SEC ↗ |
| 39 | MAI Capital Management | 0 | $0K | -179 | -100.0% | 6Q | SEC ↗ |
| 40 | Magnolia Wealth Management, LLC | 0 | $0K | -20 | -100.0% | 1Q | SEC ↗ |
| 41 | NORTHERN TRUST CORP | 0 | $0K | -18,812 | -100.0% | 14Q | SEC ↗ |
| 42 | Covestor Ltd | 0 | $0K | -50 | -100.0% | 10Q | SEC ↗ |
| 43 | Advisory Services Network, LLC | 0 | $0K | -75 | -100.0% | 1Q | SEC ↗ |
| 44 | Trium Capital LLP | 0 | $0K | -23,657 | -100.0% | 13Q | SEC ↗ |
| 45 | HIGHLINE WEALTH PARTNERS LLC | 0 | $0K | -62 | -100.0% | 3Q | SEC ↗ |
| 46 | Kestra Advisory Services, LLC | 0 | $0K | -3,243 | -100.0% | 1Q | SEC ↗ |
| 47 | NISA INVESTMENT ADVISORS, LLC | 0 | $0K | -350 | -100.0% | 15Q | SEC ↗ |
| 48 | BANK OF AMERICA CORP /DE | 0 | $0K | -2,388 | -100.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Bluespring Wealth Management, LLC | 35,143 | $283K |
| IFG Advisory, LLC | 129 | $1K |
| Integrated Wealth Concepts LLC | 84 | $1K |
| OSAIC HOLDINGS, INC. | 76 | $1K |
| MERCER GLOBAL ADVISORS INC /ADV | 23 | $0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Trium Capital LLP | 23,657 | $191K |
| NORTHERN TRUST CORP | 18,812 | $152K |
| Kestra Advisory Services, LLC | 3,243 | $26K |
| BANK OF AMERICA CORP /DE | 2,388 | $19K |
| NISA INVESTMENT ADVISORS, LLC | 350 | $3K |
| MAI Capital Management | 179 | $1K |
| Advisory Services Network, LLC | 75 | $1K |
| HIGHLINE WEALTH PARTNERS LLC | 62 | $0K |
| Covestor Ltd | 50 | $0K |
| Magnolia Wealth Management, LLC | 20 | $0K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Arkadios Wealth Advisors | +12,119 | +11.1% | 121,770 |
| VANGUARD CAPITAL MANAGEMENT LLC | +1,624 | +1.1% | 148,398 |
| BlackRock, Inc. | +990 | +1.9% | 53,780 |
| Ritter Daniher Financial Advisory L | +185 | +1.1% | 17,571 |
| Cambridge Investment Research Advis | +140 | +0.1% | 142,129 |
| VANGUARD FIDUCIARY TRUST CO | +129 | +0.7% | 19,673 |
| Arax Advisory Partners | +46 | +184.0% | 71 |
| BARCLAYS PLC | +13 | +0.3% | 4,671 |
| VISION FINANCIAL MARKETS LLC | +2 | +1.0% | 201 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
| Inspire Investing, LLC | +1 | +5.0% | 21 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| DEARBORN PARTNERS LLC | -3,900 | -27.8% | 10,153 |
| MILLENNIUM MANAGEMENT LLC | -2,709 | -3.1% | 85,395 |
| GEODE CAPITAL MANAGEMENT, LLC | -1,560 | -3.9% | 38,862 |
| Sunbelt Securities, Inc. | -1,191 | -27.6% | 3,124 |
| DIMENSIONAL FUND ADVISORS LP | -866 | -2.1% | 39,926 |
| RENAISSANCE TECHNOLOGIES LLC | -499 | -3.3% | 14,500 |
| MORGAN STANLEY | -210 | -11.5% | 1,617 |
| Tower Research Capital LLC (TRC) | -10 | -1.9% | 528 |