Also trades as: BNT.TO (TSX) · $vol 2M
BNT Institutional Ownership
Brookfield Wealth Solutions Ltd.
1W: +0.2%
1M: -7.3%
3M: -16.2%
YTD: -21.0%
1Y: -18.4%
3Y: +77.7%
5Y: +13.7%
$36.92
+0.57 (+1.57%)
Weekly Expected Move ±2.6%
$35
$36
$37
$38
$39
Overview
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — BNT
126
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$821M
Total Invested
18
New Positions
25
Increased
50
Reduced
12
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (140 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Partners Value Investments L.P. | 12,320,344 | $455M | — | +0.0% | 8Q | SEC ↗ |
| 2 | Brookfield Corp /ON | 1,355,764 | $50M | — | +0.0% | 8Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 859,918 | $32M | -674 | -0.1% | 8Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 777,219 | $29M | -202,466 | -20.7% | 2Q | SEC ↗ |
| 5 | BANK OF NOVA SCOTIA | 750,004 | $28M | +35,000 | +4.9% | 8Q | SEC ↗ |
| 6 | NORGES BANK NEW | 348,251 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 347,428 | $13M | -14,960 | -4.1% | 8Q | SEC ↗ |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 244,096 | $9M | +28,635 | +13.3% | 8Q | SEC ↗ |
| 9 | VANGUARD FIDUCIARY TRUST CO | 235,321 | $9M | -88,130 | -27.2% | 2Q | SEC ↗ |
| 10 | MONTRUSCO BOLTON INVESTMENTS INC. | 179,200 | $7M | -128,208 | -41.7% | 8Q | SEC ↗ |
| 11 | TANDEM CAPITAL MANAGEMENT CORP /ADV | 149,575 | $6M | -900 | -0.6% | 8Q | SEC ↗ |
| 12 | MACKENZIE FINANCIAL CORP | 106,909 | $4M | +8,886 | +9.1% | 8Q | SEC ↗ |
| 13 | Legal & General Group Plc | 106,364 | $4M | +60 | +0.1% | 8Q | SEC ↗ |
| 14 | UBS Group AG | 100,432 | $4M | +80,759 | +410.5% | 8Q | SEC ↗ |
| 15 | BANK OF MONTREAL /CAN | 95,451 | $4M | +46,356 | +94.4% | 7Q | SEC ↗ |
| 16 | SCHWARTZ INVESTMENT COUNSEL INC | 90,954 | $3M | +3,556 | +4.1% | 8Q | SEC ↗ |
| 17 | Vanguard Global Advisers, LLC | 87,673 | $3M | -29,893 | -25.4% | 2Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 81,025 | $3M | -8,587 | -9.6% | 8Q | SEC ↗ |
| 19 | TORONTO DOMINION BANK | 76,416 | $3M | -3,601 | -4.5% | 8Q | SEC ↗ |
| 20 | CI INVESTMENTS INC. | 62,304 | $2M | -127,904 | -67.2% | 8Q | SEC ↗ |
| 21 | DIMENSIONAL FUND ADVISORS LP NEW | 62,106 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | CIBC WORLD MARKET INC. | 55,047 | $2M | +10,395 | +23.3% | 8Q | SEC ↗ |
| 23 | TD Asset Management Inc | 46,771 | $2M | +2,046 | +4.6% | 8Q | SEC ↗ |
| 24 | MORGAN STANLEY | 40,798 | $2M | +11,423 | +38.9% | 8Q | SEC ↗ |
| 25 | Swiss National Bank | 39,550 | $1M | -5,800 | -12.8% | 8Q | SEC ↗ |
| 26 | LEAVELL INVESTMENT MANAGEMENT, INC. | 35,909 | $1M | -877 | -2.4% | 8Q | SEC ↗ |
| 27 | Proficio Capital Partners LLC | 35,589 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 34,621 | $1M | +28,528 | +468.2% | 8Q | SEC ↗ |
| 29 | SEARLE & CO. | 33,980 | $1M | — | +0.0% | 8Q | SEC ↗ |
| 30 | HORIZON KINETICS ASSET MANAGEMENT LLC | 30,730 | $1M | -7 | -0.0% | 8Q | SEC ↗ |
| 31 | TWO SIGMA INVESTMENTS, LP | 28,759 | $1M | +18,667 | +185.0% | 2Q | SEC ↗ |
| 32 | BlackRock, Inc. | 27,172 | $1M | +4,792 | +21.4% | 7Q | SEC ↗ |
| 33 | D. E. Shaw & Co., Inc. NEW | 26,598 | $982K | — | +0.0% | 1Q | SEC ↗ |
| 34 | FMR LLC | 25,687 | $948K | -2,739 | -9.6% | 8Q | SEC ↗ |
| 35 | CITADEL ADVISORS LLC | 25,220 | $931K | -2,069 | -7.6% | 5Q | SEC ↗ |
| 36 | VANGUARD ASSET MANAGEMENT, Ltd | 23,859 | $881K | -842 | -3.4% | 2Q | SEC ↗ |
| 37 | Broad Run Investment Management, LLC | 23,581 | $871K | — | +0.0% | 8Q | SEC ↗ |
| 38 | Nuveen, LLC | 18,025 | $665K | -3,656 | -16.9% | 6Q | SEC ↗ |
| 39 | GEODE CAPITAL MANAGEMENT, LLC | 17,103 | $631K | +687 | +4.2% | 8Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 13,586 | $502K | -36 | -0.3% | 8Q | SEC ↗ |
| 41 | Federation des caisses Desjardins du Q | 11,473 | $424K | -47 | -0.4% | 8Q | SEC ↗ |
| 42 | Point72 Asset Management, L.P. NEW | 10,945 | $404K | — | +0.0% | 1Q | SEC ↗ |
| 43 | RENAISSANCE TECHNOLOGIES LLC | 10,800 | $399K | -1,849 | -14.6% | 8Q | SEC ↗ |
| 44 | Trexquant Investment LP | 10,583 | $391K | +2 | +0.0% | 2Q | SEC ↗ |
| 45 | Zurcher Kantonalbank (Zurich Cantonalb | 9,365 | $346K | — | +0.0% | 8Q | SEC ↗ |
| 46 | Sequoia Financial Advisors, LLC | 9,054 | $334K | -5,508 | -37.8% | 4Q | SEC ↗ |
| 47 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF | 8,487 | $313K | +226 | +2.7% | 8Q | SEC ↗ |
| 48 | XTX Topco Ltd | 7,266 | $268K | +1,704 | +30.6% | 4Q | SEC ↗ |
| 49 | SCOTIA CAPITAL INC. | 7,239 | $267K | -841 | -10.4% | 2Q | SEC ↗ |
| 50 | Vanguard Personalized Indexing Managem | 6,995 | $258K | +960 | +15.9% | 3Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 348,251 | $13M |
| DIMENSIONAL FUND ADVISORS LP | 62,106 | $2M |
| D. E. Shaw & Co., Inc. | 26,598 | $982K |
| Point72 Asset Management, L.P. | 10,945 | $404K |
| Amundi | 6,563 | $242K |
| MILLENNIUM MANAGEMENT LLC | 4,846 | $179K |
| Waverly Advisors, LLC | 4,728 | $175K |
| BECKER CAPITAL MANAGEMENT INC | 4,725 | $174K |
| BNP PARIBAS FINANCIAL MARKETS | 910 | $34K |
| Global Retirement Partners, LLC | 215 | $8K |
| MERCER GLOBAL ADVISORS INC /ADV | 158 | $6K |
| Integrated Wealth Concepts LLC | 121 | $4K |
| Arax Advisory Partners | 12 | $0K |
| JONES FINANCIAL COMPANIES LLLP | 3 | $0K |
| Ameritas Advisory Services, LLC | 3 | $0K |
| StrongBox Wealth, LLC | 3 | $0K |
| LRI Investments, LLC | 1 | $0K |
| IFG Advisory, LLC | 1 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Alberta Investment Management Corp | 307,050 | $11M |
| Triasima Portfolio Management inc. | 38,329 | $1M |
| SUSQUEHANNA ADVISORS GROUP, INC. | 16,066 | $593K |
| Belvedere Trading LLC | 11,796 | $436K |
| JANE STREET GROUP, LLC | 8,353 | $308K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,756 | $249K |
| HRT FINANCIAL LP | 5,541 | $205K |
| Arkadios Wealth Advisors | 5,029 | $186K |
| PDT Partners, LLC | 5,014 | $185K |
| Invesco Ltd. | 4,935 | $182K |
| Pictet Asset Management Holding SA | 4,614 | $170K |
| Pettinga Financial Advisors LLC | 4,500 | $166K |
| Woodbridge Co Ltd | 3,051 | $113K |
| MAI Capital Management | 2,793 | $103K |
| Tower Research Capital LLC (TRC) | 2,671 | $99K |
| QUADRANT CAPITAL GROUP LLC | 68 | $3K |
| BARCLAYS PLC | 21 | $1K |
| US BANCORP \DE | 20 | $1K |
| Advisory Services Network, LLC | 10 | $0K |
| FLAGSHIP HARBOR ADVISORS, LLC | 10 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +80,759 | +410.5% | 100,432 |
| BANK OF MONTREAL /CAN | +46,356 | +94.4% | 95,451 |
| BANK OF NOVA SCOTIA | +35,000 | +4.9% | 750,004 |
| CANADA PENSION PLAN INVESTMENT BOAR | +28,635 | +13.3% | 244,096 |
| JPMORGAN CHASE & CO | +28,528 | +468.2% | 34,621 |
| TWO SIGMA INVESTMENTS, LP | +18,667 | +185.0% | 28,759 |
| MORGAN STANLEY | +11,423 | +38.9% | 40,798 |
| CIBC WORLD MARKET INC. | +10,395 | +23.3% | 55,047 |
| MACKENZIE FINANCIAL CORP | +8,886 | +9.1% | 106,909 |
| BlackRock, Inc. | +4,792 | +21.4% | 27,172 |
| SCHWARTZ INVESTMENT COUNSEL INC | +3,556 | +4.1% | 90,954 |
| TD Asset Management Inc | +2,046 | +4.6% | 46,771 |
| XTX Topco Ltd | +1,704 | +30.6% | 7,266 |
| Vanguard Personalized Indexing Mana | +960 | +15.9% | 6,995 |
| Northwest & Ethical Investments L.P | +740 | +40.6% | 2,564 |
| GEODE CAPITAL MANAGEMENT, LLC | +687 | +4.2% | 17,103 |
| SIGNATUREFD, LLC | +517 | +51.5% | 1,521 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +226 | +2.7% | 8,487 |
| Cornerstone Financial Management LL | +101 | +116.1% | 188 |
| Legal & General Group Plc | +60 | +0.1% | 106,364 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | -202,466 | -20.7% | 777,219 |
| MONTRUSCO BOLTON INVESTMENTS INC. | -128,208 | -41.7% | 179,200 |
| CI INVESTMENTS INC. | -127,904 | -67.2% | 62,304 |
| VANGUARD FIDUCIARY TRUST CO | -88,130 | -27.2% | 235,321 |
| Vanguard Global Advisers, LLC | -29,893 | -25.4% | 87,673 |
| PRINCIPAL FINANCIAL GROUP INC | -14,960 | -4.1% | 347,428 |
| Rockefeller Capital Management L.P. | -11,211 | -95.4% | 544 |
| NATIONAL BANK OF CANADA /FI | -10,617 | -65.6% | 5,575 |
| GOLDMAN SACHS GROUP INC | -8,587 | -9.6% | 81,025 |
| OSSIAM | -7,752 | -53.7% | 6,692 |
| Russell Investments Group, Ltd. | -5,865 | -86.0% | 951 |
| Swiss National Bank | -5,800 | -12.8% | 39,550 |
| Sequoia Financial Advisors, LLC | -5,508 | -37.8% | 9,054 |
| Nuveen, LLC | -3,656 | -16.9% | 18,025 |
| TORONTO DOMINION BANK | -3,601 | -4.5% | 76,416 |
| FMR LLC | -2,739 | -9.6% | 25,687 |
| CITADEL ADVISORS LLC | -2,069 | -7.6% | 25,220 |
| RENAISSANCE TECHNOLOGIES LLC | -1,849 | -14.6% | 10,800 |
| DEUTSCHE BANK AG | -1,202 | -33.8% | 2,354 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | -900 | -0.6% | 149,575 |