Among active 13F managers last quarter, 3 opened and 5 added, while 6 reduced; the largest holder to move was Leavell Investment Management, Inc. (−7.3%). No open-market insider trades in the last 180 days.
No leg leans either way.
38 tracked 13F filers disclose a position in BSL as of the latest SEC 13F filings, a combined $34.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp | 528K | $6.8M | ▼−29% Reduced · −220K sh | Q1 2026 | |
| 2 | Morgan Stanley | 341K | $4.4M | ▲+9.4% Added · +29K sh | Q1 2026 | |
| 3 | Leavell Investment Management, Inc. | 242K | $3.1M | ▼−7.3% Reduced · −19K sh | Q2 2026 | |
| 4 | Integrated Wealth Concepts LLC | 194K | $2.5M | ▲+89% Added · +92K sh | Q2 2026 | |
| 5 | UBS Group AG | 164K | $2.1M | ▼−0.6% Reduced · −983 sh | Q1 2026 | |
| 6 | Icon Advisers Inc | 152K | $2.0M | ▲New +152K sh | Q2 2026 | |
| 7 | Loomis Sayles & Co L P | 100K | $1.3M | ▲New +100K sh | Q1 2026 | |
| 8 | Rivernorth Capital Management, LLC | 81K | $1.0M | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 9 | TrueMark Investments, LLC | 81K | $1.0M | ▲+3.4% Added · +3K sh | Q2 2026 | |
| 10 | LPL Financial LLC | 75K | $974K | ▼−4.1% Reduced · −3K sh | Q1 2026 | |
| 11 | Steward Partners Investment Advisory, LLC | 75K | $971K | ▼−2.3% Reduced · −2K sh | Q2 2026 | |
| 12 | CSS LLC | 75K | $966K | ▲+15% Added · +10K sh | Q2 2026 | |
| 13 | Tranquility Partners, LLC | 63K | $818K | ▼−14% Reduced · −10K sh | Q2 2026 | |
| 14 | Apollon Wealth Management, LLC | 63K | $810K | ▲+0.2% Added · +108 sh | Q1 2026 | |
| 15 | Raymond James Financial Inc | 54K | $705K | ▼−8.9% Reduced · −5K sh | Q1 2026 | |
| 16 | Almitas Capital LLC | 44K | $576K | —Held | Q2 2026 | |
| 17 | Comprehensive Money Management Services LLC | 33K | $431K | —Held | Q2 2026 | |
| 18 | Beacon Pointe Advisors, LLC | 33K | $424K | ▼−6.5% Reduced · −2K sh | Q2 2026 | |
| 19 | Shufro Rose & Co LLC | 30K | $386K | —Held | Q2 2026 | |
| 20 | Merit Financial Group, LLC | 26K | $341K | ▼−5.7% Reduced · −2K sh | Q2 2026 | |
| 21 | Virtus Investment Advisers, LLC | 24K | $313K | ▼−24% Reduced · −8K sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 19K | $241K | ▲+14% Added · +2K sh | Q1 2026 | |
| 23 | Avidian Wealth Enterprises, LLC | 18K | $233K | ▼−13% Reduced · −3K sh | Q2 2026 | |
| 24 | Uptown Financial Advisors LLC | 17K | $224K | —Held | Q2 2026 | |
| 25 | Osaic Holdings, Inc. | 17K | $215K | ▲+1.9% Added · +306 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in BSL and 5 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 16 funds | $3.0B |
| Broadcom IncAVGO | 15 funds | $353.3M |
| Nvidia CorpNVDA | 14 funds | $8.1B |
| Apple IncAAPL | 14 funds | $1.3B |
| Alphabet Inc-CL CGOOG | 14 funds | $1.1B |
| Micron Technology IncMU | 14 funds | $157.7M |
| Advanced Micro DevicesAMD | 14 funds | $146.7M |
| NextEra Energy IncNEE | 14 funds | $112.7M |
| American Electric PowerAEP | 14 funds | $32.6M |
| Meta Platforms Inc-Class AMETA | 13 funds | $4.6B |
| Amazon.com IncAMZN | 13 funds | $4.5B |
| Oracle CorpORCL | 13 funds | $2.5B |
Ranked by how many of BSL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BSL.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 13, 2023 | Jasper Thomas W | Insider | Buy (P) | 3K | $33K |
| Jun 26, 2023 | McKemie Gordon | Insider | Buy (P) | 280 | $4K |
| Jun 22, 2023 | McKemie Gordon | Insider | Buy (P) | 4K | $50K |
| Jul 6, 2022 | Naratil Valerie | Public Relations Officer | Buy (P) | 50 | $662 |
| Mar 5, 2021 | Naratil Valerie | Public Relations Officer | Buy (P) | 270 | $4K |
| Mar 3, 2021 | McKemie Gordon | Insider | Sell (S) | 9K | $133K |
| Jan 7, 2019 | Zable Robert | Executive Vice President | Buy (P) | 3K | $50K |
| Dec 21, 2018 | McKemie Gordon | Insider | Buy (P) | 5K | $81K |
| Dec 20, 2018 | McKemie Gordon | Insider | Buy (P) | 2K | $29K |
| Jan 28, 2016 | McKemie Gordon | Insider | Buy (P) | 2K | $25K |
| Jan 27, 2016 | Lee Jane | Public Relations Officer | Buy (P) 4 lots, same day | 1K | $16K |
| Jun 16, 2015 | McKemie Gordon | Insider | Buy (P) | 100 | $2K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 11 | 16 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BSL
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BSL/capital-change-brief"
Use Arkolith's capital_change_brief for BSL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BSL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.