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 | 28M | $588M | 8% | Mar 2024 |
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| Buckingham Strategic Partners | 12M | $258M | 123% | Mar 2024 |
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| Keb Asset Management | 1.9M | $41M | 1% | Mar 2024 |
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| Claris Advisors, Llc / Mo / | 1.5M | $31M | 1% | Mar 2024 |
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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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| Envestnet Asset Management | 982k | $21M | 10% | Mar 2024 |
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| Forum Financial Management | 747k | $16M | -1% | Mar 2024 |
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| EverSource Wealth Advisors | 555k | $12M | 0% | Mar 2024 |
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| Gibson Capital | 544k | $12M | -1% | Mar 2024 |
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| Lauterbach Financial Advisors | 343k | $7.3M | 3% | Mar 2024 |
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| Dopkins Wealth Management | 331k | $7.0M | 21% | Mar 2024 |
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| Kraft Asset Management | 275k | $5.8M | 11% | Dec 2023 |
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| Evanson Asset Management | 186k | $4.0M | 0% | Mar 2024 |
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| Jackson Thornton Asset Management | 181k | $3.9M | 1% | Mar 2024 |
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| Bayshore Asset Management | 131k | $2.8M | -14% | Mar 2024 |
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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 | 97k | $2.1M | -1% | Mar 2024 |
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| Advisor Group Holdings | 79k | $1.7M | -62% | Mar 2024 |
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| PBMares Wealth Management | 76k | $1.6M | 0% | Mar 2024 |
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| Capital Performance Advisors | 73k | $1.5M | 0% | Mar 2024 |
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| Park Avenue Securities | 61k | $1.3M | 100% | Mar 2024 |
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| Waterfront Wealth | 55k | $1.1M | 0% | Mar 2024 |
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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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| Northwest Wealth Management | 46k | $981k | 7% | Mar 2024 |
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| IFG Advisors | 45k | $958k | 6% | Mar 2024 |
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| Krilogy Financial | 42k | $888k | 0% | Mar 2024 |
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| Beaird Harris Wealth Management | 41k | $863k | 0% | Mar 2024 |
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| Fiduciary Trust Company | 40k | $835k | 0% | Dec 2023 |
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| Merriman Wealth Management | 40k | $842k | 100% | Mar 2024 |
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| Delap Wealth Advisory | 38k | $791k | -6% | Dec 2023 |
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| AQR Capital Management | 31k | $663k | 0% | Mar 2024 |
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| Jane Street | 31k | $648k | -81% | Mar 2024 |
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| LJI Wealth Management | 30k | $640k | -9% | Mar 2024 |
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| Creative Planning | 29k | $625k | 3% | Mar 2024 |
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| Sax Wealth Advisors | 29k | $606k | 0% | Mar 2024 |
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| Visionary Wealth Advisors | 27k | $581k | -7% | Mar 2024 |
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| Stratos Wealth Partners | 27k | $581k | 5% | Mar 2024 |
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| Two Sigma Investments | 26k | $547k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 25k | $530k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 25k | $528k | 100% | Mar 2024 |
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| Royal Bank of Canada | 23k | $496k | 18% | Mar 2024 |
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| D. E. Shaw & Co | 19k | $401k | 100% | Mar 2024 |
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| Cassaday & Co Wealth Management | 17k | $370k | 100% | Mar 2024 |
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| Pathstone Holdings | 17k | $359k | 0% | Mar 2024 |
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| Integrity Wealth Solutions | 16k | $345k | 0% | Mar 2024 |
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| LPL Financial | 16k | $338k | 11% | Mar 2024 |
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| Resources Investment Advisors | 16k | $332k | 100% | Mar 2024 |
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| Gts Securities | 15k | $325k | 100% | Mar 2024 |
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| DBK Financial Counsel | 15k | $323k | 100% | Mar 2024 |
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| Bartlett & Co. Wealth Management | 15k | $307k | 0% | Mar 2024 |
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| Bartlett & Co. | 15k | $309k | 100% | Dec 2023 |
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| Kestra Advisory Services | 14k | $297k | 1% | Dec 2023 |
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| Morgan Stanley | 14k | $289k | -7% | Mar 2024 |
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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 | $268k | 0% | Mar 2024 |
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| Citadel Advisors | 12k | $244k | 100% | Mar 2024 |
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| Crestwood Advisors | 11k | $235k | 0% | Mar 2024 |
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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 | $210M | 0% | Mar 2024 |
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| Facet Wealth | 9.9k | $205k | 100% | Mar 2024 |
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| Advisory Services Network | 9.6k | $205k | 100% | Mar 2024 |
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| AE Wealth Management | 9.6k | $204k | 100% | Mar 2024 |
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| Pensionmark Financial Group | 9.4k | $201k | 100% | Mar 2024 |
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| Thrivent Financial for Lutherans | 9.4k | $200k | 100% | Mar 2024 |
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| Thompson Investment Management | 7.2k | $153k | 0% | Mar 2024 |
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| FMR | 1.9k | $40k | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.4k | $29k | 100% | Mar 2024 |
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| Bank of America Corporation | 700.00 | $15k | 100% | Mar 2024 |
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| Valued Wealth Advisors | 276.00 | $5.9k | 100% | Mar 2024 |
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| Atlantic Trust | 202.00 | $4.2k | 100% | Mar 2024 |
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Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Savant Capital Management | Dec 2023 | 44k | $916k |
| Bridgeway Capital Management | Sep 2023 | 25k | $451k |
| Susquehanna International | Sep 2023 | 15k | $267k |
| AdvisorNet Financial | Dec 2023 | 14k | $286k |
| Marquette Asset Management | Dec 2023 | 12k | $255k |
| Simplex Trading | Dec 2023 | 3.5k | $74k |