Institutional Ownership Beacon Roofing Supply Inc (BECN)
This table provides information about the institutional ownership of Beacon Roofing Supply Inc (BECN). We have compiled data on the 34 institutions that hold shares in the stock, with a total of 7.43 Million shares, which have been reported (via 13F filing form) to have a value of $922 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
266
shares
|
$33,029
0.02% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
123
shares
|
$15,272
0.0% of portfolio
|
Q4 2022
Reduced 20.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$12,417
0.0% of portfolio
|
Q4 2017
Added 2300.0%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
63
shares
|
$7,822
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
40
shares
|
$4,966
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
26
shares
|
$3,228
0.0% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$1,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2
shares
|
$248
0.0% of portfolio
|
Q3 2024
New holding
|