Institutional Ownership Bwx Technologies, Inc. (BWXT)
This table provides information about the institutional ownership of Bwx Technologies, Inc. (BWXT). We have compiled data on the 587 institutions that hold shares in the stock, with a total of 80.7 Million shares, which have been reported (via 13F filing form) to have a value of $9.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
150
shares
|
$16,930
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Peregrine Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
150
shares
|
$16,930
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
145
shares
|
$16,366
0.0% of portfolio
|
Q3 2024
Added 8.21%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
142
shares
|
$16,027
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
141
shares
|
$15,914
0.0% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
115
shares
|
$12,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
110
shares
|
$12,415
0.01% of portfolio
|
Q2 2024
Reduced 21.43%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
110
shares
|
$12,415
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
101
shares
|
$11,399
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
101
shares
|
$11,399
0.01% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
100
shares
|
$11,287
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$11,287
0.0% of portfolio
|
Q3 2021
Closed
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
100
shares
|
$11,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
90
shares
|
$10,158
0.0% of portfolio
|
Q2 2020
Reduced 33.78%
|
|
|
Neo Ivy Capital Management
New York, NY |
Nov 15, 2024 Q3 2024 |
80
shares
|
$9,029
0.0% of portfolio
|
Q3 2024
Reduced 98.45%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
77
shares
|
$8,690
0.0% of portfolio
|
Q3 2024
Reduced 56.5%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
76
shares
|
$8,578
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
76
shares
|
$8,578
0.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
75
shares
|
$8,465
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
75
shares
|
$8,465
0.0% of portfolio
|
Q3 2024
Reduced 44.44%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$8,465
0.0% of portfolio
|
Q3 2023
Reduced 19.35%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
71
shares
|
$8,013
0.0% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
68
shares
|
$7,675
0.0% of portfolio
|
Q3 2024
Added 38.78%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
66
shares
|
$7,449
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
65
shares
|
$7,336
0.0% of portfolio
|
Q2 2023
Added 32.65%
|