Filing Research | BATRA - ATLANTA BRAVES HLDGS INC COM SER A Institutional Holdings

Snapshot holdings

37 / 37 loaded

#		Instrument	quantity
1	Hudson Value Partners, LLC	Shares	96.7KSH	$5.4M
2	Congress Park Capital LLC	Shares	43.1KSH	$2.4M
3	Welch Group, LLC	Shares	21.0KSH	$1.2M
4	Central Pacific Bank - Trust Division	Shares	17.5KSH	$985.4K
5	OAK FAMILY ADVISORS, LLC	Shares	12.3KSH	$689.8K
6	DAVENPORT & Co LLC	Shares	11.4KSH	$643.3K
7	SAPIENT CAPITAL LLC	Shares	11.4KSH	$642.8K
8	CULLEN INVESTMENT GROUP, LTD.	Shares	5.3KSH	$298.4K
9	IFP Advisors, Inc	Shares	3.1KSH	$177.3K
10	Police & Firemen's Retirement System of New Jersey	Shares	2.3KSH	$129.3K
11	GAMMA Investing LLC	Shares	1.6KSH	$87.8K
12	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	1.2KSH	$69.0K
13	Versant Capital Management, Inc	Shares	816SH	$45.9K
14	Cape Investment Advisory, Inc.	Shares	525SH	$29.6K
15	Grove Bank & Trust	Shares	500SH	$28.2K
16	EverSource Wealth Advisors, LLC	Shares	303SH	$17.1K
17	LANARK FINANCIAL, INC.	Shares	295SH	$16.6K
18	Blue Trust, Inc.	Shares	268SH	$15.1K
19	SIGNATUREFD, LLC	Shares	239SH	$13.5K
20	Farther Finance Advisors, LLC	Shares	223SH	$12.6K
21	Investment Research & Advisory Group, Inc.	Shares	200SH	$11.3K
22	Spire Wealth Management	Shares	185SH	$10.4K
23	Golden State Wealth Management, LLC	Shares	100SH	$5.6K
24	MassMutual Private Wealth & Trust, FSB	Shares	98SH	$5.5K
25	Torren Management, LLC	Shares	84SH	$4.7K
26	CHICKASAW CAPITAL MANAGEMENT LLC	Shares	62.9KSH	$3.5K
27	WEST PACES ADVISORS INC.	Shares	59SH	$3.3K
28	Lodestone Wealth Management LLC	Shares	33SH	$1.9K
29	SALEM INVESTMENT COUNSELORS INC	Shares	21SH	$1.2K
30	Community Financial Services Group, LLC	Shares	15SH	$855
31	Princeton Global Asset Management LLC	Shares	13SH	$732
32	GODSEY & GIBB, INC	Shares	10SH	$564
33	Fortis Group Advisors, LLC	Shares	10SH	$563
34	Ares Financial Consulting, LLC	Shares	6SH	$338
35	CoreCap Advisors, LLC	Shares	5SH	$282
36	TRUST CO OF TOLEDO NA /OH/	Shares	3SH	$169
37	Capital Advisors, Ltd. LLC	Shares	81SH	$5

Manager changes2026-06-30 vs 2026-03-31

43 / 43 loaded

#		Instrument
1	Hudson Value Partners, LLC added	Shares	+6.5K	+$1.2M	$5.4M
2	Congress Park Capital LLC added	Shares	+4.3K	+$597.7K	$2.4M
3	Welch Group, LLC added	Shares	+8	+$192.6K	$1.2M
4	Central Pacific Bank - Trust Division unchanged	Shares	0	+$160.3K	$985.4K
5	DAVENPORT & Co LLC unchanged	Shares	0	+$104.7K	$643.3K
6	OAK FAMILY ADVISORS, LLC trimmed	Shares	-167	+$104.3K	$689.8K
7	SAPIENT CAPITAL LLC trimmed	Shares	-188	+$95.7K	$642.8K
8	CULLEN INVESTMENT GROUP, LTD. unchanged	Shares	0	+$48.5K	$298.4K
9	IFP Advisors, Inc added	Shares	+115	+$34.3K	$177.3K
10	Cape Investment Advisory, Inc. new	Shares	+525	+$29.6K	$29.6K
11	Grove Bank & Trust new	Shares	+500	+$28.2K	$28.2K
12	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$21.0K	$129.3K
13	GAMMA Investing LLC added	Shares	+33	+$15.8K	$87.8K
14	Versant Capital Management, Inc added	Shares	+92	+$11.8K	$45.9K
15	Investment Research & Advisory Group, Inc. new	Shares	+200	+$11.3K	$11.3K
16	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$3.9K	$69.0K
17	WEST PACES ADVISORS INC. new	Shares	+59	+$3.3K	$3.3K
18	LANARK FINANCIAL, INC. unchanged	Shares	0	+$2.7K	$16.6K
19	Blue Trust, Inc. unchanged	Shares	0	+$2.5K	$15.1K
20	SIGNATUREFD, LLC unchanged	Shares	0	+$2.2K	$13.5K
21	Spire Wealth Management trimmed	Shares	-1	+$1.6K	$10.4K
22	Farther Finance Advisors, LLC trimmed	Shares	-11	+$1.6K	$12.6K
23	Golden State Wealth Management, LLC unchanged	Shares	0	+$916	$5.6K
24	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$897	$5.5K
25	Torren Management, LLC unchanged	Shares	0	+$769	$4.7K
26	CHICKASAW CAPITAL MANAGEMENT LLC added	Shares	+155	+$583	$3.5K
27	Lodestone Wealth Management LLC unchanged	Shares	0	+$302	$1.9K
28	CoreCap Advisors, LLC new	Shares	+5	+$282	$282
29	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$192	$1.2K
30	Community Financial Services Group, LLC unchanged	Shares	0	+$150	$855
31	Princeton Global Asset Management LLC unchanged	Shares	0	+$119	$732
32	GODSEY & GIBB, INC unchanged	Shares	0	+$92	$564
33	Fortis Group Advisors, LLC unchanged	Shares	0	+$91	$563
34	Ares Financial Consulting, LLC unchanged	Shares	0	+$56	$338
35	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	+$28	$169
36	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$5
37	Mountain Hill Investment Partners Corp. exited	Shares	-1	-$47	$0
38	True Wealth Design, LLC exited	Shares	-3	-$142	$0
39	Sound Income Strategies, LLC exited	Shares	-5	-$235	$0
40	Crewe Advisors LLC exited	Shares	-100	-$4.7K	$0
41	EverSource Wealth Advisors, LLC trimmed	Shares	-227	-$7.9K	$17.1K
42	Wealth Science Advisors LLC exited	Shares	-242	-$10.3K	$0
43	DELTEC ASSET MANAGEMENT LLC exited	Shares	-15.0K	-$705.2K	$0