Filing Research | BANCO BRADESCO S A Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	Carrhae Capital LLP	Shares	4.5MSH	$15.6M
2	Perpetual Ltd	Shares	3.6MSH	$12.5M
3	Artemis Investment Management LLP	Shares	481.9KSH	$1.7M
4	FACTORY MUTUAL INSURANCE CO	Shares	388.3KSH	$1.3M
5	Mirae Asset Global Investments Co., Ltd.	Shares	258.0KSH	$895.2K
6	QRG CAPITAL MANAGEMENT, INC.	Shares	201.6KSH	$699.6K
7	Legacy Wealth Asset Management, LLC	Shares	193.9KSH	$672.9K
8	Crossmark Global Holdings, Inc.	Shares	187.2KSH	$649.6K
9	Generali Investments CEE, investicni spolecnost, a.s.	Shares	110.5KSH	$383.3K
10	Net Worth Advisory Group	Shares	73.8KSH	$256.3K
11	Aaron Wealth Advisors LLC	Shares	63.0KSH	$218.6K
12	Blue Trust, Inc.	Shares	55.7KSH	$193.4K
13	Sequoia Financial Advisors, LLC	Shares	54.7KSH	$189.7K
14	Aprio Wealth Management, LLC	Shares	43.0KSH	$149.1K
15	QUATTRO FINANCIAL ADVISORS LLC	Shares	40.0KSH	$138.8K
16	DAVENPORT & Co LLC	Shares	35.7KSH	$123.9K
17	Traveka Wealth, LLC	Shares	30.8KSH	$106.7K
18	RIVERSEDGE ADVISORS, LLC	Shares	29.7KSH	$103.1K
19	Farther Finance Advisors, LLC	Shares	25.7KSH	$89.2K
20	ZWJ INVESTMENT COUNSEL INC	Shares	25.5KSH	$88.5K
21	Merit Financial Group, LLC	Shares	22.0KSH	$76.3K
22	Hilltop National Bank	Shares	20.4KSH	$70.7K
23	Plan A Wealth LLC	Shares	19.1KSH	$66.3K
24	Sivia Capital Partners, LLC	Shares	18.2KSH	$63.3K
25	Ballentine Partners, LLC	Shares	16.1KSH	$55.8K
26	Tenzing Financial LLC	Shares	12.9KSH	$45.3K
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.3KSH	$42.8K
28	LAUREL OAK WEALTH MANAGEMENT, LLC	Shares	12.2KSH	$42.3K
29	GAMMA Investing LLC	Shares	11.6KSH	$40.2K
30	Global Wealth Strategies & Associates	Shares	10.9KSH	$37.9K
31	Grove Bank & Trust	Shares	10.2KSH	$35.5K
32	EverSource Wealth Advisors, LLC	Shares	8.4KSH	$29.2K
33	Activest Wealth Management	Shares	5.6KSH	$19.5K
34	HIGHLINE WEALTH PARTNERS LLC	Shares	4.0KSH	$13.9K
35	Triumph Capital Management	Shares	2.9KSH	$10.1K
36	JFS WEALTH ADVISORS, LLC	Shares	553SH	$1.9K
37	Creative Capital Management Investments LLC	Shares	478SH	$1.7K
38	West Financial Advisors, LLC	Shares	300SH	$1.0K
39	LRI Investments, LLC	Shares	237SH	$822
40	SIGNATUREFD, LLC	Shares	157SH	$545
41	Abound Wealth Management	Shares	87SH	$302
42	High Note Wealth, LLC	Shares	21SH	$73
43	PARK AVENUE SECURITIES LLC	Shares	19.5KSH	$68

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

50 / 52 loaded

#		Instrument
1	Carrhae Capital LLP new	Shares	+4.5M	+$15.6M	$15.6M
2	Mirae Asset Global Investments Co., Ltd. new	Shares	+258.0K	+$895.2K	$895.2K
3	FACTORY MUTUAL INSURANCE CO added	Shares	+46.4K	+$99.3K	$1.3M
4	QRG CAPITAL MANAGEMENT, INC. added	Shares	+28.3K	+$67.1K	$699.6K
5	Farther Finance Advisors, LLC added	Shares	+14.5K	+$47.4K	$89.2K
6	Global Wealth Strategies & Associates new	Shares	+10.9K	+$37.9K	$37.9K
7	Aaron Wealth Advisors LLC added	Shares	+7.9K	+$17.3K	$218.6K
8	Triumph Capital Management added	Shares	+1.9K	+$6.4K	$10.1K
9	Creative Capital Management Investments LLC new	Shares	+478	+$1.7K	$1.7K
10	West Financial Advisors, LLC new	Shares	+300	+$1.0K	$1.0K
11	Grove Bank & Trust added	Shares	+748	+$890	$35.5K
12	SIGNATUREFD, LLC added	Shares	+139	+$479	$545
13	LRI Investments, LLC added	Shares	+118	+$388	$822
14	PARK AVENUE SECURITIES LLC added	Shares	+1.1K	+$1	$68
15	High Note Wealth, LLC unchanged	Shares	0	-$4	$73
16	Abound Wealth Management unchanged	Shares	0	-$16	$302
17	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	-$100	$1.9K
18	MBM WEALTH CONSULTANTS, LLC exited	Shares	-234	-$854	$0
19	Activest Wealth Management unchanged	Shares	0	-$1.0K	$19.5K
20	Plan A Wealth LLC added	Shares	+544	-$1.5K	$66.3K
21	HIGHLINE WEALTH PARTNERS LLC trimmed	Shares	-258	-$1.7K	$13.9K
22	LAUREL OAK WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$2.2K	$42.3K
23	THOMPSON INVESTMENT MANAGEMENT, INC. exited	Shares	-642	-$2.3K	$0
24	Sound Income Strategies, LLC exited	Shares	-841	-$3.1K	$0
25	Sivia Capital Partners, LLC unchanged	Shares	0	-$3.3K	$63.3K
26	Hilltop National Bank unchanged	Shares	0	-$3.7K	$70.7K
27	Merit Financial Group, LLC trimmed	Shares	-50	-$4.1K	$76.3K
28	ZWJ INVESTMENT COUNSEL INC unchanged	Shares	0	-$4.6K	$88.5K
29	FINANCIAL CONSULATE, INC exited	Shares	-1.4K	-$5.1K	$0
30	Traveka Wealth, LLC trimmed	Shares	-77	-$5.8K	$106.7K
31	QUATTRO FINANCIAL ADVISORS LLC unchanged	Shares	0	-$7.2K	$138.8K
32	Handelsbanken Fonder AB exited	Shares	-2.0M	-$7.4K	$0
33	Aprio Wealth Management, LLC trimmed	Shares	-971	-$11.3K	$149.1K
34	GAMMA Investing LLC trimmed	Shares	-2.6K	-$11.5K	$40.2K
35	Sequoia Financial Advisors, LLC trimmed	Shares	-653	-$12.2K	$189.7K
36	Net Worth Advisory Group added	Shares	+149	-$12.8K	$256.3K
37	RIVERSEDGE ADVISORS, LLC trimmed	Shares	-2.6K	-$14.8K	$103.1K
38	Tenzing Financial LLC trimmed	Shares	-1.8K	-$14.9K	$45.3K
39	Generali Investments CEE, investicni spolecnost, a.s. unchanged	Shares	0	-$19.9K	$383.3K
40	EverSource Wealth Advisors, LLC trimmed	Shares	-7.5K	-$28.7K	$29.2K
41	Crossmark Global Holdings, Inc. trimmed	Shares	-128	-$34.2K	$649.6K
42	Ballentine Partners, LLC trimmed	Shares	-9.2K	-$36.5K	$55.8K
43	Legacy Wealth Asset Management, LLC trimmed	Shares	-708	-$37.5K	$672.9K
44	DAVENPORT & Co LLC trimmed	Shares	-16.8K	-$67.7K	$123.9K
45	Artemis Investment Management LLP unchanged	Shares	0	-$86.7K	$1.7M
46	Blue Trust, Inc. trimmed	Shares	-23.8K	-$96.8K	$193.4K
47	Union Bancaire Privee, UBP SA exited	Shares	-60.0K	-$168.0K	$0
48	Abacus Wealth Partners, LLC exited	Shares	-53.2K	-$194.3K	$0
49	ABN AMRO INVESTMENT SOLUTIONS exited	Shares	-60.2K	-$219.7K	$0
50	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-76.5K	-$281.6K	$42.8K

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