Filing Research | BIOHAVEN LTD Institutional Holdings

Snapshot holdings

41 / 41 loaded

#		Instrument	quantity
1	ARS Investment Partners, LLC	Shares	1.4MSH	$20.4M
2	Simplify Asset Management Inc.	Shares	1.0MSH	$15.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	125.2KSH	$1.7M
4	Y-Intercept (Hong Kong) Ltd	Shares	59.5KSH	$885.2K
5	OAK RIDGE INVESTMENTS LLC	Shares	56.1KSH	$834.9K
6	NOVEM GROUP	Shares	52.0KSH	$773.8K
7	Hennion & Walsh Asset Management, Inc.	Shares	44.4KSH	$660.7K
8	Police & Firemen's Retirement System of New Jersey	Shares	39.4KSH	$586.1K
9	Merit Financial Group, LLC	Shares	32.1KSH	$477.2K
10	Constitution Capital LLC	Shares	27.0KSH	$401.8K
11	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	15.5KSH	$230.6K
12	NorthCrest Asset Manangement, LLC	Shares	13.1KSH	$219.9K
13	4WEALTH ADVISORS, INC.	Shares	14.5KSH	$217.3K
14	WADDELL & ASSOCIATES, LLC	Shares	10.4KSH	$154.0K
15	China Universal Asset Management Co., Ltd.	Shares	10.0KSH	$148.8K
16	IFP Advisors, Inc	Shares	6.0KSH	$89.4K
17	EverSource Wealth Advisors, LLC	Shares	5.2KSH	$77.3K
18	Farther Finance Advisors, LLC	Shares	2.6KSH	$38.5K
19	LRI Investments, LLC	Shares	2.6KSH	$38.3K
20	True Wealth Design, LLC	Shares	1.6KSH	$24.6K
21	GAMMA Investing LLC	Shares	857SH	$12.8K
22	SJS Investment Consulting Inc.	Shares	633SH	$9.4K
23	AdvisorNet Financial, Inc	Shares	500SH	$7.4K
24	Versant Capital Management, Inc	Shares	468SH	$7.0K
25	Wealth Enhancement Trust Services, Inc.	Shares	369SH	$5.5K
26	SIGNATUREFD, LLC	Shares	201SH	$3.0K
27	MassMutual Private Wealth & Trust, FSB	Shares	169SH	$2.5K
28	Fortitude Family Office, LLC	Shares	124SH	$1.8K
29	SBI Securities Co., Ltd.	Shares	120SH	$1.8K
30	GHP Investment Advisors, Inc.	Shares	100SH	$1.5K
31	Ares Financial Consulting, LLC	Shares	84SH	$1.3K
32	Handelsbanken Fonder AB	Shares	67.7KSH	$1.0K
33	Blue Trust, Inc.	Shares	30SH	$446
34	LANARK FINANCIAL, INC.	Shares	25SH	$372
35	CoreCap Advisors, LLC	Shares	17SH	$253
36	FINANCIAL CONSULATE, INC	Shares	15SH	$224
37	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	5SH	$74
38	HARBOR INVESTMENT ADVISORY, LLC	Shares	5SH	$74
39	Hughes Financial Services, LLC	Shares	2SH	$30
40	Torren Management, LLC	Shares	1SH	$15
41	Capital Advisors, Ltd. LLC	Shares	168SH	$3

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

42 / 42 loaded

#		Instrument
1	ARS Investment Partners, LLC trimmed	Shares	-4.6K	+$8.8M	$20.4M
2	Simplify Asset Management Inc. added	Shares	+141.9K	+$7.9M	$15.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+64.1K	+$1.1M	$1.7M
4	OAK RIDGE INVESTMENTS LLC added	Shares	+37.3K	+$675.8K	$834.9K
5	NOVEM GROUP unchanged	Shares	0	+$333.8K	$773.8K
6	Merit Financial Group, LLC added	Shares	+13.6K	+$321.2K	$477.2K
7	Police & Firemen's Retirement System of New Jersey added	Shares	+7.5K	+$316.3K	$586.1K
8	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-388	+$281.8K	$660.7K
9	Constitution Capital LLC added	Shares	+10.0K	+$257.9K	$401.8K
10	NorthCrest Asset Manangement, LLC new	Shares	+13.1K	+$219.9K	$219.9K
11	WADDELL & ASSOCIATES, LLC new	Shares	+10.4K	+$154.0K	$154.0K
12	4WEALTH ADVISORS, INC. added	Shares	+216	+$101.4K	$217.3K
13	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors unchanged	Shares	0	+$99.5K	$230.6K
14	China Universal Asset Management Co., Ltd. trimmed	Shares	-800	+$57.4K	$148.8K
15	IFP Advisors, Inc added	Shares	+1.8K	+$54.0K	$89.4K
16	EverSource Wealth Advisors, LLC added	Shares	+2.2K	+$51.6K	$77.3K
17	LRI Investments, LLC added	Shares	+2.5K	+$37.7K	$38.3K
18	Farther Finance Advisors, LLC added	Shares	+1.1K	+$24.1K	$38.5K
19	True Wealth Design, LLC added	Shares	+1.0K	+$19.3K	$24.6K
20	SJS Investment Consulting Inc. added	Shares	+530	+$8.5K	$9.4K
21	Wealth Enhancement Trust Services, Inc. new	Shares	+369	+$5.5K	$5.5K
22	Versant Capital Management, Inc added	Shares	+104	+$3.9K	$7.0K
23	AdvisorNet Financial, Inc unchanged	Shares	0	+$3.2K	$7.4K
24	MassMutual Private Wealth & Trust, FSB added	Shares	+163	+$2.5K	$2.5K
25	GAMMA Investing LLC trimmed	Shares	-371	+$2.4K	$12.8K
26	Fortitude Family Office, LLC new	Shares	+124	+$1.8K	$1.8K
27	Ares Financial Consulting, LLC new	Shares	+84	+$1.3K	$1.3K
28	SBI Securities Co., Ltd. unchanged	Shares	0	+$771	$1.8K
29	Handelsbanken Fonder AB added	Shares	+31.1K	+$697	$1.0K
30	GHP Investment Advisors, Inc. unchanged	Shares	0	+$642	$1.5K
31	FINANCIAL CONSULATE, INC new	Shares	+15	+$224	$224
32	Blue Trust, Inc. trimmed	Shares	-1	+$184	$446
33	LANARK FINANCIAL, INC. unchanged	Shares	0	+$161	$372
34	CoreCap Advisors, LLC unchanged	Shares	0	+$109	$253
35	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. unchanged	Shares	0	+$32	$74
36	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$32	$74
37	Hughes Financial Services, LLC unchanged	Shares	0	+$13	$30
38	Torren Management, LLC unchanged	Shares	0	+$7	$15
39	Capital Advisors, Ltd. LLC new	Shares	+168	+$3	$3
40	SIGNATUREFD, LLC trimmed	Shares	-219	-$562	$3.0K
41	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-53.1K	-$449.2K	$0
42	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-102.4K	-$484.3K	$885.2K