Filing Research | BCE INC Institutional Holdings

Snapshot holdings

50 / 79 loaded

#		Instrument	quantity
1	INTACT INVESTMENT MANAGEMENT INC.	Shares	2.1MSH	$46.1M
2	Addenda Capital Inc.	Shares	465.4KSH	$14.4M
3	Munich Reinsurance Co Stock Corp in Munich	Shares	171.4KSH	$3.7M
4	Triasima Portfolio Management inc.	Shares	130.9KSH	$2.8M
5	PensionDanmark Pensionsforsikringsaktieselskab	Shares	87.2KSH	$1.9M
6	ASR Vermogensbeheer N.V.	Shares	80.9KSH	$1.7M
7	Old Port Advisors	Shares	78.0KSH	$1.7M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	76.5KSH	$1.6M
9	Avanza Fonder AB	Shares	47.7KSH	$1.5M
10	Cardinal Point Capital Management ULC	Shares	67.0KSH	$1.4M
11	Crossmark Global Holdings, Inc.	Shares	49.1KSH	$1.1M
12	Intrua Financial, LLC	Shares	48.6KSH	$1.0M
13	Rathbones Group PLC	Shares	44.2KSH	$950.9K
14	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	33.2KSH	$713.4K
15	CIDEL ASSET MANAGEMENT INC	Shares	28.9KSH	$622.5K
16	Merit Financial Group, LLC	Shares	22.6KSH	$485.9K
17	D.A. DAVIDSON & CO.	Shares	21.9KSH	$470.0K
18	SIGNATUREFD, LLC	Shares	18.9KSH	$407.4K
19	Fideuram Asset Management (Ireland) dac	Shares	11.2KSH	$367.2K
20	Curated Wealth Partners LLC	Shares	350.0KSH	$358.0K
21	GRIFFIN ASSET MANAGEMENT, INC.	Shares	16.5KSH	$355.4K
22	CAPITAL ADVISORS INC/OK	Shares	15.4KSH	$330.4K
23	SBI Securities Co., Ltd.	Shares	13.4KSH	$288.9K
24	Sequoia Financial Advisors, LLC	Shares	12.4KSH	$266.0K
25	Capital Investment Advisory Services, LLC	Shares	12.3KSH	$264.7K
26	Provenance Wealth Advisors, LLC	Shares	10.6KSH	$229.0K
27	J.W. COLE ADVISORS, INC.	Shares	10.6KSH	$228.7K
28	Versant Capital Management, Inc	Shares	10.6KSH	$227.3K
29	Abel Hall, LLC	Shares	10.5KSH	$225.9K
30	Venturi Wealth Management, LLC	Shares	9.4KSH	$203.1K
31	LANARK FINANCIAL, INC.	Shares	4.6KSH	$98.3K
32	EverSource Wealth Advisors, LLC	Shares	3.9KSH	$84.9K
33	Farther Finance Advisors, LLC	Shares	3.3KSH	$70.2K
34	IFP Advisors, Inc	Shares	2.7KSH	$58.8K
35	VISION FINANCIAL MARKETS LLC	Shares	2.1KSH	$44.6K
36	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd	Shares	1.4MSH	$44.2K
37	Independence Bank of Kentucky	Shares	1.9KSH	$39.9K
38	Triumph Capital Management	Shares	1.8KSH	$39.8K
39	Spire Wealth Management	Shares	1.8KSH	$37.6K
40	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	1.6KSH	$34.1K
41	JCIC Asset Management Inc.	Shares	1.2KSH	$30.4K
42	MassMutual Private Wealth & Trust, FSB	Shares	1.4KSH	$29.5K
43	CoreCap Advisors, LLC	Shares	1.2KSH	$26.8K
44	Bogart Wealth, LLC	Shares	886SH	$19.1K
45	Hilltop National Bank	Shares	770SH	$16.6K
46	CGC Financial Services, LLC	Shares	599SH	$12.9K
47	Aventura Private Wealth, LLC	Shares	590SH	$12.7K
48	ST GERMAIN D J CO INC	Shares	549SH	$11.8K
49	ELEVATION WEALTH PARTNERS, LLC	Shares	532SH	$11.4K
50	Smallwood Wealth Investment Management, LLC	Shares	471SH	$10.1K

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

50 / 91 loaded

#		Instrument
1	Munich Reinsurance Co Stock Corp in Munich new	Shares	+171.4K	+$3.7M	$3.7M
2	ASR Vermogensbeheer N.V. added	Shares	+73.7K	+$1.6M	$1.7M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+43.2K	+$822.6K	$1.6M
4	Fideuram Asset Management (Ireland) dac new	Shares	+11.2K	+$367.2K	$367.2K
5	Curated Wealth Partners LLC new	Shares	+350.0K	+$358.0K	$358.0K
6	Crossmark Global Holdings, Inc. added	Shares	+9.3K	+$51.5K	$1.1M
7	IFP Advisors, Inc added	Shares	+1.4K	+$24.2K	$58.8K
8	ELEVATION WEALTH PARTNERS, LLC new	Shares	+532	+$11.4K	$11.4K
9	Atlatl Advisers LLC new	Shares	+331	+$7.1K	$7.1K
10	CoreCap Advisors, LLC added	Shares	+394	+$5.3K	$26.8K
11	Venturi Wealth Management, LLC added	Shares	+1.5K	+$2.2K	$203.1K
12	CIDEL ASSET MANAGEMENT INC added	Shares	+4.2K	+$2.1K	$622.5K
13	Cape Investment Advisory, Inc. new	Shares	+50	+$1.1K	$1.1K
14	JFS WEALTH ADVISORS, LLC added	Shares	+25	+$482	$912
15	LRI Investments, LLC new	Shares	+3	+$65	$65
16	JCIC Asset Management Inc. unchanged	Shares	0	$0	$30.4K
17	Steigerwald, Gordon & Koch Inc. exited	Shares	0	$0	$0
18	TSFG, LLC unchanged	Shares	0	$0	$0
19	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$18	$108
20	Raleigh Capital Management Inc. unchanged	Shares	0	-$33	$142
21	Achmea Investment Management B.V. trimmed	Shares	-3.4K	-$176	$544
22	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$180	$1.0K
23	Lodestone Wealth Management LLC unchanged	Shares	0	-$190	$1.1K
24	CITY HOLDING CO unchanged	Shares	0	-$213	$1.2K
25	TRUST CO OF TOLEDO NA /OH/ unchanged	Shares	0	-$253	$1.5K
26	Darwin Wealth Management, LLC unchanged	Shares	0	-$276	$1.6K
27	LOUISBOURG INVESTMENTS INC. unchanged	Shares	0	-$321	$1.9K
28	Roxbury Financial LLC unchanged	Shares	0	-$373	$2.2K
29	Physician Wealth Advisors, Inc. trimmed	Shares	-22	-$634	$452
30	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	-$658	$3.8K
31	Monetary Solutions, Ltd unchanged	Shares	0	-$746	$4.3K
32	Blue Trust, Inc. unchanged	Shares	0	-$881	$5.1K
33	AdvisorNet Financial, Inc unchanged	Shares	0	-$882	$5.1K
34	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+3	-$1.0K	$6.5K
35	Investors Research Corp unchanged	Shares	0	-$1.1K	$6.2K
36	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$1.1K	$6.5K
37	Cedar Mountain Advisors, LLC trimmed	Shares	-17	-$1.1K	$4.1K
38	Pflug Koory, LLC unchanged	Shares	0	-$1.5K	$8.8K
39	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	-$1.8K	$10.1K
40	ST GERMAIN D J CO INC unchanged	Shares	0	-$2.0K	$11.8K
41	Aventura Private Wealth, LLC unchanged	Shares	0	-$2.2K	$12.7K
42	CGC Financial Services, LLC unchanged	Shares	0	-$2.2K	$12.9K
43	ENTRUST FINANCIAL LLC trimmed	Shares	-81	-$2.8K	$4.2K
44	Hilltop National Bank unchanged	Shares	0	-$2.9K	$16.6K
45	MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd trimmed	Shares	-398.1K	-$3.1K	$44.2K
46	FINANCIAL CONSULATE, INC trimmed	Shares	-122	-$3.2K	$541
47	Bogart Wealth, LLC unchanged	Shares	0	-$3.3K	$19.1K
48	True Wealth Design, LLC trimmed	Shares	-119	-$3.5K	$3.0K
49	Crews Bank & Trust exited	Shares	-158	-$4.0K	$0
50	Sound Income Strategies, LLC exited	Shares	-183	-$4.7K	$0

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