Institutional Ownership Bread Financial Holdings, Inc. (BFH)
This table provides information about the institutional ownership of Bread Financial Holdings, Inc. (BFH). We have compiled data on the 364 institutions that hold shares in the stock, with a total of 50 Million shares, which have been reported (via 13F filing form) to have a value of $3.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
456
shares
|
$29,051
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
453
shares
|
$28,860
0.0% of portfolio
|
Q3 2024
Added 73.56%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
424
shares
|
$27,013
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
382
shares
|
$24,337
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
376
shares
|
$23,954
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
325
shares
|
$20,705
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
317
shares
|
$20,196
0.0% of portfolio
|
Q4 2024
Reduced 99.41%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
313
shares
|
$19,941
0.0% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
293
shares
|
$18,667
0.0% of portfolio
|
Q4 2023
Reduced 17.93%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
283
shares
|
$18,029
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
281
shares
|
$17,902
0.0% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
223
shares
|
$14,207
0.0% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
210
shares
|
$13,379
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
200
shares
|
$12,742
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
195
shares
|
$12,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
180
shares
|
$11,467
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
154
shares
|
$9,811
0.0% of portfolio
|
Q2 2024
Added 258.14%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
151
shares
|
$9,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
151
shares
|
$9,620
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
146
shares
|
$9,301
0.0% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
137
shares
|
$8,728
0.0% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
118
shares
|
$7,517
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
113
shares
|
$7,199
0.0% of portfolio
|
Q3 2024
Added 197.37%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
110
shares
|
$7,008
0.0% of portfolio
|
Q1 2024
Reduced 96.77%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
104
shares
|
$6,625
0.0% of portfolio
|
Q3 2024
New holding
|