Institutional Ownership Beacon Roofing Supply Inc (BECN)
This table provides information about the institutional ownership of Beacon Roofing Supply Inc (BECN). We have compiled data on the 386 institutions that hold shares in the stock, with a total of 53.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
24
shares
|
$2,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19
shares
|
$2,359
0.0% of portfolio
|
Q1 2025
Reduced 72.86%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
17
shares
|
$2,110
0.0% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
17
shares
|
$2,110
0.0% of portfolio
|
Q1 2025
Added 30.77%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
14
shares
|
$1,738
0.0% of portfolio
|
Q1 2025
Reduced 73.58%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
12
shares
|
$1,490
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
12
shares
|
$1,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
11
shares
|
$1,365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10
shares
|
$1,241
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
6
shares
|
$745
0.0% of portfolio
|
Q1 2025
Reduced 83.33%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
6
shares
|
$745
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4
shares
|
$496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
2
shares
|
$248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
May 14, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|