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 362 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
83
shares
|
$5,130
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
80
shares
|
$4,944
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
79
shares
|
$4,882
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
73
shares
|
$4,512
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
68
shares
|
$4,203
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
62
shares
|
$3,832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
60
shares
|
$3,708
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
52
shares
|
$3,214
0.0% of portfolio
|
Q1 2024
Reduced 21.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
50
shares
|
$3,090
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
41
shares
|
$2,534
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
40
shares
|
$2,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
36
shares
|
$2,225
0.0% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
36
shares
|
$2,225
0.0% of portfolio
|
Q4 2023
Reduced 7.69%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
36
shares
|
$2,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
35
shares
|
$2,163
0.0% of portfolio
|
Q2 2024
Reduced 25.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
34
shares
|
$2,101
0.0% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
33
shares
|
$2,039
0.0% of portfolio
|
Q1 2023
Reduced 94.32%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
27
shares
|
$1,668
0.0% of portfolio
|
Q2 2023
Reduced 96.31%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
27
shares
|
$1,668
0.0% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
25
shares
|
$1,545
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
24
shares
|
$1,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
23
shares
|
$1,421
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
21
shares
|
$1,298
0.0% of portfolio
|
Q3 2023
Reduced 63.79%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$1,236
0.0% of portfolio
|
Q2 2022
Reduced 83.19%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
17
shares
|
$1,050
0.0% of portfolio
|
Q2 2024
New holding
|