Purchases and Sales Made in Q4 2024 in Bwx Technologies, Inc. (BWXT)
This table provides information about the institutional ownership of Bwx Technologies, Inc. (BWXT) during Q4 2024. The information is specifically focused on institutions that hold shares of BWX Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
26+ 0.16% |
$2.9K - $3.47K
|
16.3K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26+ 2.34% |
$2.9K - $3.47K
|
1.14K
$162K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
25New |
$2.78K - $3.33K
|
25
$3.57K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
16+ 66.67% |
$1.78K - $2.13K
|
40
$5.72K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15+ 5.24% |
$1.67K - $2K
|
301
$43K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
15+ 0.27% |
$1.67K - $2K
|
5.62K
$803K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 71.43% |
$1.67K - $2K
|
36
$5.14K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
14+ 0.35% |
$1.56K - $1.87K
|
4.05K
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10New |
$1.11K - $1.33K
|
10
$1.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
10+ 24.39% |
$1.11K - $1.33K
|
51
$7.29K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
7+ 0.04% |
$780 - $933
|
18.6K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
7New |
$780 - $933
|
7
$1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$557 - $666
|
5
$715
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5+ 0.05% |
$557 - $666
|
9.47K
$1.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4+ 0.16% |
$446 - $533
|
2.5K
$357K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4New |
$446 - $533
|
4
$572
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4+ 0.15% |
$446 - $533
|
2.61K
$373K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
3+ 5.45% |
$334 - $400
|
58
$8.29K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3+ 11.11% |
$334 - $400
|
30
$4.29K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2New |
$223 - $267
|
2
$286
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$223 - $267
|
2
$286
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2New |
$223 - $267
|
2
$286
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2+ 0.05% |
$223 - $267
|
4.05K
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.23% |
$111 - $133
|
433
$61.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1+ 4.17% |
$111 - $133
|
25
$3.57K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.71% |
$111 - $133
|
140
$20K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4- 0.18% |
$446 - $533
|
2.21K
$316K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 5.43% |
$1.34K - $1.6K
|
209
$29.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-15- 0.33% |
$1.67K - $2K
|
4.53K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-19- 0.5% |
$2.12K - $2.53K
|
3.79K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-20- 40.0% |
$2.23K - $2.67K
|
30
$4.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 7.74% |
$2.9K - $3.47K
|
310
$44.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Denali Advisors LLC
|
SELL
|
- |
-31- 0.07% |
$3.45K - $4.13K
|
44.5K
$6.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-32- 1.03% |
$3.56K - $4.26K
|
3.08K
$441K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-33- 1.05% |
$3.68K - $4.4K
|
3.1K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-38- 0.32% |
$4.23K - $5.06K
|
12K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-42- 0.63% |
$4.68K - $5.6K
|
6.63K
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-50- 0.94% |
$5.57K - $6.66K
|
5.25K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
SELL
|
- |
-50- 33.33% |
$5.57K - $6.66K
|
100
$14.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-62- 0.88% |
$6.91K - $8.26K
|
7K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-71- 0.06% |
$7.91K - $9.46K
|
116K
$16.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-79- 3.53% |
$8.8K - $10.5K
|
2.16K
$308K
|
|
|
Jan 27, 2025
Q4 2024
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
SELL
|
- |
-99- 1.08% |
$11K - $13.2K
|
9.1K
$1.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-99- 1.3% |
$11K - $13.2K
|
7.52K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-100- 0.62% |
$11.1K - $13.3K
|
16.1K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-105- 44.68% |
$11.7K - $14K
|
130
$18.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-119- 4.0% |
$13.3K - $15.9K
|
2.86K
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-135- 5.55% |
$15K - $18K
|
2.3K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-135- 36.0% |
$15K - $18K
|
240
$34.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-152- 4.76% |
$16.9K - $20.3K
|
3.04K
$435K
|