Institutional Ownership Franklin Bsp Realty Trust, Inc. (FBRT)
This table provides information about the institutional ownership of Franklin Bsp Realty Trust, Inc. (FBRT). We have compiled data on the 210 institutions that hold shares in the stock, with a total of 50.4 Million shares, which have been reported (via 13F filing form) to have a value of $666 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10,026
shares
|
$132,443
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
8,265
shares
|
$109,180
0.0% of portfolio
|
Q3 2023
Added 30.88%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,545
shares
|
$99,669
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
6,378
shares
|
$84,253
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,810
shares
|
$76,750
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
5,520
shares
|
$72,919
0.05% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,956
shares
|
$65,468
0.0% of portfolio
|
Q4 2024
Reduced 86.64%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
4,664
shares
|
$61,611
0.0% of portfolio
|
Q3 2024
Added 51.63%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,657
shares
|
$61,518
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$56,803
0.02% of portfolio
|
Q3 2023
Reduced 34.98%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
4,140
shares
|
$54,689
0.02% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
3,425
shares
|
$45,244
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
3,111
shares
|
$41,096
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
2,630
shares
|
$34,742
0.0% of portfolio
|
Q4 2024
Reduced 91.22%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,550
shares
|
$33,685
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,240
shares
|
$29,590
0.0% of portfolio
|
Q2 2024
Reduced 73.95%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,118
shares
|
$27,978
0.0% of portfolio
|
Q4 2024
Reduced 26.25%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
1,970
shares
|
$26,023
0.0% of portfolio
|
Q4 2024
Added 39.82%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
1,644
shares
|
$21,717
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
1,601
shares
|
$21,149
0.01% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,475
shares
|
$19,484
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,218
shares
|
$16,089
0.0% of portfolio
|
Q4 2024
Reduced 51.26%
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
Feb 18, 2025 Q4 2024 |
1,180
shares
|
$15,587
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
967
shares
|
$12,774
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
906
shares
|
$11,968
0.0% of portfolio
|
Q4 2024
New holding
|