Security key
114082209
CUSIP: 114082209
Security key
114082209
Report period
Q4 2024
Institutions
24
Top holders
10
Broader feeds
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
15 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Nicholas J. Singer |
3/4/5
13D/G
Director · Nicholas Jason Singer
|
4.9%
from 13D/G
|
$962,330
954,608 shares
mixed-class rows
|
— | 02 Dec 2022 |
| Corient Private Wealth LLC |
13F
Company
|
23%
|
$276,005
262,862 shares
|
— | 30 Sep 2024 |
| Cypress Point Wealth Management, LLC |
13F
Company
|
8.1%
|
$99,094
94,375 shares
|
— | 30 Sep 2024 |
| UBS Group AG |
13F
Company
|
7.2%
|
$87,801
83,620 shares
|
— | 30 Sep 2024 |
| Naviter Wealth, LLC |
13F
Company
|
6.8%
|
$82,736
78,796 shares
|
— | 30 Sep 2024 |
| Sippican Capital Advisors |
13F
Company
|
5.9%
|
$71,929
68,504 shares
|
— | 30 Sep 2024 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 value | Q4 2024 value | Value change | Value Chg % |
|---|