HERITAGE INVESTORS MANAGEMENT CORP - BROADSTONE NET LEASE INC ownership

BROADSTONE NET LEASE INC's ticker is BNL and the CUSIP is 11135E203. A total of 10 filers reported holding BROADSTONE NET LEASE INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
HERITAGE INVESTORS MANAGEMENT CORP ownership history of BROADSTONE NET LEASE INC
ValueSharesWeighting
Q3 2023$179
-7.3%
12,5000.0%0.01%
-12.5%
Q2 2023$193
-43.2%
12,500
-37.5%
0.01%
-46.7%
Q1 2023$340
+4.9%
20,0000.0%0.02%0.0%
Q4 2022$324
-99.9%
20,000
-20.0%
0.02%
-25.0%
Q3 2022$388,000
-24.4%
25,0000.0%0.02%
-16.7%
Q2 2022$513,000
-25.9%
25,000
-21.3%
0.02%
-14.3%
Q1 2022$692,000
-12.2%
31,7500.0%0.03%
-9.7%
Q4 2021$788,000
-4.9%
31,750
-4.9%
0.03%
-11.4%
Q3 2021$829,000
+1.0%
33,400
-4.8%
0.04%
+2.9%
Q2 2021$821,00035,0710.03%
Other shareholders
BROADSTONE NET LEASE INC shareholders Q4 2023
NameSharesValueWeighting ↓
Lumature Wealth Partners, LLC 2,130,811$46,409,00018.62%
New England Private Wealth Advisors LLC 3,133,021$68,240,00012.46%
Prairiewood Capital, LLC 258,005$5,619,0003.93%
MYCIO WEALTH PARTNERS, LLC 435,802$9,492,0003.02%
HC FINANCIAL ADVISORS INC 227,729$4,960,0002.95%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,480,674$32,249,0002.19%
STONE POINT CAPITAL LLC 2,256,683$49,151,0001.96%
COOPER/HAIMS ADVISORS, LLC 122,951$2,678,0001.75%
ROCKY MOUNTAIN ADVISERS, LLC 67,750$1,476,0001.64%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12,961,118$282,293,0001.37%
View complete list of BROADSTONE NET LEASE INC shareholders