Brown Adv Sustain GRW-InstBAFWX

13F holders, Q4 2024 (December 31)
2holders +1
0new positions
0sold out
$57.03avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Brown Adv Sustain GRW-Inst (BAFWX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Transce3nd, LLC ($981K) and Tucker Asset Management LLC ($2K).

Company
Brown Adv Sustain GRW-Inst
CUSIP
115233207
Latest filing quarter
Q4 2025

History

Number of 13F holders

012 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 2 shares bought, net +2 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Transce3nd, LLC 0.33% — 17,199 $981K
Tucker Asset Management LLC 0.00% Add +5.1% 41 $2K

"% of holder's portfolio" is BAFWX's weight in each manager's 13F, not the share of Brown Adv Sustain GRW-Inst the manager owns.