Brown Adv Sustain GRW-InstBAFWX
13F holders, Q1 2025 (March 31)2holders
1new positions
1sold out
$45.31avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Brown Adv Sustain GRW-Inst (BAFWX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Transce3nd, LLC ($727K) and Coston, McIsaac & Partners ($2K).
- Company
- Brown Adv Sustain GRW-Inst
- CUSIP
- 115233207
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 1 | $2K |
All 13F filers, Q4 2024 → Q1 2025: 52 shares bought and 1,209 shares sold, net −1,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Transce3nd, LLC | 0.32% | Reduce -6.8% | 16,031 | $727K |
| Coston, McIsaac & Partners | 0.00% | New | 52 | $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.