Grundlæggende statistik
| Institutionelle ejere | 141 total, 141 long only, 0 short only, 0 long/short - change of -5,96% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2281 % - change of -42,45% MRQ |
| Institutionelle aktier (lange) | 20.509.911 (ex 13D/G) - change of -9,30MM shares -31,20% MRQ |
| Institutionel værdi (lang) | $ 437.062 USD ($1000) |
Institutionelt ejerskab og aktionærer
Blackrock Municipal 2030 Target Term Trust (US:BTT) har 141 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 20,509,911 aktier. Største aktionærer omfatter Pathstone Holdings, LLC, Allspring Global Investments Holdings, LLC, Almitas Capital LLC, Mackay Shields Llc, Tortoise Investment Management, LLC, Morgan Stanley, Rivernorth Capital Management, Llc, Bank Of America Corp /de/, UBS Group AG, and City Of London Investment Management Co Ltd .
Blackrock Municipal 2030 Target Term Trust (NYSE:BTT) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 30, 2026 is 22,39 / share. Previously, on March 31, 2025, the share price was 21,23 / share. This represents an increase of 5,46% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-11-14 | Karpus Management, Inc. | 3,587,879 | 4,407,881 | 22.85 | 6.91 | 23.17 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Pinnacle Associates Ltd | 51.937 | 0,03 | 1.185 | 1,63 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 18.539 | 0,00 | 423 | 1,68 | ||||
| 2026-02-17 | 13F | Scarborough Advisors, LLC | 120.117 | 1,66 | 2.741 | 3,32 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 43.632 | -3,69 | 996 | 0,40 | ||||
| 2026-02-12 | 13F | Colonial Trust Co / SC | 5.000 | 0,00 | 114 | 1,79 | ||||
| 2026-01-23 | 13F | Andrew Hill Investment Advisors, Inc. | 26.154 | 0,00 | 597 | 1,53 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 11.613 | 0,26 | 265 | 1,92 | ||||
| 2026-02-13 | 13F | Ieq Capital, Llc | 47.381 | -35,85 | 1.081 | -34,80 | ||||
| 2026-01-21 | 13F | Seed Wealth Management, Inc. | 59.170 | -0,75 | 1.350 | 0,82 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 10.780 | 246 | ||||||
| 2026-01-23 | 13F | Westside Investment Management, Inc. | 1.834 | 0,00 | 42 | 0,00 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 2.000 | 0,00 | 46 | 2,27 | ||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 78.629 | 123,71 | 1.794 | 127,38 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 4.420 | -13,09 | 101 | -12,28 | ||||
| 2025-11-03 | 13F | Smith Asset Management Co., LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 18 | 0 | ||||||
| 2026-01-29 | 13F | Mackay Shields Llc | 1.364.127 | -3,93 | 31.129 | -2,39 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 252.239 | 5.756 | ||||||
| 2026-02-06 | 13F | Aviance Capital Partners, LLC | 12.113 | 0,27 | 276 | 1,85 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 28.337 | -9,63 | 647 | -8,24 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 132.090 | 6,49 | 3.014 | 8,22 | ||||
| 2025-11-14 | 13F | Millennium Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Wellspring Financial Advisors, LLC | 46.490 | 1.061 | ||||||
| 2026-02-17 | 13F | Twin Focus Capital Partners, Llc | 10.790 | 0,00 | 246 | 1,65 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 461.074 | -2,11 | 10.522 | -0,55 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 2.400 | 0,00 | 55 | 1,89 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 17.100 | 0,00 | 390 | 1,56 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 55.607 | -8,86 | 1.269 | 126.700,00 | ||||
| 2026-01-22 | 13F | Encompass Wealth Advisors, Llc | 24.400 | 0,00 | 557 | 1,46 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 80.329 | -15,35 | 1.833 | -13,98 | ||||
| 2026-01-05 | 13F | Rosenberg Matthew Hamilton | 750 | 0,00 | 17 | 6,25 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 500 | 0,00 | 11 | 0,00 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 14.550 | -3,32 | 332 | -1,78 | ||||
| 2026-02-13 | 13F | Kilter Group LLC | 587 | 0,86 | 13 | 0,00 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Hennion & Walsh Asset Management, Inc. | 542.733 | 6,23 | 12.385 | 7,94 | ||||
| 2026-01-13 | 13F | Riverbridge Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 766.484 | -0,34 | 17.491 | 1,26 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 29.241 | 70,61 | 667 | 73,70 | ||||
| 2026-01-08 | 13F | Integrated Capital Management, Inc. | 21.377 | -2,70 | 488 | -1,22 | ||||
| 2026-03-16 | 13F | Bank of New Hampshire | 500 | 0,00 | 11 | 0,00 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 701.209 | -4,61 | 16.002 | -3,09 | ||||
| 2025-11-14 | 13F | XTX Topco Ltd | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 19.800 | 1,54 | 0 | |||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 13.539 | 0,00 | 309 | 1,32 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 43.253 | 0,52 | 987 | 2,17 | ||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 2.000 | 0,00 | 46 | 2,27 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 22.314 | 0,32 | 509 | 2,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 9.222 | -11,51 | 210 | -10,26 | ||||
| 2026-02-17 | 13F | Rivernorth Capital Management, Llc | 1.166.387 | -10,32 | 26.617 | -8,88 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 27.547 | 48,58 | 1 | |||||
| 2026-01-12 | 13F | Perkins Coie Trust Co | 7.091 | -4,91 | 162 | -3,59 | ||||
| 2026-01-29 | 13F | Matisse Capital | 90.000 | -10,66 | 2.054 | -9,24 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 143.450 | 0,35 | 3.274 | 1,96 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 44.134 | 39,07 | 1.007 | 41,43 | ||||
| 2026-02-13 | 13F | Icon Wealth Advisors, LLC | 16.825 | 0,00 | 384 | 1,59 | ||||
| 2026-02-11 | 13F | Franklin Resources Inc | 13.250 | 0,00 | 302 | 1,68 | ||||
| 2026-02-11 | 13F | Closed-End Fund Advisors, Inc. | 24.907 | 568 | ||||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 73.954 | 6,73 | 1.688 | 8,28 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 1.361.137 | 11,33 | 31.061 | 13,12 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 11.678 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 34.009 | 776 | ||||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-06 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15.385 | -1,38 | 351 | 0,29 | ||||
| 2026-02-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 85.341 | 0,00 | 1.947 | 1,62 | ||||
| 2026-01-21 | 13F | Petra Financial Advisors Inc | 28.560 | 3,10 | 652 | 4,66 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 14.310 | 1,08 | 327 | 2,84 | ||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Ritter Daniher Financial Advisory LLC / DE | 15.249 | 0,82 | 348 | 2,36 | ||||
| 2026-02-06 | 13F | Motco | 900 | 0,00 | 21 | 0,00 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-06 | 13F | LexAurum Advisors, LLC | 18.893 | -38,93 | 424 | -37,37 | ||||
| 2026-02-17 | 13F | Logan Stone Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Summit Financial Wealth Advisors, LLC | 10.150 | -12,88 | 232 | -12,17 | ||||
| 2026-02-10 | 13F | Basepoint Wealth LLC | 1.272 | 29 | ||||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 204.180 | 0,39 | 4.659 | 1,99 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1 | -80,00 | 0 | |||||
| 2026-02-13 | 13F | Van Eck Associates Corp | 528.422 | 13,37 | 12 | 20,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 350 | 0,00 | 8 | 0,00 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 37.901 | 27,78 | 865 | 29,73 | ||||
| 2025-11-06 | 13F | Western Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-12 | 13F | Edge Wealth Management LLC | 13.000 | 0,00 | 297 | 1,72 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 80.832 | -2,06 | 1.845 | -0,49 | ||||
| 2026-02-05 | 13F | Gamco Investors, Inc. Et Al | 9.450 | 0,00 | 216 | 1,42 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, Llc | 1.330 | 30 | ||||||
| 2026-01-08 | 13F | Gridiron Partners, LLC | 77.255 | -95,87 | 1.763 | 1,56 | ||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 21.399 | -7,54 | 488 | -5,97 | ||||
| 2026-02-05 | 13F | Bessemer Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 50.000 | 25,00 | 1 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 18.527 | 0,06 | 423 | 1,69 | ||||
| 2026-01-29 | 13F | Kestra Private Wealth Services, Llc | 19.253 | 0,73 | 439 | 2,33 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 105.681 | -1,35 | 2.412 | 0,21 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 13.259 | 0 | ||||||
| 2026-02-17 | 13F | Creative Planning | 9.129 | 0,00 | 208 | 1,46 | ||||
| 2026-02-11 | 13F | Avise Financial Cooperative, Inc. | 12.250 | 280 | ||||||
| 2026-02-04 | 13F | Beverly Hills Private Wealth, LLC | 160.942 | 0,00 | 3.615 | 0,00 | ||||
| 2026-01-21 | 13F | Wealthbridge Capital Management, Llc | 190.045 | 0,20 | 4.337 | 1,78 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 91.659 | -3,10 | 2 | 0,00 | ||||
| 2026-01-29 | 13F | Sentinel Trust Co Lba | 609.630 | 13,17 | 14 | 8,33 | ||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 12.000 | 0,00 | 274 | 1,49 | ||||
| 2026-02-09 | 13F | Jefferies Financial Group Inc. | 26.485 | 1,92 | 604 | 3,60 | ||||
| 2026-02-13 | 13F | Tamar Securities, LLC | 12.360 | 0,07 | 282 | 1,81 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 4.418 | 12,68 | 101 | 14,94 | ||||
| 2025-10-23 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | 1607 Capital Partners, LLC | 290.806 | -7,72 | 6.636 | -6,23 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 20.702 | 50,88 | 472 | 53,25 | ||||
| 2026-02-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 49.685 | 0,78 | 1.134 | 2,35 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 1.241.871 | -5,52 | 28.340 | -4,00 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 103.841 | -24,02 | 2.370 | -22,81 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 30.667 | 3,37 | 700 | 4,95 | ||||
| 2026-02-17 | 13F | Saba Capital Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Narwhal Capital Management | 387.702 | -0,43 | 8.847 | 1,17 | ||||
| 2026-02-13 | 13F | Baird Financial Group, Inc. | 50.610 | -19,08 | 1.155 | -17,81 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 11.069 | 1,43 | 253 | 2,86 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 45.820 | 0,07 | 1.046 | 1,65 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 17.715 | -11,65 | 404 | -10,22 | ||||
| 2026-01-07 | 13F | Harbor Investment Advisory, Llc | 10.226 | -10,89 | 233 | -9,34 | ||||
| 2026-02-11 | 13F | Ackerman Capital Advisors, LLC | 21.088 | 4,61 | 481 | 6,42 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 429.814 | 3,63 | 9.808 | 5,29 | ||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 71.312 | 2,63 | 1.627 | 4,29 | ||||
| 2026-02-12 | 13F | Oder Investment Management, LLC | 43.151 | -1,49 | 985 | 0,10 | ||||
| 2026-01-02 | 13F | Global Wealth Strategies & Associates | 1.968 | 0,00 | 45 | 0,00 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 100 | 2 | ||||||
| 2026-01-12 | 13F | Amplius Wealth Advisors, LLC | 104.707 | 0,04 | 2.389 | 1,66 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 156.787 | 12,58 | 3.578 | 14,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 5.115 | -0,04 | 117 | 1,75 | ||||
| 2026-02-17 | 13F | Almitas Capital LLC | 1.486.013 | -3,46 | 33.911 | -1,91 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 400 | 9 | ||||||
| 2026-02-17 | 13F | National Asset Management, Inc. | 52.521 | 5,48 | 1.199 | 7,16 | ||||
| 2026-01-15 | 13F | Hara Capital LLC | 120.685 | 0,00 | 2.754 | 1,62 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 9.200 | 0,00 | 210 | 1,46 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 131.007 | 1,18 | 2.990 | 2,79 | ||||
| 2026-02-19 | 13F | Invesco Ltd. | 24.869 | -24,02 | 568 | -22,44 | ||||
| 2026-01-30 | 13F/A | M&t Bank Corp | 32.383 | 94,14 | 739 | 97,07 | ||||
| 2026-02-11 | 13F | Eldridge Investment Advisors, Inc. | 107.256 | -1,08 | 2.448 | 0,49 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Successful Portfolios LLC | 20.032 | -7,72 | 453 | -7,19 | ||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 1.560.360 | 5,05 | 35.607 | 6,74 | ||||
| 2025-11-14 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 1.000 | 0,00 | 23 | 0,00 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-13 | 13F | Seven Mile Advisory | 43.303 | 0,00 | 988 | 1,65 | ||||
| 2026-01-30 | 13F | Covenant Asset Management, LLC | 18.490 | 0,00 | 422 | 1,45 | ||||
| 2026-02-04 | 13F | Clark Wealth Partners | 1.330 | 0,00 | 30 | 0,00 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 215.635 | 5,45 | 4.921 | 7,14 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 101.274 | -3,06 | 2.293 | -2,96 | ||||
| 2026-02-10 | 13F | Elgethun Capital Management | 137.007 | 3,47 | 3.127 | 4,48 | ||||
| 2026-02-12 | 13F | BRYN MAWR TRUST Co | 23.472 | 0,00 | 536 | 1,52 | ||||
| 2026-01-16 | 13F | Melfa Wealth Management, Llc | 11.507 | 0,09 | 263 | 1,55 | ||||
| 2026-02-13 | 13F | City Of London Investment Management Co Ltd | 662.759 | 0,00 | 15.124 | 1,61 | ||||
| 2026-01-14 | 13F | Wealthcare Advisory Partners LLC | 12.295 | 0,07 | 281 | 1,82 | ||||
| 2026-02-13 | 13F | Pathstone Holdings, LLC | 1.833.979 | -18,92 | 41.851 | -17,63 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 4.252 | -4,49 | 97 | -2,02 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 500 | 11 | ||||||
| 2026-01-26 | 13F | Mountain Hill Investment Partners Corp. | 800 | 0,00 | 18 | 5,88 | ||||
| 2026-01-13 | 13F | Dakota Wealth Management | 132.260 | 1,58 | 3.018 | 3,21 |
