Grundlæggende statistik
| Institutionelle ejere | 157 total, 157 long only, 0 short only, 0 long/short - change of -1,25% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0690 % - change of -43,06% MRQ |
| Institutionelle aktier (lange) | 27.527.894 (ex 13D/G) - change of -7,03MM shares -20,35% MRQ |
| Institutionel værdi (lang) | $ 282.303 USD ($1000) |
Institutionelt ejerskab og aktionærer
BlackRock Credit Allocation Income Trust (US:BTZ) har 157 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 27,527,894 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Guggenheim Capital Llc, Raymond James Financial Inc, Wells Fargo & Company/mn, LPL Financial LLC, Invesco Ltd., Royal Bank Of Canada, Capital Investment Advisors, LLC, and UBS Group AG .
BlackRock Credit Allocation Income Trust (NYSE:BTZ) 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 18, 2026 is 10,09 / share. Previously, on March 19, 2025, the share price was 10,64 / share. This represents a decline of 5,17% 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
AI+ Ask Fintel’s AI assistant about BlackRock Credit Allocation Income Trust.
Select a question to share a public post with an AI-crafted answer.
Thinking of good questions…
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.
Upgrade to unlock premium data.
| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-11-14 | BANK OF AMERICA CORP /DE/ | 4,689,575 | 4,904,167 | 4.58 | 5.30 | 6.00 |
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.
Opgrader
for at låse premium-data op og eksportere til Excel 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-15 | 13F | Uncommon Cents Investing LLC | 46.591 | -3,34 | 505 | -5,26 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 1.086 | 0,00 | 12 | -8,33 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 677 | -16,63 | 7 | -12,50 | ||||
| 2026-02-13 | 13F | Broyhill Asset Management | 32.500 | 0,00 | 352 | -2,23 | ||||
| 2026-02-02 | 13F | Oppenheimer & Co Inc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Smith Asset Management Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Accredited Investor Services, Llc | 12.649 | -5,92 | 137 | -8,11 | ||||
| 2025-11-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-03 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 57.056 | 0,00 | 603 | -4,89 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 72.500 | -0,37 | 785 | -2,36 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 46.277 | -41,77 | 501 | -42,21 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Turim 21 Investimentos Ltda. | 1.633 | -11,25 | 18 | -15,00 | ||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 10.747 | 116 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 20 | 400,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 10.502 | 114 | ||||||
| 2026-02-02 | 13F | Truist Financial Corp | 27.832 | 0,00 | 301 | -1,95 | ||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 25.830 | 0,71 | 280 | -1,41 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 51.845 | 4,01 | 561 | 2,00 | ||||
| 2026-02-10 | 13F | Crescent Grove Advisors, LLC | 13.500 | 0,00 | 146 | -2,01 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 18.390 | -7,12 | 199 | -8,72 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 31.174 | 0,61 | 338 | -1,46 | ||||
| 2026-02-12 | 13F | Mount Yale Investment Advisors, LLC | 81.558 | 1,66 | 883 | -0,34 | ||||
| 2026-02-13 | 13F | Pin Oak Investment Advisors Inc | 50.130 | 0,91 | 1 | -100,00 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 16.647 | 0,18 | 180 | -1,64 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 16.431 | 0,02 | 178 | -2,21 | ||||
| 2026-02-17 | 13F | Palogic Value Management, L.P. | 29.366 | 0,00 | 318 | -1,85 | ||||
| 2026-01-20 | 13F | SOA Wealth Advisors, LLC. | 12.803 | 0,00 | 13 | 0,00 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 49.359 | -1,90 | 535 | -3,78 | ||||
| 2026-01-09 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 31.425 | -1,18 | 343 | -2,28 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 1.000 | 0,00 | 11 | -9,09 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 33.426 | -0,97 | 362 | -2,69 | ||||
| 2025-11-07 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Vestmark Advisory Solutions, Inc. | 81.558 | 883 | ||||||
| 2026-01-14 | 13F | Eastern Bank | 5.670 | 0,00 | 61 | -1,61 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 995.529 | 2,40 | 10.782 | 0,36 | ||||
| 2026-01-21 | 13F | Sowell Financial Services LLC | 654.542 | -0,73 | 7.089 | -2,70 | ||||
| 2026-02-23 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-09-25 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 8.140 | 0,00 | 90 | 3,49 | ||||
| 2026-01-23 | 13F | Tyche Wealth Partners LLC | 11.000 | 0,00 | 119 | -1,65 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3.433 | -15,51 | 37 | -15,91 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 11.258 | 122 | ||||||
| 2026-01-30 | 13F | North Star Investment Management Corp. | 1.233 | 0,00 | 13 | 0,00 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 13.500 | -3,57 | 146 | -5,19 | ||||
| 2025-11-14 | 13F | Karpus Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 34.647 | -0,21 | 375 | -2,09 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 13.723 | 1,34 | 149 | -0,67 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1.758 | 19 | ||||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 29.079 | 0,00 | 315 | -1,56 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 22.023 | -30,50 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 2.830 | 16,99 | 0 | |||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 77.614 | 2,12 | 841 | 0,12 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 16.063 | -6,58 | 174 | -8,95 | ||||
| 2026-01-29 | 13F | ProVise Management Group, LLC | 10.006 | -4,86 | 108 | -6,90 | ||||
| 2026-01-26 | 13F | Shaker Financial Services, LLC | 53.561 | 62,31 | 580 | 59,34 | ||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 750 | 0,00 | 8 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 27.600 | 4,16 | 299 | |||||
| 2025-10-24 | 13F | Wela Strategies, Inc. | 44.524 | 2,58 | 492 | 3,81 | ||||
| 2026-02-06 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Cresset Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 869.826 | 1,43 | 9.420 | -0,59 | ||||
| 2026-02-25 | 13F | Diesslin Group, Inc. | 108.167 | 1.171 | ||||||
| 2026-02-04 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 13.500 | 0,00 | 146 | -2,01 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 70.053 | -9,80 | 759 | -11,66 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 325.583 | 29,10 | 3.526 | 28,22 | ||||
| 2026-01-16 | 13F | Morris Retirement Advisors, LLC | 12.940 | 1,05 | 140 | -0,71 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 28.357 | 28.543,43 | 307 | 30.600,00 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 844.152 | -7,18 | 9.142 | -9,03 | ||||
| 2026-01-13 | 13F | Riverbridge Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 227.673 | -3,98 | 2 | 0,00 | ||||
| 2025-11-07 | 13F | Fiera Capital Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 254.378 | 9,58 | 2.755 | 7,37 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 13.205 | 143 | ||||||
| 2025-11-07 | 13F | Atticus Wealth Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-09-25 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 65.189 | 0,00 | 720 | 4,20 | ||||
| 2026-01-21 | 13F | Affiance Financial, LLC | 14.100 | 0,00 | 153 | -1,94 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 78.164 | 5,93 | 847 | 3,80 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 5.316.094 | 8,40 | 57.573 | 6,24 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 10.970 | -21,47 | 119 | -23,38 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 31.823 | -3,65 | 345 | -5,49 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 238.778 | 14,92 | 2.586 | 12,64 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 29.385 | -1,67 | 318 | -3,64 | ||||
| 2026-02-13 | 13F | First Trust Advisors Lp | 131.186 | 4,21 | 1.421 | 2,08 | ||||
| 2026-01-09 | 13F | 180 Wealth Advisors, Llc | 18.416 | 0,00 | 199 | -1,97 | ||||
| 2026-02-13 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Evolve Private Wealth, Llc | 11.253 | 122 | ||||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 100 | 1 | ||||||
| 2026-01-28 | 13F | WPG Advisers, LLC | 5.583 | -7,32 | 60 | -9,09 | ||||
| 2026-01-16 | 13F | Park Edge Advisors, LLC | 21.725 | 93,39 | 235 | 89,52 | ||||
| 2026-01-23 | 13F | First PREMIER Bank | 1.700 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Cohen & Steers, Inc. | 331.022 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 61.952 | 10,77 | 671 | 8,94 | ||||
| 2026-01-22 | 13F | Elm3 Financial Group, LLC | 11.400 | -14,93 | 123 | -16,89 | ||||
| 2026-01-30 | 13F | Chapin Davis, Inc. | 13.000 | 141 | ||||||
| 2026-02-17 | 13F | Millennium Management Llc | 12.580 | 136 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 3.952 | 0,38 | 42 | -2,33 | ||||
| 2026-01-29 | 13F | Rareview Capital LLC | 142.441 | -21,00 | 1.555 | -20,99 | ||||
| 2026-01-21 | 13F | Mezzasalma Advisors, LLC | 35.930 | 2,31 | 388 | -0,26 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 6.441 | 0,00 | 70 | -2,82 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 13.162 | -5,34 | 143 | -7,19 | ||||
| 2026-02-11 | 13F | Horizon Kinetics Asset Management Llc | 40.534 | 0,00 | 439 | -2,01 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.617 | 0,00 | 18 | 0,00 | ||||
| 2026-02-12 | 13F | Sit Investment Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 32.114 | -10,93 | 348 | -12,81 | ||||
| 2026-01-12 | 13F | Stolper Co | 82.079 | 2,22 | 1 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 1.645 | -15,29 | 18 | -19,05 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 1 | 0 | ||||||
| 2026-02-11 | 13F | Closed-End Fund Advisors, Inc. | 31.590 | 342 | ||||||
| 2026-02-10 | 13F | Mueller Wealth, LLC | 14.196 | 154 | ||||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 15.095 | -11,21 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 20.037 | 13,50 | 0 | |||||
| 2026-02-12 | 13F | Advisors Asset Management, Inc. | 194.313 | -43,36 | 2.104 | -44,49 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 77.504 | -3,10 | 839 | -4,98 | ||||
| 2025-11-14 | 13F | Wetherby Asset Management Inc | 15.125 | 0,00 | 167 | 1,21 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 13.312 | -4,89 | 144 | 1,41 | ||||
| 2026-02-09 | 13F | Northstar Financial Companies, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Kentucky Trust Co | 2.718 | 0,00 | 29 | -3,33 | ||||
| 2026-02-10 | 13F | Edgemoor Investment Advisors, Inc. | 260.315 | -2,23 | 2.819 | -4,18 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 240 | 0,00 | 3 | 0,00 | ||||
| 2026-02-04 | 13F | Nwam Llc | 19.267 | -9,40 | 205 | -12,82 | ||||
| 2026-02-11 | 13F | Marks Group Wealth Management, Inc | 97.838 | 0,00 | 1.060 | -2,04 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 671.245 | 0,36 | 7.270 | -1,64 | ||||
| 2026-02-13 | 13F | Landscape Capital Management, L.l.c. | 13.190 | 143 | ||||||
| 2026-02-17 | 13F | Ibex Wealth Advisors | 107.648 | -7,28 | 1.166 | -9,13 | ||||
| 2026-02-13 | 13F | Creekside Partners | 21.774 | 0,19 | 236 | -2,08 | ||||
| 2026-01-14 | 13F | Shulman DeMeo Asset Management LLC | 54.004 | -0,17 | 585 | -2,18 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 27.908 | 1,32 | 302 | -0,66 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 13.000 | 0,00 | 141 | -2,10 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 66.816 | 0,00 | 738 | 0,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 78.006 | 845 | ||||||
| 2025-10-23 | 13F | Evolution Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 10.000 | 0,00 | 108 | -1,82 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 400 | -92,45 | 4 | -93,10 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 11.830 | 15,80 | 128 | 14,29 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 11 | 0 | ||||||
| 2026-01-23 | 13F | E&G Advisors, LP | 13.892 | -11,47 | 150 | -13,29 | ||||
| 2026-02-09 | 13F | M3 Wealth Management, LLC | 14.617 | 158 | ||||||
| 2026-02-13 | 13F | Gen-Wealth Partners Inc | 575 | 0,00 | 6 | 0,00 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 134.849 | 0,00 | 1.460 | -2,01 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 34.455 | 57,40 | 373 | 54,77 | ||||
| 2026-02-17 | 13F | Guggenheim Capital Llc | 1.989.430 | 4,33 | 21.546 | 2,25 | ||||
| 2026-01-23 | 13F | Valley Brook Capital Group, Inc. | 18.220 | -15,69 | 197 | -17,23 | ||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 28.470 | -10,81 | 308 | -12,00 | ||||
| 2026-01-06 | 13F | Canal Capital Management, LLC | 11.138 | -15,22 | 121 | -17,24 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 284 | -69,10 | 3 | -70,00 | ||||
| 2026-01-27 | 13F | Evergreen Capital Management Llc | 22.966 | -1,75 | 249 | -3,88 | ||||
| 2026-01-27 | 13F | Emissary Wealth LLC | 264.350 | 2.863 | ||||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.093.342 | 3,19 | 11.841 | 1,13 | ||||
| 2026-01-28 | 13F | PMG Family Office LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Hrt Financial Lp | 30.915 | 29,82 | 0 | |||||
| 2026-01-15 | 13F | Allspring Global Investments Holdings, LLC | 451.242 | -39,83 | 4.887 | -41,04 | ||||
| 2025-11-13 | 13F | Fmr Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Godfrey Financial Associates, Inc. | 500 | 5 | ||||||
| 2026-01-16 | 13F | Melfa Wealth Management, Llc | 13.236 | 0,00 | 143 | -2,05 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 5.489 | -9,42 | 59 | -10,61 | ||||
| 2026-02-03 | 13F | Oak Family Advisors, Llc | 10.929 | 0,00 | 118 | -1,67 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 1.513.270 | -0,49 | 16.389 | -2,47 | ||||
| 2026-02-12 | 13F | Smh Capital Advisors Inc | 21.869 | -1,15 | 237 | -4,45 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 17.760 | -16,71 | 192 | -18,30 | ||||
| 2025-11-13 | 13F | Franklin Resources Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-23 | 13F | Webster Bank, N. A. | 1.378 | 0,00 | 15 | -6,67 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 209.031 | 18,40 | 2.264 | 16,05 | ||||
| 2026-01-27 | 13F | Waterfront Wealth Inc. | 111.912 | 1,87 | 1.183 | -3,04 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 0 | |||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 51.278 | 94,06 | 555 | 90,72 | ||||
| 2026-02-10 | 13F | Adapt Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | Invesco Ltd. | 995.409 | -21,35 | 10.780 | -22,92 | ||||
| 2025-10-30 | 13F | Kingdom Financial Group LLC. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 200 | 0,00 | 2 | 0,00 | ||||
| 2025-11-10 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Future Financial Wealth Managment LLC | 17.000 | 0,00 | 179 | -4,28 | ||||
| 2026-01-30 | 13F | Caldwell Trust Co | 1.049 | 11 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 330.820 | 17,25 | 3.583 | 14,92 | ||||
| 2026-02-12 | 13F | Johnson Financial Group, Inc. | 53.707 | -3,23 | 582 | -5,22 | ||||
| 2026-02-02 | 13F | Wolverine Asset Management Llc | 200 | 2 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 5.039.088 | -4,23 | 54.573 | -6,14 | ||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 91.191 | 75,18 | 988 | 71,65 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 200 | 2 | ||||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 649.831 | 10,20 | 7 | 16,67 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 11.255 | 0,50 | 0 |
