Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock Taxable Municipal Bond Trust, omfatter Readystate Asset Management Lp, EP Wealth Advisors, Inc., WealthTrust Axiom LLC, Russell Investments Group, Ltd., og NewSquare Capital LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 37.780 | 9,96 | 609 | 6,11 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5.430 | 1,70 | 87 | -2,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.311 | 134 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 50.492 | 4,12 | 842 | 7,81 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3.221 | 52 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12.162 | 15,75 | 196 | 11,43 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 118.574 | 8,92 | 1.910 | 5,23 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 46.022 | 0,46 | 1 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14.021 | 226 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 27.175 | 0,14 | 438 | -3,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4.989.730 | 2,20 | 80.385 | -1,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 477 | 8 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.159.984 | 4,70 | 18.687 | 1,13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 175.808 | 43,35 | 2.832 | 38,48 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13.163 | 212 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 51.511 | 1,15 | 830 | -2,36 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 50.194 | 2,56 | 809 | -0,98 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 86.457 | 8,29 | 1.393 | 4,58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 51.539 | 3,64 | 830 | 0,12 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 55.495 | 1,05 | 894 | -2,40 | ||||
| 2025-08-25 | NP | SIBAX - Sit Balanced Fund | 21.971 | 8,92 | 354 | 5,06 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 662.967 | 5,23 | 10.680 | 1,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 899.059 | 5,72 | 14.484 | 2,11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.176 | 1,82 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 48.761 | 786 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 242.000 | 59,32 | 3.899 | 53,89 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 193.060 | 2,17 | 3.110 | -1,30 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 10.259 | 165 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.300 | 1.333,33 | 69 | 1.625,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.600 | 5,45 | 188 | 2,19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10.177 | 316,41 | 164 | 307,50 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 53.475 | 5,13 | 861 | 1,53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11.636 | 0,42 | 187 | -3,11 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 13.594 | 219 | ||||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 1.899.894 | 2,83 | 30.607 | -0,69 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 122.477 | 1.973 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17.971 | 290 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 47.316 | 35,58 | 789 | 40,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 68.644 | 6,20 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 772.393 | 3,53 | 12.443 | 0,00 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 5.977.374 | 15,80 | 96 | 11,63 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 15.289 | 1,22 | 246 | -1,99 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 3.760 | 61 |
