Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock Investment Quality Municipal Trust Inc., omfatter Modern Wealth Management, LLC, Atlantic Union Bankshares Corp, MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares, og Decker Retirement Planning Inc. .
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 | Sit Investment Associates Inc | 45.400 | 58,22 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 67.358 | 1,47 | 736 | -3,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10.612 | 1,07 | 116 | -4,17 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 105.804 | 21,55 | 1.159 | 15,80 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 86.631 | 3,11 | 946 | -1,97 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2.656 | 0,76 | 29 | -3,33 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 26.617 | 0,70 | 291 | -4,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20.749 | 1,56 | 227 | -3,42 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 64.936 | 53,05 | 709 | 45,59 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 106.456 | 1,24 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7.300 | 80 | ||||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10.000 | 109 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 297.453 | 89,57 | 3.248 | 80,24 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1.048.372 | 7,33 | 11.448 | 2,01 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 250 | 3 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 13.308 | 5,35 | 145 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 21.721 | 3,40 | 237 | -1,66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 103.901 | 29,88 | 1.135 | 23,39 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 123.531 | 369,22 | 1.349 | 346,36 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 33.498 | 10,80 | 366 | 5,19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 22 | 0 | ||||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 251.536 | 65,68 | 2.747 | 57,45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24.226 | 1,50 | 265 | -3,65 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 33.800 | 43,37 | 369 | 36,67 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 3.088 | 34 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 100.791 | 64,94 | 1.101 | 56,70 | ||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 35.000 | 419 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13.904 | 1,83 | 152 | -3,21 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 528.414 | 7,45 | 5.770 | 2,12 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 45.125 | 47,45 | 493 | 40,17 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 94.131 | 8,36 | 1.028 | 2,91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 146.575 | 85,29 | 1.601 | 76,21 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 251.536 | 65,68 | 2.747 | 57,45 |
