Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i BlackRock Limited Duration Income Trust, omfatter
Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF,
Jackson Hole Capital Partners, LLC,
og
Capital Investment Advisory Services, 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.
Opgrader for at låse op for premium-data.
| Fil dato |
Kilde |
Investor |
|
Type |
Gennemsnitlig pris
(Øst) |
Aktier |
Δ Aktier
(%) |
Rapporteret
Værdi
($1000) |
Δ Værdi
(%) |
Port Alloc
(%) |
| 2025-07-31 |
13F |
Jackson Hole Capital Partners, LLC
|
|
|
|
15.624 |
|
222 |
|
|
| 2025-05-19 |
13F |
Smith Asset Management Co., LLC
|
|
|
|
53.006 |
0,64 |
750 |
0,67 |
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
242.705 |
0,27 |
3.442 |
0,56 |
|
| 2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
145.410 |
3,52 |
2.062 |
3,78 |
|
| 2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
27.317 |
130,68 |
387 |
131,74 |
|
| 2025-08-19 |
13F |
Newbridge Financial Services Group, Inc.
|
|
|
|
2.979 |
|
42 |
|
|
| 2025-07-30 |
NP |
HYIN - WisdomTree Alternative Income Fund N/A
|
|
|
|
127.977 |
285,67 |
1.789 |
284,73 |
|
| 2025-07-24 |
13F |
Blue Zone Wealth Advisors, LLC
|
|
|
|
309.458 |
2,60 |
4.388 |
2,91 |
|
| 2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
15.852 |
1,40 |
0 |
|
|
| 2025-07-15 |
13F |
Missouri Trust & Investment Co
|
|
|
|
1.244 |
3,32 |
18 |
0,00 |
|
| 2025-08-07 |
13F |
Fountainhead AM, LLC
|
|
|
|
69.536 |
1,18 |
986 |
1,54 |
|
| 2025-08-08 |
13F |
Capital Investment Advisory Services, LLC
|
|
|
|
11.138 |
|
158 |
|
|
| 2025-08-14 |
13F |
Comerica Bank
|
|
|
|
51.909 |
9,61 |
736 |
10,01 |
|
| 2025-04-01 |
NP |
CVY - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
24.513 |
5,97 |
352 |
-11,81 |
|
| 2025-07-28 |
NP |
PCEF - Invesco CEF Income Composite ETF
|
|
|
|
316.086 |
3,54 |
4.419 |
1,63 |
|
| 2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
130.779 |
2,01 |
1.854 |
2,32 |
|
| 2025-08-06 |
13F |
Round Rock Advisors, LLC
|
|
|
|
35.345 |
4,47 |
501 |
4,81 |
|
| 2025-08-29 |
NP |
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
|
|
|
|
198.414 |
6,66 |
2.814 |
6,96 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
38.935 |
7,77 |
1 |
|
|
| 2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
1.306 |
1,08 |
19 |
5,88 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-07-25 |
13F |
Concurrent Investment Advisors, LLC
|
|
|
|
17.942 |
15,18 |
254 |
15,45 |
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
166.907 |
7,97 |
2.367 |
8,28 |
|
| 2025-07-17 |
13F |
Venture Visionary Partners LLC
|
|
|
|
539.864 |
15,00 |
7.655 |
15,34 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
114.125 |
3,62 |
1.618 |
3,92 |
|
| 2025-07-17 |
13F |
GraniteShares Advisors LLC
|
|
|
|
198.414 |
6,66 |
2.814 |
6,96 |
|
| 2025-08-13 |
13F |
Guggenheim Capital Llc
|
|
|
|
825.295 |
8,47 |
11.703 |
8,77 |
|
| 2025-07-08 |
13F |
Nbc Securities, Inc.
|
|
|
|
68.759 |
11,72 |
1 |
|
|
| 2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
15.475 |
0,68 |
219 |
0,92 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
279.343 |
6,02 |
3.961 |
6,34 |
|
| 2025-06-27 |
NP |
Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF
|
|
|
|
16.631 |
|
230 |
|
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
1.005.137 |
1,62 |
14.253 |
1,91 |
|
| 2025-08-05 |
13F |
Peregrine Asset Advisers, Inc.
|
|
|
|
58.983 |
0,02 |
836 |
0,36 |
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
4.565.087 |
1,25 |
64.733 |
1,53 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
2.439 |
2,09 |
35 |
3,03 |
|
| 2025-06-25 |
NP |
VPC - Virtus Private Credit Strategy ETF
|
|
|
|
59.263 |
4,35 |
820 |
0,61 |
|
| 2025-08-08 |
13F |
Wealth Alliance
|
|
|
|
55.701 |
1,99 |
790 |
2,20 |
|
| 2025-08-12 |
13F |
Pathstone Holdings, LLC
|
|
|
|
14.175 |
2,47 |
201 |
3,08 |
|
| 2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
67.743 |
13,33 |
961 |
13,61 |
|
| 2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
2.860 |
2,44 |
41 |
2,56 |
|
