Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i BlackRock Taxable Municipal Bond Trust inkluderer Readystate Asset Management Lp, EP Wealth Advisors, Inc., WealthTrust Axiom LLC, Russell Investments Group, Ltd., og NewSquare Capital LLC .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
