Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i BlackRock MuniHoldings California Quality Fund, Inc. inkluderer Avantax Advisory Services, Inc., og Atlantic Union Bankshares Corp .
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 (%) | |
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 43 094 | 11,08 | 446 | 7,47 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 16 147 | 167 | ||||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 80 576 | 63,04 | 834 | 57,47 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 43 407 | 6,49 | 449 | 2,98 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 175 003 | 2,04 | 1 821 | −1,36 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 742 | 28 | ||||||
2025-08-14 | 13F | UBS Group AG | 379 107 | 13,08 | 3 924 | 9,28 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 271 867 | 12,62 | 2 814 | 8,82 | ||||
2025-08-15 | 13F | Morgan Stanley | 5 898 990 | 3,71 | 61 055 | 0,22 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 49 899 | 57,09 | 516 | 51,76 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 84 482 | 2,11 | 874 | −1,35 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 939 | 20 | ||||||
2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 78 884 | 85,84 | 816 | 80,93 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 13 222 | 23,65 | 137 | 19,30 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 467 | 7,85 | 284 | 4,41 | ||||
2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1 936 856 | 36,37 | 20 046 | 31,79 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 38 838 | 1,99 | 402 | −1,47 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 575 | 0,01 | 141 | −3,42 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 23 150 | 0,06 | 240 | −3,24 | ||||
2025-08-18 | 13F/A | Nomura Holdings Inc | 10 000 | 104 | ||||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 13 652 | 141 | ||||||
2025-08-12 | 13F | Virtu Financial LLC | 54 706 | 1 | ||||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 17 531 | 3,82 | 181 | 0,56 | ||||
2025-08-12 | 13F | LPL Financial LLC | 237 692 | 32,15 | 2 460 | 27,73 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1 223 | 1,58 | 13 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 625 091 | 6,59 | 16 820 | 3,00 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 61 439 | 7,57 | 1 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 16 550 | 3,12 | 171 | 0,00 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 105 202 | 10,21 | 1 089 | 6,46 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 482 | 108 | ||||||
2025-07-22 | 13F | Diligent Investors, LLC | 180 928 | 7,19 | 1 873 | 3,60 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 63 834 | 661 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 23 318 | 241 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 110 392 | 3,12 | 1 143 | −0,35 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 2 513 | 26 | ||||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 752 848 | 15,97 | 7 792 | 12,07 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 1 832 307 | 12,07 | 18 964 | 8,30 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 69 354 | 1 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 118 786 | 4,59 | 1 229 | 1,07 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 15 256 | 2,29 | 158 | −1,26 |