Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in BlackRock Capital Allocation Term Trust eröffnet haben, gehören Formidable Asset Management, LLC, Bramshill Investments, LLC, O'shaughnessy Asset Management, Llc, NorthRock Partners, LLC, Aviance Capital Partners, LLC, Sovran Advisors, LLC, Fifth Third Bancorp, Root Financial Partners, LLC, BRYN MAWR TRUST Co, KERR FINANCIAL PLANNING Corp, Harbour Investments, Inc., Whittier Trust Co Of Nevada Inc, und Jones Financial Companies Lllp .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 10 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 229.609 | 7,12 | 3 | 0,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.517.785 | 22,97 | 35.576 | 22,71 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 186.316 | 3,17 | 2.633 | 2,61 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 48.844 | 690 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 88.675 | 10,99 | 1.253 | 10,70 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 94.644 | 40,79 | 1.337 | 40,59 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 26.664 | 47,29 | 377 | 46,88 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1.849 | 56,03 | 26 | 62,50 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 771 | 11 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 570.035 | 50,23 | 8.055 | 49,92 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 13.285 | 201 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 17.638 | 4,62 | 18 | -92,86 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 41.232 | 3,32 | 583 | 3,01 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 471.996 | 17,65 | 6.669 | 17,41 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 90.136 | 416,57 | 1.274 | 415,38 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 24.999 | 39,58 | 353 | 39,53 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 20.765 | 293 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 12.800 | 181 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 978.775 | 1,90 | 13.830 | 1,69 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 10.843 | 153 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 338.530 | 1,22 | 4.783 | 1,01 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 250 | 4 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17.828 | 7,87 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 200 | 3 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 21.281 | 301 | ||||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 65.921 | 933 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 14.415 | 5,03 | 204 | 4,64 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.503 | 13,26 | 21 | 16,67 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 17.613 | 8,64 | 249 | 8,30 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 32.574 | 1,67 | 512 | 12,28 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 95 | 1 | ||||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 204 | 3 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 72.540 | 8,57 | 1.025 | 8,25 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 9.561 | 5,67 | 135 | 5,47 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 501.404 | 6,85 | 7.085 | 6,62 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 108.896 | 47,40 | 1.542 | 154.000,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 127.774 | 81,77 | 1.805 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 700 | 10 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8.687 | 1.856,53 | 123 | 1.950,00 | ||||
| 2026-04-13 | 13F | Amplius Wealth Advisors, LLC | 35.621 | 5,15 | 503 | 5,01 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 1.647.657 | 0,92 | 23 | 0,00 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 11.069 | 3,58 | 156 | 3,31 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 35.663 | 5,47 | 504 | 5,23 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 24.141 | 42,80 | 341 | 42,68 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 16.919 | 3,80 | 239 | 3,91 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 2.076 | 29 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 33.300 | 100,00 | 471 | 100,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.476.778 | 0,02 | 20.867 | -0,20 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.706 | 1,61 | 151 | 1,34 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 97.402 | 6,27 | 1.376 | 6,09 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 361.265 | 1,82 | 5.105 | 1,61 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 47.914 | 3,82 | 677 | 3,68 | ||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 41.000 | 13,89 | 579 | 13,75 | ||||
| 2026-05-12 | 13F | Creative Planning | 14.801 | 1,49 | 209 | 1,46 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 97.585 | 28,81 | 1.379 | 28,54 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 3.130 | 169,60 | 44 | 175,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.359.752 | 2,71 | 61.603 | 2,49 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 9.706 | 137 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 21.229 | 300 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.551.737 | 8,05 | 22 | 5,00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 19.174 | 271 | ||||||
| 2026-05-15 | 13F | Bramshill Investments, LLC | 50.677 | 716 |
