Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam BlackRock Taxable Municipal Bond Trust termasuk Readystate Asset Management Lp, EP Wealth Advisors, Inc., WealthTrust Axiom LLC, Russell Investments Group, Ltd., dan NewSquare Capital LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
