Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust termasuk Balyasny Asset Management Llc, dan Jane Street Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 44,315 | 11.48 | 666 | 7.77 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 351,300 | 14.61 | 5,284 | 10.85 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,911 | 8.40 | 194 | 4.86 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,561 | 189 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 17,655 | 44.10 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 128,458 | 0.85 | 1,932 | -2.42 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 229,223 | 17.93 | 3,448 | 14.06 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7,000 | 105 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 138,843 | 0.54 | 2,088 | -2.75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 13,103 | 4.46 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52,057 | 53.53 | 783 | 48.39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,637 | 205 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 200,682 | 10.82 | 3,018 | 7.21 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 15,900 | 37.07 | 247 | 40.34 | ||||
| 2025-07-14 | 13F | Palacios Wealth Management, LLC | 14,501 | 218 | ||||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 74,924 | 49.85 | 1,127 | 44.92 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 36,497 | 549 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 18,806 | 8.25 | 283 | 4.44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 52,493 | 308,682.35 | 789 | -14.33 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 40,339 | 326.96 | 607 | 315.07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 95,753 | 1.56 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 33 | 6.67 | ||||||
| 2025-07-09 | 13F | David J Yvars Group | 33,699 | 0.93 | 505 | -2.51 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10,053 | 151 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 2,684,676 | 6.21 | 40,378 | 2.73 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 589,739 | 82.15 | 9 | 60.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 46,905 | 21.13 | 1 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 72,785 | 3.17 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 74,924 | 49.85 | 1 |
