Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di BlackRock Taxable Municipal Bond Trust meliputi 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 kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
