Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust meliputi Balyasny Asset Management Llc, dan Jane Street Group, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 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 |