Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Blackrock Municipal 2030 Target Term Trust includono Fiera Capital Corp, Integrity Wealth Partners, LLC, Everest Financial Group LLC, Farther Finance Advisors, LLC, e GHP Investment Advisors, Inc. .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 53.811 | 6,32 | 1.222 | 5,81 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 41.568 | 67,15 | 944 | 66,31 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.000 | 69 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 24.887 | 565 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 1.401.152 | 2,94 | 31.806 | 2,40 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28.916 | 213,55 | 656 | 212,38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Morgan Stanley | 1.247.371 | 0,44 | 28.315 | -0,08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 45.833 | 0,03 | 1.040 | -0,48 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 754 | 0 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 73.325 | 2,82 | 1.664 | 2,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 9.820 | 7,57 | 223 | 6,73 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 19.649 | 60,40 | 446 | 59,86 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 43.182 | 0,07 | 980 | -0,41 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 39.257 | 42,51 | 1 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 24.843 | 20,00 | 563 | 19,07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4.000 | 91 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 3.878 | 88 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20.590 | 11,14 | 467 | 10,66 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 20.300 | 2,53 | 461 | |||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 107.608 | 0,33 | 2.443 | -0,20 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 166.660 | 26,01 | 3.783 | 25,35 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 23.331 | 92,61 | 530 | 91,67 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 31.901 | 724 | ||||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 4.689.313 | 1,53 | 106.447 | 0,99 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 836.734 | 37,25 | 19 | 38,46 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 41.401 | 9,23 | 940 | 8,68 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 228.066 | 30,55 | 5.177 | 29,88 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 200 | 5 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 195.915 | 3,09 | 4.447 | 2,56 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 19.793 | 449 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 800 | 18 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 650 | 85,71 | 15 | 100,00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 34.144 | 0,40 | 775 | -0,13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.200 | 27 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 137.169 | 0,12 | 3.114 | -0,42 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43.365 | 0,26 | 984 | -0,30 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 44.345 | 1.007 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28.410 | 0,26 | 645 | -0,31 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 22.349 | 0,16 | 22 | -95,68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 488.950 | 13,76 | 11.099 | 13,16 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 56.975 | 99,49 | 1.293 | 98,62 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 120.571 | 0,38 | 2.737 | -0,18 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 617.560 | 13,79 | 14.019 | 13,19 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 15.311 | 0,41 | 348 | 0,00 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 385.481 | 32,56 | 8.750 | 31,86 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 93.000 | 86,00 | 2 | 100,00 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 30.560 | 15,39 | 694 | 14,74 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 12.275 | 279 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 51.734 | 17,22 | 1.174 | 16,58 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 51.945 | 0,02 | 1.179 | -0,51 | ||||
| 2026-05-05 | 13F | UBS Group AG | 707.969 | 0,96 | 16.071 | 0,43 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 11.628 | 0,13 | 264 | -0,75 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 122.996 | 56,43 | 2.792 | 55,63 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.115 | 116 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 14.350 | 326 | ||||||
| 2026-04-24 | 13F | Mackay Shields Llc | 1.566.262 | 14,82 | 35.554 | 14,22 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15.769 | 2,50 | 358 | 1,71 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 30.781 | 699 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 204.947 | 0,38 | 4.652 | -0,15 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12.299 | 0,03 | 279 | -0,36 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 21.425 | 0,12 | 486 | -0,41 |
