Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in BlackRock ESG Capital Allocation Term Trust includono Aviance Capital Partners, LLC, Wealth Effects Llc, Franklin Resources Inc, XTX Topco Ltd, Kestra Advisory Services, LLC, Prospera Financial Services Inc, Summit Trail Advisors, Llc, Gryphon Financial Partners LLC, Walkner Condon Financial Advisors LLC, Global Retirement Partners, LLC, Tucker Asset Management Llc, e Harbour Investments, 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3.459 | 53 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24.027 | 14,59 | 326 | 1,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 16.097 | 34,38 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 72.226 | 8,60 | 981 | -4,11 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.204.468 | 1,73 | 29.937 | -10,17 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 11.406 | 155 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1.046.149 | 0,44 | 14.207 | -11,31 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 25.462 | 4,09 | 346 | -8,24 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 79.440 | 13,61 | 1.079 | 0,28 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 646.960 | 11,41 | 8.786 | -1,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 785.898 | 0,51 | 10.672 | -11,25 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 25.757 | 350 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.223.160 | 0,82 | 16.611 | -10,98 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14.582 | 198 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 38.310 | 520 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 68.329 | 250,41 | 928 | 210,03 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26.624 | 103,91 | 362 | 80,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.240 | 65 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.750 | 37 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 40.697 | 553 | ||||||
| 2026-05-12 | 13F | Creative Planning | 14.565 | 11,57 | 198 | -1,50 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28.614 | 389 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 277.647 | 18,91 | 3.770 | 4,98 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 152.525 | 36,34 | 2.071 | 20,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 68.641 | 12,22 | 932 | -0,85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 37.137 | 504 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 11.995 | 163 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 908 | 8,35 | 12 | 0,00 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 301.869 | 2,14 | 4.643 | -4,21 | ||||
| 2026-05-05 | 13F | UBS Group AG | 244.427 | 20,67 | 3.319 | 6,55 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 356 | 5 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.233.545 | 0,41 | 16.752 | -11,35 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 10.669 | 145 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 20.074 | 0 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 9.000 | 500,00 | 122 | 430,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 499 | 3,74 | 7 | -14,29 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10.195 | 138 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 84.167 | 21,62 | 1.294 | 129.300,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 105.805 | 76,89 | 1.437 | 56,26 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 558.506 | 531,38 | 7.585 | 457,65 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 868.615 | 4,83 | 12 | -8,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 67.685 | 11,72 | 919 | -1,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 46.000 | 169,53 | 625 | 138,17 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 642.586 | 15,02 | 8.726 | 1,56 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 26.420 | 359 | ||||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 44.000 | 12,82 | 598 | -0,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2.087 | 28 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11.250 | 153 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8.430 | 114 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1.459.010 | 6,94 | 20 | -5,00 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 221.850 | 159,87 | 3.013 | 129,57 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 24.036 | 34,69 | 326 | 18,98 |
