MHD / BlackRock MuniHoldings Fund, Inc. - Proprietà istituzionale - Acquirenti

BlackRock MuniHoldings Fund, Inc.
US ˙ NYSE ˙ US09253N1046

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in BlackRock MuniHoldings Fund, Inc. includono Leo Wealth, LLC, Callahan Advisors, LLC, Cary Street Partners Financial Llc, Allegheny Financial Group LTD, Professional Financial Management, Inc., Westview Management dba Westview Investment Advisors, Melone Private Wealth, LLC, Mathes Company, Inc., Mutual Advisors, LLC, Indiana Trust & Investment Management CO, Independent Advisor Alliance, BTG Pactual Asset Management US LLC, Tyche Wealth Partners LLC, Signature Estate & Investment Advisors Llc, Petra Financial Advisors Inc, Clare Market Investments LLC, Canvas Wealth Advisors, LLC, Whitebox Advisors Llc, VisionPoint Advisory Group, LLC, e Great Lakes Retirement, 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
(%)
2026-05-15 13F Bank Of America Corp /de/ 1.807.154 157,32 20.385 147,26
2026-05-14 13F Baird Financial Group, Inc. 57.418 15,41 648 10,79
2026-05-12 13F Jane Street Group, Llc 54.150 136,73 611 127,61
2026-05-05 13F Bank of New York Mellon Corp 251.989 113,64 2.842 105,35
2026-05-11 13F Blue Bell Private Wealth Management, Llc 2.898 866,00 33 966,67
2026-04-10 13F Atala Financial Inc 358.833 496,98 4.087 479,72
2026-04-10 13F Melfa Wealth Management, Llc 382.553 114,75 4.315 106,36
2026-05-14 13F Cito Capital Group, LLC 22.389 0
2026-05-13 13F Sit Investment Associates Inc 1.065.038 220,83 12 300,00
2026-05-11 13F Berkshire Asset Management Llc/pa 20.614 233
2026-05-08 13F Westview Management dba Westview Investment Advisors 119.038 1.343
2026-05-07 13F Action Point Financial Planning, Llc 12.990 147
2026-05-07 13F VisionPoint Advisory Group, LLC 38.811 438
2026-04-17 13F Richards, Merrill & Peterson, Inc. 17.459 197
2026-05-06 13F Great Lakes Retirement, Inc. 36.793 417
2026-05-12 13F Creative Planning 24.915 281
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 22.025 249
2026-04-21 13F Accredited Investor Services, Llc 10.124 114
2026-05-15 13F Royal Bank Of Canada 396.333 417,05 4.471 396,23
2026-05-15 13F MAI Capital Management 5.519 62
2026-05-15 13F RMB Capital Management, LLC 60.199 683
2026-04-22 13F Caldwell Trust Co 8.245 93
2026-05-14 13F PlanVest Financial, Inc 445 5
2026-04-21 13F OneAscent Financial Services LLC 13.240 149
2026-04-23 13F Oppenheimer & Co Inc 140.486 120,27 1.585 111,76
2026-05-12 13F Independent Advisor Alliance 58.420 659
2026-05-12 13F Insigneo Advisory Services, Llc 11.834 18,34 133 13,68
2026-04-13 13F Total Investment Management Inc 20.618 0,56 233 -3,33
2026-05-15 13F/A EverSource Wealth Advisors, LLC 1.490 17
2026-05-05 13F Covestor Ltd 6 0
2026-05-12 13F Summit Trail Advisors, Llc 191.652 2.162
2026-05-12 13F Stifel Financial Corp 476.797 1.239,39 5.378 1.189,69
2026-04-30 13F Verdence Capital Advisors LLC 74.259 62,71 838 56,45
2026-05-15 13F Westchester Capital Management, LLC 326.160 641,47 3.679 612,98
2026-04-29 13F WPG Advisers, LLC 1.682 188,51 19 200,00
2026-04-24 13F Private Advisor Group, LLC 30.558 143,61 345 134,01
2026-05-12 13F Virtue Asset Management Llc 28.057 316
2026-05-15 13F Morgan Stanley 5.294.709 465,26 59.724 443,14
2026-04-07 13F Park Avenue Securities Llc 146.110 42,74 2 0,00
2026-05-13 13F/A Jpmorgan Chase & Co 124 1
2026-05-07 13F Hollencrest Capital Management 2.269 26
2026-04-15 13F Nations Financial Group Inc, /ia/ /adv 13.441 152
2026-05-14 13F Virtu Financial LLC 15.542 0
2026-05-05 13F PFG Advisors 11.196 126
2026-04-28 13F Canvas Wealth Advisors, LLC 40.204 456
2026-05-18 13F Centaurus Financial, Inc. 23.018 0
2026-04-15 13F Occidental Asset Management, LLC 10.612 120
2026-05-15 13F Ameriprise Financial Inc 259.521 457,34 2.927 436,08
2026-04-27 13F PFG Investments, LLC 13.923 157
2026-05-15 13F Horizon Kinetics Asset Management Llc 74.530 343,71 841 326,40
2026-05-15 13F Wellspring Financial Advisors, LLC 100.062 85,33 1.129 78,20
2026-05-07 13F Scarborough Advisors, LLC 73.780 90,17 832 82,86
2026-05-04 13F Geneos Wealth Management Inc. 654 7
2026-04-06 13F Highline Wealth Partners Llc 310 3
2026-05-14 13F Raymond James Financial Inc 572.536 568,28 6.458 542,59
2026-05-06 13F Tyche Wealth Partners LLC 49.620 560
2026-05-14 13F Cwm, Llc 2.367 27
2026-05-15 13F Cohen & Steers, Inc. 243.007 61,52 3 100,00
2026-04-13 13F Hm Payson & Co 386 4
2026-05-08 13F Steward Partners Investment Advisory, Llc 37.936 151,32 428 141,24
2026-05-01 13F Fifth Third Bancorp 66.387 749
2026-05-14 13F Modern Wealth Management, LLC 23.212 264
2026-05-14 13F Bernard Wealth Management Corp. 2 0
2026-05-12 13F Professional Financial Management, Inc. 142.325 1.605
2026-05-13 13F First Trust Advisors Lp 26.698 301
2026-05-06 13F Pacitti Group Inc. 23.814 269
2026-05-11 13F Closed-End Fund Advisors, Inc. 53.912 397,76 608 378,74
2026-04-17 13F Riverbridge Partners Llc 115.874 100,21 1.307 92,49
2026-05-01 13F Mutual Advisors, LLC 82.168 927
2026-04-08 13F Community Financial Services Group, LLC 759 9
2026-05-05 13F UBS Group AG 382.902 922,54 4.319 883,83
2026-05-11 13F Pinnacle Wealth Planning Services, Inc. 7.351 249,05 83 241,67
2026-04-22 13F Coastal Investment Advisors, Inc. 11.495 130
2026-05-07 13F Rothschild Investment Llc 24.028 271
2026-05-11 13F RWM Asset Management, LLC 446 5
2026-04-27 13F Truist Financial Corp 60.583 412,81 683 394,93
2026-05-11 13F Penserra Capital Management LLC 916 0
2026-05-15 13F Toronto Dominion Bank 1.428.374 16.112
2026-05-08 13F Mathes Company, Inc. 101.298 1
2026-05-08 13F Bokf, Na 6.471 73
2026-05-15 13F City Of London Investment Management Co Ltd 453.034 22,03 5.110 17,26
2026-05-12 13F TD Waterhouse Canada Inc. 124 1
2026-05-15 13F Palogic Value Management, L.P. 75.497 100,75 851 92,74
2026-04-22 13F Genesee Capital Advisors, LLC 21.191 239
2026-05-04 13F Wolverine Asset Management Llc 4.096 46
2026-04-08 13F Melone Private Wealth, LLC 117.683 1.327
2026-05-07 13F Integrated Capital Management, Inc. 27.264 15,55 308 10,83
2026-05-15 13F/A Independent Financial Group, Llc 11.427 129
2026-05-15 13F Smartleaf Asset Management LLC 122 1
2026-04-07 13F Farther Finance Advisors, LLC 220 1,38 3 0,00
2026-04-15 13F Murphy, Middleton, Hinkle & Parker, Inc. 20.216 228
2026-05-15 13F Integrated Wealth Concepts LLC 25.166 284
2026-04-22 13F Spire Wealth Management 16.472 311,80 186 302,17
2026-04-15 13F Signature Estate & Investment Advisors Llc 48.079 542
2026-05-15 13F Guggenheim Capital Llc 1.868.644 60,15 21.078 53,88
2026-05-05 13F Sanctuary Advisors, LLC 17.596 4,48 198 0,51
2026-05-15 13F Logan Stone Capital, LLC 79.095 67,01 892 60,72
2026-04-28 13F Dumont & Blake Investment Advisors Llc 10.643 120
2026-05-11 13F Hamrick Investment Counsel, llc 4.665 53
2026-05-12 13F Callahan Advisors, LLC 236.644 2.669
2026-04-21 13F Wesbanco Bank Inc 51.537 94,49 581 86,82
2026-05-15 13F Wiley Bros.-aintree Capital, Llc 47.714 321,84 538 307,58
2026-05-07 13F Dakota Wealth Management 520.267 217,43 5.869 204,99
2026-05-11 13F Pathstone Holdings, LLC 3.911.221 279,68 44.119 264,82
2026-05-11 13F Savvy Advisors, Inc. 22.205 250
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 127.592 189,59 1
2026-04-30 13F Nuveen, LLC 54.947 104,62 620 96,51
2026-04-10 13F MKT Advisors LLC 10.638 122
2026-04-22 13F Uniting Wealth Partners, LLC 56.465 640
2026-05-15 13F Advisory Services Network, LLC 18.167 205
2026-05-12 13F Commerce Advisors, LLC 10.908 123
2026-05-14 13F StoneX Group Inc. 10.665 121
2026-05-11 13F Wells Fargo & Company/mn 1.021.359 419,27 11.521 398,92
2026-04-29 13F Duncker Streett & Co Inc 22.335 252
2026-04-29 13F Compass Financial Group, INC/SD 225.021 16,19 2.538 11,66
2026-04-02 13F Hilltop National Bank 6.867 72,67 77 67,39
2026-05-12 13F Wakefield Asset Management LLLP 323.583 3.651
2026-05-13 13F Mariner, LLC 36.987 119,04 416 110,10
2026-05-15 13F Larson Financial Group LLC 339 4
2026-04-16 13F Capital Investment Advisors, LLC 143.073 153,55 1.614 143,66
2026-04-21 13F River Street Advisors LLC 50.618 263,61 571 249,69
2026-05-14 13F Rockefeller Capital Management L.P. 13.626 240,65 154 232,61
2026-04-28 13F Indiana Trust & Investment Management CO 68.000 767
2026-05-14 13F Us Bancorp \de\ 12.708 64,50 143 58,89
2026-05-15 13F Advisor Group Holdings, Inc. 110.834 694,79 1.250 666,87
2026-04-29 13F Clare Market Investments LLC 42.100 475
2026-04-28 13F Fortitude Advisory Group L.L.C. 105.020 354,16 1.185 336,90
2026-05-14 13F Allworth Financial LP 94.012 7.103,98 1.060 6.966,67
2026-02-06 13F Global Retirement Partners, LLC 4.817 57
2026-04-30 13F Mascoma Wealth Management LLC 1.123 13
2026-04-21 13F Wedbush Securities Inc 17.647 0
2026-05-14 13F BTG Pactual Asset Management US LLC 51.554 582
2026-04-13 13F IFP Advisors, Inc 88 1
2026-05-15 13F Advisors Asset Management, Inc. 1.236.235 91,88 13.945 84,37
2026-05-15 13F Van Eck Associates Corp 1.298.084 199,43 15 180,00
2026-04-22 13F Pinnacle Bancorp, Inc. 3.375 38
2026-04-30 13F LRI Investments, LLC 2.469 28
2026-05-14 13F Karpus Management, Inc. 20.033.393 135,95 225.977 126,70
2026-05-13 13F Petra Financial Advisors Inc 42.250 477
2026-05-15 13F 1607 Capital Partners, LLC 179.333 2.023
2026-05-04 13F Mml Investors Services, Llc 13.665 154
2026-05-15 13F Tower Research Capital LLC (TRC) 985 11
2026-05-08 13F Pnc Financial Services Group, Inc. 307.673 52,64 3.471 46,66
2026-05-13 13F LM Advisors LLC 1.765 156
2026-05-04 13F Envestnet Asset Management Inc 244.009 96,33 2.752 88,62
2026-01-29 13F Comerica Bank 85 49,12 1
2026-05-14 13F Capital Analysts, Inc. 607 0
2026-05-04 13F Element Wealth, LLC 11.693 132
2026-05-12 13F Sfmg, Llc 24.310 101,03 274 94,33
2026-05-05 13F Allspring Global Investments Holdings, LLC 1.102.849 116,63 12.440 108,17
2026-04-02 13F Noble Wealth Management PBC 69.321 262,25 782 248,66
2026-05-06 13F LPL Financial LLC 981.426 234,00 11.070 220,96
2026-05-15 13F Goldman Sachs Group Inc 140.098 330,59 1.580 314,70
2026-04-27 13F Rareview Capital LLC 606.318 52,10 6.791 52,11
2026-04-30 13F Indivisible Partners 14.179 0,51 160 -3,64
2026-05-05 13F D.a. Davidson & Co. 11.527 130
2026-05-15 13F XTX Topco Ltd 23.190 262
2026-05-15 13F Rivernorth Capital Management, Llc 12.505.825 199,75 141.066 188,00
2026-05-08 13F Sofos Investments, Inc. 3.110 35
2026-05-04 13F Procyon Private Wealth Partners, LLC 12.669 143
2026-05-05 13F Leo Wealth, LLC 251.331 2.835
2026-05-12 13F Atlantic Union Bankshares Corp 1.846 124,30 21 122,22
2026-04-15 13F Merit Financial Group, LLC 35.092 396
2026-05-05 13F Ackerman Capital Advisors, LLC 73.106 20,24 825 15,57
2026-05-06 13F ProVise Management Group, LLC 30.334 24,40 342 19,58
2026-04-27 13F Pensionmark Financial Group, Llc 11.500 12,21 130 7,50
2026-04-21 13F Creative Capital Management Investments LLC 46 1
2026-04-16 13F Allegheny Financial Group LTD 155.479 1.754
2026-04-20 13F Sowell Financial Services LLC 35.149 396
2026-05-11 13F Robinson Capital Management, Llc 2.066.476 638,33 24.219 637,26
2026-04-29 13F Cary Street Partners Financial Llc 202.218 2.281
2026-04-15 13F Activest Wealth Management 802 9
2026-05-13 13F Hennion & Walsh Asset Management, Inc. 2.692.857 181,47 30.375 170,46
2026-05-12 13F Invesco Ltd. 381.241 75,15 4.300 68,30
2026-05-13 13F Cetera Investment Advisers 238.931 1.183,33 2.695 1.136,24
2026-05-13 13F BlackRock, Inc. 1.850 21
2026-05-15 13F Alliancebernstein L.p. 32.518 30,55 382 30,48
2026-04-13 13F Pettinga Financial Advisors, LLC 60.915 254,67 687 241,79
2026-05-15 13F Whitebox Advisors Llc 39.677 448
2026-05-14 13F Northern Trust Corp 21.735 245
2026-05-15 13F Equitable Holdings, Inc. 38.115 447
2026-04-23 13F Catalina Capital Group, LLC 10.586 119
2026-04-30 13F Kestra Advisory Services, LLC 51.093 856,98 576 829,03
2026-05-05 13F HighTower Advisors, LLC 107.451 95,91 1.212 88,49
2026-05-12 13F Rsm Us Wealth Management Llc 42.847 177,78 486 167,96
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