Grundläggande statistik
| Institutionella ägare | 156 total, 156 long only, 0 short only, 0 long/short - change of −3,09% MRQ |
| Genomsnittlig portföljallokering | 0.1261 % - change of 0,47% MRQ |
| Institutionella aktier (lång) | 34 895 033 (ex 13D/G) - change of 0,31MM shares 0,91% MRQ |
| Institutionellt värde (lång) | $ 303 138 USD ($1000) |
Institutionellt ägande och aktieägare
BlackRock Credit Allocation Income Trust (US:BTZ) har 156 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 34,895,033 aktier. Största aktieägare inkluderar Sit Investment Associates Inc, Morgan Stanley, Bank Of America Corp /de/, Allspring Global Investments Holdings, LLC, Guggenheim Capital Llc, Raymond James Financial Inc, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Wells Fargo & Company/mn, and Capital Investment Advisors, LLC .
BlackRock Credit Allocation Income Trust (NYSE:BTZ) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 11,15 / share. Previously, on September 16, 2024, the share price was 11,08 / share. This represents an increase of 0,63% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 21 831 | −1,03 | 238 | 0,85 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 890 | 0,00 | 239 | 2,14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 15 313 | 167 | ||||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 14 617 | 0,00 | 160 | 1,92 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 575 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 14 007 | −5,45 | 153 | −3,80 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 18 416 | 0,00 | 201 | 2,03 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 30 673 | 0,00 | 335 | 1,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 28 525 | −15,13 | 311 | −13,61 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 10 474 | 0,00 | 112 | 2,75 | ||||
| 2025-05-12 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 65 189 | 0,00 | 690 | −1,99 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 969 | 76 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16 423 | 0,03 | 179 | 2,29 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 351 042 | −0,50 | 3 833 | 1,38 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 48 465 | −0,34 | 529 | 1,54 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 13 500 | 0,00 | 147 | 2,08 | ||||
| 2025-07-10 | 13F | Stolper Co | 80 493 | 6,54 | 1 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 27 097 | −93,34 | 296 | −93,23 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41 703 | 4,26 | 447 | 3,23 | ||||
| 2025-05-15 | 13F/A | Clear Street Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 167 502 | 1 829 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6 070 | 1,51 | 66 | 3,13 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 739 889 | 6,79 | 19 000 | 8,78 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 17 000 | 0,00 | 186 | 1,65 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 297 832 | −1,82 | 3 193 | 0,60 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 10 000 | 0,00 | 109 | 1,87 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 18 000 | 0,00 | 197 | 2,08 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 233 | 0,00 | 13 | 0,00 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 157 854 | 3,31 | 1 724 | 5,25 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 413 | 5 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15 654 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 10 929 | −8,38 | 119 | −6,30 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13 970 | 0,00 | 153 | 2,01 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0,00 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 974 134 | −4,51 | 10 638 | −2,73 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 11 558 | 0,00 | 126 | 2,44 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 31 920 | 0,00 | 349 | 1,75 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 348 264 | 1,07 | 58 403 | 2,96 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28 772 | 314 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 922 | −16,30 | 43 | −16,00 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 331 022 | 0,00 | 4 | 0,00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Semus Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 35 876 | 2,32 | 392 | 4,27 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32 599 | −16,23 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 55 987 | −6,06 | 611 | −4,23 | ||||
| 2025-07-29 | 13F | Creekside Partners | 21 693 | 0,18 | 237 | 1,72 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 28 270 | 53,64 | 309 | 56,35 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 90 002 | 0,00 | 983 | 1,87 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 260 485 | −0,43 | 13 764 | 1,43 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 491 558 | 3,05 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 964 | −33,74 | 21 | −32,26 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 5 770 839 | 3,40 | 63 | 6,78 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13 827 | −9,76 | 151 | −8,54 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 13 400 | 8,06 | 146 | 10,61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 812 | −14,97 | 9 | −20,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 88 322 | 4,94 | 964 | 6,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 563 792 | 12,21 | 6 157 | 14,30 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 43 406 | −0,10 | 474 | 1,72 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 74 498 | 0,00 | 814 | 1,88 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 126 780 | −22,29 | 1 384 | −20,82 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 6 193 | −16,31 | 68 | −15,19 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 7 532 | 0,00 | 82 | 2,50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 227 263 | 0,73 | 2 482 | 2,56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22 375 | −0,20 | 244 | 1,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 22 845 | −2,77 | 249 | −0,80 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 700 | 0,00 | 0 | |||||
| 2025-07-29 | NP | Guggenheim Active Allocation Fund | 290 333 | 0,00 | 3 115 | −1,11 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 266 474 | −0,75 | 2 910 | 1,08 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 8 140 | 0,00 | 86 | −1,15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 571 453 | 19,40 | 49 920 | 21,63 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 51 023 | 0,00 | 557 | 2,01 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 38 424 | 420 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 16 192 | 0,00 | 177 | 1,73 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 21 534 | 0,36 | 235 | 2,17 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12 674 | −2,58 | 138 | −0,72 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 34 341 | 1,12 | 375 | 3,02 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 217 | −69,52 | 2 | −71,43 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 834 | −5,08 | 162 | −3,59 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29 631 | −55,90 | 324 | −55,14 | ||||
| 2025-08-14 | 13F | Fmr Llc | 400 | −30,68 | 4 | −33,33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 449 | −7,08 | 125 | −5,30 | ||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 48 216 | 17,80 | 527 | 20,09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30 979 | 4,66 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 2 419 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 11 762 | 0,95 | 128 | 3,23 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 366 | 1,34 | 146 | 2,84 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 2 117 805 | −14,82 | 23 126 | −13,24 | ||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12 092 | 132 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 29 366 | −5,53 | 321 | −3,90 | ||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Broyhill Asset Management | 32 500 | 0,00 | 355 | 1,72 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28 785 | 20,97 | 314 | 23,14 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 13 000 | 0,00 | 142 | 1,44 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 049 646 | 1,43 | 11 462 | 3,33 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 15 745 | 172 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 000 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 753 | 24,80 | 347 | 27,21 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 13 500 | 0,00 | 147 | 2,08 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 65 | 1 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12 803 | −2,21 | 13 | −7,69 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 237 111 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32 496 | 0 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 14 785 | 0,00 | 161 | 1,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81 108 | −26,60 | 886 | −23,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 250 | 0,00 | 25 | 0,00 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 086 | 0,00 | 12 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 36 949 | −0,81 | 403 | 1,00 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 146 754 | −1,55 | 12 305 | −2,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 75 647 | 0,48 | 826 | 2,35 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Arcus Capital Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16 281 | 7,16 | 178 | 9,26 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 27 687 | −6,66 | 302 | −4,73 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 10 982 | 120 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 27 832 | 0,00 | 304 | 1,68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 718 | −63,42 | 19 | −64,00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 54 367 | −2,32 | 594 | −0,50 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 170 | −5,34 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 68 000 | −15,21 | 743 | −13,62 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10 517 | −13,03 | 115 | −11,63 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 159 518 | 3,55 | 1 742 | 5,45 | ||||
| 2025-05-12 | 13F | Wolverine Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 486 548 | 2,00 | 5 313 | 3,91 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 200 | 0,00 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 16 602 | 0,54 | 181 | 2,26 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 378 | 0,00 | 15 | 7,14 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 226 837 | 1,11 | 2 477 | 2,99 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 114 752 | 1,05 | 1 253 | 2,96 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 97 838 | 0,00 | 1 068 | 1,91 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 661 541 | 0,05 | 7 224 | 1,92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10 280 | 112 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7 830 | 86 | ||||||
| 2025-07-29 | NP | Guggenheim Strategic Opportunities Fund | 184 289 | 0,00 | 1 977 | −1,10 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 999 | −7,76 | 11 | −9,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4 400 | 10,00 | 48 | 14,29 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 2 718 | 0,00 | 30 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 99 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 170 957 | −2,03 | 1 867 | −0,21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 119 849 | −3,21 | 1 309 | −1,43 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 50 937 | −11,32 | 556 | −9,59 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 246 064 | 19,76 | 2 687 | 22,03 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 19 260 | 0,00 | 210 | 1,94 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 129 990 | −2,34 | 1 419 | −0,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 872 075 | −1,92 | 9 523 | −0,08 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 20 000 | 0,00 | 218 | 1,87 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 472 | −52,28 | 49 | −52,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19 984 | 52,27 | 218 | 55,71 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 49 680 | −0,96 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 671 953 | −29,54 | 7 338 | −28,22 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 11 000 | 0,00 | 120 | 2,56 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 15 125 | 0,00 | 165 | 4,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 163 129 | 83,57 | 1 781 | 87,08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 283 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 57 056 | 0,00 | 626 | 3,65 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 65 486 | 3,51 | 715 | 5,46 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 13 236 | 0,00 | 145 | 2,13 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5 670 | 0,00 | 62 | 1,67 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 704 | 4,62 | 139 | 6,98 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16 365 | −8,13 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 79 470 | −5,60 | 868 | −3,88 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 88 168 | 3,59 | 963 | 5,48 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 000 | 0,00 | 153 | 1,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 483 929 | 8,61 | 16 205 | 10,64 |
