Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock Capital Allocation Term Trust inkluderar Ballast, Inc., TD Capital Management LLC, Quantinno Capital Management LP, Kovitz Investment Group Partners, LLC, Boreal Capital Management LLC, Principal Street Partners, LLC, GWM Advisors LLC, Seacrest Wealth Management, Llc, Red Tortoise LLC, Noble Wealth Management PBC, och Reyes Financial Architecture, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Fountainhead AM, LLC | 88 356 | 56,29 | 1 338 | 64,25 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1 159 178 | 1,99 | 17 550 | 7,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 119 857 | 9,14 | 1 815 | 14,74 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 98 136 | 6,45 | 1 486 | 11,91 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 947 | 83,33 | 29 | 93,33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 489 888 | 1,64 | 7 417 | 6,86 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84 423 | 1,20 | 1 278 | 6,41 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 100 | 168 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 43 102 | 69,39 | 655 | 78,96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 830 | 3,48 | 194 | 8,99 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 494 934 | 178,24 | 22 633 | 192,57 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 29 055 | 24,95 | 440 | 31,44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15 376 | 233 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 30 308 | 459 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 642 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 2 200 | 33 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 337 | 5 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 33 066 | 501 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 516 682 | 20,56 | 7 823 | 26,75 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 2 371 | 15,32 | 36 | 20,69 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 28 268 | 428 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 20 039 | 2,17 | 303 | 7,45 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 75 000 | 22,95 | 1 | |||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 30 576 | 5,42 | 463 | 10,79 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 4 512 | 15,46 | 68 | 21,43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 412 | 170 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 98 304 | 1 488 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 23 000 | 53,33 | 348 | 61,11 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 15 660 | 237 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 424 014 | 8,88 | 21 560 | 14,47 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18 192 | 275 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 5 890 | 13,36 | 89 | 20,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 268 418 | 41,53 | 4 064 | 48,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 70 479 | 8 947,37 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 58 588 | 25,62 | 887 | 32,19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 53 656 | 12,98 | 812 | 18,89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 93 279 | 174,35 | 1 412 | 188,75 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 33 066 | 37,24 | 501 | 44,51 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 1 074 148 | 13,77 | 16 263 | 19,62 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 114 181 | 133,55 | 1 729 | 145,80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 184 590 | 12,29 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 093 | 1,94 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28 059 | 88,33 | 424 | 98,13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 373 788 | 32,31 | 5 659 | 39,11 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 2 261 | 9,70 | 33 | 3,23 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 914 | 1,01 | 165 | 6,45 | ||||
| 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 | 58 630 | 7,75 | 873 | 4,55 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 17 526 | 6,05 | 253 | −0,78 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1 510 751 | 11,85 | 23 | 15,79 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 293 419 | 23,15 | 4 442 | 29,50 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10 961 | 166 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 171 108 | 3,04 | 18 | 6,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 045 | 341,68 | 31 | −38,78 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 15 695 | 238 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 420 | 6 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 | 50,00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2 191 | 32 | ||||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 9 956 | 19,01 | 151 | 25,00 |
