Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Blackstone Strategic Credit 2027 Term Fund inkluderar Wealth Enhancement Advisory Services, Llc, Wiley Bros.-aintree Capital, Llc, Clear Harbor Asset Management, LLC, Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF, Calamos Advisors LLC, Newbridge Financial Services Group, Inc., och Harbour Investments, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 400 | 53 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 46 056 | 558 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 99 829 | 16,91 | 1 210 | 17,26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 106 926 | 3,86 | 1 296 | 4,18 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 19 135 | 225 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 75 509 | 1,43 | 915 | 1,78 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 63 389 | 0,32 | 768 | 0,66 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 273 512 | 10,18 | 3 315 | 10,54 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 391 450 | 82,44 | 4 744 | 83,10 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 7 400 | 15,62 | 90 | 15,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 48 270 | 592 | ||||||
| 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 | 37 412 | 12,86 | 447 | 9,56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 84 947 | 34,21 | 1 030 | 34,69 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140 951 | 3,03 | 1 708 | 3,39 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 360 715 | 9,42 | 4 372 | 9,77 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 16 640 | 0,02 | 202 | 0,50 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 21 208 | 257 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28 626 | 6,67 | 347 | 6,79 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 19 135 | 232 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 205 | 141,18 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 449 604 | 4,31 | 5 449 | 4,67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 21 125 | 10,17 | 256 | 10,82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 | 11,11 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 19 957 | 3,10 | 242 | 3,43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | |||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 126 397 | 5,32 | 1 532 | 5,66 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 297 | 0,01 | 88 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 190 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 888 803 | 1,54 | 10 772 | 1,87 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24 163 | 9,23 | 293 | 9,36 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 978 222 | 20,18 | 11 856 | 20,57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 769 784 | 3,48 | 9 | 12,50 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 400 | 5 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 115 690 | 4,44 | 1 402 | 4,78 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22 722 | 0,21 | 282 | 2,93 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 105 798 | 172,70 | 1 282 | 173,93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18 | 157,14 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 27 892 | 23,68 | 338 | 24,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 305 741 | 10,38 | 3 706 | 10,76 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10 205 | 124 | ||||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 747 429 | 125,88 | 9 | 200,00 | ||||
| 2025-07-10 | 13F | Stolper Co | 59 317 | 4,48 | 1 | |||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 140 782 | 12,81 | 1 706 | 13,21 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 6 351 | 77 |
