Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock Limited Duration Income Trust inkluderar Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF, Jackson Hole Capital Partners, LLC, och Capital Investment Advisory Services, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 15 624 | 222 | ||||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 53 006 | 0,64 | 750 | 0,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 242 705 | 0,27 | 3 442 | 0,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 145 410 | 3,52 | 2 062 | 3,78 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27 317 | 130,68 | 387 | 131,74 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 979 | 42 | ||||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 127 977 | 285,67 | 1 789 | 284,73 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 309 458 | 2,60 | 4 388 | 2,91 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15 852 | 1,40 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 1 244 | 3,32 | 18 | 0,00 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 69 536 | 1,18 | 986 | 1,54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 138 | 158 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 51 909 | 9,61 | 736 | 10,01 | ||||
| 2025-04-01 | NP | CVY - Invesco Zacks Multi-Asset Income 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 | 24 513 | 5,97 | 352 | −11,81 | ||||
| 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 | 316 086 | 3,54 | 4 419 | 1,63 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 130 779 | 2,01 | 1 854 | 2,32 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 35 345 | 4,47 | 501 | 4,81 | ||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 198 414 | 6,66 | 2 814 | 6,96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 38 935 | 7,77 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 306 | 1,08 | 19 | 5,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 942 | 15,18 | 254 | 15,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 166 907 | 7,97 | 2 367 | 8,28 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 539 864 | 15,00 | 7 655 | 15,34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 114 125 | 3,62 | 1 618 | 3,92 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 198 414 | 6,66 | 2 814 | 6,96 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 825 295 | 8,47 | 11 703 | 8,77 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68 759 | 11,72 | 1 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 15 475 | 0,68 | 219 | 0,92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 279 343 | 6,02 | 3 961 | 6,34 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 16 631 | 230 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 005 137 | 1,62 | 14 253 | 1,91 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 58 983 | 0,02 | 836 | 0,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 565 087 | 1,25 | 64 733 | 1,53 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 439 | 2,09 | 35 | 3,03 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 59 263 | 4,35 | 820 | 0,61 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 55 701 | 1,99 | 790 | 2,20 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14 175 | 2,47 | 201 | 3,08 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 67 743 | 13,33 | 961 | 13,61 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 860 | 2,44 | 41 | 2,56 |
