Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock ESG Capital Allocation Term Trust inkluderar Aviance Capital Partners, LLC, Wealth Effects Llc, Franklin Resources Inc, XTX Topco Ltd, Kestra Advisory Services, LLC, Prospera Financial Services Inc, Summit Trail Advisors, Llc, Gryphon Financial Partners LLC, Walkner Condon Financial Advisors LLC, Global Retirement Partners, LLC, Tucker Asset Management Llc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3 459 | 53 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24 027 | 14,59 | 326 | 1,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 16 097 | 34,38 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 72 226 | 8,60 | 981 | −4,11 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 204 468 | 1,73 | 29 937 | −10,17 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 11 406 | 155 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1 046 149 | 0,44 | 14 207 | −11,31 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 25 462 | 4,09 | 346 | −8,24 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 79 440 | 13,61 | 1 079 | 0,28 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 646 960 | 11,41 | 8 786 | −1,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 785 898 | 0,51 | 10 672 | −11,25 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 25 757 | 350 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1 223 160 | 0,82 | 16 611 | −10,98 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14 582 | 198 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 38 310 | 520 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 68 329 | 250,41 | 928 | 210,03 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26 624 | 103,91 | 362 | 80,50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4 240 | 65 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2 750 | 37 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 40 697 | 553 | ||||||
| 2026-05-12 | 13F | Creative Planning | 14 565 | 11,57 | 198 | −1,50 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28 614 | 389 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 277 647 | 18,91 | 3 770 | 4,98 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 152 525 | 36,34 | 2 071 | 20,41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 68 641 | 12,22 | 932 | −0,85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 37 137 | 504 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 11 995 | 163 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 908 | 8,35 | 12 | 0,00 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 301 869 | 2,14 | 4 643 | −4,21 | ||||
| 2026-05-05 | 13F | UBS Group AG | 244 427 | 20,67 | 3 319 | 6,55 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 356 | 5 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1 233 545 | 0,41 | 16 752 | −11,35 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 10 669 | 145 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 20 074 | 0 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 9 000 | 500,00 | 122 | 430,43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 499 | 3,74 | 7 | −14,29 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10 195 | 138 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 84 167 | 21,62 | 1 294 | 129 300,00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 105 805 | 76,89 | 1 437 | 56,26 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 558 506 | 531,38 | 7 585 | 457,65 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 868 615 | 4,83 | 12 | −8,33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 67 685 | 11,72 | 919 | −1,29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 46 000 | 169,53 | 625 | 138,17 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 642 586 | 15,02 | 8 726 | 1,56 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 26 420 | 359 | ||||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 44 000 | 12,82 | 598 | −0,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2 087 | 28 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11 250 | 153 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 430 | 114 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1 459 010 | 6,94 | 20 | −5,00 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 221 850 | 159,87 | 3 013 | 129,57 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 24 036 | 34,69 | 326 | 18,98 |
