Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock MuniHoldings California Quality Fund, Inc. inkluderar Avantax Advisory Services, Inc., och Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 43 094 | 11,08 | 446 | 7,47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 16 147 | 167 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 80 576 | 63,04 | 834 | 57,47 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 43 407 | 6,49 | 449 | 2,98 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 175 003 | 2,04 | 1 821 | −1,36 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 742 | 28 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 379 107 | 13,08 | 3 924 | 9,28 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 271 867 | 12,62 | 2 814 | 8,82 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 898 990 | 3,71 | 61 055 | 0,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 49 899 | 57,09 | 516 | 51,76 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 84 482 | 2,11 | 874 | −1,35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 939 | 20 | ||||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 78 884 | 85,84 | 816 | 80,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 13 222 | 23,65 | 137 | 19,30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 27 467 | 7,85 | 284 | 4,41 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1 936 856 | 36,37 | 20 046 | 31,79 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 38 838 | 1,99 | 402 | −1,47 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 575 | 0,01 | 141 | −3,42 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 23 150 | 0,06 | 240 | −3,24 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10 000 | 104 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 13 652 | 141 | ||||||
| 2025-08-12 | 13F | Virtu Financial LLC | 54 706 | 1 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 17 531 | 3,82 | 181 | 0,56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 237 692 | 32,15 | 2 460 | 27,73 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 223 | 1,58 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 625 091 | 6,59 | 16 820 | 3,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 61 439 | 7,57 | 1 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 16 550 | 3,12 | 171 | 0,00 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 105 202 | 10,21 | 1 089 | 6,46 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 482 | 108 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 180 928 | 7,19 | 1 873 | 3,60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 63 834 | 661 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23 318 | 241 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 110 392 | 3,12 | 1 143 | −0,35 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 2 513 | 26 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 752 848 | 15,97 | 7 792 | 12,07 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 832 307 | 12,07 | 18 964 | 8,30 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 69 354 | 1 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 118 786 | 4,59 | 1 229 | 1,07 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 256 | 2,29 | 158 | −1,26 |
