Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock MuniHoldings California Quality Fund, Inc. inkluderar Beverly Hills Private Wealth, LLC, Trilogy Capital Inc., Myecfo, Llc, Athena Wealth Management, LLC, Sowell Financial Services LLC, Avantax Planning Partners, Inc., Tortuga Wealth Management, Inc, Boothbay Fund Management, Llc, Kestra Advisory Services, LLC, Core Wealth Partners LLC, Mather Group, Llc., Meridian Investment Counsel Inc., McGowan Group Asset Management, Inc., Alessandra Capital Management, LLC, Financial Advisors Network, Inc., Shufro Rose & Co Llc, Noble Wealth Management PBC, Cheviot Value Management, LLC, DHJJ Financial Advisors, Ltd., och Root Financial Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 268 949 | 21,01 | 23 597 | 18,73 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 11 900 | 124 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 86 804 | 131,10 | 903 | 126,63 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13 677 | 0,72 | 145 | −2,70 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 167 599 | 1 743 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 180 332 | 75,93 | 1 875 | 72,65 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 145 275 | 6,01 | 1 511 | 3,99 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 405 607 | 48,72 | 4 255 | 47,15 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 129 918 | 2,51 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 27 597 | 67,32 | 287 | 64,94 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 60 865 | 633 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 15 707 | 163 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 307 635 | 35,81 | 3 199 | 33,24 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 708 | 7 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2 975 | 325,00 | 31 | 328,57 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 149 557 | 22,09 | 1 555 | 19,80 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 16 989 | 177 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 22 002 | 22,52 | 229 | 20,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 43 480 | 49,91 | 452 | 47,23 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 109 315 | 966,18 | 1 137 | 951,85 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 29 566 | 8,33 | 307 | 6,23 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 91 705 | 118,59 | 959 | 115,77 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 251 657 | 2 617 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 28 100 | 29,79 | 292 | 27,51 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 18 415 | 192 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 181 076 | 32,84 | 1 883 | 30,31 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 10 253 | 107 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 39 152 | 407 | ||||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 12 838 | 134 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 22 200 | 16,33 | 231 | 13,86 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 58 633 | 64,95 | 610 | 61,97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 115 452 | 88,11 | 1 201 | 84,62 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 974 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 395 | 4 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 13 632 | 8,98 | 142 | 6,82 | ||||
| 2026-05-05 | 13F | UBS Group AG | 365 655 | 43,67 | 3 803 | 40,97 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 53 465 | 19,17 | 556 | 17,05 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 18 638 | 194 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 17 000 | 180 | ||||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 10 748 | 5,76 | 112 | 3,74 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 15 960 | 166 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 7 391 494 | 22,49 | 76 872 | 20,18 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 2 409 | 25 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 923 | 10 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 28 327 | 57,85 | 295 | 54,74 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1 279 | 1,51 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 17 882 | 2,88 | 186 | 0,54 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 40 300 | 419 | ||||||
| 2026-04-07 | 13F | Myecfo, Llc | 64 170 | 667 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 39 863 | 49,95 | 417 | 48,04 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 2 713 524 | 9,46 | 28 221 | 7,39 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 467 786 | 7,92 | 4 865 | 5,88 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1 025 | 11 | ||||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 10 276 | 107 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 261 830 | 11,46 | 2 723 | 9,40 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 6 308 | 66 | ||||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 12 614 | 131 | ||||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 70 489 | 733 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 921 553 | 39,67 | 9 584 | 37,05 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 18 034 | 188 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 13 343 | 139 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3 623 | 98,63 | 38 | 94,74 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 15 982 | 34,91 | 166 | 32,80 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 18 802 | 0,17 | 196 | −1,52 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 68 301 | 196,64 | 710 | 190,98 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 11 418 | 119 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 120 432 | 60,88 | 1 | |||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 673 975 | 68,24 | 7 009 | 65,07 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 401 081 | 13,62 | 4 193 | 12,06 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10 550 | 110 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1 414 | 15 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 53 518 | 68,32 | 557 | 64,99 | ||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 25 610 | 266 | ||||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 10 687 | 111 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 676 357 | 92,93 | 7 034 | 89,29 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 13 533 | 141 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 364 958 | 6,60 | 3 796 | 4,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 62 452 | 4,59 | 650 | 2,69 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1 100 165 | 85,51 | 11 442 | 82,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17 112 | 178 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 33 412 | 347 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 183 505 | 627,99 | 1 899 | 630,38 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 59 490 | 619 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 23 992 | 2,13 | 250 | 0,00 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1 718 | 18 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 120 939 | 93,69 | 1 258 | 90,17 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10 803 | 112 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27 759 | 53,36 | 289 | 50,79 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 16 529 | 58,92 | 172 | 55,45 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1 127 | 12 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 58 576 | 24,73 | 609 | 22,54 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 68 481 | 0,58 | 712 | −1,25 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 12 992 | 135 | ||||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 1 122 458 | 341,85 | 12 111 | 349,89 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1 991 413 | 47,38 | 20 711 | 44,59 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15 921 | 166 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 094 | 105 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18 344 | 191 |
