Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BlackRock Taxable Municipal Bond Trust comprennent Readystate Asset Management Lp, EP Wealth Advisors, Inc., WealthTrust Axiom LLC, Russell Investments Group, Ltd., et NewSquare Capital LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 37 780 | 9,96 | 609 | 6,11 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5 430 | 1,70 | 87 | -2,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 311 | 134 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 50 492 | 4,12 | 842 | 7,81 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3 221 | 52 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 162 | 15,75 | 196 | 11,43 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 118 574 | 8,92 | 1 910 | 5,23 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 46 022 | 0,46 | 1 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 14 021 | 226 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 27 175 | 0,14 | 438 | -3,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 989 730 | 2,20 | 80 385 | -1,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 477 | 8 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 159 984 | 4,70 | 18 687 | 1,13 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 175 808 | 43,35 | 2 832 | 38,48 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 13 163 | 212 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 51 511 | 1,15 | 830 | -2,36 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 50 194 | 2,56 | 809 | -0,98 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 86 457 | 8,29 | 1 393 | 4,58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 51 539 | 3,64 | 830 | 0,12 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 55 495 | 1,05 | 894 | -2,40 | ||||
| 2025-08-25 | NP | SIBAX - Sit Balanced Fund | 21 971 | 8,92 | 354 | 5,06 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 662 967 | 5,23 | 10 680 | 1,64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 899 059 | 5,72 | 14 484 | 2,11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 176 | 1,82 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 48 761 | 786 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 242 000 | 59,32 | 3 899 | 53,89 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 193 060 | 2,17 | 3 110 | -1,30 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 10 259 | 165 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 300 | 1 333,33 | 69 | 1 625,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 600 | 5,45 | 188 | 2,19 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 10 177 | 316,41 | 164 | 307,50 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 53 475 | 5,13 | 861 | 1,53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11 636 | 0,42 | 187 | -3,11 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 13 594 | 219 | ||||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 1 899 894 | 2,83 | 30 607 | -0,69 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 122 477 | 1 973 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17 971 | 290 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 47 316 | 35,58 | 789 | 40,39 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 68 644 | 6,20 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 772 393 | 3,53 | 12 443 | 0,00 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 5 977 374 | 15,80 | 96 | 11,63 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 15 289 | 1,22 | 246 | -1,99 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 3 760 | 61 |
