Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BlackRock MuniHoldings California Quality Fund, Inc. comprennent Avantax Advisory Services, Inc., et Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 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 |
