Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Blackrock Municipal 2030 Target Term Trust incluem Fiera Capital Corp, Integrity Wealth Partners, LLC, Everest Financial Group LLC, Farther Finance Advisors, LLC, e GHP Investment Advisors, Inc. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 53,811 | 6.32 | 1,222 | 5.81 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 41,568 | 67.15 | 944 | 66.31 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3,000 | 69 | ||||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 24,887 | 565 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 1,401,152 | 2.94 | 31,806 | 2.40 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 28,916 | 213.55 | 656 | 212.38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Morgan Stanley | 1,247,371 | 0.44 | 28,315 | -0.08 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 45,833 | 0.03 | 1,040 | -0.48 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 754 | 0 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 73,325 | 2.82 | 1,664 | 2.27 | ||||
| 2026-05-12 | 13F | Creative Planning | 9,820 | 7.57 | 223 | 6.73 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 19,649 | 60.40 | 446 | 59.86 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 43,182 | 0.07 | 980 | -0.41 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 39,257 | 42.51 | 1 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 24,843 | 20.00 | 563 | 19.07 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4,000 | 91 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 3,878 | 88 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 20,590 | 11.14 | 467 | 10.66 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 20,300 | 2.53 | 461 | |||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 107,608 | 0.33 | 2,443 | -0.20 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 166,660 | 26.01 | 3,783 | 25.35 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 23,331 | 92.61 | 530 | 91.67 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 31,901 | 724 | ||||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 4,689,313 | 1.53 | 106,447 | 0.99 | ||||
| 2026-05-07 | 13F | Sentinel Trust Co Lba | 836,734 | 37.25 | 19 | 38.46 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 41,401 | 9.23 | 940 | 8.68 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 228,066 | 30.55 | 5,177 | 29.88 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 200 | 5 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 195,915 | 3.09 | 4,447 | 2.56 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 19,793 | 449 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 800 | 18 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 650 | 85.71 | 15 | 100.00 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 34,144 | 0.40 | 775 | -0.13 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1,200 | 27 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 137,169 | 0.12 | 3,114 | -0.42 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 43,365 | 0.26 | 984 | -0.30 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 44,345 | 1,007 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28,410 | 0.26 | 645 | -0.31 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 22,349 | 0.16 | 22 | -95.68 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 488,950 | 13.76 | 11,099 | 13.16 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 56,975 | 99.49 | 1,293 | 98.62 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 120,571 | 0.38 | 2,737 | -0.18 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 617,560 | 13.79 | 14,019 | 13.19 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 15,311 | 0.41 | 348 | 0.00 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 385,481 | 32.56 | 8,750 | 31.86 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 93,000 | 86.00 | 2 | 100.00 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 30,560 | 15.39 | 694 | 14.74 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 12,275 | 279 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 51,734 | 17.22 | 1,174 | 16.58 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 51,945 | 0.02 | 1,179 | -0.51 | ||||
| 2026-05-05 | 13F | UBS Group AG | 707,969 | 0.96 | 16,071 | 0.43 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 11,628 | 0.13 | 264 | -0.75 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 122,996 | 56.43 | 2,792 | 55.63 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5,115 | 116 | ||||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 14,350 | 326 | ||||||
| 2026-04-24 | 13F | Mackay Shields Llc | 1,566,262 | 14.82 | 35,554 | 14.22 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,769 | 2.50 | 358 | 1.71 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 30,781 | 699 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 204,947 | 0.38 | 4,652 | -0.15 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12,299 | 0.03 | 279 | -0.36 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 21,425 | 0.12 | 486 | -0.41 |
