Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em BlackRock ESG Capital Allocation Term Trust incluem Aviance Capital Partners, LLC, Wealth Effects Llc, Franklin Resources Inc, XTX Topco Ltd, Kestra Advisory Services, LLC, Prospera Financial Services Inc, Summit Trail Advisors, Llc, Gryphon Financial Partners LLC, Walkner Condon Financial Advisors LLC, Global Retirement Partners, LLC, Tucker Asset Management Llc, e Harbour Investments, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Tucker Asset Management Llc | 3,459 | 53 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 24,027 | 14.59 | 326 | 1.24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 16,097 | 34.38 | 0 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 72,226 | 8.60 | 981 | -4.11 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2,204,468 | 1.73 | 29,937 | -10.17 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 11,406 | 155 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1,046,149 | 0.44 | 14,207 | -11.31 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 25,462 | 4.09 | 346 | -8.24 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 79,440 | 13.61 | 1,079 | 0.28 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 646,960 | 11.41 | 8,786 | -1.63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 785,898 | 0.51 | 10,672 | -11.25 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 25,757 | 350 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1,223,160 | 0.82 | 16,611 | -10.98 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 14,582 | 198 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 38,310 | 520 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 68,329 | 250.41 | 928 | 210.03 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 26,624 | 103.91 | 362 | 80.50 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4,240 | 65 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2,750 | 37 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 40,697 | 553 | ||||||
| 2026-05-12 | 13F | Creative Planning | 14,565 | 11.57 | 198 | -1.50 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 28,614 | 389 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 277,647 | 18.91 | 3,770 | 4.98 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 152,525 | 36.34 | 2,071 | 20.41 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 68,641 | 12.22 | 932 | -0.85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 37,137 | 504 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 11,995 | 163 | ||||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 908 | 8.35 | 12 | 0.00 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 301,869 | 2.14 | 4,643 | -4.21 | ||||
| 2026-05-05 | 13F | UBS Group AG | 244,427 | 20.67 | 3,319 | 6.55 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 356 | 5 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1,233,545 | 0.41 | 16,752 | -11.35 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 10,669 | 145 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 20,074 | 0 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 9,000 | 500.00 | 122 | 430.43 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 499 | 3.74 | 7 | -14.29 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10,195 | 138 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 84,167 | 21.62 | 1,294 | 129,300.00 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 105,805 | 76.89 | 1,437 | 56.26 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 558,506 | 531.38 | 7,585 | 457.65 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 868,615 | 4.83 | 12 | -8.33 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 67,685 | 11.72 | 919 | -1.29 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 46,000 | 169.53 | 625 | 138.17 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 642,586 | 15.02 | 8,726 | 1.56 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 26,420 | 359 | ||||||
| 2026-04-10 | 13F | Winebrenner Capital Management Llc | 44,000 | 12.82 | 598 | -0.33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2,087 | 28 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 11,250 | 153 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8,430 | 114 | ||||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 1,459,010 | 6.94 | 20 | -5.00 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 221,850 | 159.87 | 3,013 | 129.57 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 24,036 | 34.69 | 326 | 18.98 |
