Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em BlackRock MuniHoldings Fund, Inc. incluem Leo Wealth, LLC, Callahan Advisors, LLC, Cary Street Partners Financial Llc, Allegheny Financial Group LTD, Professional Financial Management, Inc., Westview Management dba Westview Investment Advisors, Melone Private Wealth, LLC, Mathes Company, Inc., Mutual Advisors, LLC, Indiana Trust & Investment Management CO, Independent Advisor Alliance, BTG Pactual Asset Management US LLC, Tyche Wealth Partners LLC, Signature Estate & Investment Advisors Llc, Petra Financial Advisors Inc, Clare Market Investments LLC, Canvas Wealth Advisors, LLC, Whitebox Advisors Llc, VisionPoint Advisory Group, LLC, e Great Lakes Retirement, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,807,154 | 157.32 | 20,385 | 147.26 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 57,418 | 15.41 | 648 | 10.79 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 54,150 | 136.73 | 611 | 127.61 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 251,989 | 113.64 | 2,842 | 105.35 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,898 | 866.00 | 33 | 966.67 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 358,833 | 496.98 | 4,087 | 479.72 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 382,553 | 114.75 | 4,315 | 106.36 | ||||
| 2026-05-14 | 13F | Cito Capital Group, LLC | 22,389 | 0 | ||||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 1,065,038 | 220.83 | 12 | 300.00 | ||||
| 2026-05-11 | 13F | Berkshire Asset Management Llc/pa | 20,614 | 233 | ||||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 119,038 | 1,343 | ||||||
| 2026-05-07 | 13F | Action Point Financial Planning, Llc | 12,990 | 147 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 38,811 | 438 | ||||||
| 2026-04-17 | 13F | Richards, Merrill & Peterson, Inc. | 17,459 | 197 | ||||||
| 2026-05-06 | 13F | Great Lakes Retirement, Inc. | 36,793 | 417 | ||||||
| 2026-05-12 | 13F | Creative Planning | 24,915 | 281 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22,025 | 249 | ||||||
| 2026-04-21 | 13F | Accredited Investor Services, Llc | 10,124 | 114 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 396,333 | 417.05 | 4,471 | 396.23 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 5,519 | 62 | ||||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 60,199 | 683 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 8,245 | 93 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 445 | 5 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 13,240 | 149 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 140,486 | 120.27 | 1,585 | 111.76 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 58,420 | 659 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 11,834 | 18.34 | 133 | 13.68 | ||||
| 2026-04-13 | 13F | Total Investment Management Inc | 20,618 | 0.56 | 233 | -3.33 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 1,490 | 17 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 6 | 0 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 191,652 | 2,162 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 476,797 | 1,239.39 | 5,378 | 1,189.69 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 74,259 | 62.71 | 838 | 56.45 | ||||
| 2026-05-15 | 13F | Westchester Capital Management, LLC | 326,160 | 641.47 | 3,679 | 612.98 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1,682 | 188.51 | 19 | 200.00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30,558 | 143.61 | 345 | 134.01 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 28,057 | 316 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 5,294,709 | 465.26 | 59,724 | 443.14 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 146,110 | 42.74 | 2 | 0.00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 124 | 1 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 2,269 | 26 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 13,441 | 152 | ||||||
| 2026-05-14 | 13F | Virtu Financial LLC | 15,542 | 0 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 11,196 | 126 | ||||||
| 2026-04-28 | 13F | Canvas Wealth Advisors, LLC | 40,204 | 456 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 23,018 | 0 | ||||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 10,612 | 120 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 259,521 | 457.34 | 2,927 | 436.08 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 13,923 | 157 | ||||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 74,530 | 343.71 | 841 | 326.40 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 100,062 | 85.33 | 1,129 | 78.20 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 73,780 | 90.17 | 832 | 82.86 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 654 | 7 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 310 | 3 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 572,536 | 568.28 | 6,458 | 542.59 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 49,620 | 560 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2,367 | 27 | ||||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 243,007 | 61.52 | 3 | 100.00 | ||||
| 2026-04-13 | 13F | Hm Payson & Co | 386 | 4 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 37,936 | 151.32 | 428 | 141.24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 66,387 | 749 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 23,212 | 264 | ||||||
| 2026-05-14 | 13F | Bernard Wealth Management Corp. | 2 | 0 | ||||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 142,325 | 1,605 | ||||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 26,698 | 301 | ||||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 23,814 | 269 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 53,912 | 397.76 | 608 | 378.74 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 115,874 | 100.21 | 1,307 | 92.49 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 82,168 | 927 | ||||||
| 2026-04-08 | 13F | Community Financial Services Group, LLC | 759 | 9 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 382,902 | 922.54 | 4,319 | 883.83 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 7,351 | 249.05 | 83 | 241.67 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 11,495 | 130 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 24,028 | 271 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 446 | 5 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 60,583 | 412.81 | 683 | 394.93 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 916 | 0 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 1,428,374 | 16,112 | ||||||
| 2026-05-08 | 13F | Mathes Company, Inc. | 101,298 | 1 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 6,471 | 73 | ||||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 453,034 | 22.03 | 5,110 | 17.26 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 124 | 1 | ||||||
| 2026-05-15 | 13F | Palogic Value Management, L.P. | 75,497 | 100.75 | 851 | 92.74 | ||||
| 2026-04-22 | 13F | Genesee Capital Advisors, LLC | 21,191 | 239 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 4,096 | 46 | ||||||
| 2026-04-08 | 13F | Melone Private Wealth, LLC | 117,683 | 1,327 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 27,264 | 15.55 | 308 | 10.83 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 11,427 | 129 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 122 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 220 | 1.38 | 3 | 0.00 | ||||
| 2026-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 20,216 | 228 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 25,166 | 284 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 16,472 | 311.80 | 186 | 302.17 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 48,079 | 542 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1,868,644 | 60.15 | 21,078 | 53.88 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 17,596 | 4.48 | 198 | 0.51 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 79,095 | 67.01 | 892 | 60.72 | ||||
| 2026-04-28 | 13F | Dumont & Blake Investment Advisors Llc | 10,643 | 120 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 4,665 | 53 | ||||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 236,644 | 2,669 | ||||||
| 2026-04-21 | 13F | Wesbanco Bank Inc | 51,537 | 94.49 | 581 | 86.82 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 47,714 | 321.84 | 538 | 307.58 | ||||
| 2026-05-07 | 13F | Dakota Wealth Management | 520,267 | 217.43 | 5,869 | 204.99 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 3,911,221 | 279.68 | 44,119 | 264.82 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 22,205 | 250 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 127,592 | 189.59 | 1 | |||||
| 2026-04-30 | 13F | Nuveen, LLC | 54,947 | 104.62 | 620 | 96.51 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 10,638 | 122 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 56,465 | 640 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 18,167 | 205 | ||||||
| 2026-05-12 | 13F | Commerce Advisors, LLC | 10,908 | 123 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 10,665 | 121 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1,021,359 | 419.27 | 11,521 | 398.92 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 22,335 | 252 | ||||||
| 2026-04-29 | 13F | Compass Financial Group, INC/SD | 225,021 | 16.19 | 2,538 | 11.66 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 6,867 | 72.67 | 77 | 67.39 | ||||
| 2026-05-12 | 13F | Wakefield Asset Management LLLP | 323,583 | 3,651 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 36,987 | 119.04 | 416 | 110.10 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 339 | 4 | ||||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 143,073 | 153.55 | 1,614 | 143.66 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 50,618 | 263.61 | 571 | 249.69 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 13,626 | 240.65 | 154 | 232.61 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 68,000 | 767 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 12,708 | 64.50 | 143 | 58.89 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 110,834 | 694.79 | 1,250 | 666.87 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 42,100 | 475 | ||||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 105,020 | 354.16 | 1,185 | 336.90 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 94,012 | 7,103.98 | 1,060 | 6,966.67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4,817 | 57 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 1,123 | 13 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 17,647 | 0 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 51,554 | 582 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 88 | 1 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1,236,235 | 91.88 | 13,945 | 84.37 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 1,298,084 | 199.43 | 15 | 180.00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 3,375 | 38 | ||||||
| 2026-04-30 | 13F | LRI Investments, LLC | 2,469 | 28 | ||||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 20,033,393 | 135.95 | 225,977 | 126.70 | ||||
| 2026-05-13 | 13F | Petra Financial Advisors Inc | 42,250 | 477 | ||||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 179,333 | 2,023 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 13,665 | 154 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 985 | 11 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 307,673 | 52.64 | 3,471 | 46.66 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 1,765 | 156 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 244,009 | 96.33 | 2,752 | 88.62 | ||||
| 2026-01-29 | 13F | Comerica Bank | 85 | 49.12 | 1 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 607 | 0 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 11,693 | 132 | ||||||
| 2026-05-12 | 13F | Sfmg, Llc | 24,310 | 101.03 | 274 | 94.33 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1,102,849 | 116.63 | 12,440 | 108.17 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 69,321 | 262.25 | 782 | 248.66 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 981,426 | 234.00 | 11,070 | 220.96 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 140,098 | 330.59 | 1,580 | 314.70 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 606,318 | 52.10 | 6,791 | 52.11 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 14,179 | 0.51 | 160 | -3.64 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 11,527 | 130 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 23,190 | 262 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 12,505,825 | 199.75 | 141,066 | 188.00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 3,110 | 35 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 12,669 | 143 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 251,331 | 2,835 | ||||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 1,846 | 124.30 | 21 | 122.22 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 35,092 | 396 | ||||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 73,106 | 20.24 | 825 | 15.57 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 30,334 | 24.40 | 342 | 19.58 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 11,500 | 12.21 | 130 | 7.50 | ||||
| 2026-04-21 | 13F | Creative Capital Management Investments LLC | 46 | 1 | ||||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 155,479 | 1,754 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 35,149 | 396 | ||||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 2,066,476 | 638.33 | 24,219 | 637.26 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 202,218 | 2,281 | ||||||
| 2026-04-15 | 13F | Activest Wealth Management | 802 | 9 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 2,692,857 | 181.47 | 30,375 | 170.46 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 381,241 | 75.15 | 4,300 | 68.30 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 238,931 | 1,183.33 | 2,695 | 1,136.24 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1,850 | 21 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 32,518 | 30.55 | 382 | 30.48 | ||||
| 2026-04-13 | 13F | Pettinga Financial Advisors, LLC | 60,915 | 254.67 | 687 | 241.79 | ||||
| 2026-05-15 | 13F | Whitebox Advisors Llc | 39,677 | 448 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 21,735 | 245 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 38,115 | 447 | ||||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 10,586 | 119 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 51,093 | 856.98 | 576 | 829.03 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 107,451 | 95.91 | 1,212 | 88.49 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 42,847 | 177.78 | 486 | 167.96 |
