Mga Batayang Estadistika
| Pemilik Institusional | 142 total, 142 long only, 0 short only, 0 long/short - change of -1.37% MRQ |
| Alokasi Portofolio Rata-rata | 0.4249 % - change of -6.95% MRQ |
| Saham Institusional (Jangka Panjang) | 27,783,095 (ex 13D/G) - change of 0.10MM shares 0.37% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 579,610 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Blackrock Municipal 2030 Target Term Trust (US:BTT) memiliki 142 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 27,783,095 saham. Pemegang saham terbesar meliputi Karpus Management, Inc., Pathstone Holdings, LLC, Mackay Shields Llc, Almitas Capital LLC, Allspring Global Investments Holdings, LLC, Rivernorth Capital Management, Llc, Morgan Stanley, Tortoise Investment Management, LLC, Saba Capital Management, L.P., and UBS Group AG .
Struktur kepemilikan institusional Blackrock Municipal 2030 Target Term Trust (NYSE:BTT) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 22.55 / share. Previously, on September 6, 2024, the share price was 21.46 / share. This represents an increase of 5.08% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | Karpus Management, Inc. | 3,587,879 | 5.61 | |||||
| 2024-08-06 | WELLS FARGO & COMPANY/MN | 150 | 0 | -100.00 | 0.00 | -100.00 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 18,490 | 0.00 | 405 | 3.06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,916 | 4.09 | 86 | 7.59 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12,280 | 0.06 | 269 | 3.08 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 1,834 | 0.00 | 40 | 5.26 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 159,273 | 26.00 | 3,486 | 29.93 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 13,484 | 20.72 | 295 | 24.47 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,295 | -9.71 | 203 | -3.79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,617 | 0.00 | 123 | 2.52 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,406,687 | 3.50 | 30,792 | 6.71 | ||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 75,139 | 0.00 | 1,645 | 3.07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 81,394 | 4.91 | 1,782 | 8.20 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10,857 | 0.00 | 238 | 3.04 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 11,489 | -0.87 | 252 | 2.03 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 142,933 | 0.00 | 3,129 | 3.10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 115,377 | 20.79 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 15,030 | 0.66 | 329 | 3.79 | ||||
| 2025-08-14 | 13F | Cnh Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 10,742 | 235 | ||||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 581,696 | 0.00 | 13 | 0.00 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 520,261 | 0.00 | 11,389 | 3.11 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,450 | 0.66 | 97 | 4.30 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 13,033 | 285 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31,619 | -1.22 | 692 | 1.91 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 521 | -59.11 | 11 | -59.26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 451,662 | -1.87 | 9,887 | 1.18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 9,486 | 208 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 19,007 | 0.58 | 416 | 3.74 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 4,000 | 0.00 | 88 | 3.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 21,652 | 101.11 | 474 | 107.46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,387 | -7.25 | 249 | -4.23 | ||||
| 2025-05-15 | 13F | Nomura Holdings Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10,500 | 230 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 15,600 | 13.87 | 341 | 17.59 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 460,421 | 0.51 | 9,779 | 1.46 | ||||
| 2025-07-23 | 13F | Matisse Capital | 100,739 | 0.00 | 2,205 | 3.13 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 25,321 | 31.98 | 554 | 36.12 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 104,810 | -0.38 | 2,294 | 2.73 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 10,790 | 12.51 | 236 | 16.26 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 107,867 | -1.52 | 2,361 | 1.55 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 25,985 | -30.60 | 569 | -28.46 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 19,500 | 0.00 | 0 | |||||
| 2025-06-24 | NP | MMHVX - MainStay MacKay High Yield Municipal Bond Fund Investor Class | 427,334 | 0.00 | 9,077 | 0.95 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,579 | 0.00 | 0 | |||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 14,689 | 0.00 | 312 | 2.98 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 24,400 | 0.00 | 534 | 3.09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 23,921 | -7.10 | 1 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5,090 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 350 | 0.00 | 8 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,975 | 0.00 | 218 | 3.32 | ||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 6,121 | -86.90 | 134 | -86.58 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 23,472 | -0.01 | 514 | 3.01 | ||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 27,789 | 1.70 | 608 | 4.83 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 88,214 | -2.34 | 1,931 | 0.73 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,000 | 0.00 | 44 | 2.38 | ||||
| 2025-08-11 | 13F | Tamar Securities, LLC | 14,843 | -11.83 | 325 | -9.24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 74,679 | 5.95 | 1,637 | 9.36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 25,314 | 68.79 | 554 | 74.21 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 61,110 | -0.57 | 1,338 | 2.53 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 125,567 | -12.63 | 2,814 | -7.77 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 118,154 | 0.63 | 2,586 | 3.77 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | HCIMX - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares | 319,133 | 0.00 | 6,986 | 3.10 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 164,879 | -4.79 | 3,609 | -1.82 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 7,442 | 0.00 | 163 | 3.18 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 9,450 | 207 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 46,461 | 1,017 | ||||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 90,000 | 0.00 | 1,970 | 3.14 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 375,301 | 0.54 | 8,215 | 3.67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,286,305 | 0.05 | 28,157 | 3.16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,865 | 435 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 16,825 | 0.00 | 368 | 3.08 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 446,469 | 0.00 | 9,773 | 3.11 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 2,000 | 0.00 | 44 | 4.88 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 423,363 | 0.01 | 9,267 | 3.13 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 79,385 | 68.85 | 1,738 | 74.05 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 874 | -47.22 | 19 | -45.71 | ||||
| 2025-05-13 | 13F | NINE MASTS CAPITAL Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,356 | -30.50 | 314 | -28.31 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mackay Shields Llc | 1,563,907 | 0.00 | 34,234 | 3.11 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 92,751 | -10.55 | 2,030 | -7.77 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 11,476 | 0.00 | 251 | 3.29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9,200 | 201 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 142,950 | -0.35 | 3,129 | 2.76 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11,146 | 244 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 11,560 | 0.21 | 253 | 3.69 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 20,195 | -18.58 | 442 | -15.97 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 27,030 | 12.18 | 592 | 15.66 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 88,900 | 8.41 | 1,946 | 11.84 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 609,059 | -12.78 | 13,332 | -10.06 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 327,479 | -0.13 | 7,169 | 2.97 | ||||
| 2025-05-14 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 75,855 | 0.00 | 1,660 | 3.11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 111,399 | -2.84 | 2,439 | 0.16 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 70,266 | 3.42 | 1,538 | 6.66 | ||||
| 2025-08-14 | 13F | Logan Stone Capital, LLC | 37,566 | -91.57 | 822 | -91.31 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1,300,557 | -16.96 | 28,469 | -14.38 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 139,898 | 1.30 | 3,062 | 4.47 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 3,587,879 | 19.09 | 78,539 | 22.79 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 115,755 | 0.00 | 2,534 | 3.09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,842 | -23.71 | 106 | -21.64 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 23,145 | 1.27 | 507 | 4.33 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 30,939 | -34.63 | 677 | -32.57 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5,000 | 0.00 | 109 | 2.83 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 6,436 | -14.31 | 137 | -11.69 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 750 | 0.00 | 16 | 6.67 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 29,667 | 0.00 | 649 | 3.18 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 107,529 | -4.21 | 2,354 | -1.26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 790,087 | 8.25 | 17,295 | 11.62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 13,539 | 0.00 | 296 | 3.14 | ||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 877,113 | 9.29 | 19,200 | 12.69 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 280,289 | 0.04 | 6,136 | 3.14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 471,040 | -0.86 | 10,311 | 2.22 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 55,172 | 0.02 | 1,208 | 3.07 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15,075 | 18.51 | 0 | |||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 9,450 | 201 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,189,486 | 9.49 | 26,038 | 12.90 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18,513 | -19.04 | 410 | -15.46 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 120,385 | 23.70 | 2,635 | 27.54 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,252 | -49.68 | 334 | -48.21 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 201,276 | -11.48 | 4,406 | -8.74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 45,304 | 0.00 | 992 | 3.12 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56,100 | -2.54 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-05-09 | 13F | Generation Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 774,535 | -10.00 | 16,955 | -7.20 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 53,509 | 0.00 | 1,146 | -0.35 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 448,688 | -1.95 | 10 | 0.00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 21,707 | 0.00 | 475 | 3.26 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 10,743 | -1.32 | 235 | 1.73 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 129,683 | 14.35 | 2,839 | 17.91 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 36,048 | 789 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,385 | 0.00 | 30 | 3.45 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 600 | 0 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 13,650 | -13.88 | 290 | -13.47 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 68,604 | -37.11 | 1,502 | -35.16 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 500 | 0.00 | 11 | 0.00 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 13,000 | 0.00 | 285 | 3.64 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 39,988 | 3.81 | 875 | 7.10 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 59,620 | -4.94 | 1,305 | -1.95 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 43,767 | 15.71 | 958 | 19.30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 197,082 | -2.37 | 4,314 | 0.68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 42,856 | 0.41 | 938 | 3.53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 45,192 | -3.67 | 989 | -0.70 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,123,631 | 29.30 | 46,486 | 33.15 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Almitas Capital LLC | 1,558,260 | -0.04 | 34,110 | 3.07 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 204,516 | -5.31 | 4,477 | -2.38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,209 | 14.19 | 245 | 18.36 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 132,251 | 0.13 | 2,895 | 3.21 |
