Mga Batayang Estadistika
| Pemilik Institusional | 125 total, 125 long only, 0 short only, 0 long/short - change of -1.56% MRQ |
| Alokasi Portofolio Rata-rata | 0.2436 % - change of -2.32% MRQ |
| Saham Institusional (Jangka Panjang) | 21,942,876 (ex 13D/G) - change of 0.10MM shares 0.44% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 233,191 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock MuniYield Quality Fund, Inc. (US:MQY) memiliki 125 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 21,942,876 saham. Pemegang saham terbesar meliputi Morgan Stanley, Rivernorth Capital Management, Llc, Guggenheim Capital Llc, Cornerstone Advisory, LLC, UBS Group AG, Hennion & Walsh Asset Management, Inc., RiverNorth Flexible Municipal Income Fund II, Inc., Wells Fargo & Company/mn, RiverNorth Managed Duration Municipal Income Fund, Inc., and Bank Of America Corp /de/ .
Struktur kepemilikan institusional BlackRock MuniYield Quality Fund, Inc. (NYSE:MQY) 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 11.19 / share. Previously, on September 6, 2024, the share price was 12.74 / share. This represents a decline of 12.17% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-12-13 | BANK OF AMERICA CORP /DE/ | 0 | 0 | 0.00 | ||||
| 2024-11-07 | MORGAN STANLEY | 1,074,219 | 3,636,410 | 238.52 | 5.10 | 50.00 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10,000 | 111 | ||||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 10,548 | 0.00 | 117 | -4.88 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 164,793 | 26.25 | 1,831 | 19.76 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 116,638 | 12.98 | 1,296 | 7.20 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 200,126 | 9.18 | 2,223 | 3.59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 50,735 | 0.00 | 564 | -5.22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,461 | 0.76 | 16 | 0.00 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) | 11,923 | 0.00 | 132 | -5.04 | ||||
| 2025-06-24 | NP | MMHVX - MainStay MacKay High Yield Municipal Bond Fund Investor Class | 287,227 | 0.00 | 3,200 | -6.24 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10,397 | 0.00 | 116 | -4.96 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,497 | 17 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 505 | 6 | ||||||
| 2025-07-25 | NP | MFLX - First Trust Municipal CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,838 | 0.00 | 20 | -9.09 | ||||
| 2025-05-30 | NP | Rivernorth Marketplace Lending Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 32,120 | 6.30 | 357 | 0.85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28,876 | 20.63 | 321 | 14.29 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2,323 | 0.00 | 26 | -7.41 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77,895 | 69.99 | 865 | 61.38 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1,300 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 24,099 | -25.76 | 268 | -29.74 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 35,385 | 39.39 | 393 | 32.32 | ||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 17,100 | 0.00 | 190 | -5.50 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,400 | 0.00 | 71 | -4.05 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,271 | 0.00 | 114 | -5.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16,657 | 0.02 | 185 | -5.13 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1,027,680 | 11.95 | 11,418 | 6.21 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 4 | 0.00 | ||||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 290,530 | 0.00 | 3,228 | -5.14 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35,716 | -23.89 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,426 | 46.86 | 394 | 39.36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,459 | 0.00 | 50 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,036,257 | -10.92 | 11,513 | -15.49 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 2,100 | 0.00 | 23 | -4.17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15,416 | 171 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 46,385 | 11.68 | 515 | 5.97 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 837,274 | 0.00 | 9,302 | -5.12 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 16,210 | -9.20 | 180 | -13.88 | ||||
| 2025-08-26 | NP | WCERX - WCM Alternatives: Event-Driven Fund - Investor Class Shares | 70,855 | 0.00 | 787 | -5.07 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,194 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3,798,551 | -0.98 | 42,202 | -6.05 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 37,862 | 421 | ||||||
| 2025-08-14 | 13F | Westchester Capital Management, LLC | 130,274 | 0.00 | 1,447 | -5.11 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 363,000 | 0.00 | 4,033 | -5.13 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 166 | 2 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 13,155 | 146 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 173,353 | 3.80 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 7,131 | 19.23 | 79 | 12.86 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 12,305 | 0.00 | 137 | -5.56 | ||||
| 2025-05-14 | 13F | Walleye Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Mackay Shields Llc | 357,837 | 0.00 | 3,976 | -5.13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,282 | 236 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 144,328 | 32.15 | 1,603 | 25.43 | ||||
| 2025-08-12 | 13F | Bokf, Na | 6,534 | 0.00 | 73 | -5.26 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,707 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 257,770 | 1.59 | 2,864 | -3.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,863 | 0.72 | 410 | -4.44 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 341,229 | 0.00 | 3,791 | -5.11 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 12,748 | -32.92 | 142 | -36.49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13,067 | -35.81 | 145 | -39.08 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 167 | -33.20 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,963 | 28.06 | 166 | 22.06 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 35,643 | 396 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16,575 | 0.93 | 184 | -4.17 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 432,402 | 23.18 | 4,817 | 15.49 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 35,385 | 39.39 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 282 | -13.50 | 3 | 0.00 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9,000 | 0.00 | 100 | -5.71 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 98,527 | 0.54 | 1,095 | -4.62 | ||||
| 2025-05-05 | 13F | Mystic Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,000 | 11 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1,081,864 | 0.46 | 12,020 | -0.34 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 26,618 | -22.90 | 296 | 22.41 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 45,100 | -9.80 | 501 | -14.36 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 5,735 | 0.00 | 64 | -5.97 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 34,708 | 0.00 | 382 | -8.61 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18,294 | -1.86 | 203 | -6.88 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 448 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 10,642 | -28.29 | 118 | -31.79 | ||||
| 2025-05-13 | 13F | Adviser Investments LLC | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Trust Co | 250 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 416,360 | -0.04 | 4,626 | -5.17 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 77 | 1 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16,738 | 4.12 | 186 | -1.60 | ||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 13,267 | 0.61 | 0 | |||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 16,937 | 0.00 | 188 | -5.05 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 37,720 | 1.45 | 419 | -3.68 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 13,520 | 0.04 | 150 | -5.06 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 18,215 | 196 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 36,265 | -7.64 | 403 | -12.42 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 10,117 | 0.00 | 112 | -5.08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 284,228 | 22.08 | 3,158 | 15.81 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 2,729,373 | -0.20 | 30,323 | -5.31 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 127,890 | 0.05 | 1,421 | -5.08 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 147,537 | 61.33 | 1,639 | 53.18 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 200,126 | 9.18 | 2,223 | 3.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 277 | -98.54 | 3 | -98.62 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1,055 | 0.00 | 12 | -8.33 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 11,785 | -6.76 | 139 | -4.83 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 46,624 | 27.30 | 518 | 20.79 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 959,467 | 0.00 | 10,660 | -5.13 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3,355 | 0.00 | 37 | -5.13 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 282,305 | 0.00 | 3,136 | -5.11 | ||||
| 2025-05-02 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 919 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 23,685 | 0.00 | 263 | -5.05 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 166,735 | 16.88 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14,835 | -42.29 | 163 | -46.18 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 15,517 | 172 | ||||||
| 2025-08-27 | NP | RMMBX - Aspiriant Risk-Managed Municipal Bond Fund | 26,617 | 0.00 | 296 | -5.14 | ||||
| 2025-05-13 | 13F | Sit Investment Associates Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1,200 | 71.43 | 13 | 62.50 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 58,226 | 0.96 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 864,686 | 5.22 | 9,607 | -0.18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 28,069 | 0.00 | 312 | -5.18 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 11,137 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 16,729 | 0.00 | 186 | -5.13 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 123,766 | 6.50 | 1,338 | 4.13 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 17,000 | 0.00 | 189 | -5.53 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20,828 | 33.71 | 231 | 26.92 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 194,262 | 0.04 | 2,158 | -5.06 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11,955 | 133 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 445,163 | 3.58 | 5 | -20.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 105,310 | 1.45 | 1,170 | -3.79 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 603,836 | -21.00 | 6,709 | -25.05 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 299 | 0.00 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 7,000 | 78 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 168,861 | 14.48 | 1,877 | 8.63 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,344,281 | 1.88 | 14,935 | -3.34 | ||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 16,000 | 0.00 | 178 | -5.35 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 129,241 | -27.06 | 1,436 | -30.81 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 1,100 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 13,000 | 0.00 | 152 | 0.00 |
