Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di BlackRock Capital Allocation Term Trust meliputi Ballast, Inc., TD Capital Management LLC, Quantinno Capital Management LP, Kovitz Investment Group Partners, LLC, Boreal Capital Management LLC, Principal Street Partners, LLC, GWM Advisors LLC, Seacrest Wealth Management, Llc, Red Tortoise LLC, Noble Wealth Management PBC, dan Reyes Financial Architecture, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Fountainhead AM, LLC | 88,356 | 56.29 | 1,338 | 64.25 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 1,159,178 | 1.99 | 17,550 | 7.23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 119,857 | 9.14 | 1,815 | 14.74 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 98,136 | 6.45 | 1,486 | 11.91 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,947 | 83.33 | 29 | 93.33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 489,888 | 1.64 | 7,417 | 6.86 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 84,423 | 1.20 | 1,278 | 6.41 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,100 | 168 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 43,102 | 69.39 | 655 | 78.96 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12,830 | 3.48 | 194 | 8.99 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,494,934 | 178.24 | 22,633 | 192.57 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 29,055 | 24.95 | 440 | 31.44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15,376 | 233 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 30,308 | 459 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 642 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 2,200 | 33 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 337 | 5 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 33,066 | 501 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 516,682 | 20.56 | 7,823 | 26.75 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 2,371 | 15.32 | 36 | 20.69 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 28,268 | 428 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 20,039 | 2.17 | 303 | 7.45 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 75,000 | 22.95 | 1 | |||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 30,576 | 5.42 | 463 | 10.79 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 4,512 | 15.46 | 68 | 21.43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,412 | 170 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 98,304 | 1,488 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 23,000 | 53.33 | 348 | 61.11 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 15,660 | 237 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,424,014 | 8.88 | 21,560 | 14.47 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18,192 | 275 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 5,890 | 13.36 | 89 | 20.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 268,418 | 41.53 | 4,064 | 48.77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 70,479 | 8,947.37 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 58,588 | 25.62 | 887 | 32.19 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 53,656 | 12.98 | 812 | 18.89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 93,279 | 174.35 | 1,412 | 188.75 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 33,066 | 37.24 | 501 | 44.51 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 1,074,148 | 13.77 | 16,263 | 19.62 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 114,181 | 133.55 | 1,729 | 145.80 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 184,590 | 12.29 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3,093 | 1.94 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 28,059 | 88.33 | 424 | 98.13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 373,788 | 32.31 | 5,659 | 39.11 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 2,261 | 9.70 | 33 | 3.23 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,914 | 1.01 | 165 | 6.45 | ||||
| 2025-07-25 | NP | FCEF - First Trust 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 | 58,630 | 7.75 | 873 | 4.55 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 17,526 | 6.05 | 253 | -0.78 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1,510,751 | 11.85 | 23 | 15.79 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 293,419 | 23.15 | 4,442 | 29.50 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,961 | 166 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,171,108 | 3.04 | 18 | 6.25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,045 | 341.68 | 31 | -38.78 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 15,695 | 238 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 420 | 6 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 | 50.00 | 0 | |||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2,191 | 32 | ||||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 9,956 | 19.01 | 151 | 25.00 |
