Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di BlackRock Credit Allocation Income Trust meliputi Cary Street Partners Financial Llc, MGB Wealth Management, LLC, Kingdom Financial Group LLC., Cresset Asset Management, LLC, Park Edge Advisors, LLC, Annis Gardner Whiting Capital Advisors, LLC, dan Evolution Wealth Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 11,762 | 0.95 | 128 | 3.23 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13,366 | 1.34 | 146 | 2.84 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 15,313 | 167 | ||||||
| 2025-08-05 | 13F | Rareview Capital LLC | 159,518 | 3.55 | 1,742 | 5.45 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 491,558 | 3.05 | 5 | 0.00 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 486,548 | 2.00 | 5,313 | 3.91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12,092 | 132 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 16,602 | 0.54 | 181 | 2.26 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 5,770,839 | 3.40 | 63 | 6.78 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 226,837 | 1.11 | 2,477 | 2.99 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 114,752 | 1.05 | 1,253 | 2.96 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 661,541 | 0.05 | 7,224 | 1.92 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 13,400 | 8.06 | 146 | 10.61 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 88,322 | 4.94 | 964 | 6.87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,280 | 112 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 563,792 | 12.21 | 6,157 | 14.30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 28,785 | 20.97 | 314 | 23.14 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7,830 | 86 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4,400 | 10.00 | 48 | 14.29 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 227,263 | 0.73 | 2,482 | 2.56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,049,646 | 1.43 | 11,462 | 3.33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,969 | 76 | ||||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 15,745 | 172 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16,423 | 0.03 | 179 | 2.29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,753 | 24.80 | 347 | 27.21 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 65 | 1 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 246,064 | 19.76 | 2,687 | 22.03 | ||||
| 2025-07-10 | 13F | Stolper Co | 80,493 | 6.54 | 1 | |||||
| 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 | 41,703 | 4.26 | 447 | 3.23 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 167,502 | 1,829 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32,496 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,571,453 | 19.40 | 49,920 | 21.63 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,070 | 1.51 | 66 | 3.13 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1,739,889 | 6.79 | 19,000 | 8.78 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 19,984 | 52.27 | 218 | 55.71 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 157,854 | 3.31 | 1,724 | 5.25 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 38,424 | 420 | ||||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 21,534 | 0.36 | 235 | 2.17 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 413 | 5 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 163,129 | 83.57 | 1,781 | 87.08 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 34,341 | 1.12 | 375 | 3.02 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 75,647 | 0.48 | 826 | 2.35 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 65,486 | 3.51 | 715 | 5.46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5,348,264 | 1.07 | 58,403 | 2.96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16,281 | 7.16 | 178 | 9.26 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 28,772 | 314 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,704 | 4.62 | 139 | 6.98 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 10,982 | 120 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 48,216 | 17.80 | 527 | 20.09 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 35,876 | 2.32 | 392 | 4.27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 30,979 | 4.66 | 0 | |||||
| 2025-07-29 | 13F | Creekside Partners | 21,693 | 0.18 | 237 | 1.72 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 88,168 | 3.59 | 963 | 5.48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 28,270 | 53.64 | 309 | 56.35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,483,929 | 8.61 | 16,205 | 10.64 |
