Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w BlackRock MuniHoldings Fund, Inc., to m.in 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, i Great Lakes Retirement, Inc. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
