Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w BlackRock MuniYield Quality Fund III, Inc., to m.in Leo Wealth, LLC, Professional Financial Management, Inc., Indiana Trust & Investment Management CO, Riverbridge Partners Llc, Chicago Partners Investment Group LLC, Lido Advisors, LLC, Callahan Advisors, LLC, Atala Financial Inc, Kapstone Financial Advisors LLC, Integrated Wealth Concepts LLC, Nuveen, LLC, Virtue Asset Management Llc, U.S. Capital Wealth Advisors, LLC, Closed-End Fund Advisors, Inc., Benjamin Edwards Inc, Yakira Capital Management, Inc., Verdence Capital Advisors LLC, Davis Investment Partners, LLC, Fortitude Advisory Group L.L.C., i Savvy Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 97 146 | 1 021 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 44 477 | 180,17 | 469 | 172,67 | ||||
| 2026-05-12 | 13F | Creative Planning | 10 993 | 9,74 | 116 | 6,48 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 224 | 55 | ||||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 31 609 | 332 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1 963 | 21 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 10 500 | 110 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 419 230 | 77,38 | 4 406 | 71,51 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4 042 | 42 | ||||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 19 900 | 1,53 | 209 | -1,88 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 97 | 1 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4 236 771 | 39,40 | 44 528 | 34,79 | ||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 296 | 3 | ||||||
| 2026-04-07 | 13F | Eastern Bank | 28 320 | 298 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 1 721 | 288,49 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 349 623 | 58,77 | 3 675 | 53,51 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 38 625 | 406 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 51 604 | 542 | ||||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 2 700 296 | 1 219,23 | 28 | 1 300,00 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 66 879 | 707 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 37 466 | 1,73 | 407 | -0,25 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 1 896 | 20 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 3 160 | 33 | ||||||
| 2026-04-10 | 13F | Atala Financial Inc | 54 739 | 610 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 19 000 | 200 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 10 115 | 106 | ||||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 14 347 | 151 | ||||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 104 480 | 391,60 | 1 098 | 375,32 | ||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 26 965 | 283 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 1 081 095 | 8,38 | 11 362 | 4,79 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 655 | 115,46 | 7 | 100,00 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 36 806 | 387 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 173 240 | 78,64 | 12 331 | 72,71 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 191 984 | 3,72 | 2 087 | 104 200,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 4 220 | 44 | ||||||
| 2026-05-15 | 13F | Westchester Capital Management, LLC | 112 436 | 119,65 | 1 182 | 112,41 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 392 152 | 135,16 | 4 | 300,00 | ||||
| 2026-05-12 | 13F | Virtue Asset Management Llc | 35 606 | 374 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 163 854 | 542,92 | 1 722 | 521,66 | ||||
| 2026-05-15 | 13F | Wellspring Financial Advisors, LLC | 56 563 | 594 | ||||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 207 994 | 103,72 | 2 186 | 97,11 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 169 362 | 168,83 | 1 780 | 160,09 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 46 276 | 102,11 | 486 | 95,97 | ||||
| 2026-05-14 | 13F | Yakira Capital Management, Inc. | 28 662 | 301 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 27 209 | 79,40 | 286 | 73,78 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8 200 | 86 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 4 001 | 22,17 | 42 | 20,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 597 837 | 82,72 | 16 793 | 76,68 | ||||
| 2026-04-17 | 13F | Riverbridge Partners Llc | 73 672 | 774 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 30 881 | 325 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 16 679 | 175 | ||||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 148 721 | 1 563 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 2 300 | 25 | ||||||
| 2026-05-08 | 13F | Camelot Portfolios, LLC | 21 110 | 6,99 | 222 | 3,27 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 2 003 | 104,18 | 21 | 110,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 858 796 | 34,68 | 9 026 | 30,21 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 363 | 117,79 | 25 | 118,18 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 992 | 0 | ||||||
| 2026-05-15 | 13F | City Of London Investment Management Co Ltd | 527 505 | 34,90 | 5 544 | 30,45 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 13 275 | 140 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 18 980 | 199 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 124 532 | 1 309 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 144 652 | 1 520 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 4 173 | 44 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 6 204 | 65 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 572 | 6 | ||||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 25 839 | 272 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 41 632 | 84,59 | 438 | 78,37 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 747 | 8 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 244 | 3 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 2 250 388 | 56,77 | 23 652 | 51,58 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 160 | 33 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 68 016 | 746 | ||||||
| 2026-05-12 | 13F | Callahan Advisors, LLC | 55 692 | 585 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 895 285 | 5 602,45 | 9 409 | 5 434,71 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 43 557 | 0 | ||||||
| 2026-04-30 | 13F | Nuveen, LLC | 36 296 | 381 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 15 417 | 162 | ||||||
| 2026-05-15 | 13F | Nomura Holdings Inc | 16 000 | 168 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 67 039 | 14,02 | 705 | 10,17 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 29 247 | 39,36 | 307 | 34,65 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 91 249 | 959 | ||||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 655 | 7 | ||||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 1 218 | 13 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 449 596 | 80,35 | 4 725 | 74,42 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 26 766 | 281 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 26 622 | 18,12 | 280 | 14,34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 621 378 | 57,24 | 6 531 | 52,04 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 79 | 1 | ||||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 18 010 | 189 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 2 008 | 21 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 1 178 | 12 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 174 428 | 0,26 | 1 833 | -3,07 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 37 434 | 393 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 53 672 | 564 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 948 572 | 88,19 | 10 | 80,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 16 453 | 0,39 | 173 | -3,37 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 931 | 21 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 192 252 | 127,99 | 2 021 | 120,52 | ||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 5 676 653 | 1 410,92 | 59 662 | 1 361,20 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 209 508 | 2 202 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 537 780 | 298,08 | 5 652 | 285,01 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 537 247 | 229,56 | 5 646 | 218,62 | ||||
| 2026-05-12 | 13F | Sfmg, Llc | 26 645 | 96,99 | 280 | 90,48 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 12 949 | 23,76 | 136 | 20,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 6 579 | 22 586,21 | 72 | |||||
| 2026-04-27 | 13F | Rareview Capital LLC | 461 043 | 22,14 | 4 836 | 22,15 | ||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 5 254 333 | 200,00 | 55 223 | 190,07 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 26 494 | 278 | ||||||
| 2026-05-04 | 13F | Citizens National Bank Trust Department | 9 830 | 103 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 212 | 2 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 11 939 | 125 | ||||||
| 2026-04-24 | 13F | Mackay Shields Llc | 526 256 | 5 531 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 274 876 | 2 889 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 16 199 | 1,89 | 176 | 1,74 | ||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 1 619 778 | 208,89 | 17 494 | 206,89 | ||||
| 2026-05-05 | 13F | Ackerman Capital Advisors, LLC | 61 212 | 293,04 | 643 | 280,47 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 43 409 | 87,98 | 456 | 81,67 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 67 932 | 106,54 | 714 | 99,72 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 39 140 | 76,24 | 411 | 70,54 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 715 | 8 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 340 602 | 93,16 | 3 580 | 86,80 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 981 253 | 91,30 | 10 313 | 84,97 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 111 324 | 66,79 | 1 170 | 61,38 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 16 011 | 169 | ||||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 29 161 | 306 |
