Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în BlackRock MuniHoldings California Quality Fund, Inc. includ Beverly Hills Private Wealth, LLC, Trilogy Capital Inc., Myecfo, Llc, Athena Wealth Management, LLC, Sowell Financial Services LLC, Avantax Planning Partners, Inc., Tortuga Wealth Management, Inc, Boothbay Fund Management, Llc, Kestra Advisory Services, LLC, Core Wealth Partners LLC, Mather Group, Llc., Meridian Investment Counsel Inc., McGowan Group Asset Management, Inc., Alessandra Capital Management, LLC, Financial Advisors Network, Inc., Shufro Rose & Co Llc, Noble Wealth Management PBC, Cheviot Value Management, LLC, DHJJ Financial Advisors, Ltd., și Root Financial Partners, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2.268.949 | 21,01 | 23.597 | 18,73 | ||||
| 2026-05-15 | 13F | Almitas Capital LLC | 11.900 | 124 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 86.804 | 131,10 | 903 | 126,63 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13.677 | 0,72 | 145 | -2,70 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 167.599 | 1.743 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 180.332 | 75,93 | 1.875 | 72,65 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 145.275 | 6,01 | 1.511 | 3,99 | ||||
| 2026-04-10 | 13F | Atala Financial Inc | 405.607 | 48,72 | 4.255 | 47,15 | ||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 129.918 | 2,51 | 1 | 0,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 27.597 | 67,32 | 287 | 64,94 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 60.865 | 633 | ||||||
| 2026-05-08 | 13F | Core Wealth Partners LLC | 15.707 | 163 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 307.635 | 35,81 | 3.199 | 33,24 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 708 | 7 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2.975 | 325,00 | 31 | 328,57 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 149.557 | 22,09 | 1.555 | 19,80 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 16.989 | 177 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 22.002 | 22,52 | 229 | 20,00 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 43.480 | 49,91 | 452 | 47,23 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 109.315 | 966,18 | 1.137 | 951,85 | ||||
| 2026-05-14 | 13F | RB Capital Management, LLC | 29.566 | 8,33 | 307 | 6,23 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 91.705 | 118,59 | 959 | 115,77 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 251.657 | 2.617 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 28.100 | 29,79 | 292 | 27,51 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 18.415 | 192 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 181.076 | 32,84 | 1.883 | 30,31 | ||||
| 2026-05-15 | 13F | Shufro Rose & Co Llc | 10.253 | 107 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 39.152 | 407 | ||||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 12.838 | 134 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 22.200 | 16,33 | 231 | 13,86 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 58.633 | 64,95 | 610 | 61,97 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 115.452 | 88,11 | 1.201 | 84,62 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 974 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 395 | 4 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 13.632 | 8,98 | 142 | 6,82 | ||||
| 2026-05-05 | 13F | UBS Group AG | 365.655 | 43,67 | 3.803 | 40,97 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 53.465 | 19,17 | 556 | 17,05 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 18.638 | 194 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 17.000 | 180 | ||||||
| 2026-05-27 | 13F | Westshore Wealth, LLC | 10.748 | 5,76 | 112 | 3,74 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 15.960 | 166 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 7.391.494 | 22,49 | 76.872 | 20,18 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 2.409 | 25 | ||||||
| 2026-04-27 | 13F | Mosley Wealth Management | 923 | 10 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 28.327 | 57,85 | 295 | 54,74 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 1.279 | 1,51 | 13 | 0,00 | ||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 17.882 | 2,88 | 186 | 0,54 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 40.300 | 419 | ||||||
| 2026-04-07 | 13F | Myecfo, Llc | 64.170 | 667 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 39.863 | 49,95 | 417 | 48,04 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 2.713.524 | 9,46 | 28.221 | 7,39 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 467.786 | 7,92 | 4.865 | 5,88 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 1.025 | 11 | ||||||
| 2026-05-14 | 13F | Financial Advisors Network, Inc. | 10.276 | 107 | ||||||
| 2026-05-07 | 13F | Dakota Wealth Management | 261.830 | 11,46 | 2.723 | 9,40 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 6.308 | 66 | ||||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 12.614 | 131 | ||||||
| 2026-05-11 | 13F | Allianz Asset Management GmbH | 70.489 | 733 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 921.553 | 39,67 | 9.584 | 37,05 | ||||
| 2026-05-04 | 13F | Avantax Planning Partners, Inc. | 18.034 | 188 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 13.343 | 139 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 3.623 | 98,63 | 38 | 94,74 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 15.982 | 34,91 | 166 | 32,80 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 18.802 | 0,17 | 196 | -1,52 | ||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 68.301 | 196,64 | 710 | 190,98 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 11.418 | 119 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 120.432 | 60,88 | 1 | |||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 673.975 | 68,24 | 7.009 | 65,07 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 401.081 | 13,62 | 4.193 | 12,06 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 10.550 | 110 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 1.414 | 15 | ||||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 53.518 | 68,32 | 557 | 64,99 | ||||
| 2026-04-17 | 13F | Athena Wealth Management, LLC | 25.610 | 266 | ||||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 10.687 | 111 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 676.357 | 92,93 | 7.034 | 89,29 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 13.533 | 141 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 364.958 | 6,60 | 3.796 | 4,60 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 62.452 | 4,59 | 650 | 2,69 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1.100.165 | 85,51 | 11.442 | 82,01 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 17.112 | 178 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 33.412 | 347 | ||||||
| 2026-04-27 | 13F | Rareview Capital LLC | 183.505 | 627,99 | 1.899 | 630,38 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 59.490 | 619 | ||||||
| 2026-04-30 | 13F | Indivisible Partners | 23.992 | 2,13 | 250 | 0,00 | ||||
| 2026-05-12 | 13F | Cheviot Value Management, LLC | 1.718 | 18 | ||||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 120.939 | 93,69 | 1.258 | 90,17 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10.803 | 112 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 27.759 | 53,36 | 289 | 50,79 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 16.529 | 58,92 | 172 | 55,45 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 1.127 | 12 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 58.576 | 24,73 | 609 | 22,54 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 68.481 | 0,58 | 712 | -1,25 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 12.992 | 135 | ||||||
| 2026-05-11 | 13F | Robinson Capital Management, Llc | 1.122.458 | 341,85 | 12.111 | 349,89 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1.991.413 | 47,38 | 20.711 | 44,59 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 15.921 | 166 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10.094 | 105 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 18.344 | 191 |
