Blackrock Innovation & Growth Trust(BIGZ)

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Blackrock Innovation & Growth Trust(BIGZ)

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$8.06—

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BIGZ(BIGZ)

BIGZ

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 139 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	10.04M	Mar 31, 26	+2.75M	4.71%
LAZARD ASSET MANAGEMENT LLC	3.36M	Mar 31, 26	-14.31K	1.58%
RIVERNORTH CAPITAL MANAGEMENT, LLC	2.57M	Mar 31, 26	+2.57M	1.20%
Invesco Ltd.	1.78M	Mar 31, 26	-33.19K	0.83%
ABSOLUTE INVESTMENT ADVISERS, LLC	1.55M	Mar 31, 26	+915.47K	0.73%
Quantedge Capital Pte Ltd	1.19M	Mar 31, 26	+300.10K	0.56%
Penserra Capital Management LLC	1.09M	Mar 31, 26	-1.93M	0.51%
RAYMOND JAMES FINANCIAL INC	815.17K	Mar 31, 26	-101.27K	0.38%
Saba Capital Management, L.P.	764.20K	Mar 31, 26	+764.20K	0.36%
Advisors Asset Management, Inc.	715.94K	Mar 31, 26	+201.00K	0.34%
Quarry LP	682.53K	Mar 31, 26	+512.47K	0.32%
Matisse Capital	593.00K	Mar 31, 26	+22.00K	0.28%
UBS Group AG	581.21K	Mar 31, 26	-15.18K	0.27%
BANK OF AMERICA CORP /DE/	448.00K	Mar 31, 26	+30.75K	0.21%
AMERIPRISE FINANCIAL INC	446.78K	Mar 31, 26	-7.28K	0.21%
ROYAL BANK OF CANADA	372.47K	Mar 31, 26	-11.68K	0.17%
Rockefeller Capital Management L.P.	328.59K	Mar 31, 26	+85	0.15%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	306.08K	Mar 31, 26	+65.91K	0.14%
Private Advisor Group, LLC	292.21K	Mar 31, 26	+98.80K	0.14%
Thomas J. Herzfeld Advisors, Inc.	280.75K	Mar 31, 26	-262.44K	0.13%
OPPENHEIMER & CO INC	217.38K	Mar 31, 26	-5.14K	0.10%
WOLVERINE ASSET MANAGEMENT LLC	212.69K	Mar 31, 26	-560.37K	0.10%
NewEdge Advisors, LLC	193.50K	Mar 31, 26	-46.05K	0.09%
MILLENNIUM MANAGEMENT LLC	164.84K	Mar 31, 26	+164.84K	0.08%
Quantinno Capital Management LP	158.17K	Mar 31, 26	-15.85K	0.07%
Shaker Financial Services, LLC	138.91K	Mar 31, 26	-55.36K	0.07%
JANE STREET GROUP, LLC	115.08K	Mar 31, 26	-215.44K	0.05%
HighTower Advisors, LLC	103.85K	Mar 31, 26	+31.96K	0.05%
Sanctuary Advisors, LLC	93.13K	Mar 31, 26	+1.07K	0.04%
LPL Financial LLC	85.58K	Mar 31, 26	-8.04K	0.04%
Virtus Investment Advisers, Inc.	84.31K	Mar 31, 26	-24.59K	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	77.89K	Mar 31, 26	-12.55K	0.04%
CHAPIN DAVIS, INC.	74.55K	Mar 31, 26	+5.05K	0.03%
ADVISOR GROUP HOLDINGS, INC.	69.62K	Mar 31, 26	+16.95K	0.03%
STIFEL FINANCIAL CORP	62.87K	Mar 31, 26	-26.57K	0.03%
WEDBUSH SECURITIES INC	62.16K	Mar 31, 26	+6.43K	0.03%
CHOREO, LLC	60.38K	Mar 31, 26	+22.30K	0.03%
SeaCrest Wealth Management, LLC	60.09K	Mar 31, 26	-5.37K	0.03%
Concurrent Investment Advisors, LLC	51.42K	Mar 31, 26	+33.24K	0.02%
XTX Topco Ltd	35.32K	Mar 31, 26	+35.32K	0.02%
CENTRAL TRUST Co	35.20K	Mar 31, 26	+35.20K	0.02%
Merit Financial Group, LLC	34.21K	Mar 31, 26	+10.66K	0.02%
ACCREDITED INVESTOR SERVICES, LLC	32.78K	Mar 31, 26	+13.08K	0.02%
Mariner, LLC	30.45K	Mar 31, 26	-4.72K	0.01%
TrueMark Investments, LLC	29.71K	Mar 31, 26	+1.51K	0.01%
CSS LLC/IL	28.70K	Mar 31, 26	+28.70K	0.01%
RFG Advisory, LLC	28.33K	Mar 31, 26	--	0.01%
Steward Partners Investment Advisory, LLC	26.40K	Mar 31, 26	+2.77K	0.01%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	24.91K	Mar 31, 26	+24.91K	0.01%
WELLS FARGO & COMPANY/MN	24.66K	Mar 31, 26	-16.19K	0.01%
Cetera Investment Advisers	22.00K	Mar 31, 26	+8.63K	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	21.92K	Mar 31, 26	+21.92K	0.01%
Advisory Services Network, LLC	20.37K	Mar 31, 26	+20.37K	0.01%
Lido Advisors, LLC	20.09K	Mar 31, 26	-23	0.01%
Vestmark Advisory Solutions, Inc.	19.77K	Mar 31, 26	+19.77K	0.01%
Mount Yale Investment Advisors, LLC	19.77K	Mar 31, 26	+19.77K	0.01%
Kovack Advisors, Inc.	18.81K	Mar 31, 26	--	0.01%
PFG Investments, LLC	18.66K	Mar 31, 26	+1.34K	0.01%
WESTWOOD HOLDINGS GROUP INC	18.30K	Mar 31, 26	+18.30K	0.01%
SILVER OAK SECURITIES, INCORPORATED	17.14K	Mar 31, 26	+3.59K	0.01%
Creative Planning	16.96K	Mar 31, 26	+16.96K	0.01%
CreativeOne Wealth, LLC	16.52K	Mar 31, 26	+39	0.01%
Samalin Investment Counsel, LLC	16.37K	Mar 31, 26	+16.37K	0.01%
Pinnacle Wealth Planning Services, Inc.	15.77K	Mar 31, 26	+4.86K	0.01%
Successful Portfolios LLC	15.28K	Mar 31, 26	-200	0.01%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	14.90K	Mar 31, 26	-6.10K	0.01%
LEVEL FOUR ADVISORY SERVICES, LLC	14.34K	Mar 31, 26	+350	0.01%
Occidental Asset Management, LLC	14.08K	Mar 31, 26	+14.08K	0.01%
David J Yvars Group	13.69K	Mar 31, 26	-73	0.01%
Delta Investment Management, LLC	13.25K	Mar 31, 26	+13.25K	0.01%
Tactive Advisors, LLC	13.12K	Mar 31, 26	-1.91K	0.01%
City State Bank	12.91K	Mar 31, 26	--	0.01%
Moors & Cabot, Inc.	12.00K	Mar 31, 26	+12.00K	0.01%
BARRETT & COMPANY, INC.	11.34K	Mar 31, 26	--	0.01%
WILEY BROS.-AINTREE CAPITAL, LLC	11.19K	Mar 31, 26	-1.18K	0.01%
KING LUTHER CAPITAL MANAGEMENT CORP	11.06K	Mar 31, 26	+11.06K	0.01%
Catalyst Funds Management Pty Ltd	10.90K	Mar 31, 26	+10.90K	0.01%
NewEdge Wealth, LLC	10.77K	Mar 31, 26	--	0.01%
SUSQUEHANNA ADVISORS GROUP, INC.	10.60K	Mar 31, 26	--	0.00%
SouthState Corp	10.41K	Mar 31, 26	+10.41K	0.00%
Sowell Financial Services LLC	10.40K	Mar 31, 26	+186	0.00%
Ignite Planners, LLC	10.29K	Mar 31, 26	-837	0.00%
Plancorp, LLC	10.00K	Mar 31, 26	--	0.00%
BAXTER BROS INC	10.00K	Mar 31, 26	+10.00K	0.00%
CWM, LLC	9.97K	Mar 31, 26	+193	0.00%
FIFTH THIRD BANCORP	8.66K	Mar 31, 26	+8.66K	0.00%
BlackRock, Inc.	7.44K	Mar 31, 26	+2.44K	0.00%
WPG Advisers, LLC	7.05K	Mar 31, 26	+2.51K	0.00%
Atlantic Union Bankshares Corp	2.45K	Mar 31, 26	--	0.00%
CULLEN/FROST BANKERS, INC.	2.04K	Mar 31, 26	+789	0.00%
EASTERN BANK	1.87K	Mar 31, 26	--	0.00%
US BANCORP \DE\	1.50K	Mar 31, 26	+1.50K	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1.24K	Mar 31, 26	--	0.00%
Osbon Capital Management LLC	1.23K	Mar 31, 26	+29	0.00%
Investors Research Corp	848	Mar 31, 26	--	0.00%
Root Financial Partners, LLC	847	Mar 31, 26	+847	0.00%
MAI Capital Management	684	Mar 31, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	500	Mar 31, 26	--	0.00%
WHITTIER TRUST CO OF NEVADA INC	352	Mar 31, 26	+352	0.00%
SWAN Capital LLC	340	Mar 31, 26	--	0.00%
Ancora Advisors, LLC	250	Mar 31, 26	+250	0.00%
Prestige Wealth Management Group LLC	47	Mar 31, 26	--	0.00%
J.W. COLE ADVISORS, INC.	--	Mar 31, 26	-11.07K	--
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	--	Mar 31, 26	-11.03K	--
Mutual Advisors, LLC	--	Mar 31, 26	-33.42K	--
Bank of New York Mellon Corp	--	Mar 31, 26	-10.78K	--
4WEALTH ADVISORS, INC.	--	Mar 31, 26	-11.02K	--
Janney Montgomery Scott LLC	--	Mar 31, 26	-81.19K	--
Modera Wealth Management, LLC	--	Mar 31, 26	-19.08K	--
Kestra Advisory Services, LLC	--	Mar 31, 26	-5.75K	--
READYSTATE ASSET MANAGEMENT LP	--	Mar 31, 26	-686.67K	--
Virtu Financial LLC	--	Mar 31, 26	-39.40K	--
CITADEL ADVISORS LLC	--	Mar 31, 26	-24.17K	--
Amplius Wealth Advisors, LLC	--	Mar 31, 26	-11.85K	--
PARK AVENUE SECURITIES LLC	--	Mar 31, 26	-17.96K	--
Global Retirement Partners, LLC	26.66K	Dec 31, 25	+26.66K	0.01%
COMERICA BANK	7.88K	Dec 31, 25	+815	0.00%
SageView Advisory Group, LLC	2.04K	Dec 31, 25	+2.04K	0.00%
Pineridge Advisors LLC	1.35K	Sep 30, 25	--	0.00%
Atria Wealth Solutions, Inc.	42.02K	Jun 30, 25	+21.43K	0.02%
AVANTAX ADVISORY SERVICES, INC.	--	Jun 30, 25	-12.73K	--
RAYMOND JAMES & ASSOCIATES	1.58M	Sep 30, 24	-28.79K	0.74%
Raymond James Financial Services Advisors, Inc.	1.41M	Sep 30, 24	+8.13K	0.66%
RAYMOND JAMES TRUST N.A.	30.15K	Sep 30, 24	-2.71K	0.01%
BBJS FINANCIAL ADVISORS, LLC	500	Sep 30, 24	--	0.00%
Flow State Investments, L.P.	--	Sep 30, 24	-200.00K	--
BlackRock Inc.	5.00K	Jun 30, 24	-3.90K	0.00%
Baystate Wealth Management LLC	303	Dec 31, 23	+303	0.00%
SECURITY ASSET MANAGEMENT	107.34K	Mar 31, 23	+107.34K	0.05%
Telemetry Investments, L.L.C.	19.90K	Dec 31, 22	+6.90K	0.01%
Hightower 6M Holding, LLC	169.02K	Sep 30, 22	-19.05K	0.08%
UNITED MARITIME CAPITAL LLC	21.25K	Sep 30, 22	--	0.01%
Covington Capital Management	2.69K	Sep 30, 22	--	0.00%
MUFG Americas Holdings Corp	2.50K	Sep 30, 22	+2.50K	0.00%
American Portfolios Advisors	340	Sep 30, 22	+340	0.00%
Kore Private Wealth LLC	--	Sep 30, 22	-16.34K	--
B. Riley Wealth Management, Inc.	51.55K	Jun 30, 22	+49	0.02%
KEYSTONE WEALTH PARTNERS	--	Mar 31, 22	-10.11K	--
NEXT Financial Group, Inc	100	Dec 31, 21	+100	0.00%

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Holder

Date

Change

% Held

MORGAN STANLEY

10.04M

Mar 31, 26

+2.75M

4.71%

LAZARD ASSET MANAGEMENT LLC

3.36M

Mar 31, 26

-14.31K

1.58%

RIVERNORTH CAPITAL MANAGEMENT, LLC

2.57M

Mar 31, 26

+2.57M

1.20%

Invesco Ltd.

1.78M

Mar 31, 26

-33.19K

0.83%

ABSOLUTE INVESTMENT ADVISERS, LLC

1.55M

Mar 31, 26

+915.47K

0.73%

Quantedge Capital Pte Ltd

1.19M

Mar 31, 26

+300.10K

0.56%

Penserra Capital Management LLC

1.09M

Mar 31, 26

-1.93M

0.51%

RAYMOND JAMES FINANCIAL INC

815.17K

Mar 31, 26

-101.27K

0.38%

Saba Capital Management, L.P.

764.20K

Mar 31, 26

+764.20K

0.36%

Advisors Asset Management, Inc.

715.94K

Mar 31, 26

+201.00K

0.34%

Quarry LP

682.53K

Mar 31, 26

+512.47K

0.32%

Matisse Capital

593.00K

Mar 31, 26

+22.00K

0.28%

UBS Group AG

581.21K

Mar 31, 26

-15.18K

0.27%

BANK OF AMERICA CORP /DE/

448.00K

Mar 31, 26

+30.75K

0.21%

AMERIPRISE FINANCIAL INC

446.78K

Mar 31, 26

-7.28K

0.21%

ROYAL BANK OF CANADA

372.47K

Mar 31, 26

-11.68K

0.17%

Rockefeller Capital Management L.P.

328.59K

Mar 31, 26

+85

0.15%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

306.08K

Mar 31, 26

+65.91K

0.14%

Private Advisor Group, LLC

292.21K

Mar 31, 26

+98.80K

0.14%

Thomas J. Herzfeld Advisors, Inc.

280.75K

Mar 31, 26

-262.44K

0.13%

OPPENHEIMER & CO INC

217.38K

Mar 31, 26

-5.14K

0.10%

WOLVERINE ASSET MANAGEMENT LLC

212.69K

Mar 31, 26

-560.37K

0.10%

NewEdge Advisors, LLC

193.50K

Mar 31, 26

-46.05K

0.09%

MILLENNIUM MANAGEMENT LLC

164.84K

Mar 31, 26

+164.84K

0.08%

Quantinno Capital Management LP

158.17K

Mar 31, 26

-15.85K

0.07%

Shaker Financial Services, LLC

138.91K

Mar 31, 26

-55.36K

0.07%

JANE STREET GROUP, LLC

115.08K

Mar 31, 26

-215.44K

0.05%

HighTower Advisors, LLC

103.85K

Mar 31, 26

+31.96K

0.05%

Sanctuary Advisors, LLC

93.13K

Mar 31, 26

+1.07K

0.04%

LPL Financial LLC

85.58K

Mar 31, 26

-8.04K

0.04%

Virtus Investment Advisers, Inc.

84.31K

Mar 31, 26

-24.59K

0.04%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

77.89K

Mar 31, 26

-12.55K

0.04%

CHAPIN DAVIS, INC.

74.55K

Mar 31, 26

+5.05K

0.03%

ADVISOR GROUP HOLDINGS, INC.

69.62K

Mar 31, 26

+16.95K

0.03%

STIFEL FINANCIAL CORP

62.87K

Mar 31, 26

-26.57K

0.03%

WEDBUSH SECURITIES INC

62.16K

Mar 31, 26

+6.43K

0.03%

CHOREO, LLC

60.38K

Mar 31, 26

+22.30K

0.03%

SeaCrest Wealth Management, LLC

60.09K

Mar 31, 26

-5.37K

0.03%

Concurrent Investment Advisors, LLC

51.42K

Mar 31, 26

+33.24K

0.02%

XTX Topco Ltd

35.32K

Mar 31, 26

+35.32K

0.02%

CENTRAL TRUST Co

35.20K

Mar 31, 26

+35.20K

0.02%

Merit Financial Group, LLC

34.21K

Mar 31, 26

+10.66K

0.02%

ACCREDITED INVESTOR SERVICES, LLC

32.78K

Mar 31, 26

+13.08K

0.02%

Mariner, LLC

30.45K

Mar 31, 26

-4.72K

0.01%

TrueMark Investments, LLC

29.71K

Mar 31, 26

+1.51K

0.01%

CSS LLC/IL

28.70K

Mar 31, 26

+28.70K

0.01%

RFG Advisory, LLC

28.33K

Mar 31, 26

0.01%

Steward Partners Investment Advisory, LLC

26.40K

Mar 31, 26

+2.77K

0.01%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

24.91K

Mar 31, 26

+24.91K

0.01%

WELLS FARGO & COMPANY/MN

24.66K

Mar 31, 26

-16.19K

0.01%

Cetera Investment Advisers

22.00K

Mar 31, 26

+8.63K

0.01%

COMMONWEALTH EQUITY SERVICES, LLC

21.92K

Mar 31, 26

+21.92K

0.01%

Advisory Services Network, LLC

20.37K

Mar 31, 26

+20.37K

0.01%

Lido Advisors, LLC

20.09K

Mar 31, 26

-23

0.01%

Vestmark Advisory Solutions, Inc.

19.77K

Mar 31, 26

+19.77K

0.01%

Mount Yale Investment Advisors, LLC

19.77K

Mar 31, 26

+19.77K

0.01%

Kovack Advisors, Inc.

18.81K

Mar 31, 26

0.01%

PFG Investments, LLC

18.66K

Mar 31, 26

+1.34K

0.01%

WESTWOOD HOLDINGS GROUP INC

18.30K

Mar 31, 26

+18.30K

0.01%

SILVER OAK SECURITIES, INCORPORATED

17.14K

Mar 31, 26

+3.59K

0.01%

Creative Planning

16.96K

Mar 31, 26

+16.96K

0.01%

CreativeOne Wealth, LLC

16.52K

Mar 31, 26

+39

0.01%

Samalin Investment Counsel, LLC

16.37K

Mar 31, 26

+16.37K

0.01%

Pinnacle Wealth Planning Services, Inc.

15.77K

Mar 31, 26

+4.86K

0.01%

Successful Portfolios LLC

15.28K

Mar 31, 26

-200

0.01%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

14.90K

Mar 31, 26

-6.10K

0.01%

LEVEL FOUR ADVISORY SERVICES, LLC

14.34K

Mar 31, 26

+350

0.01%

Occidental Asset Management, LLC

14.08K

Mar 31, 26

+14.08K

0.01%

David J Yvars Group

13.69K

Mar 31, 26

-73

0.01%

Delta Investment Management, LLC

13.25K

Mar 31, 26

+13.25K

0.01%

Tactive Advisors, LLC

13.12K

Mar 31, 26

-1.91K

0.01%

City State Bank

12.91K

Mar 31, 26

0.01%

Moors & Cabot, Inc.

12.00K

Mar 31, 26

+12.00K

0.01%

BARRETT & COMPANY, INC.

11.34K

Mar 31, 26

0.01%

WILEY BROS.-AINTREE CAPITAL, LLC

11.19K

Mar 31, 26

-1.18K

0.01%

KING LUTHER CAPITAL MANAGEMENT CORP

11.06K

Mar 31, 26

+11.06K

0.01%

Catalyst Funds Management Pty Ltd

10.90K

Mar 31, 26

+10.90K

0.01%

NewEdge Wealth, LLC

10.77K

Mar 31, 26

0.01%

SUSQUEHANNA ADVISORS GROUP, INC.

10.60K

Mar 31, 26

0.00%

SouthState Corp

10.41K

Mar 31, 26

+10.41K

0.00%

Sowell Financial Services LLC

10.40K

Mar 31, 26

+186

0.00%

Ignite Planners, LLC

10.29K

Mar 31, 26

-837

0.00%

Plancorp, LLC

10.00K

Mar 31, 26

0.00%

BAXTER BROS INC

10.00K

Mar 31, 26

+10.00K

0.00%

CWM, LLC

9.97K

Mar 31, 26

+193

0.00%

FIFTH THIRD BANCORP

8.66K

Mar 31, 26

+8.66K

0.00%

BlackRock, Inc.

7.44K

Mar 31, 26

+2.44K

0.00%

WPG Advisers, LLC

7.05K

Mar 31, 26

+2.51K

0.00%

Atlantic Union Bankshares Corp

2.45K

Mar 31, 26

0.00%

CULLEN/FROST BANKERS, INC.

2.04K

Mar 31, 26

+789

0.00%

EASTERN BANK

1.87K

Mar 31, 26

0.00%

US BANCORP \DE\

1.50K

Mar 31, 26

+1.50K

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.24K

Mar 31, 26

0.00%

Osbon Capital Management LLC

1.23K

Mar 31, 26

+29

0.00%

Investors Research Corp

848

Mar 31, 26

0.00%

Root Financial Partners, LLC

847

Mar 31, 26

+847

0.00%

MAI Capital Management

684

Mar 31, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

500

Mar 31, 26

0.00%

WHITTIER TRUST CO OF NEVADA INC

352

Mar 31, 26

+352

0.00%

SWAN Capital LLC

340

Mar 31, 26

0.00%

Ancora Advisors, LLC

250

Mar 31, 26

+250

0.00%

Prestige Wealth Management Group LLC

Mar 31, 26

0.00%

J.W. COLE ADVISORS, INC.

Mar 31, 26

-11.07K

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Mar 31, 26

-11.03K

Mutual Advisors, LLC

Mar 31, 26

-33.42K

Bank of New York Mellon Corp

Mar 31, 26

-10.78K

4WEALTH ADVISORS, INC.

Mar 31, 26

-11.02K

Janney Montgomery Scott LLC

Mar 31, 26

-81.19K

Modera Wealth Management, LLC

Mar 31, 26

-19.08K

Kestra Advisory Services, LLC

Mar 31, 26

-5.75K

READYSTATE ASSET MANAGEMENT LP

Mar 31, 26

-686.67K

Virtu Financial LLC

Mar 31, 26

-39.40K

CITADEL ADVISORS LLC

Mar 31, 26

-24.17K

Amplius Wealth Advisors, LLC

Mar 31, 26

-11.85K

PARK AVENUE SECURITIES LLC

Mar 31, 26

-17.96K

Global Retirement Partners, LLC

26.66K

Dec 31, 25

+26.66K

0.01%

COMERICA BANK

7.88K

Dec 31, 25

+815

0.00%

SageView Advisory Group, LLC

2.04K

Dec 31, 25

+2.04K

0.00%

Pineridge Advisors LLC

1.35K

Sep 30, 25

0.00%

Atria Wealth Solutions, Inc.

42.02K

Jun 30, 25

+21.43K

0.02%

AVANTAX ADVISORY SERVICES, INC.

Jun 30, 25

-12.73K

RAYMOND JAMES & ASSOCIATES

1.58M

Sep 30, 24

-28.79K

0.74%

Raymond James Financial Services Advisors, Inc.

1.41M

Sep 30, 24

+8.13K

0.66%

RAYMOND JAMES TRUST N.A.

30.15K

Sep 30, 24

-2.71K

0.01%

BBJS FINANCIAL ADVISORS, LLC

500

Sep 30, 24

0.00%

Flow State Investments, L.P.

Sep 30, 24

-200.00K

BlackRock Inc.

5.00K

Jun 30, 24

-3.90K

0.00%

Baystate Wealth Management LLC

303

Dec 31, 23

+303

0.00%

SECURITY ASSET MANAGEMENT

107.34K

Mar 31, 23

+107.34K

0.05%

Telemetry Investments, L.L.C.

19.90K

Dec 31, 22

+6.90K

0.01%

Hightower 6M Holding, LLC

169.02K

Sep 30, 22

-19.05K

0.08%

UNITED MARITIME CAPITAL LLC

21.25K

Sep 30, 22

0.01%

Covington Capital Management

2.69K

Sep 30, 22

0.00%

MUFG Americas Holdings Corp

2.50K

Sep 30, 22

+2.50K

0.00%

American Portfolios Advisors

340

Sep 30, 22

+340

0.00%

Kore Private Wealth LLC

Sep 30, 22

-16.34K

B. Riley Wealth Management, Inc.

51.55K

Jun 30, 22

+49

0.02%

KEYSTONE WEALTH PARTNERS

Mar 31, 22

-10.11K

NEXT Financial Group, Inc

100

Dec 31, 21

+100

0.00%