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Get Institutions for : 
Blackrock Preferred & Equity Advantage Trust (BTZ)  
$10.53 0.04 (0.38%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 145    6
Total shares held : 
 33,752,813  
% of shares held : 
 31.42%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   14  
Amount of shares held : 
 940,434  
% of shares held change : 
   0.88%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.67  
Last Quarter's Ending Price : 
 $10.32  
Last Quarter's Average Price : 
 $9.81  
Change from last quarter's     
avg. price to the last closing  : 
0.72 (7.34%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
23
 511,038
 1.51%
 
Increased Positions :
45
 3,044,291
 9.02%
 
Unchanged Positions :
40
 1,441,631
 4.27%
 
Decreased Positions :
37
-1,750,546
-5.19%
 
Closed Positions :
17
-864,349
-2.56%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIT INVESTMENT ASSOCIATES INC 8 - 2024-03-31 5,339,999 $57,085,000 -546,713
   MORGAN STANLEY 1714 - 2024-03-31 4,878,470 $52,151,000 -5,041
   BANK OF AMERICA CORP /DE/ 1535 - 2024-03-31 3,158,143 $33,761,000 -64,477
   INVESCO LTD 1763 - 2024-03-31 975,205 $10,425,000 -220,498
   KARPUS MANAGEMENT INC 67 - 2024-03-31 954,672 $10,205,000 -3,195
   UBS Group AG 1955 - 2024-03-31 601,789 $6,433,000 -151,711
   EVERGREEN CAPITAL MANAGEMENT LLC 133 - 2024-03-31 469,703 $5,021,000 -9,864
   CNH PARTNERS LLC 97 - 2024-03-31 378,163 $4,043,000 -262,296
   EDGEMOOR CAPITAL MANAGEMENT INC 61 - 2024-03-31 291,724 $3,119,000 -24,759
   DAVIDSON D A & CO 484 - 2024-03-31 222,962 $2,383,000 -15,295
   1607 CAPITAL PARTNERS, LLC 106 - 2024-03-31 185,816 $1,986,000 -376,650
   Lehman & Derafelo Financial Resources LLC 28 - 2022-12-31 180,378 $1,822,000 -4,474
   Rockefeller Capital Management L.P. 1079 - 2024-03-31 154,872 $1,656,000 -18,627
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 211 - 2024-03-31 142,836 $1,527,000 -219,623
   JOHNSON FINANCIAL GROUP, INC. 93 - 2024-03-31 138,124 $1,477,000 -55,150
   EP WEALTH ADVISORS, INC. 326 - 2024-03-31 126,029 $1,347,000 -7,113
   Lido Advisors LLC 602 - 2024-03-31 87,535 $936,000 -997
   Advisor Group Holdings Inc. 2549 - 2024-03-31 72,944 $780,000 -8,535
   Wela Strategies LLC 26 - 2024-03-31 61,210 $654,000 -34,299
   Shulman DeMeo Asset Management LLC 54 - 2024-03-31 56,370 $603,000 -317
   Ellis Investment Partners LLC 129 - 2024-03-31 56,420 $603,000 -4,364
   Moors & Cabot Inc. 453 - 2024-03-31 54,500 $583,000 -3,500
   NWAM LLC 428 - 2024-03-31 28,317 $298,000 -1,300
   MARINER WEALTH ADVISORS, LLC 2431 - 2024-03-31 27,779 $297,000 -2,225
   Semus Wealth Partners LLC 95 - 2024-03-31 24,909 $266,000 -2,668
   Private Advisor Group LLC 1918 - 2024-03-31 24,744 $265,000 -510
   PEAPACK GLADSTONE FINANCIAL CORP 626 - 2024-03-31 21,279 $227,000 -16,035
   PROVISE MANAGEMENT GROUP LLC 270 - 2024-03-31 21,140 $226,000 -500
   180 WEALTH ADVISORS LLC 353 - 2024-03-31 20,552 $220,000 -1,073
   Pinnacle Wealth Planning Services Inc. 396 - 2024-03-31 20,253 $217,000 -36
   STIFEL FINANCIAL CORP 3055 - 2024-03-31 20,073 $215,000 -8,782
   WEDBUSH MORGAN SECURITIES INC 1098 - 2024-03-31 18,888 $202,000 -1,142
   PARK AVENUE SECURITIES LLC 1321 - 2024-03-31 18,565 $198,000 -1,589
   Stonebrook Private Inc. 194 - 2024-03-31 18,239 $195,000 -3,095
   Goss Wealth Management LLC 1841 - 2024-03-31 17,950 $192,000 -16,350
   E&G Advisors LP 197 - 2024-03-31 16,892 $181,000 -100
   Concurrent Investment Advisors LLC 816 - 2024-03-31 15,634 $167,000 -4,725
   INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /AD 149 - 2024-03-31 13,500 $144,000 -2,500
   SHAKER FINANCIAL SERVICES, LLC 152 - 2024-03-31 12,000 $128,000 -2,500
   STEPHENS INC /AR/ 1212 - 2024-03-31 11,130 $119,000 -22,450
   Steward Partners Investment Advisory LLC 2009 - 2024-03-31 5,654 $60,000 -400
  41 Records found
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