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Get Institutions for : 
Blackrock Preferred & Equity Advantage Trust (BTZ)  
$10.43 0.07 (0.67%) as of 4:30 Fri 5/10


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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  : 
0.62 (6.32%)  




 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1718 - 2023-12-31 4,883,511 $50,398,000 203,193
   INVESCO LTD 1659 - 2023-12-31 1,195,703 $12,340,000 77,841
   KARPUS MANAGEMENT INC 63 - 2023-12-31 957,867 $9,885,000 100,642
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 806 - 2024-03-31 920,467 $9,840,000 4,250
   Capital Investment Advisors LLC 90 - 2024-03-31 862,190 $9,217,000 30,638
   ROYAL BANK OF CANADA 1558 - 2023-12-31 798,566 $8,241,000 65,749
   WELLS FARGO & CO/MN 1662 - 2023-12-31 742,247 $7,660,000 31,813
   Sowell Financial Services LLC 74 - 2024-03-31 661,637 $7,073,000 476
   GUGGENHEIM CAPITAL LLC 412 - 2023-12-31 683,253 $7,051,000 60,085
   CNH PARTNERS LLC 58 - 2023-12-31 640,459 $6,610,000 363,315
   1607 CAPITAL PARTNERS, LLC 70 - 2023-12-31 562,466 $5,805,000 71,100
   RAYMOND JAMES & ASSOCIATES 1748 - 2024-03-31 365,780 $3,910,000 50,045
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 71 - 2023-12-31 362,459 $3,741,000 308,919
   Penserra Capital Management LLC 246 - 2023-12-31 254,785 $2,629,000 17,639
   DAVIDSON D A & CO 448 - 2023-12-31 238,257 $2,459,000 124,673
   AMERIPRISE FINANCIAL INC 2840 - 2023-12-31 178,637 $1,844,000 9,909
   Rockefeller Capital Management L.P. 948 - 2023-12-31 173,499 $1,791,000 42,635
   FIERA SCEPTRE INC. 298 - 2024-03-31 164,028 $1,753,000 959
   Arcus Capital Partners LLC 43 - 2024-03-31 95,604 $1,022,000 969
   TRANSCEND WEALTH COLLECTIVE LLC 241 - 2024-03-31 87,205 $932,000 2,997
   Lido Advisors LLC 573 - 2023-12-31 88,532 $914,000 36,814
   Connectus Wealth LLC 355 - 2023-12-31 82,500 $851,000 82,500
   Stolper Co 64 - 2024-03-31 73,965 $791,000 10,005
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1990 - 2024-03-31 64,560 $690,000 8,733
   WOLVERINE ASSET MANAGEMENT LLC 394 - 2023-12-31 59,175 $611,000 38,759
   Moors & Cabot Inc. 403 - 2023-12-31 58,000 $599,000 40,500
   RIVERBRIDGE PARTNERS LLC 136 - 2024-03-31 53,214 $569,000 2,198
   Uncommon Cents Investing LLC 135 - 2024-03-31 50,866 $544,000 828
   Emerald Investment Partners LLC 195 - 2024-03-31 45,945 $491,000 5,365
   PIN OAK INVESTMENT ADVISORS INC 45 - 2023-12-31 42,978 $444,000 8,925
   Goss Wealth Management LLC 1448 - 2023-12-31 34,300 $361,000 9,550
   COMMONWEALTH EQUITY SERVICES LLC. 3149 - 2024-03-31 30,789 $329,000 219
   MARINER WEALTH ADVISORS, LLC 2306 - 2023-12-31 30,004 $310,000 908
   BB&T CORP 2239 - 2023-12-31 29,956 $309,000 3
   Valley Brook Capital Group 111 - 2024-03-31 20,305 $217,000 3,000
   Pinnacle Wealth Planning Services Inc. 389 - 2023-12-31 20,289 $209,000 675
   JANNEY MONTGOMERY SCOTT LLC 2540 - 2024-03-31 19,375 $207,000 167
   ELEQUIN CAPITAL LP 133 - 2023-12-31 16,184 $167,000 9,349
   We Are One Seven LLC 844 - 2023-12-31 15,198 $157,000 573
   SHAKER FINANCIAL SERVICES, LLC 149 - 2023-12-31 14,500 $150,000 4,085
   CUTTER & CO BROKERAGE INC 191 - 2024-03-31 13,972 $149,000 159
   MELFA WEALTH MANAGEMENT LLC 176 - 2024-03-31 13,245 $142,000 69
   TCG Advisory Services LLC 377 - 2023-12-31 12,293 $127,000 272
   Kestra Advisory Services LLC 2170 - 2023-12-31 10,431 $108,000 10,431
   CITIGROUP INC 3742 - 2023-12-31 3,382 $35,000 179
   Pacifica Partners Inc. 364 - 2024-03-31 979 $10,000 23
   Tortoise Investment Management LLC 695 - 2023-12-31 212 $2,000 5
  47 Records found
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