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Get Institutions for : 
Blackrock Preferred & Equity Advantage Trust (BTZ)  
$10.50 0.01 (0.1%) as of 4:30 Thu 5/9


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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  : 
0.69 (7.03%)  




 
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
   Allspring Global Investments Holdings LLC 386 - 2024-03-31 3,807,459 $40,702,000 0
   COHEN & STEERS INC 172 - 2023-12-31 331,022 $3,416,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 1155 - 2023-12-31 248,758 $2,567,000 0
   Marks Group Wealth Management Inc - 2024-03-31 92,245 $986,000 0
   Chicago Partners Investment Group LLC 334 - 2024-03-31 87,232 $886,000 0
   HORIZON ASSET MANAGEMENT INC/NY 214 - 2023-12-31 40,634 $419,000 0
   Claybrook Capital LLC 101 - 2023-09-30 37,535 $363,000 0
   Palogic Value Management L.P. 118 - 2023-12-31 33,113 $342,000 0
   PNC FINANCIAL SERVICES GROUP INC 1782 - 2023-12-31 32,029 $331,000 0
   NWAM LLC 431 - 2023-12-31 29,617 $306,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 556 - 2024-03-31 25,742 $273,000 0
   9258 Wealth Management LLC - 2024-03-31 21,476 $230,000 0
   Mayflower Financial Advisors LLC 341 - 2024-03-31 19,026 $203,000 0
   Oakmont Partners LLC 676 - 2024-03-31 17,206 $184,000 0
   Future Financial Wealth Managment LLC 124 - 2024-03-31 17,000 $182,000 0
   Sound View Wealth Advisors Group LLC 368 - 2023-12-31 15,100 $156,000 0
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 359 - 2023-12-31 14,615 $151,000 0
   UMA Financial Services Inc. 175 - 2024-03-31 14,684 $147,000 0
   Crescent Grove Advisors LLC - 2024-03-31 13,500 $144,000 0
   Investment Partners Asset Management Inc. 134 - 2024-03-31 12,073 $129,000 0
   OAK FAMILY ADVISORS LLC 112 - 2024-03-31 11,929 $128,000 0
   FAMILY MANAGEMENT CORP 143 - 2023-12-31 12,119 $125,000 0
   Tyche Wealth Partners LLC 273 - 2024-03-31 11,000 $118,000 0
   Edmonds Duncan Registered Investment Advisors LLC 134 - 2024-03-31 10,900 $117,000 0
   Lokken Investment Group LLC 134 - 2023-12-31 10,297 $106,000 0
   BARTLETT & CO. LLC 669 - 2023-12-31 5,380 $56,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 669 - 2023-12-31 5,380 $56,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 2,250 $24,000 0
   US BANCORP 3012 - 2023-12-31 1,908 $20,000 0
   SJS Investment Consulting Inc. 288 - 2024-03-31 1,649 $18,000 0
   First PREMIER Bank 289 - 2024-03-31 1,700 $18,000 0
   WEBSTER BANK 445 - 2024-03-31 1,378 $15,000 0
   CWM LLC 3075 - 2024-03-31 1,362 $15,000 0
   HARBOUR INVESTMENTS INC. 2005 - 2023-12-31 1,317 $14,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 1,233 $13,000 0
   ATTICUS WEALTH MANAGEMENT LLC 384 - 2024-03-31 1,000 $11,000 0
   NBC SECURITIES INC. 1673 - 2024-03-31 1,000 $11,000 0
   PRIVATE TRUST CO NA 1736 - 2024-03-31 744 $8,000 0
   Geneos Wealth Management Inc. - 2024-03-31 414 $4,000 0
   Stephens Consulting LLC 398 - 2024-03-31 300 $3,000 0
   Sanctuary Wealth Management L.L.C. 197 - 2023-12-31 281 $3,000 0
   Spire Wealth Management 2032 - 2024-03-31 283 $3,000 0
   WOLFF WIESE MAGANA LLC 489 - 2024-03-31 200 $2,000 0
   Global Retirement Partners LLC 2741 - 2024-03-31 206 $2,000 0
   CLEAN YIELD GROUP *Closed 2023-12-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  46 Records found
  1    
  Page 1 of 1
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