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Get Institutions for : 
Blackrock Debt Strategies Fund (DSU)  
$10.70 0.06 (0.56%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 79    3
Total shares held : 
 11,325,793  
% of shares held : 
 18.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -858,704  
% of shares held change : 
   -1.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.19  
Last Quarter's Ending Price : 
 $10.79  
Last Quarter's Average Price : 
 $10.29  
Change from last quarter's     
avg. price to the last closing  : 
0.41 (3.98%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 131,353
 1.16%
 
Increased Positions :
22
 481,773
 4.25%
 
Unchanged Positions :
22
 166,205
 1.47%
 
Decreased Positions :
25
-521,566
-4.61%
 
Closed Positions :
13
-950,264
-8.39%
 
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
   MORGAN STANLEY 1797 - 2023-12-31 4,334,486 $46,769,000 127,230
   GUGGENHEIM CAPITAL LLC 298 - 2023-12-31 964,319 $10,405,000 -85,058
   FIXED INCOME SECURITIES INC 114 - 2023-12-31 900,685 $9,718,000 -53,718
   INVESCO LTD 1948 - 2023-12-31 702,564 $7,581,000 -27,773
   OAK HILL ADVISORS LP 8 - 2023-12-31 613,839 $6,623,000 -34,209
   LPL FINANCIAL CORP 1671 - 2023-12-31 466,107 $5,029,000 86,022
   Elevated Capital Advisors LLC 18 - 2024-03-31 442,022 $4,889,000 16,555
   BANK OF AMERICA CORP /DE/ 3114 - 2023-12-31 324,540 $3,502,000 7,656
   ROYAL BANK OF CANADA 2431 - 2023-12-31 220,477 $2,378,000 9,120
   WESTCHESTER CAPITAL MANAGEMENT, LLC 142 - 2023-12-31 160,166 $1,728,000 51,396
   AMERIPRISE FINANCIAL INC 2888 - 2023-12-31 153,764 $1,659,000 -7,270
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1656 - 2023-12-31 152,181 $1,642,000 -59,818
   GraniteShares Advisors LLC 35 - 2023-12-31 135,953 $1,467,000 -18,437
   WELLS FARGO & CO/MN 2754 - 2023-12-31 126,906 $1,369,000 19,423
   UBS Group AG 3167 - 2023-12-31 126,179 $1,361,000 -4,363
   MATRIX PRIVATE CAPITAL GROUP LLC 27 - 2023-12-31 101,487 $1,095,000 17
   COMMONWEALTH EQUITY SERVICES LLC. 2190 - 2023-12-31 86,231 $930,000 38,374
   COHEN & STEERS INC 249 - 2023-12-31 85,664 $924,000 -20,000
   BB&T CORP 1672 - 2023-12-31 75,738 $817,000 32,354
   ENVESTNET ASSET MANAGEMENT INC 3069 - 2023-12-31 72,096 $778,000 38,508
   Wealth Management Solutions LLC 21 - 2023-09-30 73,315 $753,000 -870
   Goss Wealth Management LLC 1099 - 2023-12-31 64,957 $701,000 29,659
   Capital Investment Advisors LLC 344 - 2024-03-31 59,985 $663,000 -478
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 52,726 $569,000 1,721
   Moloney Securities Asset Management LLC 229 - 2023-12-31 50,875 $549,000 12,849
   JANNEY MONTGOMERY SCOTT LLC 1902 - 2023-12-31 45,260 $488,000 -374
   J P MORGAN CHASE & CO 3707 - 2023-12-31 44,061 $475,000 8,679
   Advisor Group Holdings Inc. 3229 - 2023-12-31 42,137 $455,000 -41,998
   Sowell Financial Services LLC - 2023-12-31 40,911 $441,000 1,400
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1246 - 2023-12-31 40,777 $440,000 -6,407
   Virtus ETF Advisers LLC 165 - 2023-12-31 38,528 $416,000 -15,024
   STIFEL FINANCIAL CORP 2672 - 2023-12-31 38,127 $411,000 -1,657
   KFA Private Wealth Group LLC 66 - 2023-12-31 31,112 $336,000 -60,168
   Kestra Advisory Services LLC 1863 - 2023-12-31 26,432 $285,000 7,179
   Congress Park Capital LLC 95 - 2024-03-31 25,500 $282,000 -51,000
   Atomi Financial Group Inc. 450 *New 2023-12-31 24,953 $269,000 24,953
   THRIVENT FINANCIAL FOR LUTHERANS 2312 - 2023-12-31 24,564 $265,000 -26,736
   WEDBUSH MORGAN SECURITIES INC 826 - 2023-12-31 24,432 $264,000 0
   H D Vest Advisory Services 1302 *New 2023-12-31 24,362 $263,000 24,362
   CI Private Wealth LLC 1954 - 2023-12-31 23,063 $249,000 -3,089
   RAYMOND JAMES & ASSOCIATES 3389 - 2023-12-31 21,411 $231,000 2,773
   Benchmark Investment Advisors LLC 285 *New 2023-12-31 20,754 $224,000 20,754
   BCJ Capital Management LLC 274 - 2023-12-31 20,754 $224,000 63
   PNC FINANCIAL SERVICES GROUP INC 2072 - 2023-12-31 20,625 $223,000 -963
   HRT FINANCIAL LLC 1633 - 2023-12-31 18,515 $199,000 5,471
   AE Wealth Management LLC 1877 *New 2023-12-31 18,242 $198,000 18,242
   CITIGROUP INC 3034 - 2023-12-31 17,315 $187,000 0
   JANE STREET GROUP LLC 4809 *New 2023-12-31 16,532 $178,000 16,532
   COMERICA BANK 2291 - 2023-12-31 16,269 $176,000 0
   Cetera Investment Advisers 2072 - 2023-12-31 14,286 $154,000 -1,817
   Aristides Capital LLC 220 *New 2023-12-31 13,950 $151,000 13,950
   Focused Wealth Management Inc 164 - 2023-12-31 13,028 $141,000 94
   RAYMOND JAMES TRUST CO 1167 - 2023-12-31 12,683 $137,000 0
   SeaCrest Wealth Management LLC 584 - 2024-03-31 11,817 $131,000 -3,030
   Stratos Wealth Partners LTD. 1308 *New 2024-03-31 11,691 $129,000 11,691
   ADVISORY SERVICES NETWORK, LLC 1476 - 2023-12-31 12,000 $129,000 -14,437
   HANSON MCCLAIN, INC. - 2023-12-31 11,820 $128,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2969 - 2023-12-31 10,759 $116,000 -6,516
   FINANCIAL NETWORK 2626 *New 2023-12-31 10,289 $111,000 10,289
   CKW FINANCIAL GROUP - 2023-12-31 9,518 $103,000 0
   Creekmur Asset Management LLC - 2023-12-31 7,946 $86,000 0
   GPS Wealth Strategies Group LLC 407 - 2023-12-31 7,182 $77,000 -266
   Steward Partners Investment Advisory LLC 1983 - 2023-12-31 4,666 $50,000 44
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 258 - 2023-12-31 3,000 $32,000 0
   UMB BANK N A/MO - 2023-12-31 2,666 $29,000 0
   CWM LLC 2830 - 2024-03-31 2,019 $22,000 0
   Spire Wealth Management 1634 - 2023-12-31 1,283 $14,000 -1,755
   McIlrath & Eck LLC 475 - 2023-12-31 1,299 $14,000 0
   Truvestments Capital LLC 493 *New 2023-12-31 1,241 $13,000 1,241
   HARBOUR INVESTMENTS INC. 2119 *New 2023-12-31 1,020 $11,000 1,020
   Sugarloaf Wealth Management LLC 485 - 2023-12-31 955 $10,000 0
   EverSource Wealth Advisors LLC 1627 - 2023-12-31 786 $8,000 0
   FinTrust Capital Advisors LLC 845 - 2023-12-31 745 $8,000 0
   AdvisorNet Financial Inc 1403 - 2024-03-31 556 $6,000 6
   Washington Trust Advisors Inc. 566 - 2023-12-31 500 $5,000 0
   IFP Advisors Inc 2422 - 2023-12-31 469 $5,000 0
   Cape Investment Advisory Inc. 767 - 2023-12-31 500 $5,000 0
   Global Retirement Partners LLC 2683 - 2023-12-31 160 $2,000 0
   BDO Wealth Advisors LLC 956 *Closed 2023-06-30 0 $0 -269
   Larson Financial Group LLC 1596 - 2023-12-31 45 $0 0
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 108 *Closed 2023-12-31 0 $0 -89,037
   PROEQUITIES INC. 3827 - 2023-12-31 0 $0 0
   Nelson Van Denburg & Campbell Wealth Management Gr 1516 *Closed 2023-12-31 0 $0 -506
   TOWER RESEARCH CAPITAL LLC 6068 *New 2023-12-31 10 $0 10
   Activest Wealth Management 457 *Closed 2023-12-31 0 $0 0
   LGT Financial Advisors LLC 973 *Closed 2023-12-31 0 $0 -912
   US BANCORP 3929 *Closed 2023-12-31 0 $0 -1,422
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1651 *Closed 2023-12-31 0 $0 -1,088
   SHAKER FINANCIAL SERVICES, LLC 159 *Closed 2023-12-31 0 $0 -247,782
   DORSEY & WHITNEY TRUST CO LLC 624 *Closed 2023-12-31 0 $0 -25,840
   FourThought Financial Partners LLC 330 *Closed 2023-12-31 0 $0 -10,134
   SFMG, LLC 275 *Closed 2023-12-31 0 $0 -18,708
   Bramshill Investments LLC 188 - 2023-12-31 11 $0 0
   OTA FINANCIAL GROUP L.P. 45 *Closed 2023-06-30 0 $0 -33,221
   AEGON USA INVESTMENT MANAGEMENT, LLC 31 *Closed 2023-12-31 0 $0 -28,000
  95 Records found
  1    
  Page 1 of 1
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