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STOCK TICKER:
BLACKROCK PFD & EQ   (ticker: BTZ)
Institutions's Holdings On The Stock
INSTITUTION/GURU    (click Current Holdings for holding history) Current Holdings
(link to holding history)
Previous
Holdings
Change Portfolio
Date
WELLS FARGO & CO/MN 9,164,450 10,078,992 9% 2020-06-30
SIT INVESTMENT ASSOCIATES INC 4,693,336 0 New Buy 2020-06-30
BANK OF AMERICA CORP /DE/ 4,429,015 0 New Buy 2020-06-30
GUGGENHEIM CAPITAL LLC 1,291,583 1,122,018 15% 2020-06-30
MORGAN STANLEY 1,286,984 0 New Buy 2020-06-30
UBS Group AG 1,134,651 1,063,123 7% 2020-06-30
Invesco Ltd. 989,258 0 New Buy 2020-06-30
PARAMETRIC PORTFOLIO ASSOCIATES 804,133 780,835 3% 2020-06-30
Spectrum Asset Management, Inc. 723,135 723,135 No Change 2020-06-30
Bramshill Investments, LLC 703,521 0 New Buy 2020-06-30
Johnson Financial Group, Inc. 679,167 666,961 2% 2020-06-30
ROYAL BANK OF CANADA 638,609 0 New Buy 2020-06-30
RAYMOND JAMES & ASSOCIATES 586,740 611,340 4% 2020-06-30
Capital Investment Advisors, LLC 566,607 572,624 1% 2020-06-30
NWAM LLC 500,300 505,317 1% 2020-06-30
Edgemoor Capital Management, Inc. 432,092 434,624 1% 2020-06-30
Raymond James Financial Services Advisors, Inc. 384,932 380,270 1% 2020-06-30
Edmonds Duncan Registered Investment Advisors, LLC 264,274 253,312 4% 2020-06-30
Penserra Capital Management LLC 245,384 235,293 4% 2020-06-30
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 221,929 221,184 0% 2020-06-30
LPL Financial CORP 220,113 215,472 2% 2020-06-30
Lehman & Derafelo Financial Resources LLC 212,120 216,957 2% 2020-06-30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 205,440 203,221 1% 2020-06-30
STIFEL FINANCIAL CORP 30,800 0 New Buy 2020-06-30
HighTower Advisors, LLC 187,961 194,406 3% 2020-06-30
COHEN & STEERS INC 139,283 139,283 No Change 2020-06-30
EVERGREEN CAPITAL MANAGEMENT LLC 136,555 0 New Buy 2020-06-30
BOURGEON CAPITAL MANAGEMENT LLC 107,771 93,571 15% 2020-06-30
THRIVENT FINANCIAL FOR LUTHERANS 106,842 31,957 234% 2020-06-30
TCG Advisors, LP 99,736 87,332 14% 2020-06-30
Carnegie Capital Asset Management, LLC 93,699 93,581 0% 2020-06-30
Family Management Corp 90,932 75,823 20% 2020-06-30
Advisors Asset Management, Inc. 89,255 0 New Buy 2020-06-30
Rockefeller Capital Management L.P. 0 61,205 Sold Out 2020-06-30
Ellis Investment Partners, LLC 76,848 76,643 0% 2020-06-30
ProVise Management Group, LLC 74,730 75,947 2% 2020-06-30
WHITENER CAPITAL MANAGEMENT, INC. 72,871 72,871 No Change 2020-06-30
Shulman DeMeo Asset Management LLC 72,428 73,428 1% 2020-06-30
Point View Financial Services, Inc. 61,773 63,180 2% 2020-06-30
STEPHENS INC /AR/ 61,201 62,315 2% 2020-06-30
Stolper Co 50,759 50,676 0% 2020-06-30
Aviance Capital Partners, LLC 50,616 42,808 18% 2020-06-30
HORIZON ASSET MANAGEMENT INC/NY 45,586 52,016 12% 2020-06-30
Uncommon Cents Investing LLC 38,045 38,845 2% 2020-06-30
Oxbow Advisors, LLC 37,666 44,736 16% 2020-06-30
Shaker Financial Services, LLC 37,000 29,700 25% 2020-06-30
Poehling Capital Management, LLC 36,600 36,600 No Change 2020-06-30
BB&T CORP 34,903 0 New Buy 2020-06-30
COMMONWEALTH EQUITY SERVICES, LLC. 31,044 30,081 3% 2020-06-30
Private Advisor Group, LLC 30,647 26,200 17% 2020-06-30
AMERIPRISE FINANCIAL INC 30,081 0 New Buy 2020-06-30
BURNEY CO/ 29,708 29,708 No Change 2020-06-30
Mirador Capital Partners LP 28,497 27,588 3% 2020-06-30
Janney Montgomery Scott LLC 28,352 25,755 10% 2020-06-30
FIERA SCEPTRE INC. 27,460 21,426 28% 2020-06-30
PARK AVENUE SECURITIES LLC 27,161 26,307 3% 2020-06-30
Advisory Services Network, LLC 27,156 0 New Buy 2020-06-30
SMH CAPITAL ADVISORS INC 26,341 26,683 1% 2020-06-30
WEDBUSH MORGAN SECURITIES INC 26,075 26,281 1% 2020-06-30
Stratos Wealth Partners, LTD. 25,613 25,613 No Change 2020-06-30
E&G Advisors, LP 23,700 23,700 No Change 2020-06-30
We Are One Seven, LLC 23,623 17,137 38% 2020-06-30
Sound View Wealth Advisors Group, LLC 23,400 23,400 No Change 2020-06-30
Pinnacle Wealth Planning Services, Inc. 19,133 15,536 23% 2020-06-30
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 15,500 15,500 No Change 2020-06-30
MILLENNIUM MANAGEMENT LLC 15,231 0 New Buy 2020-06-30
First Allied Advisory Services, Inc. 14,755 13,827 7% 2020-06-30
Creative Planning 14,676 0 New Buy 2020-06-30
Oakmont Partners LLC 880 19,630 96% 2020-06-30
WILEY BROS.-AINTREE CAPITAL, LLC 14,346 14,252 1% 2020-06-30
TCF National Bank 14,000 14,000 No Change 2020-06-30
JANE STREET GROUP, LLC 13,904 0 New Buy 2020-06-30
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12,650 12,750 1% 2020-06-30
GOLDMAN SACHS GROUP INC 12,414 0 New Buy 2020-06-30
Charles Schwab Trust Co 12,300 0 New Buy 2020-06-30
RB Capital Management, LLC 11,913 12,895 8% 2020-06-30
9258 Wealth Management, LLC 10,820 0 New Buy 2020-06-30
A. D. Beadell Investment Counsel, Inc. 10,350 0 New Buy 2020-06-30
Cooper Financial Group 10,000 10,000 No Change 2020-06-30
CITIGROUP INC 8,191 8,114 1% 2020-06-30
CENTAURUS FINANCIAL, INC. 8,163 0 New Buy 2020-06-30
Edge Wealth Management LLC 6,150 8,150 25% 2020-06-30
PIN OAK INVESTMENT ADVISORS INC 5,309 5,309 No Change 2020-06-30
Financial Network 4,570 0 New Buy 2020-06-30
Eudaimonia Partners, LLC 3,850 0 New Buy 2020-06-30
WOLVERINE ASSET MANAGEMENT LLC 3,846 13,656 72% 2020-06-30
Global Retirement Partners, LLC 2,993 2,993 No Change 2020-06-30
North Star Investment Management Corp. 2,618 2,618 No Change 2020-06-30
Procyon Private Wealth Partners, LLC 2,075 0 New Buy 2020-06-30
First PREMIER Bank 1,700 1,700 No Change 2020-06-30
Eukles Asset Management 1,661 1,661 No Change 2020-06-30
Atlas Private Wealth Advisors 1,650 0 New Buy 2020-06-30
US BANCORP DE 1,500 1,500 No Change 2020-06-30
WEBSTER BANK, N. A. 1,378 1,378 No Change 2020-06-30
Rockbridge Investment Management, LCC 1,266 0 New Buy 2020-06-30
Principle Wealth Partners LLC 1,217 0 New Buy 2020-06-30
CULLEN FROST BANKERS INC 1,100 0 New Buy 2020-06-30
Bartlett & Co. LLC 1,019 1,019 No Change 2020-06-30
ATTICUS WEALTH MANAGEMENT, LLC 1,000 1,000 No Change 2020-06-30
Hoover Financial Advisors, Inc. 880 0 New Buy 2020-06-30
Pacifica Partners Inc. 722 709 2% 2020-06-30
Sowell Financial Services LLC 706 688 3% 2020-06-30
Tower Research Capital LLC 600 0 New Buy 2020-06-30
AdvisorNet Financial, Inc 523 523 No Change 2020-06-30
Sound Income Strategies, LLC 224 224 No Change 2020-06-30
Joseph P. Lucia & Associates, LLC 205 205 No Change 2020-06-30
Taylor Hoffman Wealth Management 195 0 New Buy 2020-06-30
Bedel Financial Consulting, Inc. 139 139 No Change 2020-06-30
Weaver Consulting Group 55 55 No Change 2020-06-30
Global Wealth Management Investment Advisory, Inc. 3 3 No Change 2020-06-30
HUNTINGTON NATIONAL BANK 1 1 No Change 2020-06-30
M&R CAPITAL MANAGEMENT INC 0 1,950 Sold Out 2020-06-30
OPPENHEIMER & CO INC 0 49,847 Sold Out 2020-06-30
Plante Moran Financial Advisors Ltd Partnership 0 50 Sold Out 2020-06-30
BARCLAYS PLC 0 998 Sold Out 2020-06-30
Karpus Management, Inc. 0 1,076,958 Sold Out 2020-06-30
RIVERNORTH CAPITAL MANAGEMENT, INC. 0 1,299,457 Sold Out 2020-06-30
DELTA ASSET MANAGEMENT LLC/TN 0 400 Sold Out 2020-06-30
Iwamoto, Kong & Co., Inc. 0 151,749 Sold Out 2020-06-30
FIFTH THIRD BANCORP 0 747 Sold Out 2020-06-30
Thomas J. Herzfeld Advisors, Inc. 0 257,774 Sold Out 2020-06-30
WHITTIER TRUST CO 0 1,236 Sold Out 2020-06-30
Dynamic Advisors Solutions LLC 0 16,910 Sold Out 2020-06-30
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0 23,769 Sold Out 2020-06-30
Lido Advisors, LLC 0 38,614 Sold Out 2020-06-30
LIBERTY WEALTH MANAGEMENT LLC 0 311 Sold Out 2020-06-30
AMERITAS INVESTMENT CORP 0 5,790 Sold Out 2020-06-30
MBE Wealth Management, LLC 0 3,546 Sold Out 2020-06-30
Royal Fund Management, LLC 0 400 Sold Out 2020-06-30
Westbourne Investment Advisors, Inc. 30,000 38,800 23% 2020-03-31
PNC FINANCIAL SERVICES GROUP INC 7,545 7,954 5% 2020-03-31
Steward Partners Investment Advisory, LLC 12,439 8,520 46% 2020-03-31
Argent Wealth Management LLC 12,123 13,022 7% 2020-03-31
VERUS CAPITAL PARTNERS, LLC 800 800 No Change 2020-03-31
Princeton Global Asset Management LLC 501 0 New Buy 2020-03-31
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