BTX
BlackRock Innovation and Growth Term Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Oppenheimer & Co Inc | $2M | 227.6K | 0.02% | +1.9% |
Prevail Innovative Wealth Advisors, Llc | $729K | 77.5K | 0.09% | +90.5% |
Chapin Davis, Inc. | $690K | 76.8K | 0.13% | -1.0% |
Wedbush Securities Inc | $472K | 52.6K | 0.01% | -7.3% |
Choreo, Llc | $457K | 50.9K | 0.00% | -17.7% |
Concurrent Investment Advisors, Llc | $437K | 48.7K | 0.00% | -3.1% |
Seacrest Wealth Management, Llc | $425K | 47.3K | 0.05% | -9.2% |
Indivisible Partners | $376K | 41.9K | 0.02% | +0.6% |
D.A. Davidson & Co. | $322K | 35.8K | 0.00% | New Position |
Mgo One Seven Llc | $262K | 29.2K | 0.00% | -14.8% |
Park Avenue Securities Llc | $254K | 28.2K | 0.00% | -2.7% |
Accredited Investor Services, Llc | $250K | 27.9K | 0.14% | -8.3% |
Sowell Financial Services Llc | $192K | 21.4K | 0.00% | +1.4% |
Successful Portfolios Llc | $141K | 15.2K | 0.07% | Unchanged |
Pinnacle Wealth Planning Services, Inc. | $128K | 14.3K | 0.01% | -12.3% |
David J Yvars Group | $125K | 13.9K | 0.06% | +0.7% |
City State Bank | $116K | 12.9K | 0.03% | Unchanged |
Barrett & Company, Inc. | $109K | 12.1K | 0.03% | +5.8% |
Hb Wealth Management, Llc | $99K | 11.0K | 0.00% | -25.0% |
Corecap Advisors, Llc | $95K | 10.6K | 0.00% | +10.4% |
Wpg Advisers, Llc | $64K | 7.2K | 0.03% | -0.3% |
Noble Wealth Management Pbc | $31K | 3.5K | 0.01% | New Position |
Assetmark, Inc | $22K | 2.5K | 0.00% | New Position |
Farther Finance Advisors, Llc | $20K | 2.2K | 0.00% | New Position |
Eastern Bank | $17K | 1.9K | 0.00% | Unchanged |
Clark Wealth Partners | $12K | 1.3K | 0.01% | Unchanged |
Cassaday & Co Wealth Management Llc | $11K | 1.3K | 0.00% | New Position |
Investors Research Corp | $8K | 848 | 0.00% | Unchanged |
Root Financial Partners, Llc | $8K | 847 | 0.00% | New Position |
Trust Co Of Vermont | $180 | 20 | 0.00% | New Position |