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BlackRock Strtgc Bond TR

Q2 2013 vs Q3 2013

Comparing institutional holders between quarters

Quarters

Q3 2013Q2 2013
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Advisors Asset Management, Inc.
DECREASED
Shares202,477 from 230,875
Change-28,398 (-12%)
Value$2.6K (-$396)
Filed 2013-11-15
Guggenheim Capital LLC
DECREASED
Shares189,954 from 232,336
Change-42,382 (-18%)
Value$2.5K (-$576)
Filed 2013-11-14
SIT Investment Associates Inc
NEW
Shares179,522
Change+179,522
Value$2.3K
Filed 2013-10-25
Saba Capital Management, L.P.A
NEW
Shares150,274
Change+150,274
Value$1.9K
Filed 2013-11-14
Vicus Capital
DECREASED
Shares145,918 from 234,994
Change-89,076 (-38%)
Value$1.9K (-$1.2K)
Filed 2013-10-09
Wolverine Asset Management LLC
INCREASED
Shares96,324 from 94,602
Change+1,722 (+2%)
Value$1.2K (+$11)
Filed 2013-11-13
Shaker Financial Services, LLC
INCREASED
Shares69,570 from 68,156
Change+1,414 (+2%)
Value$901 (+$10)
Filed 2013-11-01
ProVise Management Group, LLC
DECREASED
Shares46,175 from 47,674
Change-1,499 (-3%)
Value$598 (-$25)
Filed 2013-11-12
Grantham, Mayo, Van Otterloo & Co. LLC
NEW
Shares30,220
Change+30,220
Value$391
Filed 2013-11-14
Doliver Advisors, LP
DECREASED
Shares28,553 from 43,546
Change-14,993 (-34%)
Value$370 (-$199)
Filed 2013-12-03
Rivernorth Capital Management, LLC
NEW
Shares20,233
Change+20,233
Value$262
Filed 2013-11-14
Morgan Stanley
INCREASED
Shares18,636 from 17,436
Change+1,200 (+7%)
Value$241 (+$13)
Filed 2013-11-13
Oxbow Advisors, LLC
UNCHANGED
Shares16,286 from 16,286
Change0 (0%)
Value$211 (-$2)
Filed 2013-10-24
Wells Fargo & Company
INCREASED
Shares16,213 from 15,877
Change+336 (+2%)
Value$210 (+$2)
Filed 2013-11-13
Wedbush Securities Inc
INCREASED
Shares15,080 from 11,209
Change+3,871 (+35%)
Value$195 (+$48)
Filed 2013-10-28
UBS AG
INCREASED
Shares14,476 from 11,729
Change+2,747 (+23%)
Value$187 (+$34)
Filed 2013-11-13
SII Investments Inc
UNCHANGED
Shares10,245 from 10,245
Change0 (0%)
Value$132 (-$2)
Filed 2013-11-14
Ameriprise Financial Inc
INCREASED
Shares5,898 from 2,045
Change+3,853 (+188%)
Value$76 (+$49)
Filed 2013-11-14
Bank of Montreal
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$35 ($0)
Filed 2014-01-08
Bartlett & Co. LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$32 (-$1)
Filed 2013-11-04
Citigroup Inc
INCREASED
Shares1,936 from 600
Change+1,336 (+223%)
Value$25 (+$17)
Filed 2013-11-14
Royal Bank of Canada
UNCHANGED
Shares1,675 from 1,675
Change0 (0%)
Value$22 ($0)
Filed 2013-11-14
Ladenburg Thalmann Financial Services Inc
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$11 ($0)
Filed 2013-11-14
Tower Research Capital LLC (TRC)
DECREASED
Shares69 from 500
Change-431 (-86%)
Value$1 (-$6)
Filed 2013-11-06
LPL Financial LLC
CLOSED
Shares0 from 11,741
Change-11,741 (-100%)
Value$0 (-$153)
Filed 2013-11-04
Bank of America Corp
CLOSED
Shares0 from 10,552
Change-10,552 (-100%)
Value$0 (-$138)
Filed 2014-02-27
Status
Advisors Asset Management, Inc.
DECREASED202,477230,875-28,398-12%$3.0K$2.6K-$3962013-11-15
Guggenheim Capital LLC
DECREASED189,954232,336-42,382-18%$3.0K$2.5K-$5762013-11-14
SIT Investment Associates Inc
NEW179,522—+179,522——$2.3K—2013-10-25
Saba Capital Management, L.P.A
NEW150,274—+150,274——$1.9K—2013-11-14
Vicus Capital
DECREASED145,918234,994-89,076-38%$3.1K$1.9K-$1.2K2013-10-09
Wolverine Asset Management LLC
INCREASED96,32494,602+1,722+2%$1.2K$1.2K+$112013-11-13
Shaker Financial Services, LLC
INCREASED69,57068,156+1,414+2%$891$901+$102013-11-01
ProVise Management Group, LLC
DECREASED46,17547,674-1,499-3%$623$598-$252013-11-12
Grantham, Mayo, Van Otterloo & Co. LLC
NEW30,220—+30,220——$391—2013-11-14
Doliver Advisors, LP
DECREASED28,55343,546-14,993-34%$569$370-$1992013-12-03
Rivernorth Capital Management, LLC
NEW20,233—+20,233——$262—2013-11-14
Morgan Stanley
INCREASED18,63617,436+1,200+7%$228$241+$132013-11-13
Oxbow Advisors, LLC
UNCHANGED16,28616,28600%$213$211-$22013-10-24
Wells Fargo & Company
INCREASED16,21315,877+336+2%$208$210+$22013-11-13
Wedbush Securities Inc
INCREASED15,08011,209+3,871+35%$147$195+$482013-10-28
UBS AG
INCREASED14,47611,729+2,747+23%$153$187+$342013-11-13
SII Investments Inc
UNCHANGED10,24510,24500%$134$132-$22013-11-14
Ameriprise Financial Inc
INCREASED5,8982,045+3,853+188%$27$76+$492013-11-14
Bank of Montreal
UNCHANGED2,7002,70000%$35$35$02014-01-08
Bartlett & Co. LLC
UNCHANGED2,5002,50000%$33$32-$12013-11-04
Citigroup Inc
INCREASED1,936600+1,336+223%$8$25+$172013-11-14
Royal Bank of Canada
UNCHANGED1,6751,67500%$22$22$02013-11-14
Ladenburg Thalmann Financial Services Inc
UNCHANGED82582500%$11$11$02013-11-14
Tower Research Capital LLC (TRC)
DECREASED69500-431-86%$7$1-$62013-11-06
LPL Financial LLC
CLOSED011,741-11,741-100%$153$0-$1532013-11-04
Bank of America Corp
CLOSED010,552-10,552-100%$138$0-$1382014-02-27
Showing 26 of 26 institutions