Stock Transactions — BLACKROCK CAPITAL ALLOCATION

Total Bought
5,857,120
40 transactions
Total Sold
2,687,553
36 transactions
Net
+3,169,567
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
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Change in Shares
▲▼
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
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Change in Weight (%)
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Type
Saba Capital Management, L.P.13,623,62216,333,600+2,709,9785.015.97+0.96buy
Invesco Ltd.75,3711,448,476+1,373,1050.000.01+0.00buy
Keebeck Wealth Management0366,449+366,4490.000.90+0.90buy
SIT INVESTMENT ASSOCIATES INC319,323675,085+355,7620.120.26+0.14buy
Pathstone Holdings, LLC2,152,2322,285,990+133,7580.170.18+0.00buy
ABSOLUTE INVESTMENT ADVISERS, LLC0104,769+104,7690.000.24+0.24buy
Thomas J. Herzfeld Advisors, Inc.1,70088,160+86,4600.010.52+0.51buy
PFG Investments, LLC079,479+79,4790.000.08+0.08buy
STIFEL FINANCIAL CORP488,792564,446+75,6540.010.01+0.00buy
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC28,065100,663+72,5980.100.36+0.26buy
Avior Wealth Management, LLC067,631+67,6310.000.05+0.05buy
BANK OF AMERICA CORP /DE/925,937990,981+65,0440.000.00+0.00buy
Cetera Investment Advisers062,546+62,5460.000.00+0.00buy
Corient Private Wealth LLC048,470+48,4700.000.00+0.00buy
JANE STREET GROUP, LLC18,29860,289+41,9910.000.00+0.00buy
ENVESTNET ASSET MANAGEMENT INC034,461+34,4610.000.00+0.00buy
Mariner, LLC022,456+22,4560.000.00+0.00buy
EAGLE ROCK INVESTMENT COMPANY, LLC017,902+17,9020.000.06+0.06buy
Alpine Global Management, LLC135,000151,000+16,0000.550.49-0.06buy
Advisors Asset Management, Inc.173,528189,291+15,7630.050.06+0.01buy
DRW Securities, LLC014,300+14,3000.000.01+0.01buy
ROYAL BANK OF CANADA98,985113,038+14,0530.000.00+0.00buy
Virtue Capital Management, LLC012,500+12,5000.000.04+0.04buy
FIRST TRUST ADVISORS LP79,31489,920+10,6060.000.00+0.00buy
JOURNEY STRATEGIC WEALTH LLC10,00020,250+10,2500.010.01+0.01buy
HUB Investment Partners, LLC010,000+10,0000.000.01+0.01buy
CAPTRUST FINANCIAL ADVISORS19,70026,700+7,0000.000.00+0.00buy
Quarry LP34,50040,989+6,4890.260.28+0.02buy
TRANSCEND CAPITAL ADVISORS, LLC55,37260,772+5,4000.070.08+0.01buy
OPPENHEIMER & CO INC24,59429,180+4,5860.010.01+0.00buy
Ironsides Asset Advisors, LLC25,52729,133+3,6060.170.17+0.00buy
CoreCap Advisors, LLC02,000+2,0000.000.00+0.00buy
COMMONWEALTH EQUITY SERVICES, LLC225,689227,639+1,9500.010.01+0.00buy
OSAIC HOLDINGS, INC.91,92092,901+9810.000.00+0.00buy
Fountainhead AM, LLC46,64947,570+9210.190.20+0.00buy
GABLES CAPITAL MANAGEMENT INC.0876+8760.000.01+0.01buy
Amplius Wealth Advisors, LLC35,82436,352+5280.060.07+0.00buy
Prospera Financial Services Inc21,57222,064+4920.010.01+0.00buy
ASSETMARK, INC0286+2860.000.00+0.00buy
Steward Partners Investment Advisory, LLC7,5637,583+200.000.00-0.00buy
COHEN & STEERS, INC.797,567797,56700.020.03+0.00hold
BROWN BROTHERS HARRIMAN & CO23,65023,65000.000.00+0.00hold
Cerity Partners LLC40,00040,00000.000.00-0.00hold
Marathon Trading Investment Management LLC30,00030,00000.090.20+0.11hold
Baird Financial Group, Inc.38,46738,46700.000.00+0.00hold
Patriot Financial Group Insurance Agency, LLC16,65016,65000.050.04-0.00hold
McIlrath & Eck, LLC28028000.000.00+0.00hold
Founders Capital Management90090000.010.01+0.00hold
Qube Research & Technologies Ltd84,17884,17800.000.00-0.00hold
Versant Capital Management, Inc5,0005,00000.020.02+0.00hold
CAROLINAS WEALTH CONSULTING LLC5,8855,88500.020.02+0.00hold
CHILDRESS CAPITAL ADVISORS, LLC13,10013,10000.060.06+0.00hold
Covestor Ltd2,6512,65100.030.03+0.00hold
INSIGNEO ADVISORY SERVICES, LLC16,80416,80400.040.04-0.00hold
ROGCO, LP74874800.000.01+0.00hold
Catalina Capital Group, LLC11,77211,77200.140.08-0.05hold
FIRST MANHATTAN CO. LLC.1,3871,38700.000.00+0.00hold
CONCOURSE FINANCIAL GROUP SECURITIES, INC.0000.000.000.00hold
NBC SECURITIES, INC.5,2894,888-4010.010.01-0.00sell
CWM, LLC4,1553,500-6550.000.00-0.00sell
COMERICA BANK8,7728,028-7440.000.00-0.00sell
CALTON & ASSOCIATES, INC.26,16725,310-8570.160.21+0.05sell
Camelot Portfolios, LLC24,50023,500-1,0000.220.38+0.17sell
Cambridge Investment Research Advisors, Inc.128,846127,800-1,0460.010.01-0.00sell
Hilltop Holdings Inc.12,66711,167-1,5000.020.02-0.00sell
Claro Advisors LLC17,73615,802-1,9340.060.05-0.01sell
Advisory Services Network, LLC14,23312,203-2,0300.010.00-0.00sell
Mathes Company, Inc.95,75093,500-2,2500.590.58-0.01sell
BFSG, LLC2,741490-2,2510.010.00-0.00sell
Janney Montgomery Scott LLC20,31118,011-2,3000.000.00-0.00sell
WELLS FARGO & COMPANY/MN495,095491,976-3,1190.000.00+0.00sell
PRIVATE MANAGEMENT GROUP INC150,655147,495-3,1600.090.09+0.01sell
AMERIPRISE FINANCIAL INC47,22343,785-3,4380.000.00-0.00sell
Consolidated Portfolio Review Corp89,62285,868-3,7540.310.38+0.07sell
Elequin Capital, LP5,2290-5,2290.020.00-0.02sell
Rockefeller Capital Management L.P.510,358499,946-10,4120.030.02-0.00sell
D.A. DAVIDSON & CO.11,1250-11,1250.000.00-0.00sell
Private Advisor Group, LLC11,8510-11,8510.000.00-0.00sell
SUSQUEHANNA INTERNATIONAL GROUP, LLP50,17236,431-13,7410.000.00-0.00sell
Karpus Management, Inc.26,60012,150-14,4500.010.01-0.01sell
UBS Group AG1,543,1671,524,241-18,9260.010.01-0.00sell
Integrated Wealth Concepts LLC20,5500-20,5500.010.00-0.01sell
Virtu Financial LLC21,0390-21,0390.020.00-0.02sell
Advisory Resource Group34,7340-34,7340.130.00-0.13sell
LPL Financial LLC92,27746,135-46,1420.000.00-0.00sell
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.124,57072,776-51,7940.170.11-0.06sell
Walleye Capital LLC62,0390-62,0390.010.00-0.01sell
CLOUGH CAPITAL PARTNERS L P64,4800-64,4800.110.00-0.11sell
1607 Capital Partners, LLC187,32883,928-103,4000.200.11-0.08sell
Advisor Resource Council104,5900-104,5900.180.00-0.18sell
WOLVERINE ASSET MANAGEMENT LLC119,9190-119,9190.030.00-0.03sell
RIVERNORTH CAPITAL MANAGEMENT, LLC4,930,6674,770,075-160,5923.533.84+0.31sell
D. E. Shaw & Co., Inc.403,031149,355-253,6760.010.00-0.01sell
MORGAN STANLEY7,566,5006,038,075-1,528,4250.010.01-0.00sell
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