Cypress Wealth Services, LLC - BLACKROCK 2022 GBL INCM OPP ownership

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of BLACKROCK 2022 GBL INCM OPP
ValueSharesWeighting
Q3 2021$197,000
-16.9%
37,804
+47.8%
0.06%
-9.2%
Q2 2021$237,000
+2.2%
25,581
+1.0%
0.06%
+32.7%
Q1 2021$232,000
+2.2%
25,333
+1.0%
0.05%
-3.9%
Q4 2020$227,000
+5.1%
25,084
+0.3%
0.05%
-7.3%
Q3 2020$216,000
+14.9%
25,000
+11.1%
0.06%
+22.2%
Q2 2020$188,000
+23.7%
22,500
+12.5%
0.04%0.0%
Q1 2020$152,000
-31.5%
20,000
-11.1%
0.04%
-19.6%
Q4 2019$222,000
+2.8%
22,5000.0%0.06%
-5.1%
Q3 2019$216,000
+1.4%
22,5000.0%0.06%
-3.3%
Q2 2019$213,000
+4.4%
22,5000.0%0.06%
-6.2%
Q1 2019$204,00022,5000.06%
Other shareholders
BLACKROCK 2022 GBL INCM OPP shareholders Q3 2023
NameSharesValueWeighting ↓
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 497,553$4,304,0000.37%
Arete Wealth Advisors, LLC 227,919$1,997,0000.30%
Family Management Corp 57,809$500,0000.22%
Winslow, Evans & Crocker, Inc. 37,940$328,0000.08%
Royal Fund Management, LLC 26,243$227,0000.06%
Benchmark Financial Wealth Advisors, LLC 10,000$87,0000.06%
Cypress Wealth Services, LLC 25,000$216,0000.06%
Lindbrook Capital, LLC 20,000$173,0000.05%
TRANSCEND CAPITAL ADVISORS, LLC 29,903$259,0000.05%
Gladstone Institutional Advisory LLC 16,500$1430.03%
View complete list of BLACKROCK 2022 GBL INCM OPP shareholders