# ALLIANZGI CON INCM 2024 TARG (CBHXXXX)

> Institutional ownership reported to the SEC as of Q4 2020, from Form 13F filings. Source: https://holderbook.com/stocks/CBHXXXX/

- Reporting holders: 28
- Reported value: $42.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/1238990-punch-associates-investment-management-inc/) | $9.1M | 908,023 | 0.6% | 9 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $8.7M | 866,888 | 0.0% | 13 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $7.4M | 740,046 | 0.0% | 9 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $3.0M | 302,807 | 0.0% | 9 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.4M | 240,423 | 0.0% | 9 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $2.1M | 211,691 | 0.0% | 9 |
| [Chicago Partners Investment Group LLC](https://holderbook.com/funds/1563525-chicago-partners-investment-group-llc/) | $1.9M | 187,560 | 0.2% | 6 |
| [STIFEL FINANCIAL CORP](https://holderbook.com/funds/720672-stifel-financial-corp/) | $1.2M | 117,939 | 0.0% | 9 |
| [Shaker Financial Services, LLC](https://holderbook.com/funds/1511794-shaker-financial-services-llc/) | $1.0M | 102,651 | 0.4% | 2 |
| [FIRST TRUST ADVISORS LP](https://holderbook.com/funds/1125816-first-trust-advisors-lp/) | $972.0K | 97,311 | 0.0% | 9 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $857.0K | 85,762 | 0.0% | 8 |
| [E&G Advisors, LP](https://holderbook.com/funds/1598550-e-g-advisors-lp/) | $657.0K | 65,800 | 0.2% | 7 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $565.0K | 56,529 | 0.0% | 8 |
| [RAYMOND JAMES & ASSOCIATES](https://holderbook.com/funds/1084208-raymond-james-associates/) | $544.0K | 54,479 | 0.0% | 9 |
| [WEDBUSH SECURITIES INC](https://holderbook.com/funds/1142495-wedbush-securities-inc/) | $326.0K | 32,635 | 0.0% | 9 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $248.0K | 24,807 | 0.0% | 2 |
| [Royal Fund Management, LLC](https://holderbook.com/funds/1810099-royal-fund-management-llc/) | $242.0K | 24,249 | 0.1% | 8 |
| [Cypress Wealth Services, LLC](https://holderbook.com/funds/1721527-cypress-wealth-services-llc/) | $200.0K | 20,000 | 0.0% | 8 |
| [LANDSCAPE CAPITAL MANAGEMENT, L.L.C.](https://holderbook.com/funds/1536186-landscape-capital-management-l-l-c/) | $182.0K | 18,190 | 0.0% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $118.0K | 11,900 | 0.0% | 7 |
| [Arlington Capital Management, Inc.](https://holderbook.com/funds/1606507-arlington-capital-management-inc/) | $100.0K | 10,038 | 0.1% | 1 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $82.0K | 8,200 | 0.0% | 4 |
| [WOLVERINE ASSET MANAGEMENT LLC](https://holderbook.com/funds/1279891-wolverine-asset-management-llc/) | $73.0K | 7,360 | 0.0% | 2 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $55.0K | 5,513 | 0.0% | 1 |
| [Arkadios Wealth Advisors](https://holderbook.com/funds/1800798-arkadios-wealth-advisors/) | $48.0K | 4,892 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2020 | 28 | $42.1M |
| Q3 2020 | 27 | $39.1M |
| Q2 2020 | 23 | $40.0M |
| Q1 2020 | 28 | $34.4M |
| Q4 2019 | 31 | $43.0M |
| Q3 2019 | 27 | $43.1M |
| Q2 2019 | 28 | $46.0M |
| Q1 2019 | 25 | $46.8M |
| Q4 2018 | 23 | $45.8M |