Center for Financial Planning, Inc.
Position in OWL — Blue Owl Capital Inc.
CIK 1803557
SOUTHFIED, MI
Position in OWL
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$40,172
+$37,184 QoQ
Shares Held
4,400
+2100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in OWL Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Center for Financial Planning, Inc. holds $3,297,918 across 16 Asset Management names. OWL ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
19,124 | $2,768,963 | |
| 2 | STT |
State Street Corp
|
800 | $101,248 | |
| 3 | BX |
Blackstone Inc.
|
640 | $73,593 | |
| 4 | AMP |
Ameriprise Financial Inc
|
137 | $60,882 | |
| 5 | APO |
Apollo Global Management, Inc.
|
372 | $41,448 | |
| 6 | OWL |
Blue Owl Capital Inc.
This page
|
4,400 | $40,172 | |
| 7 | ETX |
Eaton Vance Municipal Income 2028 Term Trust
|
1,920 | $35,251 | |
| 8 | EOT |
Eaton Vance National Municipal Opportunities Trust
|
2,000 | $34,240 |
All Filings in OWL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,172 | 4,400 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,988 | 200 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,386 | 200 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,842 | 200 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,008 | 200 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,652 | 200 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,872 | 200 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,550 | 200 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,772 | 200 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,980 | 200 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,592 | 200 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,330 | 200 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,216 | 200 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,120 | 200 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,846 | 200 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,006 | 200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,536 | 200 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,430 | 163 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||