Latest Institutional Transactions on Blackrock Investment Quality Municipal Trust, Inc. (BKN)
This table provides information on the latest institutional transactions involving Blackrock Investment Quality Municipal Trust, Inc. (BKN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
40KNew |
$434K - $520K
|
40K
$438K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30+ 0.25% |
$326 - $390
|
12K
$131K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.6K- 60.51% |
$213K - $255K
|
12.8K
$140K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.83K+ 87.63% |
$85.1K - $102K
|
16.8K
$184K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
3.4KNew |
$36.9K - $44.2K
|
3.4K
$37.2K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.3KNew |
$112K - $134K
|
10.3K
$113K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-729- 6.39% |
$7.92K - $9.48K
|
10.7K
$117K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.28KNew |
$53.5K - $69.2K
|
4.28K
$46.8K
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
605+ 5.99% |
$7.57K - $9.79K
|
10.7K
$117K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.07KNew |
$63.5K - $82.1K
|
5.07K
$55.4K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
565+ 20.66% |
$7.07K - $9.15K
|
3.3K
$36.1K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13.7KNew |
$178K - $226K
|
13.7K
$150K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.05KNew |
$13.7K - $17.4K
|
1.05K
$11.5K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
21.2KNew |
$277K - $350K
|
21.2K
$232K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-12.8KClosed |
$167K - $212K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
SELL
|
- |
-295Closed |
$3.85K - $4.88K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-1K- 33.33% |
$13.1K - $16.5K
|
2K
$21.9K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-10.3KClosed |
$135K - $170K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Geneva Partners, LLC
|
SELL
|
- |
-3.08K- 15.96% |
$40.1K - $50.8K
|
16.2K
$177K
|
|
Jul 11, 2022
Q2 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-17.6KClosed |
$230K - $291K
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-23.1KClosed |
$328K - $421K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.7KNew |
$24.1K - $30.9K
|
1.7K
$18.6K
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-53.7KClosed |
$761K - $977K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Orser Capital Management, LLC
|
SELL
|
- |
-54.2KClosed |
$768K - $986K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.4KClosed |
$243K - $265K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
SELL
|
- |
-21.6KClosed |
$364K - $397K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.9KNew |
$205K - $223K
|
11.9K
$130K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.4KClosed |
$231K - $252K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-300Closed |
$5.18K - $5.63K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.08KClosed |
$18.6K - $20.2K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-58.2KClosed |
$1.02M - $1.16M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3KClosed |
$52.5K - $59.7K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.7KClosed |
$135K - $153K
|
0
$0
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.64KNew |
$28.7K - $32.6K
|
1.64K
$17.9K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.1KClosed |
$186K - $202K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$189K - $205K
|
12.1K
$133K
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.29KClosed |
$35.7K - $38.7K
|
0
$0
|
|
Q2 2020 | |||||||
Sep 15, 2021
Q2 2020
|
Cwm, LLC
|
SELL
|
- |
-4.5K- 99.71% |
$62.9K - $71.1K
|
13
$142
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.67KClosed |
$23.3K - $26.4K
|
0
$0
|
|
Q1 2020 | |||||||
Dec 12, 2024
Q1 2020
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-12.5KClosed |
$146K - $202K
|
0
$0
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
607New |
$7.09K - $9.8K
|
607
$6.64K
|
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32KClosed |
$15.4K - $21.3K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-24.8KClosed |
$290K - $401K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.98KClosed |
$23.1K - $32K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.5KNew |
$37.6K - $39.5K
|
2.5K
$27.4K
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-1.37KClosed |
$20.6K - $21.7K
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-49.7KClosed |
$746K - $785K
|
0
$0
|
|
Feb 06, 2020
Q4 2019
|
Sandy Spring Bank
|
SELL
|
- |
-500- 6.41% |
$7.51K - $7.91K
|
7.3K
$79.9K
|
|
Jan 10, 2020
Q4 2019
|
Larson Financial Group LLC
|
SELL
|
- |
-3.83KClosed |
$57.5K - $60.5K
|
0
$0
|
|
Q3 2019 | |||||||
Oct 18, 2019
Q3 2019
|
Park Avenue Securities LLC
|
SELL
|
- |
-21.3KClosed |
$319K - $338K
|
0
$0
|