Latest Institutional Transactions on Black Rock Municipal 2030 Target Term Trust (BTT)
This table provides information on the latest institutional transactions involving Black Rock Municipal 2030 Target Term Trust (BTT) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$479 - $517
|
22
$451
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.6K- 25.0% |
$56.6K - $61.1K
|
7.8K
$160K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1KNew |
$21.8K - $23.5K
|
1K
$20.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$76.2K - $82.3K
|
3.5K
$71.7K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-2KClosed |
$43.5K - $47K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-9.1K- 41.27% |
$198K - $214K
|
13K
$265K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-11.5K- 20.07% |
$250K - $270K
|
45.7K
$936K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
621New |
$13.5K - $14.6K
|
621
$12.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.09KNew |
$198K - $214K
|
9.09K
$186K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-549Closed |
$11.9K - $12.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
6.89K+ 61.18% |
$150K - $162K
|
18.2K
$372K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1KClosed |
$21.8K - $23.5K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
140K+ 6208.89% |
$3.04M - $3.28M
|
142K
$2.91M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.87KClosed |
$181K - $205K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17KClosed |
$49.9K - $56.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.78KClosed |
$40.9K - $46.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33+ 0.16% |
$758 - $857
|
20.1K
$412K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4KClosed |
$91.9K - $104K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.99KClosed |
$184K - $208K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.05KClosed |
$185K - $209K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-10.3KClosed |
$238K - $269K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.6K- 50.0% |
$36.8K - $41.6K
|
1.6K
$32.8K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 33.33% |
$45.9K - $52K
|
8K
$164K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2K- 17.26% |
$45.9K - $52K
|
9.59K
$196K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.17KNew |
$26.8K - $30.3K
|
1.17K
$23.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1KNew |
$23K - $26K
|
1K
$20.5K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
500New |
$11.5K - $13K
|
500
$10.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-170KClosed |
$3.9M - $4.42M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
500New |
$11.5K - $13K
|
500
$10.2K
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
10KNew |
$230K - $260K
|
10K
$205K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.5KClosed |
$34.5K - $39K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.59KClosed |
$40.2K - $41.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-485Closed |
$12.2K - $12.6K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-910Closed |
$23K - $23.7K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.17KClosed |
$156K - $161K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-12.3KClosed |
$314K - $326K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-5KClosed |
$128K - $133K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.06KClosed |
$206K - $214K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.7KNew |
$810K - $841K
|
31.7K
$650K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-500Closed |
$12.8K - $13.3K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-1.51KClosed |
$38.6K - $40K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
SELL
|
- |
-408Closed |
$10.4K - $10.8K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.08KClosed |
$78.4K - $80.7K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$433 - $446
|
17
$348
|
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-42.6KClosed |
$1.08M - $1.12M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.01K- 13.7% |
$51.2K - $52.7K
|
12.7K
$259K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4KClosed |
$102K - $105K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-400Closed |
$10.2K - $10.5K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-3KClosed |
$76.4K - $78.6K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
24.4KNew |
$609K - $634K
|
24.4K
$500K
|
|