Latest Institutional Purchases of Black Rock Municipal 2030 Target Term Trust (BTT)
This list provides information on the latest institutional transactions involving Black Rock Municipal 2030 Target Term Trust (BTT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23+ 0.2% |
$476 - $499
|
11.5K
$235K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.67% |
$352 - $369
|
2.56K
$52.4K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
8+ 0.07% |
$166 - $174
|
11.6K
$237K
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
8+ 0.05% |
$166 - $174
|
16.8K
$345K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
382KNew |
$7.75M - $7.99M
|
382K
$7.83M
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
180KNew |
$3.65M - $3.76M
|
180K
$3.68M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
92.7KNew |
$1.88M - $1.94M
|
92.7K
$1.9M
|
|
Jul 30, 2024
Q2 2024
|
Matisse Capital
|
BUY
|
- |
49.7KNew |
$1.01M - $1.04M
|
49.7K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.8K+ 5.16% |
$239K - $246K
|
240K
$4.91M
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
7.44KNew |
$151K - $155K
|
7.44K
$152K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4KNew |
$81.1K - $83.6K
|
4K
$82K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2KNew |
$40.6K - $41.8K
|
2K
$41K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2KNew |
$40.6K - $41.8K
|
2K
$41K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.3KNew |
$26.4K - $27.2K
|
1.3K
$26.6K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 10.6% |
$26.2K - $27K
|
13.5K
$276K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1KNew |
$20.3K - $20.9K
|
1K
$20.5K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
863+ 8.13% |
$17.5K - $18K
|
11.5K
$235K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
817+ 5.42% |
$16.6K - $17.1K
|
15.9K
$325K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
23+ 0.05% |
$466 - $480
|
45.6K
$934K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3+ 50.0% |
$60.8 - $62.7
|
9
$184
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15.6KNew |
$323K - $337K
|
15.6K
$320K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$221K - $230K
|
10.7K
$219K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.65KNew |
$200K - $208K
|
9.65K
$198K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 100.0% |
$20.7K - $21.6K
|
2K
$41K
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$12.4K - $12.9K
|
600
$12.3K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
75.9KNew |
$1.44M - $1.59M
|
75.9K
$1.55M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
59.4KNew |
$1.13M - $1.24M
|
59.4K
$1.22M
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$474K - $523K
|
25K
$512K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
13.2KNew |
$251K - $277K
|
13.2K
$271K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
13KNew |
$247K - $273K
|
13K
$267K
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
13KNew |
$246K - $272K
|
13K
$266K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$244K - $270K
|
12.9K
$264K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
12.5K+ 29.76% |
$237K - $262K
|
54.5K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.91KNew |
$93.1K - $103K
|
4.91K
$101K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 28.89% |
$72K - $79.5K
|
17K
$347K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2KNew |
$37.9K - $41.9K
|
2K
$41K
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
148+ 0.98% |
$2.81K - $3.1K
|
15.2K
$311K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
66New |
$1.25K - $1.38K
|
66
$1.35K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
219KNew |
$4.22M - $4.63M
|
219K
$4.49M
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
70KNew |
$1.35M - $1.48M
|
70K
$1.43M
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45.3KNew |
$874K - $957K
|
45.3K
$928K
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20KNew |
$386K - $423K
|
20K
$410K
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.02% |
$38.6 - $42.3
|
13.2K
$270K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
41.1K+ 21.47% |
$848K - $890K
|
232K
$4.76M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$61.9K - $65K
|
3K
$61.5K
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.43KNew |
$29.6K - $31.1K
|
1.43K
$29.4K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$20.7K - $21.7K
|
1K
$20.5K
|