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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$20.7 - $21.7
|
1
$20.5
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.3KNew |
$259K - $275K
|
12.3K
$252K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.21K+ 298.51% |
$173K - $184K
|
11K
$225K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.02K+ 8.93% |
$127K - $135K
|
73.4K
$1.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.09K+ 20.63% |
$65.2K - $69.3K
|
18.1K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3K+ 75.0% |
$63.2K - $67.2K
|
7K
$143K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$35.8K - $38.1K
|
1.7K
$34.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
850New |
$17.9K - $19K
|
850
$17.4K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
16+ 0.15% |
$337 - $359
|
10.9K
$223K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$21.1 - $22.4
|
31.4K
$644K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
21.6K+ 90.0% |
$438K - $470K
|
45.6K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.6KNew |
$235K - $251K
|
11.6K
$237K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$81.2K - $87K
|
4K
$82K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1KNew |
$20.3K - $21.7K
|
1K
$20.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
550New |
$11.2K - $12K
|
550
$11.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
$4.06K - $4.35K
|
200
$4.1K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
25.1K+ 152.3% |
$514K - $592K
|
41.5K
$850K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$273K - $314K
|
13.3K
$272K
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
BUY
|
- |
1.55K+ 1.24% |
$31.7K - $36.6K
|
126K
$2.59M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.06% |
$164 - $189
|
12.9K
$265K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
140K+ 6208.89% |
$3.04M - $3.28M
|
142K
$2.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.09KNew |
$198K - $214K
|
9.09K
$186K
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
6.89K+ 61.18% |
$150K - $162K
|
18.2K
$372K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$76.2K - $82.3K
|
3.5K
$71.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 8.06% |
$21.8K - $23.5K
|
13.4K
$275K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1KNew |
$21.8K - $23.5K
|
1K
$20.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
621New |
$13.5K - $14.6K
|
621
$12.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
155New |
$3.37K - $3.64K
|
155
$3.18K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$479 - $517
|
22
$451
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
10KNew |
$230K - $260K
|
10K
$205K
|
|
|
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
|
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 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
500New |
$11.5K - $13K
|
500
$10.2K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33+ 0.16% |
$758 - $857
|
20.1K
$412K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
31.7KNew |
$810K - $841K
|
31.7K
$650K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
17New |
$433 - $446
|
17
$348
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
24.4KNew |
$609K - $634K
|
24.4K
$500K
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11KNew |
$275K - $286K
|
11K
$225K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.2KNew |
$54.5K - $56.5K
|
2.2K
$45.1K
|
|
| Q3 2020 | |||||||
|
Oct 19, 2020
Q3 2020
|
Dividend Assets Capital, LLC
|
BUY
|
- |
4K+ 15.04% |
$94.8K - $100K
|
30.6K
$627K
|
|
| Q2 2020 | |||||||
|
Aug 04, 2020
Q2 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
750New |
$16.5K - $18K
|
750
$15.4K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.2KNew |
$63K - $80K
|
3.2K
$65.6K
|
|
| Q1 2019 | |||||||
|
Jun 14, 2019
Q1 2019
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5+ 0.04% |
$104 - $112
|
13K
$267K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
70.4KNew |
$1.4M - $1.46M
|
70.4K
$1.44M
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$232K - $241K
|
11.6K
$238K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Icon Wealth Partners, LLC
|
BUY
|
- |
16.8KNew |
$372K - $383K
|
16.8K
$345K
|
|