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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
863+ 8.13% |
$17.5K - $18K
|
11.5K
$252K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$221K - $230K
|
10.7K
$235K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.65KNew |
$200K - $208K
|
9.65K
$212K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 100.0% |
$20.7K - $21.6K
|
2K
$44K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$12.4K - $12.9K
|
600
$13.2K
|
|
|
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
$1.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
59.4KNew |
$1.13M - $1.24M
|
59.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$474K - $523K
|
25K
$550K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
13.2KNew |
$251K - $277K
|
13.2K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
13KNew |
$247K - $273K
|
13K
$286K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
13KNew |
$246K - $272K
|
13K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.91KNew |
$93.1K - $103K
|
4.91K
$108K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 28.89% |
$72K - $79.5K
|
17K
$373K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2KNew |
$37.9K - $41.9K
|
2K
$44K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
66New |
$1.25K - $1.38K
|
66
$1.45K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
219KNew |
$4.22M - $4.63M
|
219K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
70KNew |
$1.35M - $1.48M
|
70K
$1.54M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45.3KNew |
$874K - $957K
|
45.3K
$996K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20KNew |
$386K - $423K
|
20K
$440K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.02% |
$38.6 - $42.3
|
13.2K
$289K
|
|
|
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
$5.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$61.9K - $65K
|
3K
$65.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.43KNew |
$29.6K - $31.1K
|
1.43K
$31.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$20.7K - $21.7K
|
1K
$22K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$20.7 - $21.7
|
1
$22
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.3KNew |
$259K - $275K
|
12.3K
$270K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.21K+ 298.51% |
$173K - $184K
|
11K
$241K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.02K+ 8.93% |
$127K - $135K
|
73.4K
$1.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.09K+ 20.63% |
$65.2K - $69.3K
|
18.1K
$398K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3K+ 75.0% |
$63.2K - $67.2K
|
7K
$154K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$35.8K - $38.1K
|
1.7K
$37.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
850New |
$17.9K - $19K
|
850
$18.7K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
16+ 0.15% |
$337 - $359
|
10.9K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$21.1 - $22.4
|
31.4K
$691K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.6KNew |
$235K - $251K
|
11.6K
$254K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$81.2K - $87K
|
4K
$87.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1KNew |
$20.3K - $21.7K
|
1K
$22K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
550New |
$11.2K - $12K
|
550
$12.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
$4.06K - $4.35K
|
200
$4.4K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
25.1K+ 152.3% |
$514K - $592K
|
41.5K
$912K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$273K - $314K
|
13.3K
$292K
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
BUY
|
- |
1.55K+ 1.24% |
$31.7K - $36.6K
|
126K
$2.78M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.06% |
$164 - $189
|
12.9K
$285K
|
|
| Q2 2022 | |||||||
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
140K+ 6208.89% |
$3.04M - $3.28M
|
142K
$3.12M
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.09KNew |
$198K - $214K
|
9.09K
$200K
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
6.89K+ 61.18% |
$150K - $162K
|
18.2K
$399K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$76.2K - $82.3K
|
3.5K
$76.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 8.06% |
$21.8K - $23.5K
|
13.4K
$295K
|
|