Institutional Ownership Black Rock Municipal 2030 Target Term Trust (BTT)
This table provides information about the institutional ownership of Black Rock Municipal 2030 Target Term Trust (BTT). We have compiled data on the 135 institutions that hold shares in the stock, with a total of 22.2 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
57,892
shares
|
$1.19 Million
0.29% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
57,064
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
54,500
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2023
Added 29.76%
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
49,697
shares
|
$1.02 Million
0.53% of portfolio
|
Q2 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
45,601
shares
|
$934,364
0.02% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
45,304
shares
|
$928,278
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
44,220
shares
|
$906,067
0.76% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
43,409
shares
|
$889,450
0.02% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
42,580
shares
|
$872,464
0.0% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
42,064
shares
|
$861,891
0.0% of portfolio
|
Q3 2024
Reduced 47.77%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
41,498
shares
|
$850,294
0.01% of portfolio
|
Q3 2022
Added 152.3%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
41,443
shares
|
$849,167
0.01% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
41,165
shares
|
$843,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,793
shares
|
$835,848
0.0% of portfolio
|
Q3 2024
Added 27.27%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
40,304
shares
|
$825,828
0.25% of portfolio
|
Q4 2022
Reduced 10.44%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
38,968
shares
|
$798,454
0.01% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
37,748
shares
|
$773,456
0.71% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
34,792
shares
|
$712,888
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
29,433
shares
|
$603,082
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
29,072
shares
|
$595,685
0.0% of portfolio
|
Q3 2024
Reduced 28.44%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
28,472
shares
|
$583,391
0.0% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
26,917
shares
|
$551,529
0.06% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
25,974
shares
|
$532,207
0.45% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,820
shares
|
$529,051
0.0% of portfolio
|
Q2 2024
Reduced 9.94%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
24,516
shares
|
$502,332
0.05% of portfolio
|
Q3 2024
Added 8.9%
|