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 |
|---|---|---|---|---|---|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
24,400
shares
|
$499,955
0.19% of portfolio
|
Q1 2021
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
23,679
shares
|
$485,182
0.13% of portfolio
|
Q3 2024
Added 123.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
23,515
shares
|
$481,822
0.0% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
23,475
shares
|
$481,002
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,002
shares
|
$471,310
0.01% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
22,677
shares
|
$464,651
0.01% of portfolio
|
Q3 2024
Added 14.22%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
22,323
shares
|
$457,398
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
21,707
shares
|
$444,776
0.32% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
21,499
shares
|
$440,514
0.07% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
21,225
shares
|
$434,900
0.0% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,350
shares
|
$416,971
0.07% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,679
shares
|
$382,732
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
17,699
shares
|
$362,652
0.15% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
17,626
shares
|
$361,156
0.0% of portfolio
|
Q1 2024
Reduced 62.18%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
17,614
shares
|
$360,910
0.02% of portfolio
|
Q3 2024
Added 37.93%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
17,407
shares
|
$356,669
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
17,121
shares
|
$350,809
0.0% of portfolio
|
Q3 2024
Added 380.39%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
16,825
shares
|
$344,744
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Tamar Securities, LLC
|
Oct 16, 2024 Q3 2024 |
16,820
shares
|
$344,641
0.05% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,744
shares
|
$343,084
0.0% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
16,075
shares
|
$329,376
0.07% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,879
shares
|
$325,360
0.0% of portfolio
|
Q2 2024
Added 5.42%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
13,435
shares
|
$275,283
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
13,241
shares
|
$271,308
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
13,000
shares
|
$266,370
0.06% of portfolio
|
Q4 2023
New holding
|