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 142 institutions that hold shares in the stock, with a total of 25.6 Million shares, which have been reported (via 13F filing form) to have a value of $563 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
24,805
shares
|
$545,213
0.0% of portfolio
|
Q1 2025
Reduced 27.48%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24,400
shares
|
$536,312
0.21% of portfolio
|
Q1 2021
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
24,095
shares
|
$529,608
0.42% of portfolio
|
Q1 2025
Added 58.57%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
23,515
shares
|
$516,859
0.0% of portfolio
|
Q2 2023
Reduced 1.28%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
23,475
shares
|
$515,980
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,002
shares
|
$505,583
0.01% of portfolio
|
Q3 2024
Added 18.27%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,866
shares
|
$502,594
0.01% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
22,854
shares
|
$502,330
0.05% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
21,707
shares
|
$477,119
0.31% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
20,656
shares
|
$454,018
0.0% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
19,500
shares
|
$428,610
0.0% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
Integrated Capital Management, Inc.
|
Apr 09, 2025 Q1 2025 |
19,186
shares
|
$421,708
0.34% of portfolio
|
Q1 2025
Added 25.7%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
18,897
shares
|
$415,356
0.01% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Covenant Asset Management, LLC
|
May 05, 2025 Q1 2025 |
18,490
shares
|
$406,410
0.09% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
16,835
shares
|
$370,033
0.05% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
16,825
shares
|
$369,813
0.03% of portfolio
|
Q3 2024
Added 6108.49%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
16,825
shares
|
$369,813
0.04% of portfolio
|
Q4 2017
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
14,997
shares
|
$329,634
0.0% of portfolio
|
Q1 2025
Added 28.42%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
14,932
shares
|
$328,205
0.1% of portfolio
|
Q1 2025
Added 213.5%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
14,689
shares
|
$322,864
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ackerman Capital Advisors, LLC
|
May 09, 2025 Q1 2025 |
14,590
shares
|
$320,688
0.08% of portfolio
|
Q1 2025
Reduced 39.82%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
14,028
shares
|
$308,335
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
13,700
shares
|
$301,126
0.06% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
13,650
shares
|
$300,027
0.06% of portfolio
|
Q1 2025
Reduced 13.88%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,539
shares
|
$297,587
0.01% of portfolio
|
Q4 2024
New holding
|