Purchases and Sales Made in Q2 2023 in 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) during Q2 2023. The information is specifically focused on institutions that hold shares of BlackRock Municipal 2030 Target Term Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
373K+ 25.22% |
$7.7M - $8.08M
|
1.85M
$37.9M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
235K+ 13.12% |
$4.85M - $5.09M
|
2.02M
$41.5M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
200K+ 154.31% |
$4.13M - $4.33M
|
329K
$6.75M
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
121K+ 8.57% |
$2.5M - $2.62M
|
1.53M
$31.4M
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
48.1KNew |
$993K - $1.04M
|
48.1K
$986K
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
46.9K+ 49.55% |
$968K - $1.02M
|
142K
$2.9M
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
41.3KNew |
$854K - $896K
|
41.3K
$847K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
41.1K+ 21.47% |
$848K - $890K
|
232K
$4.76M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
26.3KNew |
$543K - $570K
|
26.3K
$539K
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
24.2K+ 17.31% |
$499K - $523K
|
164K
$3.35M
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.3K+ 42.73% |
$461K - $484K
|
74.6K
$1.53M
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
21.9K+ 8.34% |
$453K - $475K
|
285K
$5.84M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
21K+ 19.75% |
$434K - $455K
|
127K
$2.61M
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.6K+ 42.59% |
$384K - $403K
|
62.2K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
17.3KNew |
$356K - $374K
|
17.3K
$354K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
16.8KNew |
$347K - $364K
|
16.8K
$344K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
16.7KNew |
$345K - $362K
|
16.7K
$342K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.5KNew |
$279K - $293K
|
13.5K
$277K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.8K+ 6.96% |
$244K - $257K
|
182K
$3.73M
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.3K+ 69.88% |
$234K - $246K
|
27.6K
$565K
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
BUY
|
- |
9.4K+ 2.55% |
$194K - $204K
|
378K
$7.74M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.01K+ 60.91% |
$145K - $152K
|
18.5K
$379K
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.85K+ 44.79% |
$141K - $148K
|
22.1K
$453K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.54K+ 11.8% |
$135K - $142K
|
61.9K
$1.27M
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$61.9K - $65K
|
3K
$61.5K
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
2.06KNew |
$42.5K - $44.6K
|
2.06K
$42.1K
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.43KNew |
$29.6K - $31.1K
|
1.43K
$29.4K
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.43K+ 2.43% |
$29.6K - $31K
|
60.3K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.39K+ 1.08% |
$28.6K - $30K
|
130K
$2.66M
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$20.7K - $21.7K
|
1K
$20.5K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
918+ 4.95% |
$19K - $19.9K
|
19.4K
$398K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
561New |
$11.6K - $12.2K
|
561
$11.5K
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
500+ 5.41% |
$10.3K - $10.8K
|
9.73K
$199K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
500New |
$10.3K - $10.8K
|
500
$10.2K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
300+ 2.83% |
$6.2K - $6.5K
|
10.9K
$223K
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
250+ 1.22% |
$5.16K - $5.42K
|
20.7K
$424K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
196+ 0.46% |
$4.05K - $4.25K
|
42.4K
$869K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
60+ 0.07% |
$1.24K - $1.3K
|
80.3K
$1.65M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 0.73% |
$702 - $737
|
4.71K
$96.5K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
34+ 0.73% |
$702 - $737
|
4.71K
$96.5K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29+ 0.16% |
$599 - $628
|
18.5K
$378K
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22+ 0.11% |
$454 - $477
|
19.9K
$408K
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
BUY
|
- |
9+ 0.05% |
$186 - $195
|
16.5K
$338K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.0% |
$61.9 - $65
|
95.4K
$1.95M
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.02% |
$41.3 - $43.3
|
13.2K
$270K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2+ 0.0% |
$41.3 - $43.3
|
48.6K
$996K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$20.7 - $21.7
|
1
$20.5
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-22- 0.47% |
$454 - $477
|
4.65K
$95.2K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-33- 0.18% |
$681 - $715
|
18.7K
$382K
|