Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-35- 2.6% |
$675 - $740
|
1.31K
$28.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-56- 0.33% |
$1.08K - $1.18K
|
16.7K
$368K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-544- 2.95% |
$10.5K - $11.5K
|
17.9K
$394K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-1K- 4.84% |
$19.3K - $21.1K
|
19.7K
$432K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.19K- 2.67% |
$22.9K - $25.1K
|
43.3K
$951K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.25K- 2.07% |
$24K - $26.3K
|
59K
$1.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.28K- 3.02% |
$24.7K - $27K
|
41.1K
$904K
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.3K- 1.04% |
$25K - $27.4K
|
123K
$2.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.47K- 1.83% |
$28.3K - $31K
|
78.9K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-1.5K- 32.16% |
$28.8K - $31.6K
|
3.15K
$69.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-1.67K- 9.58% |
$32.3K - $35.4K
|
15.8K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.8K- 23.33% |
$34.7K - $38K
|
5.91K
$130K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2K- 11.17% |
$38.6K - $42.3K
|
15.9K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.31K- 2.42% |
$44.5K - $48.7K
|
93.1K
$2.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.4K- 10.98% |
$46.3K - $50.7K
|
19.5K
$428K
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.4K- 7.55% |
$46.3K - $50.7K
|
29.4K
$646K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.24K- 3.11% |
$62.4K - $68.4K
|
101K
$2.21M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.25K- 18.69% |
$62.6K - $68.6K
|
14.1K
$310K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.27K- 18.76% |
$63K - $69K
|
14.1K
$311K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.72K- 19.92% |
$71.7K - $78.5K
|
14.9K
$328K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-5.81K- 14.16% |
$112K - $123K
|
35.2K
$774K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.21K- 8.99% |
$120K - $131K
|
62.9K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-6.37K- 10.24% |
$123K - $135K
|
55.9K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.97K- 10.44% |
$134K - $147K
|
59.7K
$1.31M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-8.35K- 3.99% |
$161K - $177K
|
201K
$4.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.67K- 32.3% |
$167K - $183K
|
18.2K
$399K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.75K- 15.27% |
$188K - $206K
|
54.1K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.6K- 17.15% |
$205K - $224K
|
51.3K
$1.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.4K- 48.55% |
$220K - $241K
|
12.1K
$265K
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14.1K- 8.58% |
$271K - $297K
|
150K
$3.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.2K- 10.54% |
$370K - $406K
|
163K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-21.9K- 42.21% |
$423K - $463K
|
30K
$659K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-28.2K- 34.07% |
$545K - $597K
|
54.7K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-29.5K- 5.26% |
$570K - $624K
|
532K
$11.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-49.4K- 5.41% |
$953K - $1.04M
|
863K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-67.2K- 14.96% |
$1.3M - $1.42M
|
382K
$8.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-251K- 12.41% |
$4.85M - $5.31M
|
1.77M
$39M
|