Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
623K+ 32.99% |
$11.8M - $13M
|
2.51M
$51.5M
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
586K+ 1341.95% |
$11.1M - $12.3M
|
630K
$12.9M
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
206KNew |
$3.9M - $4.3M
|
206K
$4.21M
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
202K+ 280.31% |
$3.83M - $4.22M
|
274K
$5.61M
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
186KNew |
$3.53M - $3.9M
|
186K
$3.82M
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
148K+ 366.91% |
$2.81M - $3.11M
|
189K
$3.87M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
116K+ 8.12% |
$2.19M - $2.42M
|
1.54M
$31.5M
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
75.9KNew |
$1.44M - $1.59M
|
75.9K
$1.55M
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
75.7K+ 45.3% |
$1.43M - $1.58M
|
243K
$4.97M
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
70.9KNew |
$1.34M - $1.48M
|
70.9K
$1.45M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
68.3KNew |
$1.29M - $1.43M
|
68.3K
$1.4M
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
67.8K+ 141.01% |
$1.29M - $1.42M
|
116K
$2.38M
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
63.7K+ 13.98% |
$1.21M - $1.33M
|
520K
$10.6M
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
59.5KNew |
$1.13M - $1.25M
|
59.5K
$1.22M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
59.4KNew |
$1.13M - $1.24M
|
59.4K
$1.22M
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
58KNew |
$1.1M - $1.21M
|
58K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
53.7K+ 160.82% |
$1.02M - $1.12M
|
87.1K
$1.78M
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
49.7K+ 4.69% |
$942K - $1.04M
|
1.11M
$22.7M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
35.8KNew |
$679K - $749K
|
35.8K
$734K
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
35.5K+ 17.96% |
$673K - $742K
|
233K
$4.77M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
32.3K+ 16.48% |
$612K - $675K
|
228K
$4.67M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.4KNew |
$595K - $657K
|
31.4K
$643K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$474K - $523K
|
25K
$512K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.7K+ 18.77% |
$468K - $517K
|
156K
$3.2M
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20.6K+ 176.31% |
$391K - $432K
|
32.3K
$662K
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.3K+ 77.32% |
$385K - $425K
|
46.6K
$955K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17KNew |
$322K - $356K
|
17K
$348K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.5K+ 18.97% |
$313K - $345K
|
103K
$2.12M
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
13.2KNew |
$251K - $277K
|
13.2K
$271K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
13KNew |
$247K - $273K
|
13K
$267K
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
13KNew |
$246K - $272K
|
13K
$266K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$244K - $270K
|
12.9K
$264K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5KNew |
$238K - $262K
|
12.5K
$257K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
12.5K+ 29.76% |
$237K - $262K
|
54.5K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.9K+ 41.62% |
$225K - $248K
|
40.4K
$827K
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
11.5KNew |
$219K - $242K
|
11.5K
$237K
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11.4KNew |
$217K - $239K
|
11.4K
$234K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.61K+ 10.33% |
$182K - $201K
|
103K
$2.1M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.55K+ 1.89% |
$181K - $200K
|
514K
$10.5M
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
6.62K+ 50.34% |
$126K - $139K
|
19.8K
$405K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.91KNew |
$93.1K - $103K
|
4.91K
$101K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 28.89% |
$72K - $79.5K
|
17K
$347K
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
3.29K+ 16.91% |
$62.4K - $68.9K
|
22.8K
$466K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.6K+ 4.56% |
$49.4K - $54.5K
|
59.7K
$1.22M
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$47.5K - $52.5K
|
2.51K
$51.3K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2KNew |
$37.9K - $41.9K
|
2K
$41K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.04K+ 0.64% |
$19.6K - $21.7K
|
163K
$3.34M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.01K+ 7.46% |
$19.2K - $21.2K
|
14.6K
$298K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1KNew |
$19K - $20.9K
|
1K
$20.5K
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1K+ 4.42% |
$19K - $20.9K
|
23.6K
$484K
|