BlackRock Income OPP Trust I

Q2 2014 vs Q3 2014

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Karpus Management, Inc.

INCREASED

Shares1,672,110 from 1,584,869

Change+87,241 (+6%)

Value$17.3K (+$111)

Filed 2014-11-17

1607 Capital Partners, LLC

INCREASED

Shares1,656,996 from 1,415,148

Change+241,848 (+17%)

Value$17.2K (+$1.8K)

Filed 2014-11-14

Wells Fargo & Company

INCREASED

Shares1,586,205 from 1,329,109

Change+257,096 (+19%)

Value$16.4K (+$2.0K)

Filed 2014-11-06

SIT Investment Associates Inc

INCREASED

Shares870,320 from 649,810

Change+220,510 (+34%)

Value$9.0K (+$2.0K)

Filed 2014-10-27

Morgan Stanley

INCREASED

Shares636,834 from 605,440

Change+31,394 (+5%)

Value$6.6K (+$22)

Filed 2014-12-16

Saba Capital Management, L.P.A

DECREASED

Shares598,887 from 657,260

Change-58,373 (-9%)

Value$6.2K (-$934)

Filed 2014-11-14

New Vernon Investment Management LLC

UNCHANGED

Shares584,825 from 584,825

Change0 (0%)

Value$6.1K (-$292)

Filed 2014-11-05

Invesco Ltd.

INCREASED

Shares498,844 from 466,065

Change+32,779 (+7%)

Value$5.2K (+$107)

Filed 2014-11-14

UBS AG

INCREASED

Shares421,552 from 392,334

Change+29,218 (+7%)

Value$4.4K (+$106)

Filed 2014-11-12

Parametric Portfolio Associates LLC

INCREASED

Shares358,716 from 331,809

Change+26,907 (+8%)

Value$3.7K (+$113)

Filed 2014-11-12

Guggenheim Capital LLC

DECREASED

Shares328,389 from 358,862

Change-30,473 (-8%)

Value$3.4K (-$498)

Filed 2014-11-17

Bank of America Corp

INCREASED

Shares295,391 from 218,266

Change+77,125 (+35%)

Value$3.1K (+$691)

Filed 2014-11-14

AQR Capital Management LLC

DECREASED

Shares277,220 from 279,609

Change-2,389 (-1%)

Value$2.9K (-$165)

Filed 2014-11-14

First National Bank & Trust Co of Newtown

UNCHANGED

Shares135,865 from 135,865

Change0 (0%)

Value$1.4K (-$10)

Filed 2014-10-27

Wolverine Asset Management LLC

NEW

Shares134,071

Change+134,071

Value$1.4K

Filed 2014-11-13

Bartlett & Co. LLC

DECREASED

Shares127,867 from 128,067

Change-200 (0%)

Value$1.3K (-$66)

Filed 2014-10-27

Financial & Investment Management Group LTD

DECREASED

Shares113,889 from 114,639

Change-750 (-1%)

Value$1.2K (-$65)

Filed 2014-10-14

Pinnacle Associates LTD

INCREASED

Shares87,400 from 82,300

Change+5,100 (+6%)

Value$905 (+$11)

Filed 2014-11-12

LPL Financial LLC

INCREASED

Shares54,507 from 54,382

Change+125 (+0%)

Value$568 (-$23)

Filed 2014-11-10

Doliver Advisors, LP

NEW

Shares52,447

Change+52,447

Value$543

Filed 2014-11-14

HighTower Advisors, LLC

DECREASED

Shares26,525 from 26,725

Change-200 (-1%)

Value$275 (-$15)

Filed 2014-11-14

Edelman Financial Group Inc.

NEW

Shares25,000

Change+25,000

Value$259

Filed 2014-11-13

ProVise Management Group, LLC

INCREASED

Shares23,835 from 15,050

Change+8,785 (+58%)

Value$247 (+$83)

Filed 2014-11-10

Apriem Advisors

UNCHANGED

Shares20,834 from 20,834

Change0 (0%)

Value$216 (-$10)

Filed 2014-11-10

Raymond James & Associates

DECREASED

Shares19,531 from 19,911

Change-380 (-2%)

Value$202 (-$14)

Filed 2014-11-14

Landscape Capital Management, L.L.C.

NEW

Shares16,432

Change+16,432

Value$170

Filed 2014-11-13

Goldman Sachs Group Inc

DECREASED

Shares16,353 from 16,397

Change-44 (0%)

Value$169 (-$9)

Filed 2014-11-14

Commonwealth Equity Services, Inc

DECREASED

Shares14,683 from 14,794

Change-111 (-1%)

Value$152 (-$9)

Filed 2014-10-17

Stifel Financial Corp

UNCHANGED

Shares12,775 from 12,775

Change0 (0%)

Value$132 (-$7)

Filed 2014-11-13

Aviance Capital Partners, LLC

NEW

Shares10,978

Change+10,978

Value$114

Filed 2014-11-06

Kamunting Street Capital Management, L.P.

INCREASED

Shares7,468 from 7,451

Change+17 (+0%)

Value$77 (-$4)

Filed 2014-11-14

Royal Bank of Canada

DECREASED

Shares4,120 from 7,162

Change-3,042 (-42%)

Value$43 (-$35)

Filed 2014-11-14

Thompson Davis & Co., Inc.

NEW

Shares3,800

Change+3,800

Value$39

Filed 2014-11-05

Formidable Asset Management, LLC

UNCHANGED

Shares3,200 from 3,200

Change0 (0%)

Value$34 (-$1)

Filed 2014-11-14

Fifth Third Bancorp

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$31 (-$2)

Filed 2014-11-17

MetLife Securities, Inc

INCREASED

Shares2,775 from 450

Change+2,325 (+517%)

Value$29 (+$24)

Filed 2014-11-05

Reilly Financial Advisors, LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$21 (-$1)

Filed 2014-10-16

Next Financial Group, Inc

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$21 ($0)

Filed 2015-02-10

Deutsche Bank Ag\

UNCHANGED

Shares1,000 from 1,000

Change0 (0%)

Value$10 ($0)

Filed 2014-11-14

Citigroup Inc

INCREASED

Shares659 from 332

Change+327 (+98%)

Value$7 (+$3)

Filed 2014-11-14

Highlander Capital Management, LLC

UNCHANGED

Shares615 from 615

Change0 (0%)

Value$6.4K (-$308)

Filed 2014-11-12

American International Group, Inc.

DECREASED

Shares500 from 4,465

Change-3,965 (-89%)

Value$5.2K (-$43.3K)

Filed 2014-11-12

First Financial Corp

NEW

Shares445

Change+445

Value$5

Filed 2014-10-21

Farmers & Merchants Investments Inc

NEW

Shares400

Change+400

Value$4

Filed 2014-10-24

Ladenburg Thalmann Financial Services Inc

DECREASED

Shares267 from 367

Change-100 (-27%)

Value$3 (-$1)

Filed 2014-11-14

Carroll Financial Associates, Inc.

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$0 ($0)

Filed 2014-11-13

Investors Capital Advisory Services

CLOSED

Shares0 from 11,655

Change-11,655 (-100%)

Value$0 (-$126)

Filed 2014-11-14

KCG Holdings, Inc.

CLOSED

Shares0 from 11,491

Change-11,491 (-100%)

Value$0 (-$125)

Filed 2014-12-29

Optimum Investment Advisors

CLOSED

Shares0 from 10,556

Change-10,556 (-100%)

Value$0 (-$115)

Filed 2014-11-17

Creative Planning

CLOSED

Shares0 from 3,903

Change-3,903 (-100%)

Value$0 (-$42)

Filed 2014-10-10

BlackRock Investment Management, LLC

CLOSED

Shares0 from 1,505

Change-1,505 (-100%)

Value$0 (-$16)

Filed 2014-10-29

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 599

Change-599 (-100%)

Value$0 (-$7)

Filed 2014-10-31

Archford Capital Strategies, LLC

DECREASED

Shares0 from 1,812

Change-1,812 (-100%)

Value$0 (-$19.7K)

Filed 2014-10-16

	Status
Karpus Management, Inc.	INCREASED	1,672,110	1,584,869	+87,241	+6%	$17.2K	$17.3K	+$111	2014-11-17
1607 Capital Partners, LLC	INCREASED	1,656,996	1,415,148	+241,848	+17%	$15.4K	$17.2K	+$1.8K	2014-11-14
Wells Fargo & Company	INCREASED	1,586,205	1,329,109	+257,096	+19%	$14.4K	$16.4K	+$2.0K	2014-11-06
SIT Investment Associates Inc	INCREASED	870,320	649,810	+220,510	+34%	$7.1K	$9.0K	+$2.0K	2014-10-27
Morgan Stanley	INCREASED	636,834	605,440	+31,394	+5%	$6.6K	$6.6K	+$22	2014-12-16
Saba Capital Management, L.P.A	DECREASED	598,887	657,260	-58,373	-9%	$7.1K	$6.2K	-$934	2014-11-14
New Vernon Investment Management LLC	UNCHANGED	584,825	584,825	0	0%	$6.4K	$6.1K	-$292	2014-11-05
Invesco Ltd.	INCREASED	498,844	466,065	+32,779	+7%	$5.1K	$5.2K	+$107	2014-11-14
UBS AG	INCREASED	421,552	392,334	+29,218	+7%	$4.3K	$4.4K	+$106	2014-11-12
Parametric Portfolio Associates LLC	INCREASED	358,716	331,809	+26,907	+8%	$3.6K	$3.7K	+$113	2014-11-12
Guggenheim Capital LLC	DECREASED	328,389	358,862	-30,473	-8%	$3.9K	$3.4K	-$498	2014-11-17
Bank of America Corp	INCREASED	295,391	218,266	+77,125	+35%	$2.4K	$3.1K	+$691	2014-11-14
AQR Capital Management LLC	DECREASED	277,220	279,609	-2,389	-1%	$3.0K	$2.9K	-$165	2014-11-14
First National Bank & Trust Co of Newtown	UNCHANGED	135,865	135,865	0	0%	$1.4K	$1.4K	-$10	2014-10-27
Wolverine Asset Management LLC	NEW	134,071	—	+134,071	—	—	$1.4K	—	2014-11-13
Bartlett & Co. LLC	DECREASED	127,867	128,067	-200	0%	$1.4K	$1.3K	-$66	2014-10-27
Financial & Investment Management Group LTD	DECREASED	113,889	114,639	-750	-1%	$1.2K	$1.2K	-$65	2014-10-14
Pinnacle Associates LTD	INCREASED	87,400	82,300	+5,100	+6%	$894	$905	+$11	2014-11-12
LPL Financial LLC	INCREASED	54,507	54,382	+125	+0%	$591	$568	-$23	2014-11-10
Doliver Advisors, LP	NEW	52,447	—	+52,447	—	—	$543	—	2014-11-14
HighTower Advisors, LLC	DECREASED	26,525	26,725	-200	-1%	$290	$275	-$15	2014-11-14
Edelman Financial Group Inc.	NEW	25,000	—	+25,000	—	—	$259	—	2014-11-13
ProVise Management Group, LLC	INCREASED	23,835	15,050	+8,785	+58%	$164	$247	+$83	2014-11-10
Apriem Advisors	UNCHANGED	20,834	20,834	0	0%	$226	$216	-$10	2014-11-10
Raymond James & Associates	DECREASED	19,531	19,911	-380	-2%	$216	$202	-$14	2014-11-14
Landscape Capital Management, L.L.C.	NEW	16,432	—	+16,432	—	—	$170	—	2014-11-13
Goldman Sachs Group Inc	DECREASED	16,353	16,397	-44	0%	$178	$169	-$9	2014-11-14
Commonwealth Equity Services, Inc	DECREASED	14,683	14,794	-111	-1%	$161	$152	-$9	2014-10-17
Stifel Financial Corp	UNCHANGED	12,775	12,775	0	0%	$139	$132	-$7	2014-11-13
Aviance Capital Partners, LLC	NEW	10,978	—	+10,978	—	—	$114	—	2014-11-06
Kamunting Street Capital Management, L.P.	INCREASED	7,468	7,451	+17	+0%	$81	$77	-$4	2014-11-14
Royal Bank of Canada	DECREASED	4,120	7,162	-3,042	-42%	$78	$43	-$35	2014-11-14
Thompson Davis & Co., Inc.	NEW	3,800	—	+3,800	—	—	$39	—	2014-11-05
Formidable Asset Management, LLC	UNCHANGED	3,200	3,200	0	0%	$35	$34	-$1	2014-11-14
Fifth Third Bancorp	UNCHANGED	3,000	3,000	0	0%	$33	$31	-$2	2014-11-17
MetLife Securities, Inc	INCREASED	2,775	450	+2,325	+517%	$5	$29	+$24	2014-11-05
Reilly Financial Advisors, LLC	UNCHANGED	2,000	2,000	0	0%	$22	$21	-$1	2014-10-16
Next Financial Group, Inc	UNCHANGED	2,000	2,000	0	0%	$21	$21	$0	2015-02-10
Deutsche Bank Ag\	UNCHANGED	1,000	1,000	0	0%	$10	$10	$0	2014-11-14
Citigroup Inc	INCREASED	659	332	+327	+98%	$4	$7	+$3	2014-11-14
Highlander Capital Management, LLC	UNCHANGED	615	615	0	0%	$6.7K	$6.4K	-$308	2014-11-12
American International Group, Inc.	DECREASED	500	4,465	-3,965	-89%	$48.5K	$5.2K	-$43.3K	2014-11-12
First Financial Corp	NEW	445	—	+445	—	—	$5	—	2014-10-21
Farmers & Merchants Investments Inc	NEW	400	—	+400	—	—	$4	—	2014-10-24
Ladenburg Thalmann Financial Services Inc	DECREASED	267	367	-100	-27%	$4	$3	-$1	2014-11-14
Carroll Financial Associates, Inc.	UNCHANGED	16	16	0	0%	$0	$0	$0	2014-11-13
Investors Capital Advisory Services	CLOSED	0	11,655	-11,655	-100%	$126	$0	-$126	2014-11-14
KCG Holdings, Inc.	CLOSED	0	11,491	-11,491	-100%	$125	$0	-$125	2014-12-29
Optimum Investment Advisors	CLOSED	0	10,556	-10,556	-100%	$115	$0	-$115	2014-11-17
Creative Planning	CLOSED	0	3,903	-3,903	-100%	$42	$0	-$42	2014-10-10
BlackRock Investment Management, LLC	CLOSED	0	1,505	-1,505	-100%	$16	$0	-$16	2014-10-29
Tower Research Capital LLC (TRC)	CLOSED	0	599	-599	-100%	$7	$0	-$7	2014-10-31
Archford Capital Strategies, LLC	DECREASED	0	1,812	-1,812	-100%	$19.7K	$0	-$19.7K	2014-10-16

Showing 53 of 53 institutions