BlackRock MUN Income Quality

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

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

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Clear Point Advisors Inc.

NEW

Shares67,499

Change+67,499

Value$781.0K

Filed 2026-04-29

Morgan Stanley

CLOSED

Shares0 from 1,119,344

Change-1,119,344 (-100%)

Value$0 (-$12.2M)

Filed 2026-05-15

Pathstone Holdings, LLC

CLOSED

Shares0 from 646,004

Change-646,004 (-100%)

Value$0 (-$7.1M)

Filed 2026-05-11

Hennion & Walsh Asset Management, Inc.

CLOSED

Shares0 from 609,603

Change-609,603 (-100%)

Value$0 (-$6.7M)

Filed 2026-05-13

Karpus Management, Inc.

CLOSED

Shares0 from 539,666

Change-539,666 (-100%)

Value$0 (-$5.9M)

Filed 2026-05-14

Robinson Capital Management, LLC

CLOSED

Shares0 from 486,901

Change-486,901 (-100%)

Value$0 (-$5.3M)

Filed 2026-05-11

Mackay Shields LLC

CLOSED

Shares0 from 479,613

Change-479,613 (-100%)

Value$0 (-$5.2M)

Filed 2026-04-27

Stifel Financial Corp

CLOSED

Shares0 from 418,389

Change-418,389 (-100%)

Value$0 (-$4.6M)

Filed 2026-05-12

Wells Fargo & Company

CLOSED

Shares0 from 350,841

Change-350,841 (-100%)

Value$0 (-$3.8M)

Filed 2026-07-08

Fiera Capital Corp

CLOSED

Shares0 from 270,319

Change-270,319 (-100%)

Value$0 (-$3.0M)

Filed 2026-05-12

Van Eck Associates Corp

CLOSED

Shares0 from 215,487

Change-215,487 (-100%)

Value$0 (-$2.4K)

Filed 2026-05-15

Allegheny Financial Group

CLOSED

Shares0 from 167,994

Change-167,994 (-100%)

Value$0 (-$1.8M)

Filed 2026-04-16

Rareview Capital LLC

CLOSED

Shares0 from 144,605

Change-144,605 (-100%)

Value$0 (-$1.5M)

Filed 2026-04-27

Westchester Capital Management, LLC

CLOSED

Shares0 from 132,996

Change-132,996 (-100%)

Value$0 (-$1.5M)

Filed 2026-05-15

Melone Private Wealth, LLC

CLOSED

Shares0 from 125,632

Change-125,632 (-100%)

Value$0 (-$1.4M)

Filed 2026-04-08

LPL Financial LLC

CLOSED

Shares0 from 104,661

Change-104,661 (-100%)

Value$0 (-$1.1M)

Filed 2026-05-06

Bank of America Corp

CLOSED

Shares0 from 104,170

Change-104,170 (-100%)

Value$0 (-$1.1M)

Filed 2026-05-18

Indiana Trust & Investment Management Co

CLOSED

Shares0 from 97,655

Change-97,655 (-100%)

Value$0 (-$1.1M)

Filed 2026-04-28

Logan Stone Capital, LLC

CLOSED

Shares0 from 95,777

Change-95,777 (-100%)

Value$0 (-$1.0M)

Filed 2026-05-15

UBS Group AG

CLOSED

Shares0 from 94,242

Change-94,242 (-100%)

Value$0 (-$1.0M)

Filed 2026-05-05

Atala Financial Inc

CLOSED

Shares0 from 88,225

Change-88,225 (-100%)

Value$0 (-$965.2K)

Filed 2026-04-10

Curi Capital, LLC

CLOSED

Shares0 from 64,342

Change-64,342 (-100%)

Value$0 (-$703.9K)

Filed 2026-05-15

Raymond James Financial Inc

CLOSED

Shares0 from 54,296

Change-54,296 (-100%)

Value$0 (-$594.0K)

Filed 2026-05-14

Dakota Wealth Management

CLOSED

Shares0 from 49,800

Change-49,800 (-100%)

Value$0 (-$544.8K)

Filed 2026-08-26

Royal Bank of Canada

CLOSED

Shares0 from 48,558

Change-48,558 (-100%)

Value$0 (-$531.0K)

Filed 2026-05-15

Goldman Sachs Group Inc

CLOSED

Shares0 from 47,612

Change-47,612 (-100%)

Value$0 (-$520.9K)

Filed 2026-05-15

Invesco Ltd.

CLOSED

Shares0 from 43,720

Change-43,720 (-100%)

Value$0 (-$478.3K)

Filed 2026-07-15

Canvas Wealth Advisors, LLC

CLOSED

Shares0 from 36,696

Change-36,696 (-100%)

Value$0 (-$401.5K)

Filed 2026-04-28

Osaic Holdings, Inc.

CLOSED

Shares0 from 29,348

Change-29,348 (-100%)

Value$0 (-$321.1K)

Filed 2026-05-15

Tyche Wealth Partners LLC

CLOSED

Shares0 from 24,625

Change-24,625 (-100%)

Value$0 (-$269.4K)

Filed 2026-05-06

Jane Street Group, LLC

CLOSED

Shares0 from 22,936

Change-22,936 (-100%)

Value$0 (-$250.9K)

Filed 2026-05-12

Merit Financial Group, LLC

CLOSED

Shares0 from 22,176

Change-22,176 (-100%)

Value$0 (-$242.6K)

Filed 2026-04-15

Closed-End Fund Advisors, Inc.

CLOSED

Shares0 from 20,892

Change-20,892 (-100%)

Value$0 (-$228.6K)

Filed 2026-05-11

Bridgewater Advisors Inc.

CLOSED

Shares0 from 20,863

Change-20,863 (-100%)

Value$0 (-$228.5K)

Filed 2026-05-14

HighTower Advisors, LLC

CLOSED

Shares0 from 20,633

Change-20,633 (-100%)

Value$0 (-$225.7K)

Filed 2026-05-05

Bank of Montreal

CLOSED

Shares0 from 20,536

Change-20,536 (-100%)

Value$0 (-$224.7K)

Filed 2026-05-13

Verdence Capital Advisors LLC

CLOSED

Shares0 from 20,025

Change-20,025 (-100%)

Value$0 (-$219.1K)

Filed 2026-04-30

Ackerman Capital Advisors, LLC

CLOSED

Shares0 from 19,674

Change-19,674 (-100%)

Value$0 (-$215.2K)

Filed 2026-05-05

Great Lakes Retirement, Inc.

CLOSED

Shares0 from 19,668

Change-19,668 (-100%)

Value$0 (-$215.2K)

Filed 2026-05-06

Capital Investment Advisors, LLC

CLOSED

Shares0 from 16,953

Change-16,953 (-100%)

Value$0 (-$185.5K)

Filed 2026-04-17

Citadel Advisors LLC

CLOSED

Shares0 from 15,307

Change-15,307 (-100%)

Value$0 (-$167.5K)

Filed 2026-05-15

Wedbush Securities Inc

CLOSED

Shares0 from 14,708

Change-14,708 (-100%)

Value$0 (-$161)

Filed 2026-04-21

NewEdge Advisors, LLC

CLOSED

Shares0 from 13,481

Change-13,481 (-100%)

Value$0 (-$147.5K)

Filed 2026-06-03

Savvy Advisors, Inc.

CLOSED

Shares0 from 13,473

Change-13,473 (-100%)

Value$0 (-$147.4K)

Filed 2026-05-11

Aptus Capital Advisors, LLC

CLOSED

Shares0 from 13,473

Change-13,473 (-100%)

Value$0 (-$147.4K)

Filed 2026-05-11

Bank of New York Mellon Corp

CLOSED

Shares0 from 13,349

Change-13,349 (-100%)

Value$0 (-$146.0K)

Filed 2026-05-05

StoneX Group Inc.

CLOSED

Shares0 from 12,759

Change-12,759 (-100%)

Value$0 (-$139.6K)

Filed 2026-05-14

Americana Partners, LLC

CLOSED

Shares0 from 12,751

Change-12,751 (-100%)

Value$0 (-$139.5K)

Filed 2026-05-12

Commonwealth Equity Services, LLC

CLOSED

Shares0 from 11,922

Change-11,922 (-100%)

Value$0 (-$130.4K)

Filed 2026-04-27

Catalina Capital Group, LLC

CLOSED

Shares0 from 11,315

Change-11,315 (-100%)

Value$0 (-$123.8K)

Filed 2026-04-23

Allworth Financial LP

CLOSED

Shares0 from 9,759

Change-9,759 (-100%)

Value$0 (-$106.8K)

Filed 2026-05-15

Caldwell Trust Co

CLOSED

Shares0 from 7,000

Change-7,000 (-100%)

Value$0 (-$76.6K)

Filed 2026-04-22

Kestra Advisory Services, LLC

CLOSED

Shares0 from 6,999

Change-6,999 (-100%)

Value$0 (-$76.6K)

Filed 2026-04-30

Noble Wealth Management PBC

CLOSED

Shares0 from 6,250

Change-6,250 (-100%)

Value$0 (-$68.4K)

Filed 2026-04-02

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 6,118

Change-6,118 (-100%)

Value$0 (-$66.9K)

Filed 2026-05-08

Elyxium Wealth, LLC

CLOSED

Shares0 from 3,973

Change-3,973 (-100%)

Value$0 (-$43.5K)

Filed 2026-05-06

Steward Partners Investment Advisory, LLC

CLOSED

Shares0 from 2,908

Change-2,908 (-100%)

Value$0 (-$31.8K)

Filed 2026-05-08

Northwestern Mutual Wealth Management Co

CLOSED

Shares0 from 2,748

Change-2,748 (-100%)

Value$0 (-$30.1K)

Filed 2026-05-07

Rothschild Investment LLC

CLOSED

Shares0 from 2,000

Change-2,000 (-100%)

Value$0 (-$21.9K)

Filed 2026-05-07

LM Advisors LLC

CLOSED

Shares0 from 1,812

Change-1,812 (-100%)

Value$0 (-$165.6K)

Filed 2026-05-14

Geneos Wealth Management Inc.

CLOSED

Shares0 from 700

Change-700 (-100%)

Value$0 (-$7.7K)

Filed 2026-05-05

MAI Capital Management

CLOSED

Shares0 from 600

Change-600 (-100%)

Value$0 (-$6.6K)

Filed 2026-05-15

TD Waterhouse Canada Inc.

CLOSED

Shares0 from 133

Change-133 (-100%)

Value$0 (-$1.5K)

Filed 2026-05-12

Comerica Bank

N/A

Shares— from 46,160

Change-46,160 (-100%)

Value—

	Status
Clear Point Advisors Inc.	NEW	67,499	—	+67,499	—	—	$781.0K	—	2026-04-29
Morgan Stanley	CLOSED	0	1,119,344	-1,119,344	-100%	$12.2M	$0	-$12.2M	2026-05-15
Pathstone Holdings, LLC	CLOSED	0	646,004	-646,004	-100%	$7.1M	$0	-$7.1M	2026-05-11
Hennion & Walsh Asset Management, Inc.	CLOSED	0	609,603	-609,603	-100%	$6.7M	$0	-$6.7M	2026-05-13
Karpus Management, Inc.	CLOSED	0	539,666	-539,666	-100%	$5.9M	$0	-$5.9M	2026-05-14
Robinson Capital Management, LLC	CLOSED	0	486,901	-486,901	-100%	$5.3M	$0	-$5.3M	2026-05-11
Mackay Shields LLC	CLOSED	0	479,613	-479,613	-100%	$5.2M	$0	-$5.2M	2026-04-27
Stifel Financial Corp	CLOSED	0	418,389	-418,389	-100%	$4.6M	$0	-$4.6M	2026-05-12
Wells Fargo & Company	CLOSED	0	350,841	-350,841	-100%	$3.8M	$0	-$3.8M	2026-07-08
Fiera Capital Corp	CLOSED	0	270,319	-270,319	-100%	$3.0M	$0	-$3.0M	2026-05-12
Van Eck Associates Corp	CLOSED	0	215,487	-215,487	-100%	$2.4K	$0	-$2.4K	2026-05-15
Allegheny Financial Group	CLOSED	0	167,994	-167,994	-100%	$1.8M	$0	-$1.8M	2026-04-16
Rareview Capital LLC	CLOSED	0	144,605	-144,605	-100%	$1.5M	$0	-$1.5M	2026-04-27
Westchester Capital Management, LLC	CLOSED	0	132,996	-132,996	-100%	$1.5M	$0	-$1.5M	2026-05-15
Melone Private Wealth, LLC	CLOSED	0	125,632	-125,632	-100%	$1.4M	$0	-$1.4M	2026-04-08
LPL Financial LLC	CLOSED	0	104,661	-104,661	-100%	$1.1M	$0	-$1.1M	2026-05-06
Bank of America Corp	CLOSED	0	104,170	-104,170	-100%	$1.1M	$0	-$1.1M	2026-05-18
Indiana Trust & Investment Management Co	CLOSED	0	97,655	-97,655	-100%	$1.1M	$0	-$1.1M	2026-04-28
Logan Stone Capital, LLC	CLOSED	0	95,777	-95,777	-100%	$1.0M	$0	-$1.0M	2026-05-15
UBS Group AG	CLOSED	0	94,242	-94,242	-100%	$1.0M	$0	-$1.0M	2026-05-05
Atala Financial Inc	CLOSED	0	88,225	-88,225	-100%	$965.2K	$0	-$965.2K	2026-04-10
Curi Capital, LLC	CLOSED	0	64,342	-64,342	-100%	$703.9K	$0	-$703.9K	2026-05-15
Raymond James Financial Inc	CLOSED	0	54,296	-54,296	-100%	$594.0K	$0	-$594.0K	2026-05-14
Dakota Wealth Management	CLOSED	0	49,800	-49,800	-100%	$544.8K	$0	-$544.8K	2026-08-26
Royal Bank of Canada	CLOSED	0	48,558	-48,558	-100%	$531.0K	$0	-$531.0K	2026-05-15
Goldman Sachs Group Inc	CLOSED	0	47,612	-47,612	-100%	$520.9K	$0	-$520.9K	2026-05-15
Invesco Ltd.	CLOSED	0	43,720	-43,720	-100%	$478.3K	$0	-$478.3K	2026-07-15
Canvas Wealth Advisors, LLC	CLOSED	0	36,696	-36,696	-100%	$401.5K	$0	-$401.5K	2026-04-28
Osaic Holdings, Inc.	CLOSED	0	29,348	-29,348	-100%	$321.1K	$0	-$321.1K	2026-05-15
Tyche Wealth Partners LLC	CLOSED	0	24,625	-24,625	-100%	$269.4K	$0	-$269.4K	2026-05-06
Jane Street Group, LLC	CLOSED	0	22,936	-22,936	-100%	$250.9K	$0	-$250.9K	2026-05-12
Merit Financial Group, LLC	CLOSED	0	22,176	-22,176	-100%	$242.6K	$0	-$242.6K	2026-04-15
Closed-End Fund Advisors, Inc.	CLOSED	0	20,892	-20,892	-100%	$228.6K	$0	-$228.6K	2026-05-11
Bridgewater Advisors Inc.	CLOSED	0	20,863	-20,863	-100%	$228.5K	$0	-$228.5K	2026-05-14
HighTower Advisors, LLC	CLOSED	0	20,633	-20,633	-100%	$225.7K	$0	-$225.7K	2026-05-05
Bank of Montreal	CLOSED	0	20,536	-20,536	-100%	$224.7K	$0	-$224.7K	2026-05-13
Verdence Capital Advisors LLC	CLOSED	0	20,025	-20,025	-100%	$219.1K	$0	-$219.1K	2026-04-30
Ackerman Capital Advisors, LLC	CLOSED	0	19,674	-19,674	-100%	$215.2K	$0	-$215.2K	2026-05-05
Great Lakes Retirement, Inc.	CLOSED	0	19,668	-19,668	-100%	$215.2K	$0	-$215.2K	2026-05-06
Capital Investment Advisors, LLC	CLOSED	0	16,953	-16,953	-100%	$185.5K	$0	-$185.5K	2026-04-17
Citadel Advisors LLC	CLOSED	0	15,307	-15,307	-100%	$167.5K	$0	-$167.5K	2026-05-15
Wedbush Securities Inc	CLOSED	0	14,708	-14,708	-100%	$161	$0	-$161	2026-04-21
NewEdge Advisors, LLC	CLOSED	0	13,481	-13,481	-100%	$147.5K	$0	-$147.5K	2026-06-03
Savvy Advisors, Inc.	CLOSED	0	13,473	-13,473	-100%	$147.4K	$0	-$147.4K	2026-05-11
Aptus Capital Advisors, LLC	CLOSED	0	13,473	-13,473	-100%	$147.4K	$0	-$147.4K	2026-05-11
Bank of New York Mellon Corp	CLOSED	0	13,349	-13,349	-100%	$146.0K	$0	-$146.0K	2026-05-05
StoneX Group Inc.	CLOSED	0	12,759	-12,759	-100%	$139.6K	$0	-$139.6K	2026-05-14
Americana Partners, LLC	CLOSED	0	12,751	-12,751	-100%	$139.5K	$0	-$139.5K	2026-05-12
Commonwealth Equity Services, LLC	CLOSED	0	11,922	-11,922	-100%	$130.4K	$0	-$130.4K	2026-04-27
Catalina Capital Group, LLC	CLOSED	0	11,315	-11,315	-100%	$123.8K	$0	-$123.8K	2026-04-23
Allworth Financial LP	CLOSED	0	9,759	-9,759	-100%	$106.8K	$0	-$106.8K	2026-05-15
Caldwell Trust Co	CLOSED	0	7,000	-7,000	-100%	$76.6K	$0	-$76.6K	2026-04-22
Kestra Advisory Services, LLC	CLOSED	0	6,999	-6,999	-100%	$76.6K	$0	-$76.6K	2026-04-30
Noble Wealth Management PBC	CLOSED	0	6,250	-6,250	-100%	$68.4K	$0	-$68.4K	2026-04-02
PNC Financial Services Group, Inc.	CLOSED	0	6,118	-6,118	-100%	$66.9K	$0	-$66.9K	2026-05-08
Elyxium Wealth, LLC	CLOSED	0	3,973	-3,973	-100%	$43.5K	$0	-$43.5K	2026-05-06
Steward Partners Investment Advisory, LLC	CLOSED	0	2,908	-2,908	-100%	$31.8K	$0	-$31.8K	2026-05-08
Northwestern Mutual Wealth Management Co	CLOSED	0	2,748	-2,748	-100%	$30.1K	$0	-$30.1K	2026-05-07
Rothschild Investment LLC	CLOSED	0	2,000	-2,000	-100%	$21.9K	$0	-$21.9K	2026-05-07
LM Advisors LLC	CLOSED	0	1,812	-1,812	-100%	$165.6K	$0	-$165.6K	2026-05-14
Geneos Wealth Management Inc.	CLOSED	0	700	-700	-100%	$7.7K	$0	-$7.7K	2026-05-05
MAI Capital Management	CLOSED	0	600	-600	-100%	$6.6K	$0	-$6.6K	2026-05-15
TD Waterhouse Canada Inc.	CLOSED	0	133	-133	-100%	$1.5K	$0	-$1.5K	2026-05-12
Comerica Bank	N/A	—	46,160	-46,160	-100%	$505.0K	—	—	—

Showing 64 of 64 institutions