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BlackRock Invest Qlty Muni (BKN)

CUSIP: 09247D105 | US | Financial Services · Asset Management | Micro Cap | 244 institutional holders

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
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Institutional Holders — Q4 2025

Karpus Management, Inc.493,618
0.2% of portfolio›$5.5M
Morgan Stanley436,115
0.0% of portfolio›$4.9M
Hennion & Walsh Asset Management, Inc.311,324
0.1% of portfolio›$3.5M
LPL Financial LLC191,912
0.0% of portfolio›$2.1M
Bank of America Corp187,543
0.0% of portfolio›$2.1M
Cetera Investment Advisers181,581
0.0% of portfolio›$2.0M
Fiera Capital Corp164,950
0.0% of portfolio›$1.8M
Robinson Capital Management, LLC159,331
0.7% of portfolio›$1.8M
Van Eck Associates Corp142,195
0.0% of portfolio›$1.6K
Wolverine Asset Management LLC120,297
0.0% of portfolio›$1.3M
Bank of New York Mellon Corp111,141
0.0% of portfolio›$1.2M
Mackay Shields LLC92,077
0.0% of portfolio›$1.0M
Primoris Wealth Advisors, LLC89,130
0.6% of portfolio›$998.3K
Koshinski Asset Management, Inc.86,260
0.1% of portfolio›$966.1K
Stratos Wealth Partners, Ltd.75,570
0.0% of portfolio›$846.4K
Yakira Capital Management, Inc.68,823
0.3% of portfolio›$770.8K
Ackerman Capital Advisors, LLC59,374
0.1% of portfolio›$665.0K
Horizon Kinetics Asset Management LLC42,157
0.0% of portfolio›$472.2K
Callahan Advisors, LLC40,709
0.0% of portfolio›$455.9K
UBS Group AG36,414
0.0% of portfolio›$407.8K
Wells Fargo & Company36,127
0.0% of portfolio›$404.6K
Raymond James Financial Inc32,310
0.0% of portfolio›$361.9K
Northwestern Mutual Wealth Management Co30,029
0.0% of portfolio›$336.3K
Compass Financial Group, Inc27,065
0.0% of portfolio›$303.1K
180 Wealth Advisors, LLC26,553
0.0% of portfolio›$297.4K
Arlington Capital Management Inc23,344
0.2% of portfolio›$261.5K
Sienna Gestion22,859
1.5% of portfolio›$24.6M
Osaic Holdings, Inc.22,537
0.0% of portfolio›$252.4K
Noble Wealth Management PBC21,700
0.1% of portfolio›$243.0K
MAI Capital Management21,568
0.0% of portfolio›$241.6K
Rockefeller Capital Management L.P.21,514
0.0% of portfolio›$241.0K
HighTower Advisors, LLC20,989
0.0% of portfolio›$235.1K
Truist Financial Corp20,621
0.0% of portfolio›$231.0K
Citadel Advisors LLC19,908
0.0% of portfolio›$223.0K
Melfa Wealth Management, Inc.19,769
0.1% of portfolio›$221.4K
Fortitude Advisory Group L.L.C.18,359
0.1% of portfolio›$205.6K
Royal Bank of Canada15,752
0.0% of portfolio›$176.0K
Ashton Thomas Private Wealth, LLC15,300
0.0% of portfolio›$171.4K
Koss-Olinger Consulting, LLC15,000
0.0% of portfolio›$168.0K
Cambridge Investment Research Advisors, Inc.14,214
0.0% of portfolio›$159
Creative Planning12,799
0.0% of portfolio›$143.3K
BFC Planning, Inc.12,571
0.0% of portfolio›$140.8K
Indivisible Partners12,550
0.0% of portfolio›$140.6K
Bank of Montreal12,515
0.0% of portfolio›$140.2K
D.A. Davidson & Co.11,360
0.0% of portfolio›$127.2K
XTX Topco Ltd11,352
0.0% of portfolio›$127.1K
Traphagen Investment Advisors LLC11,115
0.0% of portfolio›$124.5K
River Street Advisors LLC10,804
0.0% of portfolio›$121.0K
NWF Advisory Services Inc.10,000
0.0% of portfolio›$112.0K
Hollencrest Capital Management3,400
0.0% of portfolio›$38.1K
Geneos Wealth Management Inc.3,174
0.0% of portfolio›$35.5K
Comerica Bank2,698
0.0% of portfolio›$30.2K
Elyxium Wealth, LLC2,452
0.0% of portfolio›$27.5K
Chilton Capital Management LLC1,835
0.0% of portfolio›$20.6K
Bartlett & Co. Wealth Management LLC1,700
0.0% of portfolio›$19.0K
Allworth Financial LP1,000
0.0% of portfolio›$11.2K
Essential Investment Partners LLC1,000
0.0% of portfolio›$11.2K
PNC Financial Services Group, Inc.672
0.0% of portfolio›$7.5K
Eastern Bank579
0.0% of portfolio›$6.5K
Garton & Associates Financial Advisors LLC200
0.0% of portfolio›$2.2K
Decker Retirement Planning Inc.10
0.0% of portfolio›$112
Signaturefd, LLC1
0.0% of portfolio›$11
StyleTurnoverLocationFiled
Karpus Management, Inc.
493,618$5.5M0.2%YieldMediumPittsford, NY2026-02-17
Morgan Stanley
436,115$4.9M0.0%CoreLowNew York, NY2026-05-27
Hennion & Walsh Asset Management, Inc.
311,324$3.5M0.1%ValueMediumParsippany, NJ2026-01-14
LPL Financial LLC
191,912$2.1M0.0%IndexVery LowFort Mill, SC2026-02-11
Bank of America Corp
187,543$2.1M0.0%CoreLowCharlotte, NC2026-02-17
Cetera Investment Advisers
181,581$2.0M0.0%IndexVery LowSchaumburg, IL2026-02-17
Fiera Capital Corp
164,950$1.8M0.0%CoreMediumMontreal, Austria2026-02-11
Robinson Capital Management, LLC
159,331$1.8M0.7%YieldMediumGrosse Pointe Farms, MI2026-02-13
Van Eck Associates Corp
142,195$1.6K0.0%GrowthMediumNew York, NY2026-02-13
Wolverine Asset Management LLC
120,297$1.3M0.0%Deep ValueVery HighChicago, IL2026-02-02
Bank of New York Mellon Corp
111,141$1.2M0.0%CoreLowNew York, NY2026-02-10
Mackay Shields LLC
92,077$1.0M0.0%Deep ValueLowNew York, NY2026-01-29
Primoris Wealth Advisors, LLC
89,130$998.3K0.6%GrowthMediumNorth Palm Beach, FL2026-02-03
Koshinski Asset Management, Inc.
86,260$966.1K0.1%ETFLowDecatur, IL2026-02-03
Stratos Wealth Partners, Ltd.
75,570$846.4K0.0%ETFLowBeachwood, OH2026-01-20
Yakira Capital Management, Inc.
68,823$770.8K0.3%YieldVery HighWestport, CT2026-02-13
Ackerman Capital Advisors, LLC
59,374$665.0K0.1%ETFLowDallas, TX2026-02-11
Horizon Kinetics Asset Management LLC
42,157$472.2K0.0%Agg GrowthLowNew York, NY2026-02-11
Callahan Advisors, LLC
40,709$455.9K0.0%CoreLowHouston, TX2026-02-06
UBS Group AG
36,414$407.8K0.0%CoreMediumZurich, Switzerland2026-01-29
Wells Fargo & Company
36,127$404.6K0.0%CoreLowSan Francisco, CA2026-02-13
Raymond James Financial Inc
32,310$361.9K0.0%IndexLowSt. Petersburg, FL2026-02-18
Northwestern Mutual Wealth Management Co
30,029$336.3K0.0%IndexVery LowMilwaukee, WI2026-02-10
Compass Financial Group, Inc
27,065$303.1K0.0%ETFVery LowSioux Falls, SD2026-01-27
180 Wealth Advisors, LLC
26,553$297.4K0.0%CoreLowFederal Way, WA2026-01-09
Arlington Capital Management Inc
23,344$261.5K0.2%GARPHighArlington Heights, IL2026-01-06
Sienna Gestion
22,859$24.6M1.5%CoreHighParis, India2026-02-13
Osaic Holdings, Inc.
22,537$252.4K0.0%IndexLowScottsdale, AZ2026-02-17
Noble Wealth Management PBC
21,700$243.0K0.1%YieldMediumGreenwood Village, CO2026-01-05
MAI Capital Management
21,568$241.6K0.0%IndexVery LowIndependence, OH2026-02-13
Rockefeller Capital Management L.P.
21,514$241.0K0.0%CoreLowNew York, NY2026-03-17
HighTower Advisors, LLC
20,989$235.1K0.0%IndexLowChicago, IL2026-02-06
Truist Financial Corp
20,621$231.0K0.0%CoreLowCharlotte, NC2026-02-02
Citadel Advisors LLC
19,908$223.0K0.0%CoreVery HighMiami, FL2026-02-17
Melfa Wealth Management, Inc.
19,769$221.4K0.1%YieldLowWestborough, MA2026-01-16
Fortitude Advisory Group L.L.C.
18,359$205.6K0.1%GrowthMediumGig Harbor, WA2026-02-13
Royal Bank of Canada
15,752$176.0K0.0%CoreLowToronto, Australia2026-02-17
Ashton Thomas Private Wealth, LLC
15,300$171.4K0.0%CoreMediumScottsdale, AZ2026-01-29
Koss-Olinger Consulting, LLC
15,000$168.0K0.0%ETFMediumGainesville, FL2026-02-10
Cambridge Investment Research Advisors, Inc.
14,214$1590.0%ETFLowFairfield, IA2026-02-05
Creative Planning
12,799$143.3K0.0%IndexVery LowOverland Park, KS2026-02-17
BFC Planning, Inc.
12,571$140.8K0.0%N/AN/ACedar Rapids, IA2026-10-29
Indivisible Partners
12,550$140.6K0.0%GrowthMediumClearwater, FL2026-02-03
Bank of Montreal
12,515$140.2K0.0%CoreLowToronto, Australia2026-02-12
D.A. Davidson & Co.
11,360$127.2K0.0%CoreLowGreat Falls, MT2026-01-29
XTX Topco Ltd
11,352$127.1K0.0%ValueVery HighLondon, United Kingdom2026-02-17
Traphagen Investment Advisors LLC
11,115$124.5K0.0%ETFLowOradell, NJ2026-01-27
River Street Advisors LLC
10,804$121.0K0.0%CoreLowAurora, IL2026-01-26
NWF Advisory Services Inc.
10,000$112.0K0.0%GARPLowLos Angeles, CA2026-03-03
Hollencrest Capital Management
3,400$38.1K0.0%ETFLowNewport Beach, CA2026-02-12
Geneos Wealth Management Inc.
3,174$35.5K0.0%ETFLowEnglewood, CO2026-01-28
Comerica Bank
2,698$30.2K0.0%GrowthVery LowDetroit, MI2026-01-29
Elyxium Wealth, LLC
2,452$27.5K0.0%GrowthVery LowBeverly Hills, CA2026-02-05
Chilton Capital Management LLC
1,835$20.6K0.0%GrowthMediumHouston, TX2026-02-12
Bartlett & Co. Wealth Management LLC
1,700$19.0K0.0%CoreVery LowCincinnati, OH2026-01-22
Allworth Financial LP
1,000$11.2K0.0%IndexLowFolsom, CA2026-02-05
Essential Investment Partners LLC
1,000$11.2K0.0%GrowthLowEnglewood, CO2026-07-15
PNC Financial Services Group, Inc.
672$7.5K0.0%GrowthVery LowPittsburgh, PA2026-02-06
Eastern Bank
579$6.5K0.0%GrowthMediumBoston, MA2026-01-14
Garton & Associates Financial Advisors LLC
200$2.2K0.0%CoreMediumLouisville, KY2026-02-18
Decker Retirement Planning Inc.
10$1120.0%Agg GrowthVery HighLevi, UT2026-01-26
Signaturefd, LLC
1$110.0%IndexLowAtlanta, GA2026-01-20