IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BlackRock MUN 2018 Term

Q3 2018 vs Q4 2018

Comparing institutional holders between quarters

Quarters

Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Edge Wealth Management LLC
INCREASED
Shares40,938 from 19,500
Change+21,438 (+110%)
Value$440 (+$147)
Filed 2019-01-11
James Investment Research, Inc.
UNCHANGED
Shares4,360 from 4,360
Change0 (0%)
Value$64 (-$2)
Filed 2019-01-22
IFP Advisors, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$29 (-$1)
Filed 2019-06-03
Roble, Belko & Company, Inc
UNCHANGED
Shares1,554 from 1,554
Change0 (0%)
Value$0 (-$23)
Filed 2019-02-13
Tower Research Capital LLC (TRC)
INCREASED
Shares651 from 120
Change+531 (+443%)
Value$10 (+$8)
Filed 2019-02-14
Karpus Management, Inc.
CLOSED
Shares0 from 4,724,209
Change-4,724,209 (-100%)
Value$0 (-$71.1K)
Filed 2019-02-15
Susquehanna International Group, LLP
CLOSED
Shares0 from 340,127
Change-340,127 (-100%)
Value$0 (-$5.1K)
Filed 2019-02-14
HighTower Advisors, LLC
CLOSED
Shares0 from 315,822
Change-315,822 (-100%)
Value$0 (-$4.7K)
Filed 2019-02-14
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 264,033
Change-264,033 (-100%)
Value$0 (-$4.0K)
Filed 2019-02-08
Wells Fargo & Company
CLOSED
Shares0 from 155,361
Change-155,361 (-100%)
Value$0 (-$2.3K)
Filed 2019-02-11
Dakota Wealth Management
CLOSED
Shares0 from 154,050
Change-154,050 (-100%)
Value$0 (-$2.3K)
Filed 2019-01-22
Bank of America Corp
CLOSED
Shares0 from 139,908
Change-139,908 (-100%)
Value$0 (-$2.1K)
Filed 2019-02-14
Morgan Stanley
CLOSED
Shares0 from 111,539
Change-111,539 (-100%)
Value$0 (-$1.7K)
Filed 2019-02-14
First Trust Advisors LP
CLOSED
Shares0 from 56,436
Change-56,436 (-100%)
Value$0 (-$849)
Filed 2019-02-07
Whitegate Investment Counselors, Inc.
CLOSED
Shares0 from 53,300
Change-53,300 (-100%)
Value$0 (-$802)
Filed 2019-01-29
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 48,448
Change-48,448 (-100%)
Value$0 (-$729)
Filed 2019-02-11
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 42,992
Change-42,992 (-100%)
Value$0 (-$649)
Filed 2019-01-11
Vista Investment Management
CLOSED
Shares0 from 42,518
Change-42,518 (-100%)
Value$0 (-$640)
Filed 2019-02-15
UBS Group AG
CLOSED
Shares0 from 39,630
Change-39,630 (-100%)
Value$0 (-$597)
Filed 2019-02-14
WBH Advisory Inc
CLOSED
Shares0 from 37,800
Change-37,800 (-100%)
Value$0 (-$568)
Filed 2019-01-29
Mutual Advisors, LLC
CLOSED
Shares0 from 37,000
Change-37,000 (-100%)
Value$0 (-$557)
Filed 2019-02-15
Ancora Advisors LLCA
CLOSED
Shares0 from 36,000
Change-36,000 (-100%)
Value$0 (-$542)
Filed 2019-11-14
Ameriprise Financial Inc
CLOSED
Shares0 from 31,765
Change-31,765 (-100%)
Value$0 (-$478)
Filed 2019-02-14
Van Eck Associates Corp
CLOSED
Shares0 from 31,292
Change-31,292 (-100%)
Value$0 (-$471)
Filed 2019-02-12
Walter & Keenan Wealth Management LLC
CLOSED
Shares0 from 26,500
Change-26,500 (-100%)
Value$0 (-$399)
Filed 2019-02-01
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 26,200
Change-26,200 (-100%)
Value$0 (-$394)
Filed 2019-01-15
Pinnacle Associates LTD
CLOSED
Shares0 from 18,335
Change-18,335 (-100%)
Value$0 (-$276)
Filed 2019-02-05
Janney Montgomery Scott LLC
CLOSED
Shares0 from 17,135
Change-17,135 (-100%)
Value$0 (-$258)
Filed 2019-02-01
Two Sigma Securities, LLC
CLOSED
Shares0 from 16,300
Change-16,300 (-100%)
Value$0 (-$245)
Filed 2019-02-14
Narwhal Capital Management
CLOSED
Shares0 from 15,859
Change-15,859 (-100%)
Value$0 (-$239)
Filed 2019-01-15
Stifel Financial Corp
CLOSED
Shares0 from 11,237
Change-11,237 (-100%)
Value$0 (-$169)
Filed 2019-02-13
SIT Investment Associates Inc
CLOSED
Shares0 from 11,152
Change-11,152 (-100%)
Value$0 (-$168)
Filed 2019-01-14
MassMutual Private Wealth & Trust, FSB
CLOSED
Shares0 from 10,652
Change-10,652 (-100%)
Value$0 (-$160.3K)
Filed 2019-02-26
MainStreet Investment Advisors LLC
CLOSED
Shares0 from 10,652
Change-10,652 (-100%)
Value$0 (-$160)
Filed 2019-02-13
Paradigm Financial Advisors, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$150)
Filed 2019-02-06
Laurion Capital Management LP
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$151)
Filed 2019-02-14
Royal Bank of Canada
CLOSED
Shares0 from 7,825
Change-7,825 (-100%)
Value$0 (-$118)
Filed 2019-02-14
Ladenburg Thalmann Financial Services Inc
CLOSED
Shares0 from 2,713
Change-2,713 (-100%)
Value$0 (-$41)
Filed 2019-02-14
Advisor Group, Inc.
CLOSED
Shares0 from 1,650
Change-1,650 (-100%)
Value$0 (-$25)
Filed 2019-02-11
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2019-02-14
Capital Advisors, Ltd. LLC
DECREASED
Shares0 from 8,098
Change-8,098 (-100%)
Value$0 (-$122)
Filed 2019-01-29
North Star Investment Management Corp.
DECREASED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$11)
Filed 2019-01-07
Status
Edge Wealth Management LLC
INCREASED40,93819,500+21,438+110%$293$440+$1472019-01-11
James Investment Research, Inc.
UNCHANGED4,3604,36000%$66$64-$22019-01-22
IFP Advisors, Inc
UNCHANGED2,0002,00000%$30$29-$12019-06-03
Roble, Belko & Company, Inc
UNCHANGED1,5541,55400%$23$0-$232019-02-13
Tower Research Capital LLC (TRC)
INCREASED651120+531+443%$2$10+$82019-02-14
Karpus Management, Inc.
CLOSED04,724,209-4,724,209-100%$71.1K$0-$71.1K2019-02-15
Susquehanna International Group, LLP
CLOSED0340,127-340,127-100%$5.1K$0-$5.1K2019-02-14
HighTower Advisors, LLC
CLOSED0315,822-315,822-100%$4.7K$0-$4.7K2019-02-14
PNC Financial Services Group, Inc.
CLOSED0264,033-264,033-100%$4.0K$0-$4.0K2019-02-08
Wells Fargo & Company
CLOSED0155,361-155,361-100%$2.3K$0-$2.3K2019-02-11
Dakota Wealth Management
CLOSED0154,050-154,050-100%$2.3K$0-$2.3K2019-01-22
Bank of America Corp
CLOSED0139,908-139,908-100%$2.1K$0-$2.1K2019-02-14
Morgan Stanley
CLOSED0111,539-111,539-100%$1.7K$0-$1.7K2019-02-14
First Trust Advisors LP
CLOSED056,436-56,436-100%$849$0-$8492019-02-07
Whitegate Investment Counselors, Inc.
CLOSED053,300-53,300-100%$802$0-$8022019-01-29
Commonwealth Equity Services, LLC
CLOSED048,448-48,448-100%$729$0-$7292019-02-11
Chicago Partners Investment Group LLC
CLOSED042,992-42,992-100%$649$0-$6492019-01-11
Vista Investment Management
CLOSED042,518-42,518-100%$640$0-$6402019-02-15
UBS Group AG
CLOSED039,630-39,630-100%$597$0-$5972019-02-14
WBH Advisory Inc
CLOSED037,800-37,800-100%$568$0-$5682019-01-29
Mutual Advisors, LLC
CLOSED037,000-37,000-100%$557$0-$5572019-02-15
Ancora Advisors LLCA
CLOSED036,000-36,000-100%$542$0-$5422019-11-14
Ameriprise Financial Inc
CLOSED031,765-31,765-100%$478$0-$4782019-02-14
Van Eck Associates Corp
CLOSED031,292-31,292-100%$471$0-$4712019-02-12
Walter & Keenan Wealth Management LLC
CLOSED026,500-26,500-100%$399$0-$3992019-02-01
Steward Partners Investment Advisory, LLC
CLOSED026,200-26,200-100%$394$0-$3942019-01-15
Pinnacle Associates LTD
CLOSED018,335-18,335-100%$276$0-$2762019-02-05
Janney Montgomery Scott LLC
CLOSED017,135-17,135-100%$258$0-$2582019-02-01
Two Sigma Securities, LLC
CLOSED016,300-16,300-100%$245$0-$2452019-02-14
Narwhal Capital Management
CLOSED015,859-15,859-100%$239$0-$2392019-01-15
Stifel Financial Corp
CLOSED011,237-11,237-100%$169$0-$1692019-02-13
SIT Investment Associates Inc
CLOSED011,152-11,152-100%$168$0-$1682019-01-14
MassMutual Private Wealth & Trust, FSB
CLOSED010,652-10,652-100%$160.3K$0-$160.3K2019-02-26
MainStreet Investment Advisors LLC
CLOSED010,652-10,652-100%$160$0-$1602019-02-13
Paradigm Financial Advisors, LLC
CLOSED010,000-10,000-100%$150$0-$1502019-02-06
Laurion Capital Management LP
CLOSED010,000-10,000-100%$151$0-$1512019-02-14
Royal Bank of Canada
CLOSED07,825-7,825-100%$118$0-$1182019-02-14
Ladenburg Thalmann Financial Services Inc
CLOSED02,713-2,713-100%$41$0-$412019-02-14
Advisor Group, Inc.
CLOSED01,650-1,650-100%$25$0-$252019-02-11
Proequities, Inc.
CLOSED000—$0$0$02019-02-14
Capital Advisors, Ltd. LLC
DECREASED08,098-8,098-100%$122$0-$1222019-01-29
North Star Investment Management Corp.
DECREASED0700-700-100%$11$0-$112019-01-07
Showing 42 of 42 institutions