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BlackRock Munic Incm Invst T

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
SIT Investment Associates Inc
INCREASED
Shares303,118 from 185,352
Change+117,766 (+64%)
Value$4.2K (+$1.7K)
Filed 2021-05-13
Karpus Management, Inc.
INCREASED
Shares236,337 from 138,577
Change+97,760 (+71%)
Value$3.3K (+$1.4K)
Filed 2021-05-17
Guggenheim Capital LLC
INCREASED
Shares127,827 from 92,155
Change+35,672 (+39%)
Value$1.8K (+$546)
Filed 2021-05-13
First Trust Advisors LP
INCREASED
Shares81,079 from 59,152
Change+21,927 (+37%)
Value$1.1K (+$337)
Filed 2021-05-14
Wolverine Asset Management LLC
DECREASED
Shares58,727 from 77,970
Change-19,243 (-25%)
Value$816 (-$225)
Filed 2021-05-13
Morgan Stanley
INCREASED
Shares53,604 from 53,201
Change+403 (+1%)
Value$745 (+$34)
Filed 2021-05-17
Element Wealth, LLC
INCREASED
Shares37,444 from 37,375
Change+69 (+0%)
Value$520 (+$21)
Filed 2021-05-05
UBS Group AG
INCREASED
Shares35,722 from 34,693
Change+1,029 (+3%)
Value$496 (+$32)
Filed 2021-05-12
Yakira Capital Management, Inc.
NEW
Shares34,887
Change+34,887
Value$485
Filed 2021-05-14
Sigma Planning Corp
DECREASED
Shares29,612 from 30,939
Change-1,327 (-4%)
Value$412 (-$1)
Filed 2021-05-06
Hardy Reed LLC
UNCHANGED
Shares23,764 from 23,764
Change0 (0%)
Value$330 (+$13)
Filed 2021-04-26
Cohen & Steers, Inc.
INCREASED
Shares21,404 from 16,269
Change+5,135 (+32%)
Value$298 (+$81)
Filed 2021-05-17
HighTower Advisors, LLC
UNCHANGED
Shares21,387 from 21,387
Change0 (0%)
Value$297 (+$12)
Filed 2021-05-10
Bank of America Corp
DECREASED
Shares21,369 from 36,380
Change-15,011 (-41%)
Value$297 (-$189)
Filed 2021-05-14
Northwestern Mutual Wealth Management Co
NEW
Shares21,149
Change+21,149
Value$294
Filed 2021-05-14
Invesco Ltd.
DECREASED
Shares18,512 from 26,164
Change-7,652 (-29%)
Value$257 (-$93)
Filed 2021-05-17
Wells Fargo & Company
UNCHANGED
Shares15,555 from 15,555
Change0 (0%)
Value$216 (+$8)
Filed 2021-05-13
Janney Montgomery Scott LLC
INCREASED
Shares14,638 from 14,631
Change+7 (+0%)
Value$203 (+$8)
Filed 2021-04-27
Sheaff Brock Investment Advisors, LLC
UNCHANGED
Shares13,292 from 13,292
Change0 (0%)
Value$185 (+$7)
Filed 2022-06-02
LPL Financial LLC
INCREASED
Shares13,105 from 13,097
Change+8 (+0%)
Value$182 (+$7)
Filed 2021-05-14
Baird Financial Group, Inc.
UNCHANGED
Shares12,605 from 12,605
Change0 (0%)
Value$175 (+$7)
Filed 2021-05-13
Mcdonald Partners LLC
UNCHANGED
Shares11,825 from 11,825
Change0 (0%)
Value$164 (+$6)
Filed 2021-11-24
Creative Planning
UNCHANGED
Shares11,797 from 11,797
Change0 (0%)
Value$164 (+$6)
Filed 2021-04-30
Royal Bank of Canada
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$82 (+$3)
Filed 2021-07-20
Osaic Holdings, Inc.
UNCHANGED
Shares4,150 from 4,150
Change0 (0%)
Value$57 (+$1)
Filed 2021-05-13
Advisors Asset Management, Inc.
CLOSED
Shares0 from 78,450
Change-78,450 (-100%)
Value$0 (-$1.0K)
Filed 2026-08-26
Truist Financial Corp
CLOSED
Shares0 from 16,804
Change-16,804 (-100%)
Value$0 (-$225)
Filed 2021-05-17
Ackerman Capital Advisors, LLC
CLOSED
Shares0 from 16,283
Change-16,283 (-100%)
Value$0 (-$218)
Filed 2021-04-29
Ranch Capital Advisors Inc.
CLOSED
Shares0 from 7,033
Change-7,033 (-100%)
Value$0 (-$93)
Filed 2021-05-17
FSA Wealth Management LLC
CLOSED
Shares0 from 1,194
Change-1,194 (-100%)
Value$0 (-$16)
Filed 2021-05-17
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-05-13
Status
SIT Investment Associates Inc
INCREASED303,118185,352+117,766+64%$2.5K$4.2K+$1.7K2021-05-13
Karpus Management, Inc.
INCREASED236,337138,577+97,760+71%$1.9K$3.3K+$1.4K2021-05-17
Guggenheim Capital LLC
INCREASED127,82792,155+35,672+39%$1.2K$1.8K+$5462021-05-13
First Trust Advisors LP
INCREASED81,07959,152+21,927+37%$790$1.1K+$3372021-05-14
Wolverine Asset Management LLC
DECREASED58,72777,970-19,243-25%$1.0K$816-$2252021-05-13
Morgan Stanley
INCREASED53,60453,201+403+1%$711$745+$342021-05-17
Element Wealth, LLC
INCREASED37,44437,375+69+0%$499$520+$212021-05-05
UBS Group AG
INCREASED35,72234,693+1,029+3%$464$496+$322021-05-12
Yakira Capital Management, Inc.
NEW34,887—+34,887——$485—2021-05-14
Sigma Planning Corp
DECREASED29,61230,939-1,327-4%$413$412-$12021-05-06
Hardy Reed LLC
UNCHANGED23,76423,76400%$317$330+$132021-04-26
Cohen & Steers, Inc.
INCREASED21,40416,269+5,135+32%$217$298+$812021-05-17
HighTower Advisors, LLC
UNCHANGED21,38721,38700%$285$297+$122021-05-10
Bank of America Corp
DECREASED21,36936,380-15,011-41%$486$297-$1892021-05-14
Northwestern Mutual Wealth Management Co
NEW21,149—+21,149——$294—2021-05-14
Invesco Ltd.
DECREASED18,51226,164-7,652-29%$350$257-$932021-05-17
Wells Fargo & Company
UNCHANGED15,55515,55500%$208$216+$82021-05-13
Janney Montgomery Scott LLC
INCREASED14,63814,631+7+0%$195$203+$82021-04-27
Sheaff Brock Investment Advisors, LLC
UNCHANGED13,29213,29200%$178$185+$72022-06-02
LPL Financial LLC
INCREASED13,10513,097+8+0%$175$182+$72021-05-14
Baird Financial Group, Inc.
UNCHANGED12,60512,60500%$168$175+$72021-05-13
Mcdonald Partners LLC
UNCHANGED11,82511,82500%$158$164+$62021-11-24
Creative Planning
UNCHANGED11,79711,79700%$158$164+$62021-04-30
Royal Bank of Canada
UNCHANGED5,9005,90000%$79$82+$32021-07-20
Osaic Holdings, Inc.
UNCHANGED4,1504,15000%$56$57+$12021-05-13
Advisors Asset Management, Inc.
CLOSED078,450-78,450-100%$1.0K$0-$1.0K2026-08-26
Truist Financial Corp
CLOSED016,804-16,804-100%$225$0-$2252021-05-17
Ackerman Capital Advisors, LLC
CLOSED016,283-16,283-100%$218$0-$2182021-04-29
Ranch Capital Advisors Inc.
CLOSED07,033-7,033-100%$93$0-$932021-05-17
FSA Wealth Management LLC
CLOSED01,194-1,194-100%$16$0-$162021-05-17
Proequities, Inc.
UNCHANGED000—$0$0$02021-05-13
Showing 31 of 31 institutions