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BlackRock Strategic MUN TR

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
NEW
Shares328,283
Change+328,283
Value$4.8K
Filed 2021-05-17
Benjamin F. Edwards & Company, Inc.
INCREASED
Shares99,224 from 53,765
Change+45,459 (+85%)
Value$1.4K (+$681)
Filed 2021-05-14
Mutual Advisors, LLC
INCREASED
Shares88,455 from 77,355
Change+11,100 (+14%)
Value$1.3K (+$186)
Filed 2021-05-13
Osaic Holdings, Inc.
DECREASED
Shares66,721 from 69,206
Change-2,485 (-4%)
Value$974 (-$15)
Filed 2021-05-13
Capital Investment Advisors, LLC
UNCHANGED
Shares41,075 from 41,075
Change0 (0%)
Value$600 (+$13)
Filed 2021-04-27
UBS Group AG
INCREASED
Shares39,312 from 28,904
Change+10,408 (+36%)
Value$574 (+$162)
Filed 2021-05-12
Northwestern Mutual Wealth Management Co
INCREASED
Shares33,523 from 32,723
Change+800 (+2%)
Value$489 (+$22)
Filed 2021-05-14
Advisors Asset Management, Inc.
DECREASED
Shares32,305 from 143,464
Change-111,159 (-77%)
Value$471.7K (+$469.6K)
Filed 2026-08-26
Morgan Stanley
INCREASED
Shares25,860 from 25,697
Change+163 (+1%)
Value$377 (+$10)
Filed 2021-05-17
Guggenheim Capital LLC
DECREASED
Shares19,008 from 19,031
Change-23 (0%)
Value$278 (+$6)
Filed 2021-05-13
SIT Investment Associates Inc
DECREASED
Shares18,195 from 35,396
Change-17,201 (-49%)
Value$266 (-$239)
Filed 2021-05-13
Bank of America Corp
INCREASED
Shares16,312 from 15,312
Change+1,000 (+7%)
Value$238 (+$19)
Filed 2021-05-14
Telemus Capital, LLC
NEW
Shares14,900
Change+14,900
Value$219
Filed 2021-04-20
Ameriprise Financial Inc
INCREASED
Shares14,762 from 14,417
Change+345 (+2%)
Value$214 (+$8)
Filed 2021-05-17
Wolverine Asset Management LLC
DECREASED
Shares11,981 from 38,509
Change-26,528 (-69%)
Value$174 (-$375)
Filed 2021-05-13
Signaturefd, LLC
UNCHANGED
Shares9,814 from 9,814
Change0 (0%)
Value$143 (+$3)
Filed 2021-04-30
Harbour Investments, Inc.
NEW
Shares5,575
Change+5,575
Value$81
Filed 2021-08-17
Wells Fargo & Company
DECREASED
Shares5,337 from 5,339
Change-2 (0%)
Value$78 (+$2)
Filed 2021-05-13
Proequities, Inc.
INCREASED
Shares3,186 from 1,994
Change+1,192 (+60%)
Value$47 (+$19)
Filed 2021-05-13
Royal Bank of Canada
DECREASED
Shares1,700 from 5,208
Change-3,508 (-67%)
Value$25 (-$49)
Filed 2021-07-20
Capital Analysts, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$10 ($0)
Filed 2021-05-17
Nfsg Corp
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$5 ($0)
Filed 2021-09-07
Kestra Advisory Services, LLC
CLOSED
Shares0 from 26,981
Change-26,981 (-100%)
Value$0 (-$383)
Filed 2022-07-27
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 17,967
Change-17,967 (-100%)
Value$0 (-$257)
Filed 2021-04-27
LPL Financial LLC
CLOSED
Shares0 from 10,201
Change-10,201 (-100%)
Value$0 (-$146)
Filed 2021-05-14
FNY Investment Advisers, LLC
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$17)
Filed 2021-04-12
Status
Hennion & Walsh Asset Management, Inc.
NEW328,283—+328,283——$4.8K—2021-05-17
Benjamin F. Edwards & Company, Inc.
INCREASED99,22453,765+45,459+85%$768$1.4K+$6812021-05-14
Mutual Advisors, LLC
INCREASED88,45577,355+11,100+14%$1.1K$1.3K+$1862021-05-13
Osaic Holdings, Inc.
DECREASED66,72169,206-2,485-4%$989$974-$152021-05-13
Capital Investment Advisors, LLC
UNCHANGED41,07541,07500%$587$600+$132021-04-27
UBS Group AG
INCREASED39,31228,904+10,408+36%$412$574+$1622021-05-12
Northwestern Mutual Wealth Management Co
INCREASED33,52332,723+800+2%$467$489+$222021-05-14
Advisors Asset Management, Inc.
DECREASED32,305143,464-111,159-77%$2.0K$471.7K+$469.6K2026-08-26
Morgan Stanley
INCREASED25,86025,697+163+1%$367$377+$102021-05-17
Guggenheim Capital LLC
DECREASED19,00819,031-230%$272$278+$62021-05-13
SIT Investment Associates Inc
DECREASED18,19535,396-17,201-49%$505$266-$2392021-05-13
Bank of America Corp
INCREASED16,31215,312+1,000+7%$219$238+$192021-05-14
Telemus Capital, LLC
NEW14,900—+14,900——$219—2021-04-20
Ameriprise Financial Inc
INCREASED14,76214,417+345+2%$206$214+$82021-05-17
Wolverine Asset Management LLC
DECREASED11,98138,509-26,528-69%$549$174-$3752021-05-13
Signaturefd, LLC
UNCHANGED9,8149,81400%$140$143+$32021-04-30
Harbour Investments, Inc.
NEW5,575—+5,575——$81—2021-08-17
Wells Fargo & Company
DECREASED5,3375,339-20%$76$78+$22021-05-13
Proequities, Inc.
INCREASED3,1861,994+1,192+60%$28$47+$192021-05-13
Royal Bank of Canada
DECREASED1,7005,208-3,508-67%$74$25-$492021-07-20
Capital Analysts, LLC
UNCHANGED70070000%$10$10$02021-05-17
Nfsg Corp
UNCHANGED36036000%$5$5$02021-09-07
Kestra Advisory Services, LLC
CLOSED026,981-26,981-100%$383$0-$3832022-07-27
Dynamic Advisor Solutions LLC
CLOSED017,967-17,967-100%$257$0-$2572021-04-27
LPL Financial LLC
CLOSED010,201-10,201-100%$146$0-$1462021-05-14
FNY Investment Advisers, LLC
CLOSED01,200-1,200-100%$17$0-$172021-04-12
Showing 26 of 26 institutions