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BlackRock CA Muni 2018 Term

Q2 2018 vs Q3 2018

Comparing institutional holders between quarters

Quarters

Q3 2018Q2 2018Q1 2018Q4 2017Q3 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Karpus Management, Inc.
DECREASED
Shares1,095,639 from 1,097,239
Change-1,600 (0%)
Value$16.3K (+$130)
Filed 2018-11-14
Morgan Stanley
DECREASED
Shares177,860 from 183,615
Change-5,755 (-3%)
Value$2.7K (-$60)
Filed 2019-04-23
Ladenburg Thalmann Financial Services Inc
INCREASED
Shares105,964 from 102,464
Change+3,500 (+3%)
Value$1.6K (+$68)
Filed 2018-11-14
Susquehanna International Group, LLP
INCREASED
Shares65,864 from 52,227
Change+13,637 (+26%)
Value$983 (+$211)
Filed 2018-11-14
Ameriprise Financial Inc
DECREASED
Shares64,096 from 78,740
Change-14,644 (-19%)
Value$956 (-$208)
Filed 2018-11-14
Bank of America Corp
DECREASED
Shares52,336 from 55,864
Change-3,528 (-6%)
Value$781 (-$45)
Filed 2018-11-14
UBS Group AG
DECREASED
Shares52,205 from 57,103
Change-4,898 (-9%)
Value$779 (-$65)
Filed 2018-11-14
Roundview Capital LLC
UNCHANGED
Shares51,250 from 51,250
Change0 (0%)
Value$765 (+$8)
Filed 2018-11-07
PNC Financial Services Group, Inc.
UNCHANGED
Shares49,120 from 49,120
Change0 (0%)
Value$732 (+$5)
Filed 2018-11-09
Vista Investment Management
UNCHANGED
Shares42,699 from 42,699
Change0 (0%)
Value$637 (+$6)
Filed 2018-11-14
Menlo Advisors LLC
UNCHANGED
Shares42,370 from 42,370
Change0 (0%)
Value$632 (+$6)
Filed 2018-10-10
SIT Investment Associates Inc
NEW
Shares26,288
Change+26,288
Value$392
Filed 2018-11-14
Dakota Wealth Management
NEW
Shares26,213
Change+26,213
Value$391
Filed 2018-11-07
Avitas Wealth Management LLC
UNCHANGED
Shares24,400 from 24,400
Change0 (0%)
Value$364 (+$3)
Filed 2018-12-19
Wells Fargo & Company
DECREASED
Shares20,924 from 26,424
Change-5,500 (-21%)
Value$312 (-$79)
Filed 2018-11-02
First Trust Advisors LP
NEW
Shares18,412
Change+18,412
Value$275
Filed 2018-10-25
WBH Advisory Inc
NEW
Shares17,700
Change+17,700
Value$264
Filed 2018-10-29
Covington Capital Management
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$45 (+$1)
Filed 2018-11-15
Harrington Investments, Inc
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$30 ($0)
Filed 2018-10-25
Royal Bank of Canada
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$28 ($0)
Filed 2018-11-14
Proequities, Inc.
NEW
Shares0
Change0
Value$0
Filed 2018-11-13
Bank of New York Mellon Corp
CLOSED
Shares0 from 17,811
Change-17,811 (-100%)
Value$0 (-$263)
Filed 2018-11-09
Apriem Advisors
CLOSED
Shares0 from 787
Change-787 (-100%)
Value$0 (-$12)
Filed 2018-11-14
Status
Karpus Management, Inc.
DECREASED1,095,6391,097,239-1,6000%$16.2K$16.3K+$1302018-11-14
Morgan Stanley
DECREASED177,860183,615-5,755-3%$2.7K$2.7K-$602019-04-23
Ladenburg Thalmann Financial Services Inc
INCREASED105,964102,464+3,500+3%$1.5K$1.6K+$682018-11-14
Susquehanna International Group, LLP
INCREASED65,86452,227+13,637+26%$772$983+$2112018-11-14
Ameriprise Financial Inc
DECREASED64,09678,740-14,644-19%$1.2K$956-$2082018-11-14
Bank of America Corp
DECREASED52,33655,864-3,528-6%$826$781-$452018-11-14
UBS Group AG
DECREASED52,20557,103-4,898-9%$844$779-$652018-11-14
Roundview Capital LLC
UNCHANGED51,25051,25000%$757$765+$82018-11-07
PNC Financial Services Group, Inc.
UNCHANGED49,12049,12000%$727$732+$52018-11-09
Vista Investment Management
UNCHANGED42,69942,69900%$631$637+$62018-11-14
Menlo Advisors LLC
UNCHANGED42,37042,37000%$626$632+$62018-10-10
SIT Investment Associates Inc
NEW26,288—+26,288——$392—2018-11-14
Dakota Wealth Management
NEW26,213—+26,213——$391—2018-11-07
Avitas Wealth Management LLC
UNCHANGED24,40024,40000%$361$364+$32018-12-19
Wells Fargo & Company
DECREASED20,92426,424-5,500-21%$391$312-$792018-11-02
First Trust Advisors LP
NEW18,412—+18,412——$275—2018-10-25
WBH Advisory Inc
NEW17,700—+17,700——$264—2018-10-29
Covington Capital Management
UNCHANGED3,0003,00000%$44$45+$12018-11-15
Harrington Investments, Inc
UNCHANGED2,0002,00000%$30$30$02018-10-25
Royal Bank of Canada
UNCHANGED1,9001,90000%$28$28$02018-11-14
Proequities, Inc.
NEW0—0——$0—2018-11-13
Bank of New York Mellon Corp
CLOSED017,811-17,811-100%$263$0-$2632018-11-09
Apriem Advisors
CLOSED0787-787-100%$12$0-$122018-11-14
Showing 23 of 23 institutions