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BlackRock Municipal Bond TR

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Advisors Asset Management, Inc.
CLOSED
Shares0 from 310,700
Change-310,700 (-100%)
Value$0 (-$5.0K)
Filed 2026-08-26
Morgan Stanley
CLOSED
Shares0 from 204,627
Change-204,627 (-100%)
Value$0 (-$3.3K)
Filed 2021-05-17
Guggenheim Capital LLC
CLOSED
Shares0 from 182,123
Change-182,123 (-100%)
Value$0 (-$2.9K)
Filed 2021-05-13
Kestra Advisory Services, LLC
CLOSED
Shares0 from 161,149
Change-161,149 (-100%)
Value$0 (-$2.6K)
Filed 2022-07-27
ProVise Management Group, LLC
CLOSED
Shares0 from 160,388
Change-160,388 (-100%)
Value$0 (-$2.6K)
Filed 2021-04-22
UBS Group AG
CLOSED
Shares0 from 131,668
Change-131,668 (-100%)
Value$0 (-$2.1K)
Filed 2021-05-12
Wells Fargo & Company
CLOSED
Shares0 from 93,808
Change-93,808 (-100%)
Value$0 (-$1.5K)
Filed 2021-05-13
Invesco Ltd.
CLOSED
Shares0 from 93,430
Change-93,430 (-100%)
Value$0 (-$1.5K)
Filed 2021-05-17
Mackay Shields LLC
CLOSED
Shares0 from 76,627
Change-76,627 (-100%)
Value$0 (-$1.2K)
Filed 2021-05-14
Envestnet Asset Management Inc
CLOSED
Shares0 from 53,429
Change-53,429 (-100%)
Value$0 (-$858)
Filed 2021-05-04
Park Avenue Securities LLC
CLOSED
Shares0 from 47,696
Change-47,696 (-100%)
Value$0 (-$766)
Filed 2021-04-28
Bank of America Corp
CLOSED
Shares0 from 36,927
Change-36,927 (-100%)
Value$0 (-$593)
Filed 2021-05-14
Van Eck Associates Corp
CLOSED
Shares0 from 34,063
Change-34,063 (-100%)
Value$0 (-$547)
Filed 2021-05-13
Associated Banc-Corp
CLOSED
Shares0 from 33,730
Change-33,730 (-100%)
Value$0 (-$541)
Filed 2021-05-05
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 30,280
Change-30,280 (-100%)
Value$0 (-$486)
Filed 2021-05-17
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 27,919
Change-27,919 (-100%)
Value$0 (-$448)
Filed 2021-05-14
Meridian Wealth Management, LLC
CLOSED
Shares0 from 23,118
Change-23,118 (-100%)
Value$0 (-$371)
Filed 2021-05-07
Royal Bank of Canada
CLOSED
Shares0 from 22,807
Change-22,807 (-100%)
Value$0 (-$366)
Filed 2021-07-20
Oppenheimer & Co Inc
CLOSED
Shares0 from 21,149
Change-21,149 (-100%)
Value$0 (-$339)
Filed 2021-05-10
Proequities, Inc.
CLOSED
Shares0 from 15,546
Change-15,546 (-100%)
Value$0 (-$250)
Filed 2021-05-13
Capital Investment Advisors, LLC
CLOSED
Shares0 from 12,905
Change-12,905 (-100%)
Value$0 (-$207)
Filed 2021-04-27
LPL Financial LLC
CLOSED
Shares0 from 12,347
Change-12,347 (-100%)
Value$0 (-$198)
Filed 2021-05-14
Evergreen Capital Management LLC
CLOSED
Shares0 from 12,175
Change-12,175 (-100%)
Value$0 (-$195)
Filed 2021-05-17
Stifel Financial Corp
CLOSED
Shares0 from 11,467
Change-11,467 (-100%)
Value$0 (-$184)
Filed 2021-05-14
Altus Wealth Group LLC
CLOSED
Shares0 from 11,125
Change-11,125 (-100%)
Value$0 (-$179)
Filed 2021-05-14
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 11,112
Change-11,112 (-100%)
Value$0 (-$178)
Filed 2021-05-14
HighTower Advisors, LLC
CLOSED
Shares0 from 10,566
Change-10,566 (-100%)
Value$0 (-$170)
Filed 2021-05-10
Osaic Holdings, Inc.
CLOSED
Shares0 from 6,077
Change-6,077 (-100%)
Value$0 (-$97)
Filed 2021-05-13
B, B, H, & B Inc.
CLOSED
Shares0 from 5,504
Change-5,504 (-100%)
Value$0 (-$88)
Filed 2021-05-11
Highlander Capital Management, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$16)
Filed 2021-05-14
Benjamin F. Edwards & Company, Inc.
CLOSED
Shares0 from 920
Change-920 (-100%)
Value$0 (-$15)
Filed 2021-05-14
Focused Wealth Management, Inc
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$2)
Filed 2021-05-03
Bogart Wealth, LLC
DECREASED
Shares0 from 2,229
Change-2,229 (-100%)
Value$0 (-$35)
Filed 2021-04-16
AdvisorNet Financial, Inc
DECREASED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$8)
Filed 2021-04-14
Status
Advisors Asset Management, Inc.
CLOSED0310,700-310,700-100%$5.0K$0-$5.0K2026-08-26
Morgan Stanley
CLOSED0204,627-204,627-100%$3.3K$0-$3.3K2021-05-17
Guggenheim Capital LLC
CLOSED0182,123-182,123-100%$2.9K$0-$2.9K2021-05-13
Kestra Advisory Services, LLC
CLOSED0161,149-161,149-100%$2.6K$0-$2.6K2022-07-27
ProVise Management Group, LLC
CLOSED0160,388-160,388-100%$2.6K$0-$2.6K2021-04-22
UBS Group AG
CLOSED0131,668-131,668-100%$2.1K$0-$2.1K2021-05-12
Wells Fargo & Company
CLOSED093,808-93,808-100%$1.5K$0-$1.5K2021-05-13
Invesco Ltd.
CLOSED093,430-93,430-100%$1.5K$0-$1.5K2021-05-17
Mackay Shields LLC
CLOSED076,627-76,627-100%$1.2K$0-$1.2K2021-05-14
Envestnet Asset Management Inc
CLOSED053,429-53,429-100%$858$0-$8582021-05-04
Park Avenue Securities LLC
CLOSED047,696-47,696-100%$766$0-$7662021-04-28
Bank of America Corp
CLOSED036,927-36,927-100%$593$0-$5932021-05-14
Van Eck Associates Corp
CLOSED034,063-34,063-100%$547$0-$5472021-05-13
Associated Banc-Corp
CLOSED033,730-33,730-100%$541$0-$5412021-05-05
Woodward Diversified Capital, LLC
CLOSED030,280-30,280-100%$486$0-$4862021-05-17
Northwestern Mutual Wealth Management Co
CLOSED027,919-27,919-100%$448$0-$4482021-05-14
Meridian Wealth Management, LLC
CLOSED023,118-23,118-100%$371$0-$3712021-05-07
Royal Bank of Canada
CLOSED022,807-22,807-100%$366$0-$3662021-07-20
Oppenheimer & Co Inc
CLOSED021,149-21,149-100%$339$0-$3392021-05-10
Proequities, Inc.
CLOSED015,546-15,546-100%$250$0-$2502021-05-13
Capital Investment Advisors, LLC
CLOSED012,905-12,905-100%$207$0-$2072021-04-27
LPL Financial LLC
CLOSED012,347-12,347-100%$198$0-$1982021-05-14
Evergreen Capital Management LLC
CLOSED012,175-12,175-100%$195$0-$1952021-05-17
Stifel Financial Corp
CLOSED011,467-11,467-100%$184$0-$1842021-05-14
Altus Wealth Group LLC
CLOSED011,125-11,125-100%$179$0-$1792021-05-14
KOM Wealth Management Group, LLC
CLOSED011,112-11,112-100%$178$0-$1782021-05-14
HighTower Advisors, LLC
CLOSED010,566-10,566-100%$170$0-$1702021-05-10
Osaic Holdings, Inc.
CLOSED06,077-6,077-100%$97$0-$972021-05-13
B, B, H, & B Inc.
CLOSED05,504-5,504-100%$88$0-$882021-05-11
Highlander Capital Management, LLC
CLOSED01,000-1,000-100%$16$0-$162021-05-14
Benjamin F. Edwards & Company, Inc.
CLOSED0920-920-100%$15$0-$152021-05-14
Focused Wealth Management, Inc
CLOSED0123-123-100%$2$0-$22021-05-03
Bogart Wealth, LLC
DECREASED02,229-2,229-100%$35$0-$352021-04-16
AdvisorNet Financial, Inc
DECREASED0500-500-100%$8$0-$82021-04-14
Showing 34 of 34 institutions