BlackRock Lng-Trm Muni ADV (BTA)

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Guggenheim Capital LLC

DECREASED

Shares442,167 from 463,255

Change-21,088 (-5%)

Value$4.1M (-$334.7K)

Filed 2026-02-17

Hennion & Walsh Asset Management, Inc.

DECREASED

Shares239,863 from 260,543

Change-20,680 (-8%)

Value$2.2M (-$270.1K)

Filed 2026-01-14

Morgan Stanley

DECREASED

Shares213,840 from 223,598

Change-9,758 (-4%)

Value$2.0M (-$157.6K)

Filed 2026-05-27

UBS Group AG

DECREASED

Shares208,805 from 214,815

Change-6,010 (-3%)

Value$1.9M (-$120.2K)

Filed 2026-01-29

Wells Fargo & Company

INCREASED

Shares195,775 from 190,248

Change+5,527 (+3%)

Value$1.8M (-$5.8K)

Filed 2026-02-13

Raymond James Financial Inc

DECREASED

Shares168,179 from 186,328

Change-18,149 (-10%)

Value$1.6M (-$224.3K)

Filed 2026-02-18

Noble Wealth Management PBC

DECREASED

Shares133,879 from 140,546

Change-6,667 (-5%)

Value$1.2M (-$104.0K)

Filed 2026-01-05

Royal Bank of Canada

INCREASED

Shares89,686 from 74,269

Change+15,417 (+21%)

Value$832.0K (+$121.0K)

Filed 2026-02-17

Van Eck Associates Corp

DECREASED

Shares80,331 from 83,366

Change-3,035 (-4%)

Value$745 (-$54)

Filed 2026-02-13

Robinson Capital Management, LLC

NEW

Shares67,182

Change+67,182

Value$623.4K

Filed 2026-02-13

Melfa Wealth Management, Inc.

UNCHANGED

Shares43,991 from 43,991

Change0 (0%)

Value$408.2K (-$13.2K)

Filed 2026-01-16

Tyche Wealth Partners LLC

UNCHANGED

Shares39,109 from 39,109

Change0 (0%)

Value$362.9K (-$11.7K)

Filed 2026-01-23

Palogic Value Management, L.P.

UNCHANGED

Shares38,024 from 38,024

Change0 (0%)

Value$352.9K (-$11.4K)

Filed 2026-02-17

NewEdge Advisors, LLC

DECREASED

Shares36,161 from 52,754

Change-16,593 (-31%)

Value$335.6K (-$169.8K)

Filed 2026-02-18

HBK Sorce Advisory LLC

UNCHANGED

Shares34,620 from 34,620

Change0 (0%)

Value$334.1K (+$3.8K)

Filed 2026-02-09

Capital Investment Advisors, LLC

DECREASED

Shares32,404 from 34,154

Change-1,750 (-5%)

Value$300.7K (-$26.5K)

Filed 2026-01-13

LPL Financial LLC

INCREASED

Shares31,185 from 20,361

Change+10,824 (+53%)

Value$289.4K (+$94.3K)

Filed 2026-02-11

Cohen & Steers, Inc.

UNCHANGED

Shares30,000 from 30,000

Change0 (0%)

Value$278 (-$9)

Filed 2026-02-13

Bank of New York Mellon Corp

INCREASED

Shares26,864 from 21,490

Change+5,374 (+25%)

Value$249.3K (+$43.4K)

Filed 2026-02-10

Wolverine Asset Management LLC

NEW

Shares26,800

Change+26,800

Value$248.7K

Filed 2026-02-02

Northwestern Mutual Wealth Management Co

DECREASED

Shares23,319 from 24,819

Change-1,500 (-6%)

Value$216.4K (-$21.4K)

Filed 2026-02-10

Essential Investment Partners LLC

NEW

Shares20,900

Change+20,900

Value$194.0K

Filed 2026-07-15

River Street Advisors LLC

UNCHANGED

Shares18,899 from 18,899

Change0 (0%)

Value$175.4K (-$5.7K)

Filed 2026-01-26

Arlington Capital Management Inc

NEW

Shares18,667

Change+18,667

Value$173.2K

Filed 2026-01-06

Allworth Financial LP

UNCHANGED

Shares18,000 from 18,000

Change0 (0%)

Value$167.0K (-$5.4K)

Filed 2026-02-05

Natural Investments, LLC

UNCHANGED

Shares15,985 from 15,985

Change0 (0%)

Value$148 (-$5)

Filed 2026-01-23

Curi Capital, LLC

INCREASED

Shares14,226 from 14,149

Change+77 (+1%)

Value$132.0K (-$4.2K)

Filed 2026-02-17

Susquehanna International Group, LLP

INCREASED

Shares14,081 from 12,897

Change+1,184 (+9%)

Value$130.7K (+$7.1K)

Filed 2026-02-17

PFG Investments, LLC

INCREASED

Shares13,062 from 12,959

Change+103 (+1%)

Value$121.2K (-$2.9K)

Filed 2026-01-26

Cerity Partners LLC

INCREASED

Shares12,244 from 12,179

Change+65 (+1%)

Value$113.6K (-$3.1K)

Filed 2026-02-11

Citadel Advisors LLC

NEW

Shares11,710

Change+11,710

Value$108.7K

Filed 2026-02-17

Osaic Holdings, Inc.

INCREASED

Shares11,499 from 9,185

Change+2,314 (+25%)

Value$106.7K (+$21.9K)

Filed 2026-02-17

Absolute Investment Advisers, LLC

NEW

Shares11,306

Change+11,306

Value$106.3K

Filed 2026-01-28

Nomura Holdings Inc

NEW

Shares10,562

Change+10,562

Value$98.0K

Filed 2026-02-17

Nuveen, LLC

UNCHANGED

Shares10,127 from 10,127

Change0 (0%)

Value$94.0K (-$3.0K)

Filed 2026-02-12

Bernard Wealth Management Corp.

UNCHANGED

Shares6,100 from 6,100

Change0 (0%)

Value$56.6K (-$1.8K)

Filed 2026-01-15

Hollencrest Capital Management

UNCHANGED

Shares5,600 from 5,600

Change0 (0%)

Value$52.0K (-$1.7K)

Filed 2026-02-12

Steward Partners Investment Advisory, LLC

DECREASED

Shares5,380 from 5,748

Change-368 (-6%)

Value$49.9K (-$5.1K)

Filed 2026-02-12

Fifth Third Bancorp

DECREASED

Shares3,418 from 4,000

Change-582 (-15%)

Value$31.7K (-$6.6K)

Filed 2026-02-02

Rothschild Investment LLC

UNCHANGED

Shares2,000 from 2,000

Change0 (0%)

Value$18.6K (-$600)

Filed 2026-02-10

Bank of America Corp

UNCHANGED

Shares1,383 from 1,383

Change0 (0%)

Value$12.8K (-$415)

Filed 2026-02-17

Fortis Group Advisors, LLC

UNCHANGED

Shares667 from 667

Change0 (0%)

Value$6.2K (-$200)

Filed 2026-02-06

US Bancorp \de\

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$2.8K (-$90)

Filed 2026-01-30

SIT Investment Associates Inc

CLOSED

Shares0 from 368,158

Change-368,158 (-100%)

Value$0 (-$3.5K)

Filed 2026-02-25

Stratos Wealth Advisors, LLC

CLOSED

Shares0 from 40,145

Change-40,145 (-100%)

Value$0 (-$384.6K)

Filed 2026-01-20

Stratos Investment Management, LLC

CLOSED

Shares0 from 17,409

Change-17,409 (-100%)

Value$0 (-$166.8K)

Filed 2026-01-20

Plan A Wealth LLC

CLOSED

Shares0 from 11,245

Change-11,245 (-100%)

Value$0 (-$107.7K)

Filed 2026-02-06

GPS Wealth Strategies Group, LLC

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$24.0K)

Filed 2026-02-06

Advisory Services Network, LLC

CLOSED

Shares0 from 1,900

Change-1,900 (-100%)

Value$0 (-$18.2K)

Filed 2026-02-17

Activest Wealth Management

CLOSED

Shares0 from 1,383

Change-1,383 (-100%)

Value$0 (-$13.2K)

Filed 2026-01-30

FNY Investment Advisers, LLC

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$3)

Filed 2026-01-16

Rivernorth Capital Management, LLC

N/A

Shares— from 297,150

Change-297,150 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 10,020

Change-10,020 (-100%)

Value—

	Status
Guggenheim Capital LLC	DECREASED	442,167	463,255	-21,088	-5%	$4.4M	$4.1M	-$334.7K	2026-02-17
Hennion & Walsh Asset Management, Inc.	DECREASED	239,863	260,543	-20,680	-8%	$2.5M	$2.2M	-$270.1K	2026-01-14
Morgan Stanley	DECREASED	213,840	223,598	-9,758	-4%	$2.1M	$2.0M	-$157.6K	2026-05-27
UBS Group AG	DECREASED	208,805	214,815	-6,010	-3%	$2.1M	$1.9M	-$120.2K	2026-01-29
Wells Fargo & Company	INCREASED	195,775	190,248	+5,527	+3%	$1.8M	$1.8M	-$5.8K	2026-02-13
Raymond James Financial Inc	DECREASED	168,179	186,328	-18,149	-10%	$1.8M	$1.6M	-$224.3K	2026-02-18
Noble Wealth Management PBC	DECREASED	133,879	140,546	-6,667	-5%	$1.3M	$1.2M	-$104.0K	2026-01-05
Royal Bank of Canada	INCREASED	89,686	74,269	+15,417	+21%	$711.0K	$832.0K	+$121.0K	2026-02-17
Van Eck Associates Corp	DECREASED	80,331	83,366	-3,035	-4%	$799	$745	-$54	2026-02-13
Robinson Capital Management, LLC	NEW	67,182	—	+67,182	—	—	$623.4K	—	2026-02-13
Melfa Wealth Management, Inc.	UNCHANGED	43,991	43,991	0	0%	$421.4K	$408.2K	-$13.2K	2026-01-16
Tyche Wealth Partners LLC	UNCHANGED	39,109	39,109	0	0%	$374.7K	$362.9K	-$11.7K	2026-01-23
Palogic Value Management, L.P.	UNCHANGED	38,024	38,024	0	0%	$364.3K	$352.9K	-$11.4K	2026-02-17
NewEdge Advisors, LLC	DECREASED	36,161	52,754	-16,593	-31%	$505.4K	$335.6K	-$169.8K	2026-02-18
HBK Sorce Advisory LLC	UNCHANGED	34,620	34,620	0	0%	$330.3K	$334.1K	+$3.8K	2026-02-09
Capital Investment Advisors, LLC	DECREASED	32,404	34,154	-1,750	-5%	$327.2K	$300.7K	-$26.5K	2026-01-13
LPL Financial LLC	INCREASED	31,185	20,361	+10,824	+53%	$195.1K	$289.4K	+$94.3K	2026-02-11
Cohen & Steers, Inc.	UNCHANGED	30,000	30,000	0	0%	$287	$278	-$9	2026-02-13
Bank of New York Mellon Corp	INCREASED	26,864	21,490	+5,374	+25%	$205.9K	$249.3K	+$43.4K	2026-02-10
Wolverine Asset Management LLC	NEW	26,800	—	+26,800	—	—	$248.7K	—	2026-02-02
Northwestern Mutual Wealth Management Co	DECREASED	23,319	24,819	-1,500	-6%	$237.8K	$216.4K	-$21.4K	2026-02-10
Essential Investment Partners LLC	NEW	20,900	—	+20,900	—	—	$194.0K	—	2026-07-15
River Street Advisors LLC	UNCHANGED	18,899	18,899	0	0%	$181.1K	$175.4K	-$5.7K	2026-01-26
Arlington Capital Management Inc	NEW	18,667	—	+18,667	—	—	$173.2K	—	2026-01-06
Allworth Financial LP	UNCHANGED	18,000	18,000	0	0%	$172.4K	$167.0K	-$5.4K	2026-02-05
Natural Investments, LLC	UNCHANGED	15,985	15,985	0	0%	$153	$148	-$5	2026-01-23
Curi Capital, LLC	INCREASED	14,226	14,149	+77	+1%	$136.2K	$132.0K	-$4.2K	2026-02-17
Susquehanna International Group, LLP	INCREASED	14,081	12,897	+1,184	+9%	$123.6K	$130.7K	+$7.1K	2026-02-17
PFG Investments, LLC	INCREASED	13,062	12,959	+103	+1%	$124.1K	$121.2K	-$2.9K	2026-01-26
Cerity Partners LLC	INCREASED	12,244	12,179	+65	+1%	$116.7K	$113.6K	-$3.1K	2026-02-11
Citadel Advisors LLC	NEW	11,710	—	+11,710	—	—	$108.7K	—	2026-02-17
Osaic Holdings, Inc.	INCREASED	11,499	9,185	+2,314	+25%	$84.8K	$106.7K	+$21.9K	2026-02-17
Absolute Investment Advisers, LLC	NEW	11,306	—	+11,306	—	—	$106.3K	—	2026-01-28
Nomura Holdings Inc	NEW	10,562	—	+10,562	—	—	$98.0K	—	2026-02-17
Nuveen, LLC	UNCHANGED	10,127	10,127	0	0%	$97.0K	$94.0K	-$3.0K	2026-02-12
Bernard Wealth Management Corp.	UNCHANGED	6,100	6,100	0	0%	$58.4K	$56.6K	-$1.8K	2026-01-15
Hollencrest Capital Management	UNCHANGED	5,600	5,600	0	0%	$53.6K	$52.0K	-$1.7K	2026-02-12
Steward Partners Investment Advisory, LLC	DECREASED	5,380	5,748	-368	-6%	$55.1K	$49.9K	-$5.1K	2026-02-12
Fifth Third Bancorp	DECREASED	3,418	4,000	-582	-15%	$38.3K	$31.7K	-$6.6K	2026-02-02
Rothschild Investment LLC	UNCHANGED	2,000	2,000	0	0%	$19.2K	$18.6K	-$600	2026-02-10
Bank of America Corp	UNCHANGED	1,383	1,383	0	0%	$13.2K	$12.8K	-$415	2026-02-17
Fortis Group Advisors, LLC	UNCHANGED	667	667	0	0%	$6.4K	$6.2K	-$200	2026-02-06
US Bancorp \de\	UNCHANGED	300	300	0	0%	$2.9K	$2.8K	-$90	2026-01-30
SIT Investment Associates Inc	CLOSED	0	368,158	-368,158	-100%	$3.5K	$0	-$3.5K	2026-02-25
Stratos Wealth Advisors, LLC	CLOSED	0	40,145	-40,145	-100%	$384.6K	$0	-$384.6K	2026-01-20
Stratos Investment Management, LLC	CLOSED	0	17,409	-17,409	-100%	$166.8K	$0	-$166.8K	2026-01-20
Plan A Wealth LLC	CLOSED	0	11,245	-11,245	-100%	$107.7K	$0	-$107.7K	2026-02-06
GPS Wealth Strategies Group, LLC	CLOSED	0	2,500	-2,500	-100%	$24.0K	$0	-$24.0K	2026-02-06
Advisory Services Network, LLC	CLOSED	0	1,900	-1,900	-100%	$18.2K	$0	-$18.2K	2026-02-17
Activest Wealth Management	CLOSED	0	1,383	-1,383	-100%	$13.2K	$0	-$13.2K	2026-01-30
FNY Investment Advisers, LLC	CLOSED	0	400	-400	-100%	$3	$0	-$3	2026-01-16
Rivernorth Capital Management, LLC	N/A	—	297,150	-297,150	-100%	$2.8M	—	—	—
Ameriprise Financial Inc	N/A	—	10,020	-10,020	-100%	$96.0K	—	—	—

Showing 53 of 53 institutions