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BlackRock FL Muni 2020 Term (BFO)

Q2 2020 vs Q3 2020

Comparing institutional holders between quarters

Quarters

Q3 2020Q2 2020Q1 2020Q4 2019Q3 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Karpus Management, Inc.
DECREASED
Shares215,378 from 218,678
Change-3,300 (-2%)
Value$3.2K (-$53)
Filed 2020-11-12
Mackay Shields LLC
UNCHANGED
Shares187,485 from 187,485
Change0 (0%)
Value$2.8K (-$3)
Filed 2020-11-04
Biltmore Capital Advisors LLC
DECREASED
Shares152,553 from 160,440
Change-7,887 (-5%)
Value$2.2K (-$119)
Filed 2020-10-27
Wells Fargo & Company
DECREASED
Shares125,347 from 167,039
Change-41,692 (-25%)
Value$1.8K (-$618)
Filed 2020-11-05
Bank of America Corp
INCREASED
Shares101,966 from 94,693
Change+7,273 (+8%)
Value$1.5K (+$105)
Filed 2020-11-13
First Trust Advisors LP
INCREASED
Shares49,623 from 45,264
Change+4,359 (+10%)
Value$731 (+$63)
Filed 2020-11-05
Otter Creek Advisors, LLC
DECREASED
Shares43,460 from 43,483
Change-23 (0%)
Value$641 (-$1)
Filed 2020-11-13
Indie Asset Partners, LLC
DECREASED
Shares35,000 from 45,862
Change-10,862 (-24%)
Value$516 (-$160)
Filed 2020-11-13
Morgan Stanley
DECREASED
Shares32,413 from 33,113
Change-700 (-2%)
Value$478 (-$11)
Filed 2020-11-13
Harvey Capital Management Inc
UNCHANGED
Shares27,700 from 27,700
Change0 (0%)
Value$408 ($0)
Filed 2020-10-27
Raymond James & Associates
DECREASED
Shares26,894 from 39,029
Change-12,135 (-31%)
Value$396 (-$180)
Filed 2020-11-04
Cardan Capital Partners, LLC
INCREASED
Shares26,251 from 26,248
Change+3 (+0%)
Value$387 ($0)
Filed 2020-11-05
Susquehanna International Group, LLP
INCREASED
Shares20,573 from 12,865
Change+7,708 (+60%)
Value$303 (+$113)
Filed 2020-11-16
Elgethun Capital Management
UNCHANGED
Shares17,619 from 17,619
Change0 (0%)
Value$260 ($0)
Filed 2020-11-13
Royal Bank of Canada
UNCHANGED
Shares16,668 from 16,668
Change0 (0%)
Value$246 ($0)
Filed 2020-11-16
UBS Group AG
UNCHANGED
Shares15,814 from 15,814
Change0 (0%)
Value$233 ($0)
Filed 2020-11-12
Dakota Wealth Management
UNCHANGED
Shares14,158 from 14,158
Change0 (0%)
Value$209 ($0)
Filed 2020-11-04
North Star Investment Management Corp.
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$170 ($0)
Filed 2020-10-13
Sheets Smith Wealth Management
INCREASED
Shares10,915 from 10,415
Change+500 (+5%)
Value$161 (+$7)
Filed 2020-10-26
Reilly Financial Advisors, LLC
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$64 ($0)
Filed 2020-11-06
SVB Wealth LLC
UNCHANGED
Shares1,732 from 1,732
Change0 (0%)
Value$26 (+$1)
Filed 2020-11-10
Tortoise Investment Management, LLC
CLOSED
Shares0 from 3,898
Change-3,898 (-100%)
Value$0 (-$58)
Filed 2020-11-04
Beese Fulmer Investment Management, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$30)
Filed 2020-10-08
Private Advisor Group, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$7)
Filed 2020-11-02
FSA Wealth Management LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$5)
Filed 2020-11-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-11-13
Status
Karpus Management, Inc.
DECREASED215,378218,678-3,300-2%$3.2K$3.2K-$532020-11-12
Mackay Shields LLC
UNCHANGED187,485187,48500%$2.8K$2.8K-$32020-11-04
Biltmore Capital Advisors LLC
DECREASED152,553160,440-7,887-5%$2.4K$2.2K-$1192020-10-27
Wells Fargo & Company
DECREASED125,347167,039-41,692-25%$2.5K$1.8K-$6182020-11-05
Bank of America Corp
INCREASED101,96694,693+7,273+8%$1.4K$1.5K+$1052020-11-13
First Trust Advisors LP
INCREASED49,62345,264+4,359+10%$668$731+$632020-11-05
Otter Creek Advisors, LLC
DECREASED43,46043,483-230%$642$641-$12020-11-13
Indie Asset Partners, LLC
DECREASED35,00045,862-10,862-24%$676$516-$1602020-11-13
Morgan Stanley
DECREASED32,41333,113-700-2%$489$478-$112020-11-13
Harvey Capital Management Inc
UNCHANGED27,70027,70000%$408$408$02020-10-27
Raymond James & Associates
DECREASED26,89439,029-12,135-31%$576$396-$1802020-11-04
Cardan Capital Partners, LLC
INCREASED26,25126,248+3+0%$387$387$02020-11-05
Susquehanna International Group, LLP
INCREASED20,57312,865+7,708+60%$190$303+$1132020-11-16
Elgethun Capital Management
UNCHANGED17,61917,61900%$260$260$02020-11-13
Royal Bank of Canada
UNCHANGED16,66816,66800%$246$246$02020-11-16
UBS Group AG
UNCHANGED15,81415,81400%$233$233$02020-11-12
Dakota Wealth Management
UNCHANGED14,15814,15800%$209$209$02020-11-04
North Star Investment Management Corp.
UNCHANGED11,50011,50000%$170$170$02020-10-13
Sheets Smith Wealth Management
INCREASED10,91510,415+500+5%$154$161+$72020-10-26
Reilly Financial Advisors, LLC
UNCHANGED4,3504,35000%$64$64$02020-11-06
SVB Wealth LLC
UNCHANGED1,7321,73200%$25$26+$12020-11-10
Tortoise Investment Management, LLC
CLOSED03,898-3,898-100%$58$0-$582020-11-04
Beese Fulmer Investment Management, Inc.
CLOSED02,000-2,000-100%$30$0-$302020-10-08
Private Advisor Group, LLC
CLOSED0500-500-100%$7$0-$72020-11-02
FSA Wealth Management LLC
CLOSED0317-317-100%$5$0-$52020-11-13
Proequities, Inc.
UNCHANGED000—$0$0$02020-11-13
Showing 26 of 26 institutions