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BlackRock Muniholdings Quali (XMUSX)

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wellspring Financial Advisors, LLC
NEW
Shares10,879
Change+10,879
Value$130
Filed 2021-05-17
International Assets Investment Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$3 ($0)
Filed 2021-04-19
Mackay Shields LLC
CLOSED
Shares0 from 644,430
Change-644,430 (-100%)
Value$0 (-$8.5K)
Filed 2021-05-14
Advisors Asset Management, Inc.
CLOSED
Shares0 from 529,196
Change-529,196 (-100%)
Value$0 (-$7.0M)
Filed 2026-08-26
SIT Investment Associates Inc
CLOSED
Shares0 from 467,460
Change-467,460 (-100%)
Value$0 (-$6.2K)
Filed 2021-05-13
Guggenheim Capital LLC
CLOSED
Shares0 from 254,268
Change-254,268 (-100%)
Value$0 (-$3.4K)
Filed 2021-05-13
Wells Fargo & Company
CLOSED
Shares0 from 174,230
Change-174,230 (-100%)
Value$0 (-$2.3K)
Filed 2021-05-13
UBS Group AG
CLOSED
Shares0 from 160,183
Change-160,183 (-100%)
Value$0 (-$2.1K)
Filed 2021-05-12
1607 Capital Partners, LLC
CLOSED
Shares0 from 140,253
Change-140,253 (-100%)
Value$0 (-$1.9K)
Filed 2021-05-17
Wakefield Asset Management Lllp
CLOSED
Shares0 from 135,607
Change-135,607 (-100%)
Value$0 (-$1.8K)
Filed 2021-05-11
Fiera Capital Corp
CLOSED
Shares0 from 129,478
Change-129,478 (-100%)
Value$0 (-$1.7K)
Filed 2021-05-11
Rivernorth Capital Management, LLC
CLOSED
Shares0 from 110,125
Change-110,125 (-100%)
Value$0 (-$1.5K)
Filed 2021-05-17
Morgan Stanley
CLOSED
Shares0 from 81,248
Change-81,248 (-100%)
Value$0 (-$1.1K)
Filed 2021-05-17
Horizon Kinetics Asset Management LLC
CLOSED
Shares0 from 75,386
Change-75,386 (-100%)
Value$0 (-$997)
Filed 2021-05-11
Cohen & Steers, Inc.
CLOSED
Shares0 from 66,817
Change-66,817 (-100%)
Value$0 (-$883)
Filed 2021-05-17
Royal Bank of Canada
CLOSED
Shares0 from 63,334
Change-63,334 (-100%)
Value$0 (-$837)
Filed 2021-07-20
Ahrens Investment Partners LLC
CLOSED
Shares0 from 61,100
Change-61,100 (-100%)
Value$0 (-$808)
Filed 2021-05-05
Kestra Advisory Services, LLC
CLOSED
Shares0 from 57,763
Change-57,763 (-100%)
Value$0 (-$763)
Filed 2022-07-27
Van Eck Associates Corp
CLOSED
Shares0 from 53,622
Change-53,622 (-100%)
Value$0 (-$709)
Filed 2021-05-13
First Trust Advisors LP
CLOSED
Shares0 from 52,404
Change-52,404 (-100%)
Value$0 (-$693)
Filed 2021-05-14
Goodwin Daniel L
CLOSED
Shares0 from 51,032
Change-51,032 (-100%)
Value$0 (-$674)
Filed 2021-04-19
Osaic Holdings, Inc.
CLOSED
Shares0 from 47,237
Change-47,237 (-100%)
Value$0 (-$624)
Filed 2021-05-13
Invesco Ltd.
CLOSED
Shares0 from 37,395
Change-37,395 (-100%)
Value$0 (-$494)
Filed 2021-05-17
Ameriprise Financial Inc
CLOSED
Shares0 from 35,134
Change-35,134 (-100%)
Value$0 (-$464)
Filed 2021-05-17
Bank of America Corp
CLOSED
Shares0 from 29,410
Change-29,410 (-100%)
Value$0 (-$389)
Filed 2021-05-14
Capital Investment Advisors, LLC
CLOSED
Shares0 from 24,335
Change-24,335 (-100%)
Value$0 (-$322)
Filed 2021-04-27
Choate Investment Advisors
CLOSED
Shares0 from 23,558
Change-23,558 (-100%)
Value$0 (-$311)
Filed 2021-05-07
Creative Planning
CLOSED
Shares0 from 19,775
Change-19,775 (-100%)
Value$0 (-$261)
Filed 2021-04-30
Raymond James & Associates
CLOSED
Shares0 from 12,168
Change-12,168 (-100%)
Value$0 (-$161)
Filed 2021-05-14
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 9,500
Change-9,500 (-100%)
Value$0 (-$125)
Filed 2021-05-11
Bank of Montreal
CLOSED
Shares0 from 5,453
Change-5,453 (-100%)
Value$0 (-$72)
Filed 2021-05-13
AlphaCentric Advisors LLC
CLOSED
Shares0 from 2,050
Change-2,050 (-100%)
Value$0 (-$27)
Filed 2022-03-09
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 2,035
Change-2,035 (-100%)
Value$0 (-$27)
Filed 2021-04-23
Proequities, Inc.
CLOSED
Shares0 from 1,236
Change-1,236 (-100%)
Value$0 (-$16)
Filed 2021-05-13
Fifth Third Bancorp
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$13)
Filed 2021-05-07
1834 Investment Advisors Co
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$11)
Filed 2021-05-14
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$4)
Filed 2021-05-14
Pathstone Family Office, LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 ($0)
Filed 2021-05-14
Status
Wellspring Financial Advisors, LLC
NEW10,879—+10,879——$130—2021-05-17
International Assets Investment Management, LLC
UNCHANGED20020000%$3$3$02021-04-19
Mackay Shields LLC
CLOSED0644,430-644,430-100%$8.5K$0-$8.5K2021-05-14
Advisors Asset Management, Inc.
CLOSED0529,196-529,196-100%$7.0M$0-$7.0M2026-08-26
SIT Investment Associates Inc
CLOSED0467,460-467,460-100%$6.2K$0-$6.2K2021-05-13
Guggenheim Capital LLC
CLOSED0254,268-254,268-100%$3.4K$0-$3.4K2021-05-13
Wells Fargo & Company
CLOSED0174,230-174,230-100%$2.3K$0-$2.3K2021-05-13
UBS Group AG
CLOSED0160,183-160,183-100%$2.1K$0-$2.1K2021-05-12
1607 Capital Partners, LLC
CLOSED0140,253-140,253-100%$1.9K$0-$1.9K2021-05-17
Wakefield Asset Management Lllp
CLOSED0135,607-135,607-100%$1.8K$0-$1.8K2021-05-11
Fiera Capital Corp
CLOSED0129,478-129,478-100%$1.7K$0-$1.7K2021-05-11
Rivernorth Capital Management, LLC
CLOSED0110,125-110,125-100%$1.5K$0-$1.5K2021-05-17
Morgan Stanley
CLOSED081,248-81,248-100%$1.1K$0-$1.1K2021-05-17
Horizon Kinetics Asset Management LLC
CLOSED075,386-75,386-100%$997$0-$9972021-05-11
Cohen & Steers, Inc.
CLOSED066,817-66,817-100%$883$0-$8832021-05-17
Royal Bank of Canada
CLOSED063,334-63,334-100%$837$0-$8372021-07-20
Ahrens Investment Partners LLC
CLOSED061,100-61,100-100%$808$0-$8082021-05-05
Kestra Advisory Services, LLC
CLOSED057,763-57,763-100%$763$0-$7632022-07-27
Van Eck Associates Corp
CLOSED053,622-53,622-100%$709$0-$7092021-05-13
First Trust Advisors LP
CLOSED052,404-52,404-100%$693$0-$6932021-05-14
Goodwin Daniel L
CLOSED051,032-51,032-100%$674$0-$6742021-04-19
Osaic Holdings, Inc.
CLOSED047,237-47,237-100%$624$0-$6242021-05-13
Invesco Ltd.
CLOSED037,395-37,395-100%$494$0-$4942021-05-17
Ameriprise Financial Inc
CLOSED035,134-35,134-100%$464$0-$4642021-05-17
Bank of America Corp
CLOSED029,410-29,410-100%$389$0-$3892021-05-14
Capital Investment Advisors, LLC
CLOSED024,335-24,335-100%$322$0-$3222021-04-27
Choate Investment Advisors
CLOSED023,558-23,558-100%$311$0-$3112021-05-07
Creative Planning
CLOSED019,775-19,775-100%$261$0-$2612021-04-30
Raymond James & Associates
CLOSED012,168-12,168-100%$161$0-$1612021-05-14
Rockefeller Capital Management L.P.
CLOSED09,500-9,500-100%$125$0-$1252021-05-11
Bank of Montreal
CLOSED05,453-5,453-100%$72$0-$722021-05-13
AlphaCentric Advisors LLC
CLOSED02,050-2,050-100%$27$0-$272022-03-09
Tradewinds Capital Management, LLC
CLOSED02,035-2,035-100%$27$0-$272021-04-23
Proequities, Inc.
CLOSED01,236-1,236-100%$16$0-$162021-05-13
Fifth Third Bancorp
CLOSED0950-950-100%$13$0-$132021-05-07
1834 Investment Advisors Co
CLOSED0800-800-100%$11$0-$112021-05-14
Northwestern Mutual Wealth Management Co
CLOSED0275-275-100%$4$0-$42021-05-14
Pathstone Family Office, LLC
CLOSED011-11-100%$0$0$02021-05-14
Showing 38 of 38 institutions