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BlackRock Muniyield Ariz FD

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
INCREASED
Shares94,791 from 89,737
Change+5,054 (+6%)
Value$1.4K (+$55)
Filed 2021-05-17
Wakefield Asset Management Lllp
DECREASED
Shares62,623 from 63,420
Change-797 (-1%)
Value$924 (-$25)
Filed 2021-05-11
Kestra Advisory Services, LLC
DECREASED
Shares45,440 from 46,438
Change-998 (-2%)
Value$670 (-$24)
Filed 2022-07-27
UBS Group AG
DECREASED
Shares37,173 from 49,786
Change-12,613 (-25%)
Value$548 (-$197)
Filed 2021-05-12
Bank of America Corp
INCREASED
Shares35,875 from 33,875
Change+2,000 (+6%)
Value$529 (+$22)
Filed 2021-05-14
Osaic Holdings, Inc.
INCREASED
Shares31,395 from 29,395
Change+2,000 (+7%)
Value$463 (+$23)
Filed 2021-05-13
Spire Wealth Management
NEW
Shares15,180
Change+15,180
Value$224
Filed 2021-05-21
Wells Fargo & Company
INCREASED
Shares14,567 from 14,070
Change+497 (+4%)
Value$215 (+$4)
Filed 2021-05-13
Meridian Wealth Management, LLC
UNCHANGED
Shares13,888 from 13,888
Change0 (0%)
Value$205 (-$2)
Filed 2021-05-07
Stratos Wealth Partners, Ltd.
INCREASED
Shares13,586 from 13,571
Change+15 (+0%)
Value$200 (-$3)
Filed 2021-04-27
Raymond James Financial Services Advisors, Inc.
UNCHANGED
Shares12,344 from 12,344
Change0 (0%)
Value$182 (-$3)
Filed 2021-05-14
Independent Financial Group, LLC
UNCHANGED
Shares12,337 from 12,337
Change0 (0%)
Value$182.0K (-$2.7K)
Filed 2026-06-15
Shufro Rose & Co LLC
NEW
Shares10,000
Change+10,000
Value$148
Filed 2021-04-28
Royal Bank of Canada
UNCHANGED
Shares5,785 from 5,785
Change0 (0%)
Value$85 (-$2)
Filed 2021-07-20
Wolverine Asset Management LLC
NEW
Shares4,688
Change+4,688
Value$69
Filed 2021-05-13
Citadel Advisors LLC
CLOSED
Shares0 from 36,398
Change-36,398 (-100%)
Value$0 (-$545)
Filed 2021-05-21
Geneos Wealth Management Inc.
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$21)
Filed 2021-06-17
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-05-13
Status
Morgan Stanley
INCREASED94,79189,737+5,054+6%$1.3K$1.4K+$552021-05-17
Wakefield Asset Management Lllp
DECREASED62,62363,420-797-1%$949$924-$252021-05-11
Kestra Advisory Services, LLC
DECREASED45,44046,438-998-2%$694$670-$242022-07-27
UBS Group AG
DECREASED37,17349,786-12,613-25%$745$548-$1972021-05-12
Bank of America Corp
INCREASED35,87533,875+2,000+6%$507$529+$222021-05-14
Osaic Holdings, Inc.
INCREASED31,39529,395+2,000+7%$440$463+$232021-05-13
Spire Wealth Management
NEW15,180—+15,180——$224—2021-05-21
Wells Fargo & Company
INCREASED14,56714,070+497+4%$211$215+$42021-05-13
Meridian Wealth Management, LLC
UNCHANGED13,88813,88800%$207$205-$22021-05-07
Stratos Wealth Partners, Ltd.
INCREASED13,58613,571+15+0%$203$200-$32021-04-27
Raymond James Financial Services Advisors, Inc.
UNCHANGED12,34412,34400%$185$182-$32021-05-14
Independent Financial Group, LLC
UNCHANGED12,33712,33700%$184.7K$182.0K-$2.7K2026-06-15
Shufro Rose & Co LLC
NEW10,000—+10,000——$148—2021-04-28
Royal Bank of Canada
UNCHANGED5,7855,78500%$87$85-$22021-07-20
Wolverine Asset Management LLC
NEW4,688—+4,688——$69—2021-05-13
Citadel Advisors LLC
CLOSED036,398-36,398-100%$545$0-$5452021-05-21
Geneos Wealth Management Inc.
CLOSED01,500-1,500-100%$21$0-$212021-06-17
Proequities, Inc.
UNCHANGED000—$0$0$02021-05-13
Showing 18 of 18 institutions