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BlackRock Muniyld Invst Qlty

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Hennion & Walsh Asset Management, Inc.
NEW
Shares632,866
Change+632,866
Value$9.2K
Filed 2021-05-17
SIT Investment Associates Inc
DECREASED
Shares120,544 from 162,030
Change-41,486 (-26%)
Value$1.7K (-$577)
Filed 2021-05-13
UBS Group AG
INCREASED
Shares118,626 from 102,229
Change+16,397 (+16%)
Value$1.7K (+$253)
Filed 2021-05-12
Osaic Holdings, Inc.
DECREASED
Shares100,819 from 101,080
Change-261 (0%)
Value$1.5K (+$13)
Filed 2021-05-13
Morgan Stanley
INCREASED
Shares78,461 from 78,070
Change+391 (+1%)
Value$1.1K (+$18)
Filed 2021-05-17
Bank of America Corp
DECREASED
Shares62,919 from 63,271
Change-352 (-1%)
Value$912 (+$4)
Filed 2021-05-14
Fiera Capital Corp
DECREASED
Shares44,676 from 80,005
Change-35,329 (-44%)
Value$648 (-$500)
Filed 2021-05-11
Goldman Sachs Group Inc
NEW
Shares44,607
Change+44,607
Value$647
Filed 2021-05-17
Invesco Ltd.
DECREASED
Shares33,055 from 33,280
Change-225 (-1%)
Value$479 (+$2)
Filed 2021-05-17
Guggenheim Capital LLC
DECREASED
Shares26,209 from 26,238
Change-29 (0%)
Value$380 (+$3)
Filed 2021-05-13
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares20,933 from 20,933
Change0 (0%)
Value$304 (+$4)
Filed 2021-04-08
Wells Fargo & Company
INCREASED
Shares20,701 from 18,775
Change+1,926 (+10%)
Value$300 (+$31)
Filed 2021-05-13
Telemus Capital, LLC
NEW
Shares14,500
Change+14,500
Value$212
Filed 2021-04-20
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares10,493 from 10,395
Change+98 (+1%)
Value$152 (+$3)
Filed 2021-05-14
ProVise Management Group, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$145 (+$2)
Filed 2021-04-22
Wolverine Asset Management LLC
DECREASED
Shares8,947 from 15,610
Change-6,663 (-43%)
Value$129 (-$94)
Filed 2021-05-13
PNC Financial Services Group, Inc.
UNCHANGED
Shares8,158 from 8,158
Change0 (0%)
Value$118 (+$1)
Filed 2021-05-07
AlphaCentric Advisors LLC
NEW
Shares3,400
Change+3,400
Value$49
Filed 2022-03-09
Jones Financial Companies Lllp
NEW
Shares1,000
Change+1,000
Value$15
Filed 2021-04-30
Tradewinds Capital Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$4 ($0)
Filed 2021-04-23
Ranch Capital Advisors Inc.
CLOSED
Shares0 from 20,200
Change-20,200 (-100%)
Value$0 (-$289)
Filed 2021-05-17
LPL Financial LLC
CLOSED
Shares0 from 11,195
Change-11,195 (-100%)
Value$0 (-$161)
Filed 2021-05-14
Hoover Financial Advisors, Inc.
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$94)
Filed 2021-05-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-05-13
Status
Hennion & Walsh Asset Management, Inc.
NEW632,866—+632,866——$9.2K—2021-05-17
SIT Investment Associates Inc
DECREASED120,544162,030-41,486-26%$2.3K$1.7K-$5772021-05-13
UBS Group AG
INCREASED118,626102,229+16,397+16%$1.5K$1.7K+$2532021-05-12
Osaic Holdings, Inc.
DECREASED100,819101,080-2610%$1.5K$1.5K+$132021-05-13
Morgan Stanley
INCREASED78,46178,070+391+1%$1.1K$1.1K+$182021-05-17
Bank of America Corp
DECREASED62,91963,271-352-1%$908$912+$42021-05-14
Fiera Capital Corp
DECREASED44,67680,005-35,329-44%$1.1K$648-$5002021-05-11
Goldman Sachs Group Inc
NEW44,607—+44,607——$647—2021-05-17
Invesco Ltd.
DECREASED33,05533,280-225-1%$477$479+$22021-05-17
Guggenheim Capital LLC
DECREASED26,20926,238-290%$377$380+$32021-05-13
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED20,93320,93300%$300$304+$42021-04-08
Wells Fargo & Company
INCREASED20,70118,775+1,926+10%$269$300+$312021-05-13
Telemus Capital, LLC
NEW14,500—+14,500——$212—2021-04-20
Raymond James Financial Services Advisors, Inc.
INCREASED10,49310,395+98+1%$149$152+$32021-05-14
ProVise Management Group, LLC
UNCHANGED10,00010,00000%$143$145+$22021-04-22
Wolverine Asset Management LLC
DECREASED8,94715,610-6,663-43%$223$129-$942021-05-13
PNC Financial Services Group, Inc.
UNCHANGED8,1588,15800%$117$118+$12021-05-07
AlphaCentric Advisors LLC
NEW3,400—+3,400——$49—2022-03-09
Jones Financial Companies Lllp
NEW1,000—+1,000——$15—2021-04-30
Tradewinds Capital Management, LLC
UNCHANGED30030000%$4$4$02021-04-23
Ranch Capital Advisors Inc.
CLOSED020,200-20,200-100%$289$0-$2892021-05-17
LPL Financial LLC
CLOSED011,195-11,195-100%$161$0-$1612021-05-14
Hoover Financial Advisors, Inc.
CLOSED06,500-6,500-100%$94$0-$942021-05-14
Proequities, Inc.
UNCHANGED000—$0$0$02021-05-13
Showing 24 of 24 institutions