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BlackRock Munihold NJ Qlty (MUJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mackay Shields LLC
UNCHANGED
Shares881,952 from 881,952
Change0 (0%)
Value$9.9M (-$908.4K)
Filed 2026-10-13
Breakwater Capital Group
INCREASED
Shares270,992 from 239,996
Change+30,996 (+13%)
Value$3.1M (+$102.4K)
Filed 2026-10-09
LPL Financial LLC
INCREASED
Shares236,199 from 220,851
Change+15,348 (+7%)
Value$2.7M (-$54.4K)
Filed 2026-11-06
Atlas Private Wealth Advisors
DECREASED
Shares234,697 from 267,579
Change-32,882 (-12%)
Value$2.6M (-$646.5K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares80,879 from 69,369
Change+11,510 (+17%)
Value$912.3K (+$58.4K)
Filed 2026-11-02
Melfa Wealth Management, Inc.
DECREASED
Shares46,058 from 46,458
Change-400 (-1%)
Value$519.5K (-$52.4K)
Filed 2026-11-06
Wealth Effects LLC
UNCHANGED
Shares41,294 from 41,294
Change0 (0%)
Value$465.8K (-$42.5K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares29,788 from 29,788
Change0 (0%)
Value$336.0K (-$30.7K)
Filed 2026-10-19
Closed-End Fund Advisors, Inc.
UNCHANGED
Shares21,504 from 21,504
Change0 (0%)
Value$242.6K (-$22.1K)
Filed 2026-11-04
Philadelphia Trust Co
UNCHANGED
Shares16,957 from 16,957
Change0 (0%)
Value$191.0K (-$18.0K)
Filed 2026-11-05
Traphagen Investment Advisors LLC
DECREASED
Shares15,447 from 17,773
Change-2,326 (-13%)
Value$174.2K (-$44.6K)
Filed 2026-10-14
David J Yvars Group
UNCHANGED
Shares13,950 from 13,950
Change0 (0%)
Value$157.4K (-$14.4K)
Filed 2026-10-09
Green Ridge Wealth Planning LLC
UNCHANGED
Shares11,148 from 11,148
Change0 (0%)
Value$125.7K (-$11.5K)
Filed 2026-10-08
Dumont & Blake Investment Advisors LLC
UNCHANGED
Shares10,181 from 10,181
Change0 (0%)
Value$114.8K (-$10.5K)
Filed 2026-10-28
TriaGen Wealth Management LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$112.8K (-$10.3K)
Filed 2026-10-14
Mountain Hill Investment Partners Corp.
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$49.6K (-$4.5K)
Filed 2026-10-23
Caldwell Trust Co
DECREASED
Shares1,473 from 1,475
Change-2 (0%)
Value$16.6K (-$1.5K)
Filed 2026-10-30
Noble Wealth Management PBC
DECREASED
Shares1,150 from 3,333
Change-2,183 (-65%)
Value$13.0K (-$28.1K)
Filed 2026-10-01
Private Wealth Management Group, LLC
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$5.5K (-$499)
Filed 2026-10-19
Clear Point Advisors Inc.
CLOSED
Shares0 from 67,499
Change-67,499 (-100%)
Value$0 (-$830.9K)
Filed 2026-10-30
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 15,815
Change-15,815 (-100%)
Value$0 (-$183.0K)
Filed 2026-10-13
Princeton Global Asset Management LLC
CLOSED
Shares0 from 3,337
Change-3,337 (-100%)
Value$0 (-$41.1K)
Filed 2026-10-21
Morgan Stanley
N/A
Shares— from 753,809
Change-753,809 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 708,749
Change-708,749 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 458,409
Change-458,409 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 316,704
Change-316,704 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 209,320
Change-209,320 (-100%)
Value—
UBS Group AG
N/A
Shares— from 150,380
Change-150,380 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 114,837
Change-114,837 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 114,132
Change-114,132 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 94,038
Change-94,038 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 80,512
Change-80,512 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 60,475
Change-60,475 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 49,321
Change-49,321 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 44,714
Change-44,714 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 37,182
Change-37,182 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 31,239
Change-31,239 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,587
Change-24,587 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 24,462
Change-24,462 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 23,169
Change-23,169 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 21,300
Change-21,300 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 20,310
Change-20,310 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,283
Change-18,283 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 17,900
Change-17,900 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 17,273
Change-17,273 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 14,761
Change-14,761 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,077
Change-13,077 (-100%)
Value—
Virtu Financial LLC
N/A
Shares— from 13,042
Change-13,042 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 11,267
Change-11,267 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 10,615
Change-10,615 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 6,068
Change-6,068 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Status
Mackay Shields LLC
UNCHANGED881,952881,95200%$10.9M$9.9M-$908.4K2026-10-13
Breakwater Capital Group
INCREASED270,992239,996+30,996+13%$3.0M$3.1M+$102.4K2026-10-09
LPL Financial LLC
INCREASED236,199220,851+15,348+7%$2.7M$2.7M-$54.4K2026-11-06
Atlas Private Wealth Advisors
DECREASED234,697267,579-32,882-12%$3.3M$2.6M-$646.5K2026-10-23
Commonwealth Equity Services, LLC
INCREASED80,87969,369+11,510+17%$853.9K$912.3K+$58.4K2026-11-02
Melfa Wealth Management, Inc.
DECREASED46,05846,458-400-1%$571.9K$519.5K-$52.4K2026-11-06
Wealth Effects LLC
UNCHANGED41,29441,29400%$508.3K$465.8K-$42.5K2026-10-23
Laurel OAK Wealth Management, LLC
UNCHANGED29,78829,78800%$366.7K$336.0K-$30.7K2026-10-19
Closed-End Fund Advisors, Inc.
UNCHANGED21,50421,50400%$264.7K$242.6K-$22.1K2026-11-04
Philadelphia Trust Co
UNCHANGED16,95716,95700%$209.0K$191.0K-$18.0K2026-11-05
Traphagen Investment Advisors LLC
DECREASED15,44717,773-2,326-13%$218.8K$174.2K-$44.6K2026-10-14
David J Yvars Group
UNCHANGED13,95013,95000%$171.7K$157.4K-$14.4K2026-10-09
Green Ridge Wealth Planning LLC
UNCHANGED11,14811,14800%$137.2K$125.7K-$11.5K2026-10-08
Dumont & Blake Investment Advisors LLC
UNCHANGED10,18110,18100%$125.3K$114.8K-$10.5K2026-10-28
TriaGen Wealth Management LLC
UNCHANGED10,00010,00000%$123.1K$112.8K-$10.3K2026-10-14
Mountain Hill Investment Partners Corp.
UNCHANGED4,4004,40000%$54.2K$49.6K-$4.5K2026-10-23
Caldwell Trust Co
DECREASED1,4731,475-20%$18.2K$16.6K-$1.5K2026-10-30
Noble Wealth Management PBC
DECREASED1,1503,333-2,183-65%$41.0K$13.0K-$28.1K2026-10-01
Private Wealth Management Group, LLC
UNCHANGED48448400%$6.0K$5.5K-$4992026-10-19
Clear Point Advisors Inc.
CLOSED067,499-67,499-100%$830.9K$0-$830.9K2026-10-30
SAX Wealth Advisors, LLC
CLOSED015,815-15,815-100%$183.0K$0-$183.0K2026-10-13
Princeton Global Asset Management LLC
CLOSED03,337-3,337-100%$41.1K$0-$41.1K2026-10-21
Morgan Stanley
N/A—753,809-753,809-100%$9.3M———
Guggenheim Capital LLC
N/A—708,749-708,749-100%$8.7M———
Bank of America Corp
N/A—458,409-458,409-100%$5.6M———
Raymond James Financial Inc
N/A—316,704-316,704-100%$3.9M———
Wells Fargo & Company
N/A—209,320-209,320-100%$2.6M———
UBS Group AG
N/A—150,380-150,380-100%$1.9M———
Cetera Investment Advisers
N/A—114,837-114,837-100%$1.4M———
Ameriprise Financial Inc
N/A—114,132-114,132-100%$1.4M———
Robinson Capital Management, LLC
N/A—94,038-94,038-100%$1.2M———
Royal Bank of Canada
N/A—80,512-80,512-100%$991.0K———
Osaic Holdings, Inc.
N/A—60,475-60,475-100%$744.5K———
Equitable Holdings, Inc.
N/A—49,321-49,321-100%$607.1K———
Steward Partners Investment Advisory, LLC
N/A—44,714-44,714-100%$550.4K———
SIT Investment Associates Inc
N/A—37,182-37,182-100%$458.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—31,239-31,239-100%$384.6K———
Jane Street Group, LLC
N/A—24,587-24,587-100%$302.7K———
NewEdge Advisors, LLC
N/A—24,462-24,462-100%$301.1K———
Pine Valley Investments Ltd Liability Co
N/A—23,169-23,169-100%$286.3K———
BCS Private Wealth Management, Inc.
N/A—21,300-21,300-100%$263.4K———
MML Investors Services, LLC
N/A—20,310-20,310-100%$250.0K———
Regal Investment Advisors LLC
N/A—18,283-18,283-100%$225.1K———
Everstar Asset Management, LLC
N/A—17,900-17,900-100%$220.3K———
Cary Street Partners Financial LLC
N/A—17,672-17,672-100%$217.5K———
PFG Investments, LLC
N/A—17,273-17,273-100%$212.6K———
Sanctuary Advisors, LLC
N/A—14,761-14,761-100%$181.7K———
Advisory Services Network, LLC
N/A—13,077-13,077-100%$161.0K———
Virtu Financial LLC
N/A—13,042-13,042-100%$161.0K———
Prestige Wealth Management Group LLC
N/A—11,267-11,267-100%$139.3K———
Readystate Asset Management LP
N/A—10,615-10,615-100%$130.7K———
Morse Asset Management, Inc
N/A—6,068-6,068-100%$74.7K———
Cary Street Partners Investment Advisory LLC
N/A—5,000-5,000-100%$61.6K———
Northwestern Mutual Wealth Management Co
N/A—5,000-5,000-100%$61.6K———
Rockefeller Capital Management L.P.
N/A—3,550-3,550-100%$43.7K———
Showing 55 of 55 institutions