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BlackRock Muniyield N J FD I

Q4 2021 vs Q1 2022

Comparing institutional holders between quarters

Quarters

Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
INCREASED
Shares228,050 from 207,304
Change+20,746 (+10%)
Value$3.1K (-$229)
Filed 2022-10-27
UBS Group AG
INCREASED
Shares204,549 from 181,130
Change+23,419 (+13%)
Value$2.7K (-$129)
Filed 2022-05-16
Raymond James Financial Services Advisors, Inc.
DECREASED
Shares114,098 from 117,403
Change-3,305 (-3%)
Value$1.5K (-$330)
Filed 2022-05-11
Wells Fargo & Company
DECREASED
Shares76,032 from 78,532
Change-2,500 (-3%)
Value$1.0K (-$224)
Filed 2022-05-16
SIT Investment Associates Inc
UNCHANGED
Shares58,236 from 58,236
Change0 (0%)
Value$779 (-$142)
Filed 2022-05-12
Raymond James & Associates
DECREASED
Shares49,907 from 56,196
Change-6,289 (-11%)
Value$668 (-$221)
Filed 2022-05-11
Royal Bank of Canada
INCREASED
Shares49,849 from 20,610
Change+29,239 (+142%)
Value$667 (+$341)
Filed 2022-05-16
Oppenheimer & Co Inc
INCREASED
Shares36,250 from 35,250
Change+1,000 (+3%)
Value$485 (-$73)
Filed 2022-05-12
TriaGen Wealth Management LLC
UNCHANGED
Shares35,322 from 35,322
Change0 (0%)
Value$473 (-$86)
Filed 2022-04-29
Secure Asset Management, LLC
INCREASED
Shares26,866 from 20,866
Change+6,000 (+29%)
Value$359 (+$29)
Filed 2022-04-19
Peapack Gladstone Financial Corp
UNCHANGED
Shares26,556 from 26,556
Change0 (0%)
Value$355 (-$65)
Filed 2022-05-16
Commonwealth Equity Services, LLC
DECREASED
Shares19,783 from 20,306
Change-523 (-3%)
Value$264 (-$57)
Filed 2022-05-04
NewEdge Advisors, LLC
DECREASED
Shares19,628 from 31,528
Change-11,900 (-38%)
Value$263 (-$236)
Filed 2022-05-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares16,704 from 15,126
Change+1,578 (+10%)
Value$224 (-$16)
Filed 2022-05-02
Janney Montgomery Scott LLC
INCREASED
Shares14,663 from 13,582
Change+1,081 (+8%)
Value$196 (-$19)
Filed 2022-05-04
Brandywine OAK Private Wealth LLC
NEW
Shares14,461
Change+14,461
Value$193
Filed 2022-05-02
Cambridge Investment Research Advisors, Inc.
NEW
Shares12,967
Change+12,967
Value$173
Filed 2022-05-12
Highlander Capital Management, LLC
UNCHANGED
Shares11,500 from 11,500
Change0 (0%)
Value$154 (-$28)
Filed 2022-05-09
Steward Partners Investment Advisory, LLC
INCREASED
Shares11,362 from 3,900
Change+7,462 (+191%)
Value$152 (+$90)
Filed 2022-05-02
Virtu Financial LLC
NEW
Shares10,883
Change+10,883
Value$146
Filed 2022-05-17
Equitable Holdings, Inc.
UNCHANGED
Shares10,573 from 10,573
Change0 (0%)
Value$141 (-$26)
Filed 2022-05-13
Osaic Holdings, Inc.
INCREASED
Shares5,092 from 5,079
Change+13 (+0%)
Value$68 (-$12)
Filed 2022-05-04
Northwestern Mutual Wealth Management Co
INCREASED
Shares2,527 from 1,453
Change+1,074 (+74%)
Value$34 (+$11)
Filed 2022-05-09
Herold Advisors, Inc.
NEW
Shares1,500
Change+1,500
Value$20.1K
Filed 2022-05-09
Gradient Investments LLC
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$11 (-$2)
Filed 2022-05-26
FNY Investment Advisers, LLC
NEW
Shares200
Change+200
Value$2
Filed 2022-04-25
Carroll Investors, Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$0 ($0)
Filed 2022-04-28
JPMorgan Chase & Co
NEW
Shares12
Change+12
Value$0
Filed 2022-05-11
Bank of America Corp
CLOSED
Shares0 from 353,513
Change-353,513 (-100%)
Value$0 (-$5.6K)
Filed 2022-06-07
Pallas Capital Advisors LLC
CLOSED
Shares0 from 12,247
Change-12,247 (-100%)
Value$0 (-$176)
Filed 2022-04-20
Magnus Financial Group LLC
CLOSED
Shares0 from 12,052
Change-12,052 (-100%)
Value$0 (-$191)
Filed 2022-05-12
Parisi Gray Wealth Management
CLOSED
Shares0 from 11,633
Change-11,633 (-100%)
Value$0 (-$184)
Filed 2022-05-13
Lindbrook Capital, LLC
CLOSED
Shares0 from 5,636
Change-5,636 (-100%)
Value$0 (-$89)
Filed 2022-04-21
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-05-09
AlphaCentric Advisors LLC
N/A
Shares— from 19,539
Change-19,539 (-100%)
Value—
Status
Morgan Stanley
INCREASED228,050207,304+20,746+10%$3.3K$3.1K-$2292022-10-27
UBS Group AG
INCREASED204,549181,130+23,419+13%$2.9K$2.7K-$1292022-05-16
Raymond James Financial Services Advisors, Inc.
DECREASED114,098117,403-3,305-3%$1.9K$1.5K-$3302022-05-11
Wells Fargo & Company
DECREASED76,03278,532-2,500-3%$1.2K$1.0K-$2242022-05-16
SIT Investment Associates Inc
UNCHANGED58,23658,23600%$921$779-$1422022-05-12
Raymond James & Associates
DECREASED49,90756,196-6,289-11%$889$668-$2212022-05-11
Royal Bank of Canada
INCREASED49,84920,610+29,239+142%$326$667+$3412022-05-16
Oppenheimer & Co Inc
INCREASED36,25035,250+1,000+3%$558$485-$732022-05-12
TriaGen Wealth Management LLC
UNCHANGED35,32235,32200%$559$473-$862022-04-29
Secure Asset Management, LLC
INCREASED26,86620,866+6,000+29%$330$359+$292022-04-19
Peapack Gladstone Financial Corp
UNCHANGED26,55626,55600%$420$355-$652022-05-16
Commonwealth Equity Services, LLC
DECREASED19,78320,306-523-3%$321$264-$572022-05-04
NewEdge Advisors, LLC
DECREASED19,62831,528-11,900-38%$499$263-$2362022-05-13
B. Riley Wealth Advisors, Inc.
INCREASED16,70415,126+1,578+10%$240$224-$162022-05-02
Janney Montgomery Scott LLC
INCREASED14,66313,582+1,081+8%$215$196-$192022-05-04
Brandywine OAK Private Wealth LLC
NEW14,461—+14,461——$193—2022-05-02
Cambridge Investment Research Advisors, Inc.
NEW12,967—+12,967——$173—2022-05-12
Highlander Capital Management, LLC
UNCHANGED11,50011,50000%$182$154-$282022-05-09
Steward Partners Investment Advisory, LLC
INCREASED11,3623,900+7,462+191%$62$152+$902022-05-02
Virtu Financial LLC
NEW10,883—+10,883——$146—2022-05-17
Equitable Holdings, Inc.
UNCHANGED10,57310,57300%$167$141-$262022-05-13
Osaic Holdings, Inc.
INCREASED5,0925,079+13+0%$80$68-$122022-05-04
Northwestern Mutual Wealth Management Co
INCREASED2,5271,453+1,074+74%$23$34+$112022-05-09
Herold Advisors, Inc.
NEW1,500—+1,500——$20.1K—2022-05-09
Gradient Investments LLC
UNCHANGED82882800%$13$11-$22022-05-26
FNY Investment Advisers, LLC
NEW200—+200——$2—2022-04-25
Carroll Investors, Inc
UNCHANGED131300%$0$0$02022-04-28
JPMorgan Chase & Co
NEW12—+12——$0—2022-05-11
Bank of America Corp
CLOSED0353,513-353,513-100%$5.6K$0-$5.6K2022-06-07
Pallas Capital Advisors LLC
CLOSED012,247-12,247-100%$176$0-$1762022-04-20
Magnus Financial Group LLC
CLOSED012,052-12,052-100%$191$0-$1912022-05-12
Parisi Gray Wealth Management
CLOSED011,633-11,633-100%$184$0-$1842022-05-13
Lindbrook Capital, LLC
CLOSED05,636-5,636-100%$89$0-$892022-04-21
Proequities, Inc.
UNCHANGED000—$0$0$02022-05-09
AlphaCentric Advisors LLC
N/A—19,539-19,539-100%$309———
Showing 35 of 35 institutions