IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

BlackRock Munihldgs NY Qlty

Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Karpus Management, Inc.
INCREASED
Shares3,663,762 from 3,592,742
Change+71,020 (+2%)
Value$37.5M (+$762.5K)
Filed 2026-02-17
Mackay Shields LLC
UNCHANGED
Shares1,191,469 from 1,191,469
Change0 (0%)
Value$12.2M (+$11.9K)
Filed 2026-01-29
Bank of America Corp
INCREASED
Shares595,327 from 481,633
Change+113,694 (+24%)
Value$6.1M (+$1.2M)
Filed 2026-02-17
Allspring Global Investments Holdings, LLC
INCREASED
Shares541,028 from 495,240
Change+45,788 (+9%)
Value$5.5M (+$473.4K)
Filed 2026-01-15
Guggenheim Capital LLC
DECREASED
Shares533,498 from 542,849
Change-9,351 (-2%)
Value$5.5M (-$90.2K)
Filed 2026-02-17
Morgan Stanley
INCREASED
Shares402,932 from 400,513
Change+2,419 (+1%)
Value$4.1M (+$28.7K)
Filed 2026-05-27
Fiera Capital Corp
NEW
Shares283,421
Change+283,421
Value$2.9M
Filed 2026-02-11
Robinson Capital Management, LLC
NEW
Shares269,543
Change+269,543
Value$2.8M
Filed 2026-02-13
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares233,729 from 240,014
Change-6,285 (-3%)
Value$2.4M (-$61.9K)
Filed 2026-01-14
UBS Group AG
INCREASED
Shares183,741 from 31,444
Change+152,297 (+484%)
Value$1.9M (+$1.6M)
Filed 2026-01-29
Raymond James Financial Inc
DECREASED
Shares136,682 from 150,522
Change-13,840 (-9%)
Value$1.4M (-$140.1K)
Filed 2026-02-18
Cetera Investment Advisers
INCREASED
Shares132,467 from 121,895
Change+10,572 (+9%)
Value$1.4M (+$109.4K)
Filed 2026-02-17
Whitebox Advisors LLC
UNCHANGED
Shares121,671 from 121,671
Change0 (0%)
Value$1.2M (+$1.2K)
Filed 2026-08-26
Lido Advisors, LLC
UNCHANGED
Shares117,123 from 117,123
Change0 (0%)
Value$1.2M ($0)
Filed 2026-02-10
Royal Bank of Canada
INCREASED
Shares110,406 from 102,792
Change+7,614 (+7%)
Value$1.1M (+$78.0K)
Filed 2026-02-17
Integrated Advisors Network LLC
DECREASED
Shares68,455 from 68,753
Change-298 (0%)
Value$700.3K (-$2.4K)
Filed 2026-02-17
Commonwealth Equity Services, LLC
INCREASED
Shares66,062 from 63,572
Change+2,490 (+4%)
Value$675.8K (+$675.2K)
Filed 2026-02-12
Focused Wealth Management, Inc
DECREASED
Shares64,890 from 65,782
Change-892 (-1%)
Value$663.8K (-$8.5K)
Filed 2026-01-29
LPL Financial LLC
DECREASED
Shares59,432 from 67,199
Change-7,767 (-12%)
Value$608.0K (-$78.8K)
Filed 2026-02-11
City of London Investment Management Co LTD
UNCHANGED
Shares56,695 from 56,695
Change0 (0%)
Value$580.0K (+$567)
Filed 2026-02-13
Shufro Rose & Co LLC
INCREASED
Shares38,700 from 25,200
Change+13,500 (+54%)
Value$395.9K (+$140.1K)
Filed 2026-02-09
TrueMark Investments, LLC
INCREASED
Shares38,289 from 37,343
Change+946 (+3%)
Value$391.7K (+$10.1K)
Filed 2026-01-14
Bridgewater Advisors Inc.
UNCHANGED
Shares35,359 from 35,359
Change0 (0%)
Value$363.1K (-$707)
Filed 2026-01-23
PNC Financial Services Group, Inc.
UNCHANGED
Shares31,100 from 31,100
Change0 (0%)
Value$318.2K (+$311)
Filed 2026-02-06
Quantify Chaos Advisors, LLC
NEW
Shares30,968
Change+30,968
Value$316.8K
Filed 2026-02-06
Dakota Wealth Management
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$276.2K (+$270)
Filed 2026-08-26
Indivisible Partners
NEW
Shares26,662
Change+26,662
Value$272.8K
Filed 2026-02-03
Wellspring Financial Advisors, LLC
INCREASED
Shares23,409 from 13,709
Change+9,700 (+71%)
Value$239.5K (+$99.4K)
Filed 2026-02-11
Jane Street Group, LLC
INCREASED
Shares23,056 from 10,080
Change+12,976 (+129%)
Value$235.9K (+$132.8K)
Filed 2026-02-12
Platform Technology Partners
INCREASED
Shares22,118 from 21,801
Change+317 (+1%)
Value$226.3K (+$3.5K)
Filed 2026-02-13
Herold Advisors, Inc.
DECREASED
Shares21,759 from 34,586
Change-12,827 (-37%)
Value$222.6K (-$130.9K)
Filed 2026-02-17
Bank of Montreal
NEW
Shares21,717
Change+21,717
Value$222.4K
Filed 2026-02-12
Rockefeller Capital Management L.P.
INCREASED
Shares20,000 from 10,000
Change+10,000 (+100%)
Value$204.6K (+$102.4K)
Filed 2026-03-17
Susquehanna International Group, LLP
NEW
Shares19,753
Change+19,753
Value$202.1K
Filed 2026-02-17
Wells Fargo & Company
DECREASED
Shares17,137 from 24,900
Change-7,763 (-31%)
Value$175.3K (-$79.2K)
Filed 2026-02-13
Tompkins Financial Corp
UNCHANGED
Shares13,627 from 13,627
Change0 (0%)
Value$139.4K (+$136)
Filed 2026-01-08
Closed-End Fund Advisors, Inc.
NEW
Shares13,196
Change+13,196
Value$135.0K
Filed 2026-02-11
Breakwater Capital Group
INCREASED
Shares12,912 from 12,010
Change+902 (+8%)
Value$132.1K (+$9.3K)
Filed 2026-01-09
Meeder Advisory Services, Inc.
UNCHANGED
Shares12,338 from 12,338
Change0 (0%)
Value$126.2K (+$124)
Filed 2026-02-11
Melfa Wealth Management, Inc.
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$118.7K (+$116)
Filed 2026-01-16
Evolve Private Wealth, LLC
NEW
Shares11,557
Change+11,557
Value$118.2K
Filed 2026-02-17
Northern Trust Corp
INCREASED
Shares11,134 from 10,972
Change+162 (+1%)
Value$113.9K (+$1.8K)
Filed 2026-02-17
Citadel Advisors LLC
NEW
Shares10,750
Change+10,750
Value$110.0K
Filed 2026-02-17
Arlington Financial Advisors, LLC
UNCHANGED
Shares10,540 from 10,540
Change0 (0%)
Value$107.8K (+$105)
Filed 2026-01-12
Broyhill Asset Management, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$102.3K (+$100)
Filed 2026-02-13
Osaic Holdings, Inc.
DECREASED
Shares6,005 from 8,657
Change-2,652 (-31%)
Value$61.4K (-$23.6K)
Filed 2026-02-17
Steward Partners Investment Advisory, LLC
UNCHANGED
Shares5,695 from 5,695
Change0 (0%)
Value$58.3K (+$57)
Filed 2026-02-12
Elyxium Wealth, LLC
NEW
Shares4,209
Change+4,209
Value$43.1K
Filed 2026-02-05
Kestra Advisory Services, LLC
NEW
Shares2,768
Change+2,768
Value$28.3K
Filed 2026-02-13
Noble Wealth Management PBC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$20.5K (+$20)
Filed 2026-01-05
United Financial Planning Group LLC
DECREASED
Shares1,980 from 2,970
Change-990 (-33%)
Value$20.3K (-$10.1K)
Filed 2026-02-11
CoreCap Advisors, LLC
NEW
Shares1,500
Change+1,500
Value$15.3K
Filed 2026-01-13
Bessemer Group Inc
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$7 ($0)
Filed 2026-02-05
Greykasell Wealth Strategies, Inc.
NEW
Shares576
Change+576
Value$5.9K
Filed 2026-02-11
GM Advisory Group, Inc.
CLOSED
Shares0 from 42,889
Change-42,889 (-100%)
Value$0 (-$438.3K)
Filed 2026-02-13
Stephens Inc
CLOSED
Shares0 from 16,011
Change-16,011 (-100%)
Value$0 (-$163.6K)
Filed 2026-02-05
SIT Investment Associates Inc
CLOSED
Shares0 from 12,500
Change-12,500 (-100%)
Value$0 (-$128)
Filed 2026-02-25
GPS Wealth Strategies Group, LLC
CLOSED
Shares0 from 2,360
Change-2,360 (-100%)
Value$0 (-$24.1K)
Filed 2026-02-06
FNY Investment Advisers, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$4)
Filed 2026-01-16
Activest Wealth Management
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$3.6K)
Filed 2026-01-30
Rivernorth Capital Management, LLC
N/A
Shares— from 771,240
Change-771,240 (-100%)
Value—
Blue Bell Private Wealth Management, LLC
N/A
Shares— from 34,808
Change-34,808 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Status
Karpus Management, Inc.
INCREASED3,663,7623,592,742+71,020+2%$36.7M$37.5M+$762.5K2026-02-17
Mackay Shields LLC
UNCHANGED1,191,4691,191,46900%$12.2M$12.2M+$11.9K2026-01-29
Bank of America Corp
INCREASED595,327481,633+113,694+24%$4.9M$6.1M+$1.2M2026-02-17
Allspring Global Investments Holdings, LLC
INCREASED541,028495,240+45,788+9%$5.1M$5.5M+$473.4K2026-01-15
Guggenheim Capital LLC
DECREASED533,498542,849-9,351-2%$5.5M$5.5M-$90.2K2026-02-17
Morgan Stanley
INCREASED402,932400,513+2,419+1%$4.1M$4.1M+$28.7K2026-05-27
Fiera Capital Corp
NEW283,421—+283,421——$2.9M—2026-02-11
Robinson Capital Management, LLC
NEW269,543—+269,543——$2.8M—2026-02-13
Hennion & Walsh Asset Management, Inc.
DECREASED233,729240,014-6,285-3%$2.5M$2.4M-$61.9K2026-01-14
UBS Group AG
INCREASED183,74131,444+152,297+484%$321.4K$1.9M+$1.6M2026-01-29
Raymond James Financial Inc
DECREASED136,682150,522-13,840-9%$1.5M$1.4M-$140.1K2026-02-18
Cetera Investment Advisers
INCREASED132,467121,895+10,572+9%$1.2M$1.4M+$109.4K2026-02-17
Whitebox Advisors LLC
UNCHANGED121,671121,67100%$1.2M$1.2M+$1.2K2026-08-26
Lido Advisors, LLC
UNCHANGED117,123117,12300%$1.2M$1.2M$02026-02-10
Royal Bank of Canada
INCREASED110,406102,792+7,614+7%$1.1M$1.1M+$78.0K2026-02-17
Integrated Advisors Network LLC
DECREASED68,45568,753-2980%$702.7K$700.3K-$2.4K2026-02-17
Commonwealth Equity Services, LLC
INCREASED66,06263,572+2,490+4%$650$675.8K+$675.2K2026-02-12
Focused Wealth Management, Inc
DECREASED64,89065,782-892-1%$672.3K$663.8K-$8.5K2026-01-29
LPL Financial LLC
DECREASED59,43267,199-7,767-12%$686.8K$608.0K-$78.8K2026-02-11
City of London Investment Management Co LTD
UNCHANGED56,69556,69500%$579.4K$580.0K+$5672026-02-13
Shufro Rose & Co LLC
INCREASED38,70025,200+13,500+54%$255.8K$395.9K+$140.1K2026-02-09
TrueMark Investments, LLC
INCREASED38,28937,343+946+3%$381.6K$391.7K+$10.1K2026-01-14
Bridgewater Advisors Inc.
UNCHANGED35,35935,35900%$363.8K$363.1K-$7072026-01-23
PNC Financial Services Group, Inc.
UNCHANGED31,10031,10000%$317.8K$318.2K+$3112026-02-06
Quantify Chaos Advisors, LLC
NEW30,968—+30,968——$316.8K—2026-02-06
Dakota Wealth Management
UNCHANGED27,00027,00000%$275.9K$276.2K+$2702026-08-26
Indivisible Partners
NEW26,662—+26,662——$272.8K—2026-02-03
Wellspring Financial Advisors, LLC
INCREASED23,40913,709+9,700+71%$140.1K$239.5K+$99.4K2026-02-11
Jane Street Group, LLC
INCREASED23,05610,080+12,976+129%$103.0K$235.9K+$132.8K2026-02-12
Platform Technology Partners
INCREASED22,11821,801+317+1%$222.8K$226.3K+$3.5K2026-02-13
Herold Advisors, Inc.
DECREASED21,75934,586-12,827-37%$353.5K$222.6K-$130.9K2026-02-17
Bank of Montreal
NEW21,717—+21,717——$222.4K—2026-02-12
Rockefeller Capital Management L.P.
INCREASED20,00010,000+10,000+100%$102.2K$204.6K+$102.4K2026-03-17
Susquehanna International Group, LLP
NEW19,753—+19,753——$202.1K—2026-02-17
Wells Fargo & Company
DECREASED17,13724,900-7,763-31%$254.5K$175.3K-$79.2K2026-02-13
Tompkins Financial Corp
UNCHANGED13,62713,62700%$139.3K$139.4K+$1362026-01-08
Closed-End Fund Advisors, Inc.
NEW13,196—+13,196——$135.0K—2026-02-11
Breakwater Capital Group
INCREASED12,91212,010+902+8%$122.7K$132.1K+$9.3K2026-01-09
Meeder Advisory Services, Inc.
UNCHANGED12,33812,33800%$126.1K$126.2K+$1242026-02-11
Melfa Wealth Management, Inc.
UNCHANGED11,60011,60000%$118.6K$118.7K+$1162026-01-16
Evolve Private Wealth, LLC
NEW11,557—+11,557——$118.2K—2026-02-17
Northern Trust Corp
INCREASED11,13410,972+162+1%$112.1K$113.9K+$1.8K2026-02-17
Citadel Advisors LLC
NEW10,750—+10,750——$110.0K—2026-02-17
Arlington Financial Advisors, LLC
UNCHANGED10,54010,54000%$107.7K$107.8K+$1052026-01-12
Broyhill Asset Management, LLC
UNCHANGED10,00010,00000%$102.2K$102.3K+$1002026-02-13
Osaic Holdings, Inc.
DECREASED6,0058,657-2,652-31%$85.0K$61.4K-$23.6K2026-02-17
Steward Partners Investment Advisory, LLC
UNCHANGED5,6955,69500%$58.2K$58.3K+$572026-02-12
Elyxium Wealth, LLC
NEW4,209—+4,209——$43.1K—2026-02-05
Kestra Advisory Services, LLC
NEW2,768—+2,768——$28.3K—2026-02-13
Noble Wealth Management PBC
UNCHANGED2,0002,00000%$20.4K$20.5K+$202026-01-05
United Financial Planning Group LLC
DECREASED1,9802,970-990-33%$30.4K$20.3K-$10.1K2026-02-11
CoreCap Advisors, LLC
NEW1,500—+1,500——$15.3K—2026-01-13
Bessemer Group Inc
UNCHANGED67567500%$7$7$02026-02-05
Greykasell Wealth Strategies, Inc.
NEW576—+576——$5.9K—2026-02-11
GM Advisory Group, Inc.
CLOSED042,889-42,889-100%$438.3K$0-$438.3K2026-02-13
Stephens Inc
CLOSED016,011-16,011-100%$163.6K$0-$163.6K2026-02-05
SIT Investment Associates Inc
CLOSED012,500-12,500-100%$128$0-$1282026-02-25
GPS Wealth Strategies Group, LLC
CLOSED02,360-2,360-100%$24.1K$0-$24.1K2026-02-06
FNY Investment Advisers, LLC
CLOSED0400-400-100%$4$0-$42026-01-16
Activest Wealth Management
CLOSED0350-350-100%$3.6K$0-$3.6K2026-01-30
Rivernorth Capital Management, LLC
N/A—771,240-771,240-100%$7.9M———
Blue Bell Private Wealth Management, LLC
N/A—34,808-34,808-100%$355.7K———
Ameriprise Financial Inc
N/A—11,728-11,728-100%$119.9K———
Showing 63 of 63 institutions