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BlackRock Mass Tax-Exempt TR

Q4 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q4 2020Q3 2020Q2 2020Q1 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of America Corp
INCREASED
Shares48,513 from 47,770
Change+743 (+2%)
Value$647 (+$5)
Filed 2021-05-14
Morgan Stanley
INCREASED
Shares47,806 from 45,803
Change+2,003 (+4%)
Value$637 (+$21)
Filed 2021-05-17
Rockland Trust Co
UNCHANGED
Shares12,784 from 12,784
Change0 (0%)
Value$170 (-$2)
Filed 2021-04-22
Commonwealth Equity Services, LLC
INCREASED
Shares11,361 from 11,348
Change+13 (+0%)
Value$151 (-$1)
Filed 2021-05-04
Wolverine Asset Management LLC
INCREASED
Shares4,244 from 854
Change+3,390 (+397%)
Value$56 (+$45)
Filed 2021-05-13
Royal Bank of Canada
DECREASED
Shares4,000 from 6,500
Change-2,500 (-38%)
Value$53 (-$34)
Filed 2021-07-20
Rockbridge Investment Management, LCC
UNCHANGED
Shares2,925 from 2,925
Change0 (0%)
Value$39 ($0)
Filed 2021-05-20
Osaic Holdings, Inc.
INCREASED
Shares2,277 from 1,273
Change+1,004 (+79%)
Value$30 (+$13)
Filed 2021-05-13
UBS Group AG
INCREASED
Shares1,686 from 1,500
Change+186 (+12%)
Value$22 (+$2)
Filed 2021-05-12
Wells Fargo & Company
DECREASED
Shares1,043 from 1,044
Change-1 (0%)
Value$14 ($0)
Filed 2021-05-13
Kestra Advisory Services, LLC
CLOSED
Shares0 from 24,294
Change-24,294 (-100%)
Value$0 (-$323)
Filed 2022-07-27
Janney Montgomery Scott LLC
CLOSED
Shares0 from 13,400
Change-13,400 (-100%)
Value$0 (-$180)
Filed 2021-04-27
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-05-13
Status
Bank of America Corp
INCREASED48,51347,770+743+2%$642$647+$52021-05-14
Morgan Stanley
INCREASED47,80645,803+2,003+4%$616$637+$212021-05-17
Rockland Trust Co
UNCHANGED12,78412,78400%$172$170-$22021-04-22
Commonwealth Equity Services, LLC
INCREASED11,36111,348+13+0%$152$151-$12021-05-04
Wolverine Asset Management LLC
INCREASED4,244854+3,390+397%$11$56+$452021-05-13
Royal Bank of Canada
DECREASED4,0006,500-2,500-38%$87$53-$342021-07-20
Rockbridge Investment Management, LCC
UNCHANGED2,9252,92500%$39$39$02021-05-20
Osaic Holdings, Inc.
INCREASED2,2771,273+1,004+79%$17$30+$132021-05-13
UBS Group AG
INCREASED1,6861,500+186+12%$20$22+$22021-05-12
Wells Fargo & Company
DECREASED1,0431,044-10%$14$14$02021-05-13
Kestra Advisory Services, LLC
CLOSED024,294-24,294-100%$323$0-$3232022-07-27
Janney Montgomery Scott LLC
CLOSED013,400-13,400-100%$180$0-$1802021-04-27
Proequities, Inc.
UNCHANGED000—$0$0$02021-05-13
Showing 13 of 13 institutions