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T Rowe Price Intermed Munp B (TAXE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bank of New York Mellon Corp
INCREASED
Shares1,247,725 from 109,751
Change+1,137,974 (+1037%)
Value$60.4M (+$54.8M)
Filed 2026-11-05
LPL Financial LLC
INCREASED
Shares248,054 from 188,792
Change+59,262 (+31%)
Value$12.0M (+$2.3M)
Filed 2026-11-06
Pearl Planning LLC
NEW
Shares147,274
Change+147,274
Value$7.1M
Filed 2026-10-13
Bensler, LLC
INCREASED
Shares76,305 from 48,588
Change+27,717 (+57%)
Value$3.7M (+$1.2M)
Filed 2026-11-05
Flagship Harbor Advisors, LLC
NEW
Shares46,177
Change+46,177
Value$2.2M
Filed 2026-10-26
Well Done, LLC
DECREASED
Shares45,600 from 56,905
Change-11,305 (-20%)
Value$2.2M (-$710.0K)
Filed 2026-10-20
Landmark Wealth Management, LLC
INCREASED
Shares33,162 from 4,909
Change+28,253 (+576%)
Value$1.6M (+$1.4M)
Filed 2026-11-03
KFG Wealth Management, LLC
UNCHANGED
Shares12,142 from 12,142
Change0 (0%)
Value$587.9K (-$34.7K)
Filed 2026-10-16
Truist Financial Corp
INCREASED
Shares8,737 from 8,208
Change+529 (+6%)
Value$423.0K (+$2.1K)
Filed 2026-10-30
JB Capital LLC
INCREASED
Shares8,412 from 8,396
Change+16 (+0%)
Value$407.3K (-$23.3K)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares8,189 from 5,221
Change+2,968 (+57%)
Value$396 (+$128)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares5,700 from 1,200
Change+4,500 (+375%)
Value$276.0K (+$214.4K)
Filed 2026-11-04
Price T Rowe Associates Inc
N/A
Shares— from 286,867
Change-286,867 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 60,008
Change-60,008 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 55,395
Change-55,395 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 54,200
Change-54,200 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 52,916
Change-52,916 (-100%)
Value—
&partners
N/A
Shares— from 37,874
Change-37,874 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 13,394
Change-13,394 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 9,156
Change-9,156 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,028
Change-5,028 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,243
Change-1,243 (-100%)
Value—
Status
Bank of New York Mellon Corp
INCREASED1,247,725109,751+1,137,974+1037%$5.6M$60.4M+$54.8M2026-11-05
LPL Financial LLC
INCREASED248,054188,792+59,262+31%$9.7M$12.0M+$2.3M2026-11-06
Pearl Planning LLC
NEW147,274—+147,274——$7.1M—2026-10-13
Bensler, LLC
INCREASED76,30548,588+27,717+57%$2.5M$3.7M+$1.2M2026-11-05
Flagship Harbor Advisors, LLC
NEW46,177—+46,177——$2.2M—2026-10-26
Well Done, LLC
DECREASED45,60056,905-11,305-20%$2.9M$2.2M-$710.0K2026-10-20
Landmark Wealth Management, LLC
INCREASED33,1624,909+28,253+576%$251.7K$1.6M+$1.4M2026-11-03
KFG Wealth Management, LLC
UNCHANGED12,14212,14200%$622.6K$587.9K-$34.7K2026-10-16
Truist Financial Corp
INCREASED8,7378,208+529+6%$420.9K$423.0K+$2.1K2026-10-30
JB Capital LLC
INCREASED8,4128,396+16+0%$430.5K$407.3K-$23.3K2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED8,1895,221+2,968+57%$268$396+$1282026-11-02
Creative Financial Designs Inc
INCREASED5,7001,200+4,500+375%$61.5K$276.0K+$214.4K2026-11-04
Price T Rowe Associates Inc
N/A—286,867-286,867-100%$14.7K———
Jones Financial Companies Lllp
N/A—60,008-60,008-100%$3.1M———
Raymond James Financial Inc
N/A—55,395-55,395-100%$2.8M———
Cetera Investment Advisers
N/A—54,200-54,200-100%$2.8M———
Envestnet Asset Management Inc
N/A—52,916-52,916-100%$2.7M———
&partners
N/A—37,874-37,874-100%$1.9M———
Old Mission Capital LLC
N/A—13,394-13,394-100%$686.8K———
Private Advisor Group, LLC
N/A—10,800-10,800-100%$553.8K———
Thompson David Blair
N/A—9,156-9,156-100%$469.5K———
Jane Street Group, LLC
N/A—8,608-8,608-100%$441.4K———
Integrated Wealth Concepts LLC
N/A—8,262-8,262-100%$423.6K———
Cary Street Partners Financial LLC
N/A—6,129-6,129-100%$314.3K———
Citadel Advisors LLC
N/A—5,028-5,028-100%$257.8K———
Fourth Dimension Wealth, LLC
N/A—3,500-3,500-100%$179.5K———
NewEdge Advisors, LLC
N/A—3,290-3,290-100%$168.7K———
Osaic Holdings, Inc.
N/A—1,243-1,243-100%$63.8K———
Showing 28 of 28 institutions