BLACKROCK MUN INCOME INVT TR (BBF)
Institutional ownership reported to the SEC as of Q1 2021, across 10 quarters.
25
Reporting holders
$17.1M
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | $4.2M | 303,118 | 0.11% | 4q | +63.5%+$1.6M |
| Karpus Management, Inc. | $3.3M | 236,337 | 0.10% | 4q | +70.5%+$1.4M |
| GUGGENHEIM CAPITAL LLC | $1.8M | 127,827 | 0.01% | 10q | +38.7%+$495.9K |
| FIRST TRUST ADVISORS LP | $1.1M | 81,079 | 0.00% | 3q | +37.1%+$304.8K |
| WOLVERINE ASSET MANAGEMENT LLC | $816.0K | 58,727 | 0.01% | 6q | -24.7%-$267.4K |
| MORGAN STANLEY | $745.0K | 53,604 | 0.00% | 14q | +0.8%+$5.6K |
| Element Wealth, LLC | $520.0K | 37,444 | 0.43% | 6q | HELD |
| UBS Group AG | $496.0K | 35,722 | 0.00% | 10q | +3.0%+$14.3K |
| Yakira Capital Management, Inc. | $485.0K | 34,887 | 0.10% | new | NEW |
| Sigma Planning Corp | $412.0K | 29,612 | 0.01% | 9q | -4.3%-$18.5K |
| Hardy Reed LLC | $330.0K | 23,764 | 0.06% | 6q | HELD |
| COHEN & STEERS, INC. | $298.0K | 21,404 | 0.00% | 2q | +31.6%+$71.5K |
| BANK OF AMERICA CORP /DE/ | $297.0K | 21,369 | 0.00% | 10q | -41.3%-$208.6K |
| HighTower Advisors, LLC | $297.0K | 21,387 | 0.00% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $294.0K | 21,149 | 0.00% | new | NEW |
| Invesco Ltd. | $257.0K | 18,512 | 0.00% | 5q | -29.2%-$106.2K |
| WELLS FARGO & COMPANY/MN | $216.0K | 15,555 | 0.00% | 10q | HELD |
| Janney Montgomery Scott LLC | $203.0K | 14,638 | 0.00% | 7q | HELD |
| Sheaff Brock Investment Advisors, LLC | $185.0K | 13,292 | 0.01% | 10q | HELD |
| LPL Financial LLC | $182.0K | 13,105 | 0.00% | 10q | HELD |
| Baird Financial Group, Inc. | $175.0K | 12,605 | 0.00% | 8q | HELD |
| MCDONALD PARTNERS LLC | $164.0K | 11,825 | 0.04% | 2q | HELD |
| Creative Planning | $164.0K | 11,797 | 0.00% | 4q | HELD |
| ROYAL BANK OF CANADA | $82.0K | 5,900 | 0.00% | 4q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $57.0K | 4,150 | 0.00% | 4q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2021 | 25 | $17.1M | 1,228,809 | 2 | 7 | 4 | 0.0% |
| Q4 2020 | 28 | $13.6M | 1,016,769 | 3 | 9 | 8 | 0.0% |
| Q3 2020 | 29 | $11.7M | 904,450 | 2 | 8 | 7 | 0.0% |
| Q2 2020 | 30 | $9.7M | 758,546 | 10 | 10 | 4 | 0.0% |
| Q1 2020 | 28 | $8.3M | 678,075 | 4 | 6 | 8 | 0.0% |
| Q4 2019 | 27 | $8.3M | 620,753 | 6 | 2 | 6 | 0.0% |
| Q3 2019 | 21 | $7.6M | 538,550 | 1 | 5 | 7 | 0.0% |
| Q2 2019 | 21 | $6.5M | 464,770 | 2 | 5 | 5 | 0.0% |
| Q1 2019 | 21 | $5.5M | 411,911 | 3 | 6 | 4 | 0.0% |
| Q4 2018 | 23 | $5.9M | 486,854 | 0 | 0 | 1 | 0.0% |