BLACKROCK FLA MUN 2020 TERM (BFO)
Institutional ownership reported to the SEC as of Q3 2020, across 8 quarters.
21
Reporting holders
$16.8M
Reported value
0.0%
Held as options
-4
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 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $3.2M | 215,378 | 0.11% | 8q | -1.5%-$48.6K |
| MACKAY SHIELDS LLC | $2.8M | 187,485 | 0.02% | 8q | HELD |
| Biltmore Capital Advisors LLC | $2.2M | 152,553 | 0.66% | 4q | -4.9%-$116.3K |
| WELLS FARGO & COMPANY/MN | $1.8M | 125,347 | 0.00% | 8q | -25.0%-$614.7K |
| BANK OF AMERICA CORP /DE/ | $1.5M | 101,966 | 0.00% | 8q | +7.7%+$107.2K |
| FIRST TRUST ADVISORS LP | $731.0K | 49,623 | 0.00% | 8q | +9.6%+$64.2K |
| Otter Creek Advisors, LLC | $641.0K | 43,460 | 0.57% | 4q | HELD |
| Indie Asset Partners, LLC | $516.0K | 35,000 | 0.65% | 3q | -23.7%-$160.1K |
| MORGAN STANLEY | $478.0K | 32,413 | 0.00% | 12q | -2.1%-$10.3K |
| HARVEY CAPITAL MANAGEMENT INC | $408.0K | 27,700 | 0.18% | 8q | HELD |
| RAYMOND JAMES & ASSOCIATES | $396.0K | 26,894 | 0.00% | 8q | -31.1%-$178.7K |
| Cardan Capital Partners, LLC | $387.0K | 26,251 | 0.05% | 8q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $303.0K | 20,573 | 0.00% | 2q | +59.9%+$113.5K |
| Elgethun Capital Management | $260.0K | 17,619 | 0.14% | 5q | HELD |
| ROYAL BANK OF CANADA | $246.0K | 16,668 | 0.00% | 8q | HELD |
| UBS Group AG | $233.0K | 15,814 | 0.00% | 8q | HELD |
| Dakota Wealth Management | $209.0K | 14,158 | 0.03% | 8q | HELD |
| North Star Investment Management Corp. | $170.0K | 11,500 | 0.02% | 8q | HELD |
| SHEETS SMITH WEALTH MANAGEMENT | $161.0K | 10,915 | 0.03% | 2q | +4.8%+$7.4K |
| REILLY FINANCIAL ADVISORS, LLC | $64.0K | 4,350 | 0.01% | 8q | HELD |
| BOSTON PRIVATE WEALTH LLC | $26.0K | 1,732 | 0.00% | 2q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2020 | 21 | $16.8M | 1,137,399 | 0 | 4 | 6 | 0.0% |
| Q2 2020 | 25 | $17.7M | 1,200,870 | 5 | 7 | 3 | 0.0% |
| Q1 2020 | 24 | $15.4M | 1,067,072 | 5 | 6 | 5 | 0.0% |
| Q4 2019 | 20 | $13.4M | 923,641 | 2 | 2 | 7 | 0.0% |
| Q3 2019 | 19 | $12.0M | 830,872 | 2 | 3 | 6 | 0.0% |
| Q2 2019 | 17 | $13.5M | 940,088 | 0 | 4 | 4 | 0.0% |
| Q1 2019 | 19 | $12.1M | 841,925 | 0 | 6 | 4 | 0.0% |
| Q4 2018 | 20 | $11.0M | 785,211 | 0 | 1 | 0 | 0.0% |