BLACKROCK INVT QUALITY MUN T (BKN)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
61
Reporting holders
$52.7M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Sienna Gestion | $24.6M | 22,859 | 1.46% | new | NEW |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $12.3M | 1,099,596 | 0.58% | 13q | +4.2%+$500.4K |
| Karpus Management, Inc. | $5.5M | 493,618 | 0.17% | 4q | +299.6%+$4.1M |
| MORGAN STANLEY | $4.9M | 436,115 | 0.00% | 33q | -17.4%-$1.0M |
| Hennion & Walsh Asset Management, Inc. | $3.5M | 311,324 | 0.12% | 4q | -5.5%-$203.0K |
| LPL Financial LLC | $2.1M | 191,912 | 0.00% | 29q | -1.8%-$39.6K |
| BANK OF AMERICA CORP /DE/ | $2.1M | 187,543 | 0.00% | 29q | -7.9%-$179.7K |
| Cetera Investment Advisers | $2.0M | 181,581 | 0.00% | 8q | +15.1%+$266.7K |
| Fiera Capital Corp | $1.8M | 164,950 | 0.01% | 13q | +6.3%+$109.2K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $1.8M | 159,331 | 0.73% | 4q | +40.3%+$512.8K |
| AMERIPRISE FINANCIAL INC | $1.4M | 129,131 | 0.00% | 11q | -1.4%-$19.9K |
| WOLVERINE ASSET MANAGEMENT LLC | $1.3M | 120,297 | 0.01% | 5q | +30.9%+$318.4K |
| Bank of New York Mellon Corp | $1.2M | 111,141 | 0.00% | 9q | HELD |
| MACKAY SHIELDS LLC | $1.0M | 92,077 | 0.04% | 4q | HELD |
| PRIMORIS WEALTH ADVISORS, LLC | $998.3K | 89,130 | 0.60% | 11q | +0.7%+$7.1K |
| Koshinski Asset Management, Inc. | $966.1K | 86,260 | 0.06% | 11q | +26.2%+$200.5K |
| Stratos Wealth Partners, LTD. | $846.4K | 75,570 | 0.01% | 18q | +1.2%+$10.4K |
| Yakira Capital Management, Inc. | $770.8K | 68,823 | 0.26% | 2q | HELD |
| Ackerman Capital Advisors, LLC | $665.0K | 59,374 | 0.13% | 5q | +28.2%+$146.4K |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $472.2K | 42,157 | 0.01% | 5q | HELD |
| Callahan Advisors, LLC | $455.9K | 40,709 | 0.04% | 4q | HELD |
| UBS Group AG | $407.8K | 36,414 | 0.00% | 29q | +215.3%+$278.5K |
| WELLS FARGO & COMPANY/MN | $404.6K | 36,127 | 0.00% | 29q | +6.9%+$26.1K |
| RAYMOND JAMES FINANCIAL INC | $361.9K | 32,310 | 0.00% | 5q | -15.6%-$67.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $336.3K | 30,029 | 0.00% | 29q | +11.2%+$33.8K |
| Compass Financial Group, INC/SD | $303.1K | 27,065 | 0.04% | 13q | +0.9%+$2.8K |
| 180 WEALTH ADVISORS, LLC | $297.4K | 26,553 | 0.03% | 18q | HELD |
| Arlington Capital Management, Inc. | $261.5K | 23,344 | 0.16% | 2q | +6.7%+$16.5K |
| OSAIC HOLDINGS, INC. | $252.4K | 22,537 | 0.00% | 24q | +110.1%+$132.3K |
| Noble Wealth Management PBC | $243.0K | 21,700 | 0.12% | 2q | HELD |
| MAI Capital Management | $241.6K | 21,568 | 0.00% | 5q | -1.9%-$4.7K |
| Rockefeller Capital Management L.P. | $241.0K | 21,514 | 0.00% | 9q | +2.0%+$4.8K |
| HighTower Advisors, LLC | $235.1K | 20,989 | 0.00% | 2q | +10.7%+$22.7K |
| TRUIST FINANCIAL CORP | $231.0K | 20,621 | 0.00% | 21q | -31.3%-$105.4K |
| CITADEL ADVISORS LLC | $223.0K | 19,908 | 0.00% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $221.4K | 19,769 | 0.13% | 13q | HELD |
| Fortitude Advisory Group L.L.C. | $205.6K | 18,359 | 0.09% | 17q | HELD |
| ROYAL BANK OF CANADA | $176.0K | 15,717 | 0.00% | 29q | -4.9%-$9.1K |
| Ashton Thomas Private Wealth, LLC | $171.4K | 15,300 | 0.00% | 2q | +13.3%+$20.2K |
| Koss-Olinger Consulting, LLC | $168.0K | 15,000 | 0.01% | 7q | HELD |
| Creative Planning | $143.3K | 12,799 | 0.00% | 29q | -38.2%-$88.5K |
| Indivisible Partners | $140.6K | 12,550 | 0.02% | new | FIRST |
| BANK OF MONTREAL /CAN/ | $140.2K | 12,515 | 0.00% | 13q | -7.9%-$12.0K |
| READYSTATE ASSET MANAGEMENT LP | $136.3K | 12,174 | 0.01% | new | NEW |
| D.A. DAVIDSON & CO. | $127.2K | 11,360 | 0.00% | 11q | HELD |
| XTX Topco Ltd | $127.1K | 11,352 | 0.00% | new | NEW |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $124.5K | 11,115 | 0.01% | 10q | -49.7%-$123.2K |
| River Street Advisors LLC | $121.0K | 10,804 | 0.05% | new | NEW |
| NWF Advisory Services Inc. | $112.0K | 10,000 | 0.01% | new | NEW |
| HOLLENCREST CAPITAL MANAGEMENT | $38.1K | 3,400 | 0.00% | 13q | HELD |
| Geneos Wealth Management Inc. | $35.5K | 3,174 | 0.00% | 14q | HELD |
| COMERICA BANK | $30.2K | 2,698 | 0.00% | 10q | +0.8% |
| Elyxium Wealth, LLC | $27.5K | 2,452 | 0.01% | new | NEW |
| CHILTON CAPITAL MANAGEMENT LLC | $20.6K | 1,835 | 0.00% | 12q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $19.0K | 1,700 | 0.00% | 16q | HELD |
| Allworth Financial LP | $11.2K | 1,000 | 0.00% | 12q | HELD |
| Essential Investment Partners LLC | $11.2K | 1,000 | 0.01% | new | FIRST |
| PNC Financial Services Group, Inc. | $7.5K | 672 | 0.00% | 7q | HELD |
| EASTERN BANK | $6.5K | 579 | 0.00% | 4q | HELD |
| Garton & Associates Financial Advisors LLC | $2.2K | 200 | 0.00% | new | FIRST |
| SIT INVESTMENT ASSOCIATES INC | $2.0K | 175,447 | 0.04% | 4q | +57.8% |
| VAN ECK ASSOCIATES CORP | $1.6K | 142,195 | 0.00% | 29q | +25.8% |
| Cambridge Investment Research Advisors, Inc. | $159 | 14,214 | 0.00% | 29q | HELD |
| Decker Retirement Planning Inc. | $112 | 10 | 0.00% | 3q | -95.0%-$2.1K |
| SIGNATUREFD, LLC | $11 | 1 | 0.00% | 5q | 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 |
|---|---|---|---|---|---|---|---|
| Q4 2025 | 61 | $52.7M | 4,708,853 | 6 | 20 | 13 | 0.0% |
| Q3 2025 | 60 | $49.5M | 4,365,489 | 6 | 16 | 17 | 0.0% |
| Q2 2025 | 63 | $50.1M | 4,590,284 | 4 | 24 | 11 | 0.0% |
| Q1 2025 | 61 | $49.8M | 4,335,665 | 7 | 18 | 10 | 0.0% |
| Q4 2024 | 63 | $44.4M | 3,985,100 | 14 | 17 | 12 | 0.0% |
| Q3 2024 | 57 | $49.3M | 3,815,780 | 3 | 17 | 14 | 0.0% |
| Q2 2024 | 58 | $48.6M | 4,061,349 | 5 | 13 | 16 | 0.0% |
| Q1 2024 | 58 | $64.8M | 5,223,792 | 5 | 16 | 13 | 0.0% |
| Q4 2023 | 59 | $59.3M | 4,995,790 | 6 | 21 | 15 | 0.0% |
| Q3 2023 | 58 | $42.5M | 4,190,745 | 2 | 18 | 17 | 0.0% |
| Q2 2023 | 62 | $42.9M | 3,684,539 | 12 | 21 | 15 | 0.0% |
| Q1 2023 | 51 | $36.4M | 3,021,889 | 4 | 14 | 14 | 0.0% |
| Q4 2022 | 48 | $30.9M | 2,644,392 | 12 | 10 | 14 | 0.0% |
| Q3 2022 | 56 | $26.6M | 2,125,594 | 6 | 12 | 14 | 0.0% |
| Q2 2022 | 55 | $29.3M | 2,151,484 | 8 | 13 | 13 | 0.0% |
| Q1 2022 | 55 | $29.1M | 2,027,133 | 7 | 14 | 14 | 0.0% |
| Q4 2021 | 57 | $40.3M | 2,318,665 | 4 | 10 | 16 | 0.0% |
| Q3 2021 | 57 | $43.7M | 2,531,372 | 8 | 10 | 15 | 0.0% |
| Q2 2021 | 53 | $45.7M | 2,475,329 | 6 | 8 | 12 | 0.0% |
| Q1 2021 | 53 | $47.4M | 2,691,842 | 6 | 13 | 13 | 0.0% |
| Q4 2020 | 50 | $44.4M | 2,582,957 | 5 | 17 | 7 | 0.0% |
| Q3 2020 | 47 | $37.4M | 2,391,255 | 1 | 9 | 15 | 0.0% |
| Q2 2020 | 47 | $38.4M | 2,485,932 | 2 | 16 | 12 | 0.0% |
| Q1 2020 | 47 | $41.5M | 2,745,609 | 6 | 13 | 11 | 0.0% |
| Q4 2019 | 46 | $39.4M | 2,530,699 | 4 | 14 | 12 | 0.0% |
| Q3 2019 | 45 | $40.5M | 2,598,005 | 1 | 17 | 10 | 0.0% |
| Q2 2019 | 49 | $39.0M | 2,604,476 | 2 | 20 | 15 | 0.0% |
| Q1 2019 | 59 | $46.3M | 3,275,271 | 5 | 26 | 12 | 0.0% |
| Q4 2018 | 55 | $41.1M | 3,111,131 | 1 | 2 | 0 | 0.0% |