BLACKROCK INVT QUALITY MUN T (BKN)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
64
Reporting holders
$56.5M
Reported value
0.0%
Calls
0.0%
Puts
+0
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sienna Gestion | $24.6M | 22,859? | 1.46% | 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 |
| SIT INVESTMENT ASSOCIATES INC | $2.0M | 175,447 | 0.04% | 4q | +57.8%+$719.9K |
| 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 |
| VAN ECK ASSOCIATES CORP | $1.6M | 142,195 | 0.00% | 29q | +25.8%+$326.9K |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $159.0K | 14,214 | 0.00% | 29q | 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 |
| 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 | 64 | $56.5M | 5,040,709 | 6 | 22 | 13 | 0.0% |
| Q3 2025 | 64 | $52.2M | 4,604,194 | 6 | 18 | 18 | 0.0% |
| Q2 2025 | 67 | $52.0M | 4,759,754 | 4 | 26 | 12 | 0.0% |
| Q1 2025 | 65 | $51.6M | 4,495,152 | 9 | 18 | 11 | 0.0% |
| Q4 2024 | 68 | $46.4M | 4,159,965 | 15 | 19 | 13 | 0.0% |
| Q3 2024 | 60 | $51.0M | 3,952,011 | 4 | 18 | 14 | 0.0% |
| Q2 2024 | 62 | $50.2M | 4,192,713 | 5 | 14 | 18 | 0.0% |
| Q1 2024 | 63 | $66.8M | 5,389,320 | 6 | 16 | 15 | 0.0% |
| Q4 2023 | 64 | $61.8M | 5,202,950 | 8 | 22 | 16 | 0.0% |
| Q3 2023 | 62 | $43.9M | 4,335,745 | 2 | 18 | 19 | 0.0% |
| Q2 2023 | 68 | $45.0M | 3,864,138 | 13 | 23 | 16 | 0.0% |
| Q1 2023 | 58 | $38.5M | 3,193,797 | 6 | 15 | 16 | 0.0% |
| Q4 2022 | 60 | $33.1M | 2,832,626 | 15 | 14 | 15 | 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% |