BLACKROCK STRATEGIC MUN TR (BSD)
Institutional ownership reported to the SEC as of Q1 2021, across 10 quarters.
22
Reporting holders
$12.8M
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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | $4.8M | 328,283 | 0.29% | new | FIRST |
| BENJAMIN F. EDWARDS & COMPANY, INC. | $1.4M | 99,224 | 0.08% | 10q | +84.6%+$663.9K |
| Mutual Advisors, LLC | $1.3M | 88,455 | 0.09% | 7q | +14.3%+$162.0K |
| ADVISOR GROUP HOLDINGS, INC. | $974.0K | 66,712 | 0.00% | 5q | -3.6%-$36.4K |
| Capital Investment Advisors, LLC | $600.0K | 41,075 | 0.02% | 10q | HELD |
| UBS Group AG | $574.0K | 39,312 | 0.00% | 10q | +36.0%+$152.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $489.0K | 33,523 | 0.00% | 3q | +2.4%+$11.7K |
| Advisors Asset Management, Inc. | $472.0K | 32,305 | 0.01% | 13q | -55.0%-$576.1K |
| MORGAN STANLEY | $377.0K | 25,831 | 0.00% | 14q | +0.6%+$2.4K |
| GUGGENHEIM CAPITAL LLC | $278.0K | 19,008 | 0.00% | 5q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $266.0K | 18,195 | 0.01% | 10q | -48.6%-$251.5K |
| BANK OF AMERICA CORP /DE/ | $238.0K | 16,312 | 0.00% | 10q | +6.5%+$14.6K |
| TELEMUS CAPITAL, LLC | $219.0K | 14,900 | 0.02% | new | NEW |
| AMERIPRISE FINANCIAL INC | $214.0K | 14,762 | 0.00% | 7q | +2.4%+$5.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $174.0K | 11,981 | 0.00% | 5q | -68.9%-$385.3K |
| SIGNATUREFD, LLC | $143.0K | 9,814 | 0.01% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $81.0K | 5,575 | 0.00% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $78.0K | 5,337 | 0.00% | 10q | HELD |
| PROEQUITIES, INC. | $47.0K | 3,186 | 0.00% | 6q | +59.8%+$17.6K |
| ROYAL BANK OF CANADA | $25.0K | 1,700 | 0.00% | 10q | -67.4%-$51.6K |
| Capital Analysts, LLC | $10.0K | 700 | 0.00% | 10q | HELD |
| Newbridge Financial Services Group, Inc. | $5.0K | 360 | 0.00% | 3q | 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 | 22 | $12.8M | 876,550 | 1 | 8 | 5 | 0.0% |
| Q4 2020 | 23 | $8.6M | 602,857 | 4 | 9 | 4 | 0.0% |
| Q3 2020 | 21 | $7.6M | 569,986 | 3 | 7 | 5 | 0.0% |
| Q2 2020 | 19 | $7.4M | 563,971 | 0 | 9 | 5 | 0.0% |
| Q1 2020 | 19 | $8.5M | 663,017 | 2 | 8 | 4 | 0.0% |
| Q4 2019 | 22 | $8.7M | 617,909 | 3 | 9 | 7 | 0.0% |
| Q3 2019 | 22 | $13.5M | 939,654 | 3 | 5 | 7 | 0.0% |
| Q2 2019 | 22 | $13.4M | 936,827 | 2 | 6 | 4 | 0.0% |
| Q1 2019 | 20 | $11.7M | 881,821 | 0 | 9 | 3 | 0.0% |
| Q4 2018 | 27 | $12.0M | 1,005,847 | 0 | 1 | 1 | 0.0% |