BLACKROCK LONG-TERM MUN ADVA (BTA)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
42
Reporting holders
$25.7M
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 |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.2M | 451,466 | 0.20% | 4q | +51.9%+$1.4M |
| GUGGENHEIM CAPITAL LLC | $4.1M | 442,167 | 0.03% | 29q | -4.6%-$195.7K |
| Hennion & Walsh Asset Management, Inc. | $2.2M | 239,863 | 0.08% | 5q | -7.9%-$191.9K |
| MORGAN STANLEY | $2.0M | 213,840 | 0.00% | 33q | -4.4%-$90.6K |
| UBS Group AG | $1.9M | 208,805 | 0.00% | 29q | -2.8%-$55.8K |
| WELLS FARGO & COMPANY/MN | $1.8M | 195,775 | 0.00% | 29q | +2.9%+$51.3K |
| RAYMOND JAMES FINANCIAL INC | $1.6M | 168,179 | 0.00% | 5q | -9.7%-$168.4K |
| Noble Wealth Management PBC | $1.2M | 133,879 | 0.62% | 3q | -4.7%-$61.9K |
| ROYAL BANK OF CANADA | $832.0K | 89,686 | 0.00% | 29q | +20.8%+$143.0K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $623.4K | 67,182 | 0.25% | new | NEW |
| MELFA WEALTH MANAGEMENT, INC. | $408.2K | 43,991 | 0.24% | 13q | HELD |
| Tyche Wealth Partners LLC | $362.9K | 39,109 | 0.06% | 9q | HELD |
| Palogic Value Management, L.P. | $352.9K | 38,024 | 0.15% | 13q | HELD |
| NewEdge Advisors, LLC | $335.6K | 36,161 | 0.00% | 14q | -31.5%-$154.0K |
| HBK Sorce Advisory LLC | $334.1K | 34,620 | 0.01% | 9q | HELD |
| Capital Investment Advisors, LLC | $300.7K | 32,404 | 0.00% | 11q | -5.1%-$16.2K |
| LPL Financial LLC | $289.4K | 31,185 | 0.00% | 15q | +53.2%+$100.4K |
| Bank of New York Mellon Corp | $249.3K | 26,864 | 0.00% | 2q | +25.0%+$49.9K |
| WOLVERINE ASSET MANAGEMENT LLC | $248.7K | 26,800 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $216.4K | 23,319 | 0.00% | 29q | -6.0%-$13.9K |
| Essential Investment Partners LLC | $194.0K | 20,900 | 0.18% | new | FIRST |
| River Street Advisors LLC | $175.4K | 18,899 | 0.07% | 3q | HELD |
| Arlington Capital Management, Inc. | $173.2K | 18,667 | 0.11% | new | NEW |
| Allworth Financial LP | $167.0K | 18,000 | 0.00% | 3q | HELD |
| Curi Capital, LLC | $132.0K | 14,226 | 0.00% | 2q | +0.5% |
| AMERIPRISE FINANCIAL INC | $131.3K | 14,145 | 0.00% | 3q | +41.2%+$38.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $130.7K | 14,081 | 0.00% | 2q | +9.2%+$11.0K |
| PFG Investments, LLC | $121.2K | 13,062 | 0.01% | 6q | +0.8% |
| Cerity Partners LLC | $113.6K | 12,244 | 0.00% | 10q | +0.5% |
| CITADEL ADVISORS LLC | $108.7K | 11,710 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $106.7K | 11,499 | 0.00% | 24q | +25.2%+$21.5K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | $106.3K | 11,306 | 0.01% | new | NEW |
| NOMURA HOLDINGS INC | $98.0K | 10,562 | 0.00% | new | NEW |
| Nuveen, LLC | $94.0K | 10,127 | 0.00% | 4q | HELD |
| Bernard Wealth Management Corp. | $56.6K | 6,100 | 0.02% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $52.0K | 5,600 | 0.00% | 13q | HELD |
| Steward Partners Investment Advisory, LLC | $49.9K | 5,380 | 0.00% | 16q | -6.4%-$3.4K |
| FIFTH THIRD BANCORP | $31.7K | 3,418 | 0.00% | 2q | -14.5%-$5.4K |
| ROTHSCHILD INVESTMENT LLC | $18.6K | 2,000 | 0.00% | 9q | HELD |
| BANK OF AMERICA CORP /DE/ | $12.8K | 1,383 | 0.00% | 8q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $6.9K | 743,577 | 0.14% | 29q | +102.0%+$3.5K |
| Fortis Group Advisors, LLC | $6.2K | 667 | 0.00% | 10q | HELD |
| US BANCORP \DE\ | $2.8K | 300 | 0.00% | 6q | HELD |
| VAN ECK ASSOCIATES CORP | $745 | 80,331 | 0.00% | 29q | -3.6% |
| COHEN & STEERS, INC. | $278 | 30,000 | 0.00% | 2q | HELD |
| NATURAL INVESTMENTS, LLC | $148 | 15,985 | 0.04% | 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 | 42 | $25.7M | 2,767,595 | 6 | 11 | 11 | 0.0% |
| Q3 2025 | 41 | $24.7M | 2,578,869 | 5 | 11 | 13 | 0.0% |
| Q2 2025 | 41 | $26.7M | 2,916,602 | 7 | 10 | 12 | 0.0% |
| Q1 2025 | 37 | $32.2M | 2,829,536 | 4 | 8 | 5 | 0.0% |
| Q4 2024 | 41 | $24.2M | 2,477,274 | 6 | 8 | 10 | 0.0% |
| Q3 2024 | 38 | $23.4M | 2,180,493 | 6 | 11 | 5 | 0.0% |
| Q2 2024 | 32 | $20.2M | 1,998,814 | 0 | 8 | 8 | 0.0% |
| Q1 2024 | 33 | $22.0M | 2,197,965 | 5 | 8 | 8 | 0.0% |
| Q4 2023 | 30 | $20.4M | 1,989,265 | 3 | 12 | 4 | 0.0% |
| Q3 2023 | 29 | $16.7M | 1,857,676 | 5 | 8 | 8 | 0.0% |
| Q2 2023 | 29 | $16.8M | 1,733,341 | 4 | 6 | 8 | 0.0% |
| Q1 2023 | 30 | $19.4M | 1,948,092 | 3 | 9 | 11 | 0.0% |
| Q4 2022 | 31 | $19.8M | 2,104,077 | 11 | 6 | 10 | 0.0% |
| Q3 2022 | 27 | $21.3M | 2,169,292 | 2 | 6 | 13 | 0.0% |
| Q2 2022 | 25 | $24.4M | 2,199,628 | 2 | 9 | 11 | 0.0% |
| Q1 2022 | 26 | $23.6M | 2,027,028 | 5 | 7 | 7 | 0.0% |
| Q4 2021 | 23 | $29.4M | 1,962,776 | 3 | 9 | 5 | 0.0% |
| Q3 2021 | 22 | $27.1M | 2,002,045 | 0 | 9 | 6 | 0.0% |
| Q2 2021 | 27 | $30.9M | 2,272,668 | 1 | 11 | 6 | 0.0% |
| Q1 2021 | 30 | $30.0M | 2,366,962 | 5 | 9 | 6 | 0.0% |
| Q4 2020 | 27 | $21.1M | 1,657,970 | 3 | 9 | 11 | 0.0% |
| Q3 2020 | 29 | $18.1M | 1,537,341 | 1 | 9 | 8 | 0.0% |
| Q2 2020 | 30 | $19.8M | 1,674,485 | 5 | 12 | 7 | 0.0% |
| Q1 2020 | 28 | $19.8M | 1,766,927 | 5 | 4 | 12 | 0.0% |
| Q4 2019 | 28 | $28.0M | 2,102,438 | 3 | 8 | 8 | 0.0% |
| Q3 2019 | 27 | $28.1M | 2,230,200 | 1 | 4 | 14 | 0.0% |
| Q2 2019 | 28 | $30.7M | 2,428,255 | 4 | 9 | 8 | 0.0% |
| Q1 2019 | 27 | $30.7M | 2,506,997 | 2 | 8 | 6 | 0.0% |
| Q4 2018 | 30 | $30.1M | 2,823,476 | 0 | 2 | 1 | 0.0% |