BLACKROCK MD MUNICIPAL BOND (BZM)
Institutional ownership reported to the SEC as of Q1 2021, across 10 quarters.
13
Reporting holders
$2.0M
Reported value
0.0%
Calls
0.0%
Puts
+3
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $566.0K | 37,990 | 0.00% | 10q | +4.9%+$26.3K |
| Carmichael Hill & Associates, Inc. | $317.0K | 21,272 | 0.17% | 10q | HELD |
| Fragasso Group Inc. | $213.0K | 14,280 | 0.03% | 10q | HELD |
| NAPLES GLOBAL ADVISORS, LLC | $200.0K | 13,400 | 0.03% | 5q | HELD |
| ROYAL BANK OF CANADA | $183.0K | 12,241 | 0.00% | 10q | HELD |
| MORGAN STANLEY | $161.0K | 10,790 | 0.00% | 14q | HELD |
| WELLS FARGO & COMPANY/MN | $138.0K | 9,273 | 0.00% | 10q | HELD |
| Patriot Financial Group Insurance Agency, LLC | $108.0K | 7,225 | 0.02% | 2q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $67.0K | 4,555 | 0.00% | new | NEW |
| Spire Wealth Management | $31.0K | 2,049 | 0.00% | new | FIRST |
| UBS Group AG | $15.0K | 1,029 | 0.00% | 10q | +4.3% |
| Tower Research Capital LLC (TRC) | $9.0K | 600 | 0.00% | new | NEW |
| ADVISOR GROUP HOLDINGS, INC. | $8.0K | 560 | 0.00% | 3q | +55.6%+$2.9K |
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 | 13 | $2.0M | 135,264 | 2 | 3 | 0 | 0.0% |
| Q4 2020 | 10 | $2.0M | 126,054 | 1 | 5 | 1 | 0.0% |
| Q3 2020 | 11 | $1.9M | 135,601 | 1 | 4 | 2 | 0.0% |
| Q2 2020 | 11 | $1.9M | 137,501 | 0 | 2 | 4 | 0.0% |
| Q1 2020 | 12 | $2.4M | 166,004 | 2 | 5 | 1 | 0.0% |
| Q4 2019 | 10 | $2.1M | 138,547 | 0 | 3 | 3 | 0.0% |
| Q3 2019 | 11 | $2.2M | 151,996 | 2 | 2 | 2 | 0.0% |
| Q2 2019 | 11 | $1.9M | 128,015 | 0 | 1 | 2 | 0.0% |
| Q1 2019 | 11 | $1.9M | 129,606 | 0 | 4 | 0 | 0.0% |
| Q4 2018 | 13 | $1.8M | 140,263 | 0 | 0 | 0 | 0.0% |