BLACKROCK MASS TAX-EXEMPT TR (MHE)
Institutional ownership reported to the SEC as of Q1 2021, across 10 quarters.
10
Reporting holders
$1.8M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $647.0K | 48,513 | 0.00% | 10q | +1.6%+$9.9K |
| MORGAN STANLEY | $637.0K | 47,806 | 0.00% | 14q | +4.4%+$26.7K |
| ROCKLAND TRUST CO | $170.0K | 12,784 | 0.01% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $151.0K | 11,361 | 0.00% | 10q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $56.0K | 4,244 | 0.00% | 2q | +397.0%+$44.7K |
| ROYAL BANK OF CANADA | $53.0K | 4,000 | 0.00% | 7q | -38.5%-$33.1K |
| Rockbridge Investment Management, LCC | $39.0K | 2,925 | 0.01% | 4q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $30.0K | 2,277 | 0.00% | 5q | +78.9%+$13.2K |
| UBS Group AG | $22.0K | 1,686 | 0.00% | 10q | +12.4%+$2.4K |
| WELLS FARGO & COMPANY/MN | $14.0K | 1,043 | 0.00% | 10q | 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 | 10 | $1.8M | 136,639 | 0 | 5 | 1 | 0.0% |
| Q4 2020 | 12 | $2.3M | 169,495 | 3 | 3 | 3 | 0.0% |
| Q3 2020 | 11 | $1.8M | 137,595 | 2 | 2 | 2 | 0.0% |
| Q2 2020 | 10 | $1.6M | 130,731 | 1 | 1 | 1 | 0.0% |
| Q1 2020 | 9 | $1.8M | 144,358 | 1 | 3 | 0 | 0.0% |
| Q4 2019 | 9 | $1.7M | 125,912 | 0 | 6 | 0 | 0.0% |
| Q3 2019 | 9 | $1.4M | 104,151 | 2 | 0 | 4 | 0.0% |
| Q2 2019 | 7 | $1.5M | 111,561 | 0 | 4 | 0 | 0.0% |
| Q1 2019 | 11 | $1.7M | 134,293 | 2 | 1 | 4 | 0.0% |
| Q4 2018 | 11 | $1.7M | 148,218 | 0 | 0 | 1 | 0.0% |