BLACKROCK MUNIHLDGS NY QLTY (MHN)
Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.
58
Reporting holders
$105.2M
Reported value
0.0%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $37.5M | 3,663,762 | 1.15% | 15q | +2.0%+$726.5K |
| MACKAY SHIELDS LLC | $12.2M | 1,191,469 | 0.43% | 26q | HELD |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $8.6M | 839,382 | 0.41% | 14q | +8.8%+$697.1K |
| BANK OF AMERICA CORP /DE/ | $6.1M | 595,327 | 0.00% | 29q | +23.6%+$1.2M |
| Allspring Global Investments Holdings, LLC | $5.5M | 541,028 | 0.01% | 2q | +9.2%+$468.4K |
| GUGGENHEIM CAPITAL LLC | $5.5M | 533,498 | 0.04% | 29q | -1.7%-$95.7K |
| MORGAN STANLEY | $4.1M | 402,932 | 0.00% | 33q | +0.6%+$24.7K |
| Fiera Capital Corp | $2.9M | 283,421 | 0.01% | new | NEW |
| ROBINSON CAPITAL MANAGEMENT, LLC | $2.8M | 269,543 | 1.13% | new | NEW |
| Hennion & Walsh Asset Management, Inc. | $2.4M | 233,729 | 0.08% | 20q | -2.6%-$64.3K |
| UBS Group AG | $1.9M | 183,741 | 0.00% | 29q | +484.3%+$1.6M |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 136,682 | 0.00% | 5q | -9.2%-$141.6K |
| Cetera Investment Advisers | $1.4M | 132,467 | 0.00% | 8q | +8.7%+$108.2K |
| WHITEBOX ADVISORS LLC | $1.2M | 121,671 | 0.02% | 8q | HELD |
| Lido Advisors, LLC | $1.2M | 117,123 | 0.00% | 9q | HELD |
| ROYAL BANK OF CANADA | $1.1M | 110,406 | 0.00% | 29q | +7.4%+$77.9K |
| Integrated Advisors Network LLC | $700.3K | 68,455 | 0.03% | 21q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $675.8K | 66,062 | 0.00% | 25q | +3.9%+$25.5K |
| Focused Wealth Management, Inc | $663.8K | 64,890 | 0.07% | 9q | -1.4%-$9.1K |
| LPL Financial LLC | $608.0K | 59,432 | 0.00% | 22q | -11.6%-$79.5K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $580.0K | 56,695 | 0.04% | 2q | HELD |
| SHUFRO ROSE & CO LLC | $395.9K | 38,700 | 0.03% | 29q | +53.6%+$138.1K |
| TrueMark Investments, LLC | $391.7K | 38,289 | 0.07% | 2q | +2.5%+$9.7K |
| Bridgewater Advisors Inc. | $363.1K | 35,359 | 0.02% | 3q | HELD |
| PNC Financial Services Group, Inc. | $318.2K | 31,100 | 0.00% | 2q | HELD |
| QUANTIFY CHAOS ADVISORS, LLC | $316.8K | 30,968 | 0.96% | new | FIRST |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $313.8K | 30,676 | 0.05% | 9q | -11.9%-$42.3K |
| Dakota Wealth Management | $276.2K | 27,000 | 0.00% | 12q | HELD |
| Indivisible Partners | $272.8K | 26,662 | 0.03% | new | FIRST |
| SIT INVESTMENT ASSOCIATES INC | $260.0K | 25,412 | 0.01% | 29q | +103.3%+$132.1K |
| Wellspring Financial Advisors, LLC | $239.5K | 23,409 | 0.02% | 15q | +70.8%+$99.2K |
| JANE STREET GROUP, LLC | $235.9K | 23,056 | 0.00% | 2q | +128.7%+$132.7K |
| Platform Technology Partners | $226.3K | 22,118 | 0.05% | 3q | +1.5%+$3.2K |
| Herold Advisors, Inc. | $222.6K | 21,759 | 0.05% | 7q | -37.1%-$131.2K |
| BANK OF MONTREAL /CAN/ | $222.4K | 21,717 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $204.6K | 20,000 | 0.00% | 2q | +100.0%+$102.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $202.1K | 19,753 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $175.3K | 17,137 | 0.00% | 29q | -31.2%-$79.4K |
| TOMPKINS FINANCIAL CORP | $139.4K | 13,627 | 0.01% | 16q | HELD |
| Closed-End Fund Advisors, Inc. | $135.0K | 13,196 | 0.08% | new | FIRST |
| Breakwater Capital Group | $132.1K | 12,912 | 0.02% | 2q | +7.5%+$9.2K |
| Meeder Advisory Services, Inc. | $126.2K | 12,338 | 0.01% | 2q | HELD |
| AMERIPRISE FINANCIAL INC | $120.0K | 11,728 | 0.00% | 2q | HELD |
| MELFA WEALTH MANAGEMENT, INC. | $118.7K | 11,600 | 0.07% | 13q | HELD |
| EVOLVE PRIVATE WEALTH, LLC | $118.2K | 11,557 | 0.01% | new | FIRST |
| NORTHERN TRUST CORP | $113.9K | 11,134 | 0.00% | 29q | +1.5%+$1.7K |
| CITADEL ADVISORS LLC | $110.0K | 10,750 | 0.00% | new | NEW |
| Arlington Financial Advisors, LLC | $107.8K | 10,540 | 0.02% | 2q | HELD |
| Broyhill Asset Management, LLC | $102.3K | 10,000 | 0.09% | 5q | HELD |
| OSAIC HOLDINGS, INC. | $61.4K | 6,005 | 0.00% | 24q | -30.6%-$27.1K |
| Steward Partners Investment Advisory, LLC | $58.3K | 5,695 | 0.00% | 4q | HELD |
| Elyxium Wealth, LLC | $43.1K | 4,209 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $28.3K | 2,768 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $20.5K | 2,000 | 0.01% | 4q | HELD |
| United Financial Planning Group LLC | $20.3K | 1,980 | 0.01% | 2q | -33.3%-$10.1K |
| CoreCap Advisors, LLC | $15.3K | 1,500 | 0.00% | new | NEW |
| BESSEMER GROUP INC | $7.0K | 675 | 0.00% | 6q | HELD |
| Greykasell Wealth Strategies, Inc. | $5.9K | 576 | 0.00% | new | NEW |
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 | 58 | $105.2M | 10,279,620 | 9 | 18 | 10 | 0.0% |
| Q3 2025 | 50 | $93.8M | 9,176,356 | 10 | 12 | 6 | 0.0% |
| Q2 2025 | 43 | $89.6M | 9,124,016 | 3 | 15 | 13 | 0.0% |
| Q1 2025 | 50 | $93.7M | 9,235,540 | 3 | 14 | 15 | 0.0% |
| Q4 2024 | 52 | $96.4M | 9,325,342 | 4 | 14 | 14 | 0.0% |
| Q3 2024 | 49 | $100.0M | 8,963,296 | 4 | 18 | 13 | 0.0% |
| Q2 2024 | 48 | $96.5M | 8,969,081 | 4 | 17 | 12 | 0.0% |
| Q1 2024 | 46 | $99.2M | 9,371,897 | 5 | 12 | 13 | 0.0% |
| Q4 2023 | 46 | $93.9M | 8,935,297 | 8 | 14 | 11 | 0.0% |
| Q3 2023 | 50 | $72.6M | 8,023,634 | 3 | 15 | 8 | 0.0% |
| Q2 2023 | 51 | $76.4M | 7,281,716 | 3 | 17 | 10 | 0.0% |
| Q1 2023 | 51 | $73.8M | 6,934,622 | 7 | 11 | 14 | 0.0% |
| Q4 2022 | 52 | $68.1M | 6,626,173 | 8 | 15 | 13 | 0.0% |
| Q3 2022 | 46 | $54.5M | 5,557,483 | 8 | 13 | 11 | 0.0% |
| Q2 2022 | 41 | $54.3M | 4,936,204 | 8 | 12 | 9 | 0.0% |
| Q1 2022 | 41 | $61.2M | 4,777,165 | 8 | 11 | 5 | 0.0% |
| Q4 2021 | 40 | $65.9M | 4,608,259 | 3 | 14 | 6 | 0.0% |
| Q3 2021 | 38 | $67.0M | 4,609,390 | 3 | 9 | 13 | 0.0% |
| Q2 2021 | 39 | $73.0M | 4,947,347 | 4 | 11 | 10 | 0.0% |
| Q1 2021 | 39 | $86.7M | 6,154,793 | 1 | 9 | 15 | 0.0% |
| Q4 2020 | 39 | $90.8M | 6,433,293 | 2 | 9 | 13 | 0.0% |
| Q3 2020 | 40 | $89.3M | 6,635,146 | 5 | 8 | 14 | 0.0% |
| Q2 2020 | 36 | $89.0M | 6,703,866 | 0 | 11 | 13 | 0.0% |
| Q1 2020 | 40 | $88.3M | 7,008,864 | 7 | 14 | 5 | 0.0% |
| Q4 2019 | 38 | $93.3M | 6,836,251 | 4 | 8 | 9 | 0.0% |
| Q3 2019 | 37 | $95.3M | 7,002,929 | 4 | 14 | 5 | 0.0% |
| Q2 2019 | 37 | $92.6M | 7,034,826 | 2 | 12 | 10 | 0.0% |
| Q1 2019 | 37 | $85.4M | 6,609,454 | 4 | 11 | 9 | 0.0% |
| Q4 2018 | 41 | $72.8M | 6,079,927 | 0 | 0 | 1 | 0.0% |