HolderBook

BLACKROCK MUNIHOLDINGS QUALI (MUE)

Institutional ownership reported to the SEC as of Q4 2025, across 29 quarters.

59
Reporting holders
$92.4M
Reported value
0.0%
Held as options
+3
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

FilerValueShares Their book Held Change
RIVERNORTH CAPITAL MANAGEMENT, LLC$21.8M2,170,9221.03%13q+0.9%+$193.5K
MORGAN STANLEY$16.3M1,625,9060.00%33q-2.8%-$473.3K
Pathstone Holdings, LLC$10.8M1,073,8340.04%9q+20.0%+$1.8M
Advisors Asset Management, Inc.$7.8M778,4940.07%7q+102.6%+$4.0M
Karpus Management, Inc.$7.3M726,9310.22%7q+3196.7%+$7.1M
GUGGENHEIM CAPITAL LLC$3.8M375,5490.03%23q-18.4%-$849.3K
Hennion & Walsh Asset Management, Inc.$3.4M336,1520.12%6q-5.5%-$195.2K
LPL Financial LLC$2.0M202,0450.00%20q+85.1%+$931.6K
Fiera Capital Corp$1.9M186,7960.01%9q-36.8%-$1.1M
Invesco Ltd.$1.5M151,7650.00%7q-20.7%-$397.0K
Atala Financial Inc$1.5M146,1610.93%5q+13.7%+$176.5K
RAYMOND JAMES FINANCIAL INC$1.3M128,7040.00%5q-4.5%-$61.3K
BANK OF AMERICA CORP /DE/$1.2M121,1040.00%29q+24.9%+$242.3K
Logan Stone Capital, LLC$949.7K94,6900.23%13q-11.1%-$118.6K
ROBINSON CAPITAL MANAGEMENT, LLC$851.1K84,8590.35%13q+539.8%+$718.1K
Capital Investment Advisors, LLC$657.8K65,5800.01%29q-7.6%-$54.2K
Bank of New York Mellon Corp$618.8K61,6990.00%11qHELD
WELLS FARGO & COMPANY/MN$610.5K60,8700.00%29q-9.2%-$61.7K
HORIZON KINETICS ASSET MANAGEMENT LLC$606.1K60,4300.01%28qHELD
ROYAL BANK OF CANADA$568.0K56,6250.00%29q-5.2%-$30.9K
AMERIPRISE FINANCIAL INC$478.9K47,7500.00%9q-2.6%-$12.5K
RIVERBRIDGE PARTNERS LLC$474.4K47,3030.01%5qHELD
WHITEBOX ADVISORS LLC$466.2K46,4810.01%7qHELD
Westchester Capital Management, LLC$441.2K43,9880.02%3qHELD
Rockefeller Capital Management L.P.$414.4K41,3180.00%24q+8.8%+$33.5K
Noble Wealth Management PBC$329.0K32,8050.17%4q+1.9%+$6.0K
GOLDMAN SACHS GROUP INC$326.3K32,5360.00%3qHELD
MELFA WEALTH MANAGEMENT, INC.$272.9K27,2110.16%13qHELD
UBS Group AG$259.1K25,8300.00%29q-27.2%-$96.6K
BTG Pactual Asset Management US LLC$252.5K26,3570.02%6q-35.3%-$138.0K
Sowell Financial Services LLC$250.8K25,0000.01%15qHELD
ROTHSCHILD INVESTMENT LLC$239.9K23,9160.01%9q-32.6%-$116.2K
HighTower Advisors, LLC$208.7K20,8030.00%4q+14.5%+$26.5K
Nuveen, LLC$204.5K20,3870.00%newNEW
Freestone Capital Holdings, LLC$200.6K20,0000.01%7qHELD
Ackerman Capital Advisors, LLC$189.3K18,8760.04%2q+54.1%+$66.4K
NewEdge Advisors, LLC$182.8K18,2300.00%13qHELD
Dakota Wealth Management$170.5K17,0000.00%newNEW
Tyche Wealth Partners LLC$168.8K16,8280.03%9qHELD
Palogic Value Management, L.P.$165.5K16,5000.07%13qHELD
SFMG, LLC$143.5K14,3120.01%10qHELD
BANK OF MONTREAL /CAN/$140.3K13,9900.00%9q-42.5%-$103.8K
Cetera Investment Advisers$129.5K12,9120.00%newNEW
OPPENHEIMER & CO INC$128.9K12,8500.00%newNEW
River Street Advisors LLC$121.7K12,1320.05%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$119.4K11,9030.00%newNEW
Savvy Advisors, Inc.$112.8K11,2490.00%2qHELD
OSAIC HOLDINGS, INC.$103.0K10,2700.00%24q+27.9%+$22.5K
COMERICA BANK$93.3K9,3000.00%10qHELD
Scarborough Advisors, LLC$72.1K7,1930.01%3q+77.9%+$31.6K
Allworth Financial LP$70.2K7,0000.00%3qHELD
Kestra Advisory Services, LLC$38.0K3,7860.00%newNEW
Hilltop National Bank$34.0K3,3860.01%7qHELD
Elyxium Wealth, LLC$27.5K2,7400.01%newNEW
Pinnacle Wealth Planning Services, Inc.$15.0K1,5000.00%newNEW
Atlantic Union Bankshares Corp$12.0K1,2000.00%2qHELD
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$12.0K1,2000.00%6qHELD
Spire Wealth Management$10.0K1,0000.00%20qHELD
SIT INVESTMENT ASSOCIATES INC$4.5K447,9110.09%29q+13.3%
VAN ECK ASSOCIATES CORP$1.8K182,2060.00%29q+14.6%
COHEN & STEERS, INC.$80280,0000.00%8qHELD
BOK Financial Private Wealth, Inc.$512510.00%newNEW
BESSEMER GROUP INC$252,5070.00%11qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q4 202559$92.4M9,216,2091014150.0%
Q3 202556$80.8M8,029,268611240.0%
Q2 202556$78.7M8,214,121718110.0%
Q1 202556$78.8M7,856,607614170.0%
Q4 202457$79.3M7,926,292317120.0%
Q3 202459$90.2M8,438,737517150.0%
Q2 202461$87.8M8,606,6901215170.0%
Q1 202453$118.9M11,683,203420130.0%
Q4 202353$100.5M10,024,4841114160.0%
Q3 202349$68.0M7,751,501416180.0%
Q2 202349$60.9M6,276,712612150.0%
Q1 202346$53.1M5,295,292419120.0%
Q4 202243$46.3M4,646,728177130.0%
Q3 202238$47.7M4,903,583511100.0%
Q2 202238$53.7M4,871,89831190.0%
Q1 202246$58.4M4,827,935513100.0%
Q4 202149$66.3M4,726,952811100.0%
Q3 202148$64.1M4,643,709510140.0%
Q2 202150$71.9M5,134,301211150.0%
Q1 202153$68.6M5,118,131813140.0%
Q4 202053$71.3M5,224,952711140.0%
Q3 202047$69.8M5,475,420311100.0%
Q2 202048$68.4M5,524,179313180.0%
Q1 202051$65.8M5,485,271719100.0%
Q4 201954$64.8M5,138,09362140.0%
Q3 201954$62.1M4,862,857515140.0%
Q2 201950$62.2M4,719,837321110.0%
Q1 201948$56.0M4,551,57298170.0%
Q4 201844$54.2M4,726,8680200.0%