— Know what they know.
Not Investment Advice

BMN

Blackrock 2037 Municipal Target Term Trust
1W: -2.5% 1M: -13.3% 3M: -12.6% YTD: -13.7% 1Y: -10.6% 3Y: +8.4%
$22.25
+0.12 (+0.54%)
 
Weekly Expected Move ±3.4%
$21 $22 $22 $23 $24
ETF NYSE · AUM $136.8M

Institutional Ownership — BMN

23
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
2
New Positions
9
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (24 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 866,222 19M +27,686 +3.3% 15Q SEC ↗
2 Hennion & Walsh Asset Management, Inc. 132,064 3M +630 +0.5% 3Q SEC ↗
3 BANK OF AMERICA CORP /DE 115,251 3M -7,293 -6.0% 14Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 75,438 2M +1,775 +2.4% 7Q SEC ↗
5 UBS Group AG 72,958 2M +2,691 +3.8% 15Q SEC ↗
6 WELLS FARGO & COMPANY/MN 67,896 2M +3,000 +4.6% 15Q SEC ↗
7 GUGGENHEIM CAPITAL LLC 55,223 1M -70,669 -56.1% 9Q SEC ↗
8 VAN ECK ASSOCIATES CORP 36,239 806K +2,154 +6.3% 10Q SEC ↗
9 ROYAL BANK OF CANADA 31,912 710K — +0.0% 15Q SEC ↗
10 TRUIST FINANCIAL CORP 26,826 597K +2,980 +12.5% 9Q SEC ↗
11 Jacobi Capital Management LLC 24,000 534K — +0.0% 6Q SEC ↗
12 Invesco Ltd. 17,813 396K -398 -2.2% 4Q SEC ↗
13 DUTCH ASSET Corp 12,781 284K +1,230 +10.6% 3Q SEC ↗
14 Dorsey & Whitney Trust CO LLC 12,000 267K — +0.0% 9Q SEC ↗
15 &PARTNERS 11,087 247K — +0.0% 11Q SEC ↗
16 CITADEL ADVISORS LLC NEW 8,465 188K — +0.0% 1Q SEC ↗
17 Noble Wealth Management PBC 6,941 154K -1,750 -20.1% 4Q SEC ↗
18 FARMERS & MERCHANTS INVESTMENTS INC 6,091 136K — +0.0% 2Q SEC ↗
19 BlackRock, Inc. 4,000 89K — +0.0% 8Q SEC ↗
20 OSAIC HOLDINGS, INC. 3,609 80K +109 +3.1% 11Q SEC ↗
21 Clear Street Group Inc. NEW 2,815 63K — +0.0% 1Q SEC ↗
22 Steward Partners Investment Advisory, 0 0K -20,486 -100.0% 7Q SEC ↗
23 Narwhal Capital Management 0 0K -15,265 -100.0% 3Q SEC ↗
24 WEALTH ENHANCEMENT ADVISORY SERVICES, 0 0K -13,546 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
CITADEL ADVISORS LLC 8,465 188K
Clear Street Group Inc. 2,815 63K
Sold Out (3)
HolderPrev SharesPrev Value
Steward Partners Investment Advisor 20,486 456K
Narwhal Capital Management 15,265 340K
WEALTH ENHANCEMENT ADVISORY SERVICE 13,546 301K
Biggest Increases (9)
HolderAddedChange %Total Shares
MORGAN STANLEY +27,686 +3.3% 866,222
WELLS FARGO & COMPANY/MN +3,000 +4.6% 67,896
TRUIST FINANCIAL CORP +2,980 +12.5% 26,826
UBS Group AG +2,691 +3.8% 72,958
VAN ECK ASSOCIATES CORP +2,154 +6.3% 36,239
RAYMOND JAMES FINANCIAL INC +1,775 +2.4% 75,438
DUTCH ASSET Corp +1,230 +10.6% 12,781
Hennion & Walsh Asset Management, I +630 +0.5% 132,064
OSAIC HOLDINGS, INC. +109 +3.1% 3,609
Biggest Decreases (4)
HolderReducedChange %Total Shares
GUGGENHEIM CAPITAL LLC -70,669 -56.1% 55,223
BANK OF AMERICA CORP /DE -7,293 -6.0% 115,251
Noble Wealth Management PBC -1,750 -20.1% 6,941
Invesco Ltd. -398 -2.2% 17,813

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms