BTT
Blackrock Municipal 2030 Target Term Trust
1W: +0.9%
1M: -2.5%
3M: -3.8%
YTD: -3.5%
1Y: -2.5%
3Y: +20.0%
5Y: -4.1%
$21.94
-0.02 (-0.09%)
Weekly Expected Move ±1.6%
$21
$22
$22
$22
$23
Institutional Ownership — BTT
156
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
571M
Total Invested
12
New Positions
46
Increased
59
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (166 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 4,641,247 | $102M | -48,066 | -1.0% | 16Q | SEC ↗ |
| 2 | MacKay Shields LLC | 1,967,980 | $43M | +401,718 | +25.6% | 15Q | SEC ↗ |
| 3 | Pathstone Holdings, LLC | 1,638,668 | $36M | +25,374 | +1.6% | 11Q | SEC ↗ |
| 4 | Allspring Global Investments Holdings, | 1,563,860 | $34M | +3,500 | +0.2% | 19Q | SEC ↗ |
| 5 | Almitas Capital LLC | 1,485,213 | $33M | -800 | -0.1% | 9Q | SEC ↗ |
| 6 | Tortoise Investment Management, LLC | 1,420,474 | $31M | +19,322 | +1.4% | 45Q | SEC ↗ |
| 7 | SENTINEL TRUST CO LBA | 1,274,609 | $28M | +437,875 | +52.3% | 26Q | SEC ↗ |
| 8 | MORGAN STANLEY | 1,268,475 | $28M | +21,104 | +1.7% | 56Q | SEC ↗ |
| 9 | Hennion & Walsh Asset Management, Inc. | 783,682 | $17M | +166,122 | +26.9% | 18Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 719,925 | $16M | -25,157 | -3.4% | 15Q | SEC ↗ |
| 11 | UBS Group AG | 654,447 | $14M | -53,522 | -7.6% | 47Q | SEC ↗ |
| 12 | LPL Financial LLC | 516,302 | $11M | +27,352 | +5.6% | 54Q | SEC ↗ |
| 13 | VAN ECK ASSOCIATES CORP | 507,854 | $11M | +17,170 | +3.5% | 15Q | SEC ↗ |
| 14 | CITY OF LONDON INVESTMENT MANAGEMENT C | 498,552 | $11M | -42,500 | -7.9% | 11Q | SEC ↗ |
| 15 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 493,001 | $11M | -388,401 | -44.1% | 22Q | SEC ↗ |
| 16 | Merit Financial Group, LLC | 441,028 | $10M | -1,560 | -0.4% | 15Q | SEC ↗ |
| 17 | 1607 Capital Partners, LLC | 287,241 | $6M | -98,240 | -25.5% | 13Q | SEC ↗ |
| 18 | Beverly Hills Private Wealth, LLC | 253,307 | $6M | +25,241 | +11.1% | 11Q | SEC ↗ |
| 19 | Focus Partners Wealth | 214,188 | $5M | -26,309 | -10.9% | 3Q | SEC ↗ |
| 20 | Jacobi Capital Management LLC | 208,040 | $5M | +3,093 | +1.5% | 41Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 203,231 | $4M | +1,336 | +0.7% | 44Q | SEC ↗ |
| 22 | WealthBridge Capital Management, LLC | 191,230 | $4M | -4,685 | -2.4% | 31Q | SEC ↗ |
| 23 | Advisors Asset Management, Inc. | 178,185 | $4M | +55,189 | +44.9% | 13Q | SEC ↗ |
| 24 | Dakota Wealth Management | 166,660 | $4M | — | +0.0% | 14Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 144,042 | $3M | +3,374 | +2.4% | 7Q | SEC ↗ |
| 26 | Elgethun Capital Management | 137,301 | $3M | +132 | +0.1% | 8Q | SEC ↗ |
| 27 | Scarborough Advisors, LLC | 119,526 | $3M | -1,045 | -0.9% | 7Q | SEC ↗ |
| 28 | COHEN & STEERS, INC. | 119,000 | $3M | +26,000 | +28.0% | 4Q | SEC ↗ |
| 29 | Maltin Wealth Management, Inc. | 117,605 | $3M | -6,633 | -5.3% | 10Q | SEC ↗ |
| 30 | Hara Capital LLC | 114,387 | $3M | -5,898 | -4.9% | 11Q | SEC ↗ |
| 31 | Eldridge Investment Advisors, Inc. | 107,454 | $2M | -154 | -0.1% | 11Q | SEC ↗ |
| 32 | Amplius Wealth Advisors, LLC | 100,344 | $2M | -3,237 | -3.1% | 19Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 93,598 | $2M | -6,768 | -6.7% | 7Q | SEC ↗ |
| 34 | Waterfront Wealth Inc. | 92,920 | $2M | -6,396 | -6.4% | 22Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 81,261 | $2M | -30,059 | -27.0% | 27Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 80,729 | $2M | +448 | +0.6% | 56Q | SEC ↗ |
| 37 | AMERIPRISE FINANCIAL INC | 78,557 | $2M | -631 | -0.8% | 16Q | SEC ↗ |
| 38 | PARK AVENUE SECURITIES LLC | 76,869 | $2M | -6,055 | -7.3% | 7Q | SEC ↗ |
| 39 | Anchor Investment Management, LLC | 72,345 | $2M | -980 | -1.3% | 40Q | SEC ↗ |
| 40 | WALTER & KEENAN WEALTH MANAGEMENT LLC | 71,425 | $2M | — | +0.0% | 25Q | SEC ↗ |
| 41 | Fiera Capital Corp | 66,988 | $1M | +22,643 | +51.1% | 2Q | SEC ↗ |
| 42 | PETRA FINANCIAL ADVISORS INC | 63,712 | $1M | +6,737 | +11.8% | 7Q | SEC ↗ |
| 43 | Invesco Ltd. | 61,808 | $1M | +20,240 | +48.7% | 3Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 61,738 | $1M | +5,370 | +9.5% | 12Q | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 60,653 | $1M | +6,842 | +12.7% | 45Q | SEC ↗ |
| 46 | Seed Wealth Management, Inc. | 59,170 | $1M | — | +0.0% | 12Q | SEC ↗ |
| 47 | Thomas J. Herzfeld Advisors, Inc. | 56,610 | $1M | +7,544 | +15.4% | 5Q | SEC ↗ |
| 48 | PNC Financial Services Group, Inc. | 51,734 | $1M | — | +0.0% | 4Q | SEC ↗ |
| 49 | Private Advisor Group, LLC | 51,440 | $1M | +8,075 | +18.6% | 33Q | SEC ↗ |
| 50 | PINNACLE ASSOCIATES LTD | 49,973 | $1M | -1,972 | -3.8% | 15Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 43,721 | $959K |
| Bluespring Wealth Management, LLC | 30,808 | $676K |
| Integrity Wealth Partners, LLC | 24,887 | $546K |
| READYSTATE ASSET MANAGEMENT LP | 23,633 | $519K |
| 49 WEALTH MANAGEMENT, LLC | 12,320 | $270K |
| ALONGSIDE, LLC | 12,320 | $270K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 12,303 | $270K |
| Ackerman Capital Advisors, LLC | 11,691 | $257K |
| Summit Financial, LLC | 10,005 | $220K |
| UMB Bank, n.a. | 1,100 | $24K |
| MERCER GLOBAL ADVISORS INC /ADV | 800 | $18K |
| IFG Advisory, LLC | 385 | $8K |
| Clear Street Group Inc. | 284 | $6K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Narwhal Capital Management | 357,067 | $8M |
| Matisse Capital | 81,562 | $2M |
| SEVEN MILE ADVISORY | 43,303 | $950K |
| Independent Advisor Alliance | 31,901 | $700K |
| LexAurum Advisors, LLC | 17,097 | $375K |
| TWO SIGMA SECURITIES, LLC | 14,350 | $315K |
| FRANKLIN RESOURCES INC | 13,250 | $291K |
| Wealthcare Advisory Partners LLC | 12,299 | $270K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 10,790 | $237K |
| Pinnacle Financial Partners, Inc. | 10,780 | $237K |
| GAMCO INVESTORS, INC. ET AL | 9,450 | $207K |
| MAI Capital Management | 4,252 | $93K |
| Western Wealth Management, LLC | 4,000 | $88K |
| Global Wealth Strategies & Associat | 1,968 | $43K |
| CORE WEALTH ADVISORS, LLC | 1,330 | $29K |
| JPMORGAN CHASE & CO | 1,200 | $26K |
| MOTCO | 900 | $20K |
| Mountain Hill Investment Partners C | 800 | $18K |
| Kilter Group LLC | 587 | $13K |
| FLAGSHIP HARBOR ADVISORS, LLC | 400 | $9K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SENTINEL TRUST CO LBA | +437,875 | +52.3% | 1,274,609 |
| MacKay Shields LLC | +401,718 | +25.6% | 1,967,980 |
| Hennion & Walsh Asset Management, I | +166,122 | +26.9% | 783,682 |
| Advisors Asset Management, Inc. | +55,189 | +44.9% | 178,185 |
| LPL Financial LLC | +27,352 | +5.6% | 516,302 |
| COHEN & STEERS, INC. | +26,000 | +28.0% | 119,000 |
| Pathstone Holdings, LLC | +25,374 | +1.6% | 1,638,668 |
| Beverly Hills Private Wealth, LLC | +25,241 | +11.1% | 253,307 |
| Fiera Capital Corp | +22,643 | +51.1% | 66,988 |
| MORGAN STANLEY | +21,104 | +1.7% | 1,268,475 |
| Invesco Ltd. | +20,240 | +48.7% | 61,808 |
| Tortoise Investment Management, LLC | +19,322 | +1.4% | 1,420,474 |
| VAN ECK ASSOCIATES CORP | +17,170 | +3.5% | 507,854 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +10,725 | +78.2% | 24,434 |
| Summit Trail Advisors, LLC | +9,274 | +46.9% | 29,067 |
| Private Advisor Group, LLC | +8,075 | +18.6% | 51,440 |
| Thomas J. Herzfeld Advisors, Inc. | +7,544 | +15.4% | 56,610 |
| Baird Financial Group, Inc. | +6,842 | +12.7% | 60,653 |
| PETRA FINANCIAL ADVISORS INC | +6,737 | +11.8% | 63,712 |
| Cerity Partners LLC | +6,222 | +28.2% | 28,273 |