MUJ
BlackRock MuniHoldings New Jersey Quality Fund, Inc.
1W: +0.5%
1M: -5.6%
3M: -7.6%
YTD: -4.1%
1Y: -1.5%
3Y: +26.7%
5Y: -11.9%
$11.30
-0.04 (-0.35%)
Weekly Expected Move ±2.2%
$11
$11
$11
$12
$12
Institutional Ownership — MUJ
63
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
68M
Total Invested
5
New Positions
23
Increased
18
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MacKay Shields LLC | 881,952 | $10M | -265,980 | -23.2% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 753,809 | $9M | +5,448 | +0.7% | 60Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 708,749 | $8M | +69,328 | +10.8% | 16Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 458,409 | $5M | +4,273 | +0.9% | 15Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 316,704 | $4M | +6,097 | +2.0% | 7Q | SEC ↗ |
| 6 | Atlas Private Wealth Advisors | 267,579 | $3M | +91,504 | +52.0% | 6Q | SEC ↗ |
| 7 | Breakwater Capital Group | 239,996 | $3M | +13,780 | +6.1% | 12Q | SEC ↗ |
| 8 | LPL Financial LLC | 220,851 | $2M | +11,115 | +5.3% | 61Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 209,320 | $2M | +37,478 | +21.8% | 71Q | SEC ↗ |
| 10 | UBS Group AG | 150,380 | $2M | -105,072 | -41.1% | 47Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 114,837 | $1M | +7,409 | +6.9% | 10Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 114,132 | $1M | +76,017 | +199.4% | 6Q | SEC ↗ |
| 13 | ROBINSON CAPITAL MANAGEMENT, LLC | 94,038 | $1M | -277,294 | -74.7% | 14Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 80,512 | $910K | +6,054 | +8.1% | 67Q | SEC ↗ |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 69,369 | $784K | +15,132 | +27.9% | 35Q | SEC ↗ |
| 16 | Clear Point Advisors Inc. NEW | 67,499 | $763K | — | +0.0% | 1Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 60,475 | $683K | +14,881 | +32.6% | 26Q | SEC ↗ |
| 18 | Equitable Holdings, Inc. | 49,321 | $557K | +28,113 | +132.6% | 9Q | SEC ↗ |
| 19 | MELFA WEALTH MANAGEMENT, INC. | 46,458 | $525K | -2,898 | -5.9% | 15Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 44,714 | $505K | -8,903 | -16.6% | 25Q | SEC ↗ |
| 21 | WEALTH EFFECTS LLC | 41,294 | $467K | — | +0.0% | 19Q | SEC ↗ |
| 22 | SIT INVESTMENT ASSOCIATES INC | 37,182 | $420K | — | +0.0% | 15Q | SEC ↗ |
| 23 | White Knight Strategic Wealth Advisors | 31,239 | $353K | +12,077 | +63.0% | 2Q | SEC ↗ |
| 24 | LAUREL OAK WEALTH MANAGEMENT, LLC | 29,788 | $337K | -382 | -1.3% | 3Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 24,587 | $278K | +7,064 | +40.3% | 3Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 24,462 | $276K | +156 | +0.6% | 17Q | SEC ↗ |
| 27 | Pine Valley Investments Ltd Liability | 23,169 | $262K | -200 | -0.9% | 11Q | SEC ↗ |
| 28 | Closed-End Fund Advisors, Inc. | 21,504 | $243K | — | +0.0% | 3Q | SEC ↗ |
| 29 | BCS Private Wealth Management, Inc. NEW | 21,300 | $241K | — | +0.0% | 1Q | SEC ↗ |
| 30 | MML INVESTORS SERVICES, LLC | 20,310 | $230K | +273 | +1.4% | 17Q | SEC ↗ |
| 31 | Regal Investment Advisors LLC | 18,283 | $207K | +2,877 | +18.7% | 10Q | SEC ↗ |
| 32 | Everstar Asset Management, LLC | 17,900 | $202K | — | +0.0% | 8Q | SEC ↗ |
| 33 | TRAPHAGEN INVESTMENT ADVISORS LLC | 17,773 | $201K | -2,479 | -12.2% | 7Q | SEC ↗ |
| 34 | CARY STREET PARTNERS FINANCIAL LLC | 17,672 | $200K | +4,059 | +29.8% | 3Q | SEC ↗ |
| 35 | PFG Investments, LLC | 17,273 | $195K | — | +0.0% | 10Q | SEC ↗ |
| 36 | PHILADELPHIA TRUST CO | 16,957 | $192K | — | +0.0% | 45Q | SEC ↗ |
| 37 | SAX WEALTH ADVISORS, LLC | 15,815 | $179K | -1,528 | -8.8% | 16Q | SEC ↗ |
| 38 | Sanctuary Advisors, LLC | 14,761 | $167K | +4,026 | +37.5% | 2Q | SEC ↗ |
| 39 | David J Yvars Group | 13,950 | $158K | — | +0.0% | 3Q | SEC ↗ |
| 40 | DGS Capital Management, LLC | 13,760 | $155K | -174 | -1.2% | 4Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 13,077 | $148K | +1,607 | +14.0% | 4Q | SEC ↗ |
| 42 | Virtu Financial LLC NEW | 13,042 | $147K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Prestige Wealth Management Group LLC | 11,267 | $127K | — | +0.0% | 4Q | SEC ↗ |
| 44 | Green Ridge Wealth Planning LLC | 11,148 | $126K | — | +0.0% | 3Q | SEC ↗ |
| 45 | READYSTATE ASSET MANAGEMENT LP NEW | 10,615 | $120K | — | +0.0% | 1Q | SEC ↗ |
| 46 | DUMONT & BLAKE INVESTMENT ADVISORS LLC | 10,181 | $115K | — | +0.0% | 14Q | SEC ↗ |
| 47 | TriaGen Wealth Management LLC | 10,000 | $113K | — | +0.0% | 8Q | SEC ↗ |
| 48 | Morse Asset Management, Inc | 6,068 | $69K | +1,864 | +44.3% | 2Q | SEC ↗ |
| 49 | CARY STREET PARTNERS INVESTMENT ADVISO | 5,000 | $56K | — | +0.0% | 3Q | SEC ↗ |
| 50 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 5,000 | $56K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Clear Point Advisors Inc. | 67,499 | $763K |
| BCS Private Wealth Management, Inc. | 21,300 | $241K |
| Virtu Financial LLC | 13,042 | $147K |
| READYSTATE ASSET MANAGEMENT LP | 10,615 | $120K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 5,000 | $56K |
Sold Out (19)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Strategic Advisors LLC | 182,404 | $2M |
| Allspring Global Investments Holdin | 72,340 | $817K |
| Fiera Capital Corp | 52,162 | $589K |
| Summit Trail Advisors, LLC | 44,208 | $500K |
| Creative Planning | 26,353 | $298K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 20,517 | $232K |
| Marex Group plc | 20,271 | $229K |
| Focus Partners Wealth | 15,451 | $175K |
| BROWN BROTHERS HARRIMAN & CO | 11,937 | $135K |
| Permanent Capital Management, LP | 11,741 | $133K |
| BANK OF MONTREAL /CAN | 11,557 | $131K |
| Private Advisor Group, LLC | 10,531 | $119K |
| STIFEL FINANCIAL CORP | 10,313 | $117K |
| CITADEL ADVISORS LLC | 10,132 | $114K |
| Gladstone Institutional Advisory LL | 10,031 | $113K |
| Elyxium Wealth, LLC | 5,778 | $65K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | 2,700 | $31K |
| MAI Capital Management | 2,479 | $28K |
| Strategic Investment Solutions, Inc | 555 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Atlas Private Wealth Advisors | +91,504 | +52.0% | 267,579 |
| AMERIPRISE FINANCIAL INC | +76,017 | +199.4% | 114,132 |
| GUGGENHEIM CAPITAL LLC | +69,328 | +10.8% | 708,749 |
| WELLS FARGO & COMPANY/MN | +37,478 | +21.8% | 209,320 |
| Equitable Holdings, Inc. | +28,113 | +132.6% | 49,321 |
| COMMONWEALTH EQUITY SERVICES, LLC | +15,132 | +27.9% | 69,369 |
| OSAIC HOLDINGS, INC. | +14,881 | +32.6% | 60,475 |
| Breakwater Capital Group | +13,780 | +6.1% | 239,996 |
| White Knight Strategic Wealth Advis | +12,077 | +63.0% | 31,239 |
| LPL Financial LLC | +11,115 | +5.3% | 220,851 |
| Cetera Investment Advisers | +7,409 | +6.9% | 114,837 |
| JANE STREET GROUP, LLC | +7,064 | +40.3% | 24,587 |
| RAYMOND JAMES FINANCIAL INC | +6,097 | +2.0% | 316,704 |
| ROYAL BANK OF CANADA | +6,054 | +8.1% | 80,512 |
| MORGAN STANLEY | +5,448 | +0.7% | 753,809 |
| BANK OF AMERICA CORP /DE | +4,273 | +0.9% | 458,409 |
| CARY STREET PARTNERS FINANCIAL LLC | +4,059 | +29.8% | 17,672 |
| Sanctuary Advisors, LLC | +4,026 | +37.5% | 14,761 |
| Regal Investment Advisors LLC | +2,877 | +18.7% | 18,283 |
| Morse Asset Management, Inc | +1,864 | +44.3% | 6,068 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ROBINSON CAPITAL MANAGEMENT, LLC | -277,294 | -74.7% | 94,038 |
| MacKay Shields LLC | -265,980 | -23.2% | 881,952 |
| UBS Group AG | -105,072 | -41.1% | 150,380 |
| Steward Partners Investment Advisor | -8,903 | -16.6% | 44,714 |
| MELFA WEALTH MANAGEMENT, INC. | -2,898 | -5.9% | 46,458 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | -2,479 | -12.2% | 17,773 |
| Noble Wealth Management PBC | -2,000 | -37.5% | 3,333 |
| SAX WEALTH ADVISORS, LLC | -1,528 | -8.8% | 15,815 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | -382 | -1.3% | 29,788 |
| Pine Valley Investments Ltd Liabili | -200 | -0.9% | 23,169 |
| DGS Capital Management, LLC | -174 | -1.2% | 13,760 |