Vault-13

BLACKROCK MUN INCOME TR

SH BEN INT · CUSIP 09248F109

92 institutional holders +6 vs Q1 2025
18,874,98118.9m shares reported held*
$181.0mreported value*
17 new 24 added 28 reduced 9 sold out net bought ≈ $4.5m (+470.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.59.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 85Q4 22: 90Q1 23: 91Q2 23: 93Q3 23: 94Q4 23: 96Q1 24: 86Q2 24: 90Q3 24: 85Q4 24: 89Q1 25: 86Q2 25: 9292Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202285
Q4 202290
Q1 202391
Q2 202393
Q3 202394
Q4 202396
Q1 202486
Q2 202490
Q3 202485
Q4 202489
Q1 202586
Q2 202592

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 38 bought or addedQ3 23: 42 cut or sold outQ4 23: 49 bought or addedQ4 23: 40 cut or sold outQ4 23Q1 24: 34 bought or addedQ1 24: 47 cut or sold outQ2 24: 34 bought or addedQ2 24: 45 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 35 cut or sold outQ4 24: 43 bought or addedQ4 24: 27 cut or sold outQ4 24Q1 25: 37 bought or addedQ1 25: 35 cut or sold outQ2 25: 41 bought or addedQ2 25: 37 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20233842
Q4 20234940
Q1 20243447
Q2 20243445
Q3 20243535
Q4 20244327
Q1 20253735
Q2 20254137

Biggest buyers

TORONTO DOMINION BANK New +198,224+198.2k
Rareview Capital LLC New +197,474+197.5k
MacKay Shields LLC Added +175,072+175.1k
Hennion & Walsh Asset Management, Inc. Added +147,888+147.9k
ROYAL BANK OF CANADA Added +106,934+106.9k
RIVERNORTH CAPITAL MANAGEMENT, LLC Added +102,587+102.6k
Karpus Management, Inc. Added +95,957+96.0k
Allworth Financial LP Added +93,329+93.3k
Westchester Capital Management, LLC New +35,704+35.7k
STIFEL FINANCIAL CORP New +33,522+33.5k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -261,817-261.8k
Pathstone Holdings, LLC Reduced -156,157-156.2k
PARK AVENUE SECURITIES LLC Sold out -107,567-107.6k
MORGAN STANLEY Reduced -96,249-96.2k
Callahan Advisors, LLC Reduced -70,903-70.9k
Clare Market Investments LLC Reduced -30,018-30.0k
BANK OF AMERICA CORP /DE/ Reduced -28,190-28.2k
WELLS FARGO & COMPANY/MN Reduced -26,410-26.4k
Avior Wealth Management, LLC Sold out -26,256-26.3k
CITADEL ADVISORS LLC Sold out -24,116-24.1k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: Karpus Management, Inc. (0.0%, 2026-03-06)

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Karpus Management, Inc. 1.39% of their portfolio Pittsford, NY 4,504,5364.5m $43.2m $43.2m 1.39% Added +96.0k +95,957
2 RIVERNORTH CAPITAL MANAGEMENT, LLC 1.93% of their portfolio WEST PALM BEACH, FL 3,630,6453.6m $34.8m $34.8m 1.93% Added +102.6k +102,587
3 Pathstone Holdings, LLC 0.06% of their portfolio ENGLEWOOD, NJ 1,451,9571.5m $13.9m $13.9m 0.06% Reduced -156.2k -156,157
4 ROBINSON CAPITAL MANAGEMENT, LLC 4.66% of their portfolio GROSSE POINTE FARMS, MI 1,159,4331.2m $11.1m $11.1m 4.66% Unchanged
5 Hennion & Walsh Asset Management, Inc. 0.33% of their portfolio Parsippany, NJ 858,672858.7k $8.2m $8.2m 0.33% Added +147.9k +147,888
6 MacKay Shields LLC 0.26% of their portfolio New York, NY 833,784833.8k $8.0m $8.0m 0.26% Added +175.1k +175,072
7 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 554,295554.3k $5.3m $5.3m 0.04% Reduced -261.8k -261,817
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 491,350491.4k $4.7m $4.7m 0.00% Reduced -26.4k -26,410
9 Advisors Asset Management, Inc. 0.06% of their portfolio Monument, CO 361,919361.9k $3.5m $3.5m 0.06% Reduced -7.2k -7,159
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 358,883358.9k $3.4m $3.4m 0.00% Reduced -28.2k -28,190
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 314,228314.2k $3.0m $3.0m 0.00% Reduced -96.2k -96,249
12 Fiera Capital Corp 0.01% of their portfolio MONTREAL, A8 297,509297.5k $2.9m $2.9m 0.01% Reduced -2.7k -2,737
13 VAN ECK ASSOCIATES CORP 0.00% of their portfolio NEW YORK, NY 276,078276.1k $2.6m $2.6m 0.00% Added +9.2k +9,236
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 247,948247.9k $2.4m $2.4m 0.00% Reduced -11.2k -11,197
15 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 217,537217.5k $2.1m $2.1m 0.04% Added +2.8k +2,769
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 207,042207.0k $2.0m $2.0m 0.00% Added +106.9k +106,934
17 TORONTO DOMINION BANK 0.00% of their portfolio TORONTO, ONTARIO, A6 198,224198.2k $1.9m $1.9m 0.00% New
18 Rareview Capital LLC 1.20% of their portfolio LAS VEGAS, NV 197,474197.5k $1.9m $1.9m 1.20% New
19 Callahan Advisors, LLC 0.16% of their portfolio Houston, TX 185,048185.0k $1.8m $1.8m 0.16% Reduced -70.9k -70,903
20 Wakefield Asset Management LLLP 0.47% of their portfolio Englewood, CO 176,480176.5k $1.7m $1.7m 0.47% Reduced -2.4k -2,360
21 Atala Financial Inc 0.97% of their portfolio CALABASAS, CA 146,570146.6k $1.4m $1.4m 0.97% Reduced -1.0k -1,000
22 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 146,280146.3k $1.4m $1.4m 0.00% Added +16.8k +16,843
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 140,541140.5k $1.3m $1.3m 0.00% Added +5 +5
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 138,213138.2k $1.3m $1.3m 0.00% Added +14.3k +14,301
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 132,525132.5k $1.3m $1.3m 0.00% Added +20.2k +20,161
26 MELFA WEALTH MANAGEMENT, INC. 0.61% of their portfolio WESTBOROUGH, MA 100,900100.9k $967.6k $967.6k 0.61% Reduced -6.8k -6,750
27 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 96,59096.6k $926.3k $926.3k 0.00% Added +93.3k +93,329
28 Mathes Company, Inc. 0.29% of their portfolio New York, NY 81,50081.5k $782.0k $782.0k 0.29% Unchanged
29 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 75,36475.4k $723.0k $723.0k 0.00% Added +10.5k +10,519
30 Gridiron Partners, LLC 0.44% of their portfolio Wexford, PA 74,22574.2k $711.8k $711.8k 0.44% Unchanged
31 Compass Financial Group, INC/SD 0.10% of their portfolio Sioux Falls, SD 65,75665.8k $630.6k $630.6k 0.10% Added +608 +608
32 Ackerman Capital Advisors, LLC 0.14% of their portfolio DALLAS, TX 61,10661.1k $586.0k $586.0k 0.14% Reduced -2.2k -2,164
33 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 56,90756.9k $545.7k $545.7k 0.00% Added +18.6k +18,557
34 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 55,96656.0k $536.7k $536.7k 0.01% Reduced -7.5k -7,500
35 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 50,04750.0k $480.0k $480.0k 0.00% Added +6.8k +6,787
36 Fortitude Advisory Group L.L.C. 0.22% of their portfolio GIG HARBOR, WA 40,51440.5k $388.5k $388.5k 0.22% Unchanged
37 Clare Market Investments LLC 0.09% of their portfolio DALLAS, TX 40,13240.1k $384.9k $384.9k 0.09% Reduced -30.0k -30,018
38 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 39,44039.4k $378.2k $378.2k 0.00% Unchanged
39 SIT INVESTMENT ASSOCIATES INC 0.01% of their portfolio Minneapolis, MN 39,36939.4k $378.0k $378.0k 0.01% Reduced -15.4k -15,359
40 Westchester Capital Management, LLC 0.02% of their portfolio VALHALLA, NY 35,70435.7k $342.4k $342.4k 0.02% New
41 Scarborough Advisors, LLC 0.06% of their portfolio ANNAPOLIS, MD 34,00034.0k $326.1k $326.1k 0.06% Unchanged
42 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 33,52233.5k $321.5k $321.5k 0.00% New
43 WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio CHICAGO, IL 31,58731.6k $302.9k $302.9k 0.01% New
44 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 31,33231.3k $300.5k $300.5k 0.00% Reduced -492 -492
45 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 30,41430.4k $291.7k $291.7k 0.00% Added +4.2k +4,179
46 CENTAURUS FINANCIAL, INC. 0.02% of their portfolio ANAHEIM, CA 30,14330.1k $289.0k $289.0k 0.02% Reduced -3.5k -3,480
47 WESBANCO BANK INC 0.01% of their portfolio WHEELING, WV 29,51829.5k $283.1k $283.1k 0.01% Unchanged
48 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 29,35529.4k $281.5k $281.5k 0.01% Added +8.1k +8,148
49 INTEGRATED CAPITAL MANAGEMENT, INC. 0.20% of their portfolio JESSUP, PA 26,81726.8k $257.2k $257.2k 0.20% Added +5.1k +5,114
50 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 24,74824.7k $237.3k $237.3k 0.00% Unchanged
51 Wellspring Financial Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 24,60024.6k $235.9k $235.9k 0.02% Unchanged
52 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 23,65023.6k $226.8k $226.8k 0.00% Added +1.3k +1,300
53 Uniting Wealth Partners, LLC 0.08% of their portfolio DENVER, CO 22,72022.7k $217.9k $217.9k 0.08% Added +19 +19
54 GREAT VALLEY ADVISOR GROUP, INC. 0.00% of their portfolio WILMINGTON, DE 21,50021.5k $206.2k $206.2k 0.00% Unchanged
55 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,49920.5k $197.0k $197.0k 0.00% Reduced -3.5k -3,467
56 Palogic Value Management, L.P. 0.08% of their portfolio DALLAS, TX 20,00020.0k $191.8k $191.8k 0.08% Unchanged
57 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 19,25919.3k $184.7k $184.7k 0.00% Reduced -2.0k -2,033
58 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 19,10619.1k $183.0k $183.0k 0.00% Added +5.7k +5,662
59 Lido Advisors, LLC 0.00% of their portfolio Los Angeles, CA 18,30818.3k $176.5k $176.5k 0.00% New
60 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 16,81816.8k $161.3k $161.3k 0.00% New
61 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 15,18315.2k $145.6k $145.6k 0.00% New
62 CARY STREET PARTNERS FINANCIAL LLC 0.00% of their portfolio RICHMOND, VA 14,75014.8k $141.5k $141.5k 0.00% New
63 Tyche Wealth Partners LLC 0.03% of their portfolio PLANO, TX 14,40314.4k $138.1k $138.1k 0.03% Unchanged
64 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 14,28514.3k $137.0k $137.0k 0.00% Unchanged
65 DUNCKER STREETT & CO INC 0.02% of their portfolio St. Louis, MO 14,02414.0k $134.5k $134.5k 0.02% New
66 River Street Advisors LLC 0.06% of their portfolio AURORA, IL 13,66713.7k $131.1k $131.1k 0.06% New
67 Realta Investment Advisors 0.05% of their portfolio WILMINGTON, DE 13,55013.6k $129.9k $129.9k 0.05% Unchanged
68 Murphy, Middleton, Hinkle & Parker, Inc. 0.07% of their portfolio Thomasville, GA 13,00013.0k $128.7k $128.7k 0.07% Unchanged
69 READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio CHICAGO, IL 12,56612.6k $120.5k $120.5k 0.01% New
70 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 12,21812.2k $117.2k $117.2k 0.02% New
71 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 11,27211.3k $108.1k $108.1k 0.00% Reduced -21.8k -21,848
72 ROTHSCHILD INVESTMENT LLC 0.01% of their portfolio CHICAGO, IL 11,00011.0k $105.5k $105.5k 0.01% Unchanged
73 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 10,78610.8k $103.4k $103.4k 0.00% Reduced -356 -356
74 180 WEALTH ADVISORS, LLC 0.01% of their portfolio FEDERAL WAY, WA 10,62110.6k $101.9k $101.9k 0.01% Unchanged
75 Snowden Capital Advisors LLC 0.00% of their portfolio New York, NY 10,42110.4k $100.5k $100.5k 0.00% Reduced -9 -9
76 NOMURA HOLDINGS INC 0.00% of their portfolio TOKYO, M0 10,00010.0k $95.9k $95.9k 0.00% New
77 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 10,00010.0k $95.9k $95.9k 0.00% Reduced -5.0k -5,000
78 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,9983.0k $28.8k $28.8k 0.00% Added +29 +29
79 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,2512.3k $21.6k $21.6k 0.00% Reduced -4.0k -3,988
80 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 2,0002.0k $19.0k $19.0k 0.00% Unchanged
81 Caldwell Trust Co 0.00% of their portfolio Venice, FL 2,0002.0k $19.2k $19.2k 0.00% Unchanged
82 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 1,3831.4k $13.3k $13.3k 0.00% Unchanged
83 COMERICA BANK 0.00% of their portfolio DALLAS, TX 1,0041.0k $9.6k $9.6k 0.00% Reduced -12 -12
84 MOTCO 0.00% of their portfolio SAN ANTONIO, TX 1,0001.0k $9.6k $9.6k 0.00% New
85 FNY Investment Advisers, LLC 0.00% of their portfolio NEW YORK, NY 800800 $7.0k $7.0k 0.00% Unchanged
86 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 463463 $4.4k $4.4k 0.00% New
87 AMERIFLEX GROUP, INC. 0.00% of their portfolio LAS VEGAS, NV 357357 $3.4k $3.4k 0.00% Added +5 +5
88 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 268268 $2.6k $2.6k 0.00% Reduced -2.7k -2,746
89 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 100100 $959 $959 0.00% New
90 WPG Advisers, LLC 0.00% of their portfolio BALTIMORE, MD 2222 $211 $211 0.00% Reduced -138 -138
91 Bernard Wealth Management Corp. 0.00% of their portfolio ROYAL OAK, MI 22 $23 $23 0.00% Unchanged
92 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged