BLACKROCK N Y MUN INCOME TRU XBNYX
SH BEN INT · Closed-End Fund · CUSIP 09248L106
* 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 ≈ $10.35.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 42 |
| Q4 2022 | 46 |
| Q1 2023 | 50 |
| Q2 2023 | 53 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 24 | 20 |
| Q1 2023 | 25 | 17 |
| Q2 2023 | 22 | 15 |
Biggest buyers
| Saba Capital Management, L.P. | Added | +433.8k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | New | +146.0k |
| Fiera Capital Corp | Added | +74.8k |
| BANK OF AMERICA CORP /DE/ | Added | +64.7k |
| Logan Stone Capital, LLC | Added | +54.2k |
| Hennion & Walsh Asset Management, Inc. | Added | +28.5k |
| AQR Arbitrage LLC | Added | +22.6k |
| ORG Partners LLC | New | +22.5k |
| RMR Wealth Builders | New | +22.1k |
| Summit Trail Advisors, LLC | New | +10.8k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -85.1k |
| Focused Wealth Management, Inc | Reduced | -44.4k |
| MacKay Shields LLC | Reduced | -26.2k |
| Sowell Financial Services LLC | Sold out | -12.9k |
| Walleye Capital LLC | Sold out | -11.4k |
| CITADEL ADVISORS LLC | Sold out | -10.7k |
| GUGGENHEIM CAPITAL LLC | Reduced | -8.3k |
| Belpointe Asset Management LLC | Sold out | -7.4k |
| UBS Group AG | Reduced | -5.5k |
| WELLS FARGO & COMPANY/MN | Reduced | -2.9k |
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 2023
| Manager | Shares | Change |
|---|---|---|
| Saba Capital Management, L.P. 0.29% of their portfolio | 850.1k $8.8m | Added +433.8k |
| Hennion & Walsh Asset Management, Inc. 0.36% of their portfolio | 593.9k $6.1m | Added +28.5k |
| Fiera Capital Corp 0.02% of their portfolio | 515.7k $5.3m | Added +74.8k |
| GUGGENHEIM CAPITAL LLC 0.04% of their portfolio | 488.8k $5.1m | Reduced -8.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 293.4k $3.0m | Added +64.7k |
| Focused Wealth Management, Inc 0.52% of their portfolio | 279.3k $2.9m | Reduced -44.4k |
| Logan Stone Capital, LLC 0.97% of their portfolio | 277.1k $2.9m | Added +54.2k |
| Karpus Management, Inc. 0.07% of their portfolio | 209.3k $2.2m | Reduced -1.8k |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 146.0k $1.5m | New |
| AQR Arbitrage LLC 0.06% of their portfolio | 142.3k $1.5m | Added +22.6k |
| UBS Group AG 0.00% of their portfolio | 115.6k $1.2m | Reduced -5.5k |
| MORGAN STANLEY 0.00% of their portfolio | 112.9k $1.2m | Added +620 |
| MacKay Shields LLC 0.02% of their portfolio | 79.0k $816.7k | Reduced -26.2k |
| Matisse Capital 0.47% of their portfolio | 72.5k $749.9k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 71.0k $733.8k | Added +1.5k |
| Claybrook Capital, LLC 0.39% of their portfolio | 70.8k $732.3k | Unchanged |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 68.0k $703.2k | Added +2.6k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 61.1k $631.6k | Added +6.3k |
| EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio | 45.0k $465.3k | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 43.4k $449.0k | Added +1.0k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 42.4k $438.7k | Reduced -728 |
| Allianz Asset Management GmbH 0.00% of their portfolio | 40.8k $421.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.4k $314.7k | Reduced -2.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 28.2k $292.1k | Reduced -85.1k |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 22.6k $234.9k | Unchanged |
| ORG Partners LLC 0.04% of their portfolio | 22.5k $232.7k | New |
| RMR Wealth Builders 0.04% of their portfolio | 22.1k $229.3k | New |
| KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio | 16.3k $168.9k | First filing |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 16.1k $166.5k | Unchanged |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 15.5k $160.0k | Reduced -958 |
| SHUFRO ROSE & CO LLC 0.01% of their portfolio | 15.4k $159.0k | Unchanged |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio | 15.1k $156.2k | Reduced -2.0k |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 14.0k $144.9k | Unchanged |
| GRACE & WHITE INC /NY 0.03% of their portfolio | 13.6k $140.6k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 12.1k $125.4k | Reduced -2.4k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 12.0k $124.2k | Unchanged |
| Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio | 11.1k $115.1k | Added +702 |
| Summit Trail Advisors, LLC 0.00% of their portfolio | 10.8k $112.2k | New |
| NewEdge Advisors, LLC 0.00% of their portfolio | 10.7k $110.6k | Unchanged |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 10.3k $106.0k | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 10.1k $104.9k | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 7.0k $72.4k | Added +2.1k |
| GPS Wealth Strategies Group, LLC 0.01% of their portfolio | 6.7k $68.8k | Unchanged |
| Blue Trust, Inc. 0.00% of their portfolio | 6.1k $63.0k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 5.8k $59.9k | Added +5.6k |
| SIT INVESTMENT ASSOCIATES INC 0.00% of their portfolio | 3.5k $36.0k | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 3.5k $35.0k | Unchanged |
| UMB Bank, n.a. 0.00% of their portfolio | 2.3k $23.7k | Unchanged |
| Quent Capital, LLC 0.00% of their portfolio | 600 $6.2k | New |
| FNY Investment Advisers, LLC 0.01% of their portfolio | 400 $4.0k | Unchanged |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 287 $3.0k | Added +3 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 170 $1.8k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |