BLACKROCK MUN TARGET TERM TR BTT
COM SHS BEN IN · Closed-End Fund · CUSIP 09257P105
* 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 ≈ $21.30. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 108 |
| Q4 2022 | 120 |
Biggest buyers
| Karpus Management, Inc. | Added | +1.2m |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Added | +1.0m |
| Cerity Partners LLC | New | +141.9k |
| Merit Financial Group, LLC | New | +89.2k |
| Hennion & Walsh Asset Management, Inc. | Added | +85.7k |
| Weiss Asset Management LP | New | +84.0k |
| SENTINEL TRUST CO LBA | Added | +81.3k |
| Logan Stone Capital, LLC | New | +62.5k |
| Jefferies Financial Group Inc. | New | +51.9k |
| Clear Harbor Asset Management, LLC | Added | +34.5k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -282.4k |
| Geneva Partners, LLC | Sold out | -126.4k |
| Sterling Investment Advisors, Ltd. | Sold out | -45.7k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | -43.3k |
| STIFEL FINANCIAL CORP | Reduced | -34.2k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -33.9k |
| Cetera Investment Advisers | Sold out | -32.2k |
| Steward Partners Investment Advisory, LLC | Reduced | -29.5k |
| UBS Group AG | Reduced | -28.8k |
| GILL CAPITAL PARTNERS, LLC | Reduced | -23.6k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
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.
| Holder | Stake |
|---|---|
| Karpus Management, Inc. 13G · institution +1.3 pts · filed 2025-11-14 | 6.9% |
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.7m $35.9m | Reduced -282.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $34.5m | Added +23.7k |
| MacKay Shields LLC 0.76% of their portfolio | 1.4m $29.8m | Unchanged |
| Karpus Management, Inc. 0.90% of their portfolio | 1.2m $26.6m | Added +1.2m |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 1.11% of their portfolio | 1.2m $24.7m | Added +1.0m |
| Allspring Global Investments Holdings, LLC 0.04% of their portfolio | 1.0m $22.1m | Added +27.1k |
| UBS Group AG 0.01% of their portfolio | 914.3k $19.5m | Reduced -28.8k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 605.9k $12.9m | Reduced -34.2k |
| Narwhal Capital Management 1.51% of their portfolio | 532.0k $11.3m | Reduced -1.3k |
| WealthBridge Capital Management, LLC 4.35% of their portfolio | 489.0k $10.4m | Reduced -17.4k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 308.9k $6.6m | Reduced -7.6k |
| Veritable, L.P. 0.09% of their portfolio | 232.2k $4.9m | Reduced -15.8k |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1.77% of their portfolio | 211.5k $4.5m | Reduced -2.7k |
| Hennion & Walsh Asset Management, Inc. 0.28% of their portfolio | 210.8k $4.5m | Added +85.7k |
| GILL CAPITAL PARTNERS, LLC 1.93% of their portfolio | 192.2k $4.1m | Reduced -23.6k |
| XML Financial, LLC 0.50% of their portfolio | 185.9k $4.0m | Added +3.6k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 164.4k $3.5m | Reduced -33.9k |
| LPL Financial LLC 0.00% of their portfolio | 154.9k $3.3m | Added +4.8k |
| Amplius Wealth Advisors, LLC 0.52% of their portfolio | 152.5k $3.2m | Reduced -19.4k |
| Cerity Partners LLC 0.02% of their portfolio | 141.9k $3.0m | New |
| Steward Partners Investment Advisory, LLC 0.05% of their portfolio | 136.6k $2.9m | Reduced -29.5k |
| Waterfront Wealth Inc. 0.98% of their portfolio | 128.6k $2.8m | Added +8.8k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 113.2k $2.4m | Reduced -5.0k |
| Advisory Services Network, LLC 0.06% of their portfolio | 96.4k $2.1m | Added +29.1k |
| SENTINEL TRUST CO LBA 0.32% of their portfolio | 94.7k $2.0m | Added +81.3k |
| Merit Financial Group, LLC 0.07% of their portfolio | 89.2k $1.9m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 88.3k $1.9m | Reduced -2.0k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 86.5k $1.8m | Added +750 |
| Weiss Asset Management LP 0.09% of their portfolio | 84.0k $1.8m | New |
| LexAurum Advisors, LLC 0.63% of their portfolio | 83.2k $1.8m | Reduced -547 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 77.8k $1.7m | Reduced -3.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 74.8k $1.6m | Reduced -8.1k |
| ARBOR CAPITAL MANAGEMENT INC /ADV 1.35% of their portfolio | 70.7k $1.5m | Reduced -2.4k |
| Clear Harbor Asset Management, LLC 0.18% of their portfolio | 67.4k $1.4m | Added +34.5k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 63.4k $1.3m | Reduced -43.3k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 63.4k $1.3m | Reduced -17.8k |
| Logan Stone Capital, LLC 0.50% of their portfolio | 62.5k $1.3m | New |
| PINNACLE ASSOCIATES LTD 0.03% of their portfolio | 59.0k $1.3m | Added +9.3k |
| Jacobi Capital Management LLC 0.14% of their portfolio | 52.6k $1.1m | Added +8.1k |
| Jefferies Financial Group Inc. 0.02% of their portfolio | 51.9k $1.1m | New |
| Anchor Investment Management, LLC 0.16% of their portfolio | 50.8k $1.1m | Added +1.2k |
| TrinityPoint Wealth, LLC 0.24% of their portfolio | 48.5k $1.0m | Reduced -1.7k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 46.4k $989.0k | Reduced -565 |
| M&T Bank Corp 0.00% of their portfolio | 45.6k $970.8k | Added +30.6k |
| Private Advisor Group, LLC 0.03% of their portfolio | 44.9k $956.0k | Added +302 |
| PALO ALTO WEALTH ADVISORS, LLC 0.81% of their portfolio | 44.8k $953.7k | First filing |
| Oder Investment Management, LLC 1.18% of their portfolio | 44.6k $949.6k | Added +3.8k |
| Lehman & Derafelo Financial Resources LLC 0.25% of their portfolio | 40.3k $858.1k | Reduced -4.7k |
| Breakwater Capital Group 0.40% of their portfolio | 36.1k $769.1k | First filing |
| HARVEY CAPITAL MANAGEMENT INC 0.29% of their portfolio | 32.6k $694.1k | Unchanged |
| Lido Advisors, LLC 0.01% of their portfolio | 31.4k $669.1k | Unchanged |
| Chicago Partners Investment Group LLC 0.04% of their portfolio | 26.9k $593.9k | Added +190 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.08% of their portfolio | 25.8k $549.4k | Added +15.2k |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.02% of their portfolio | 25.6k $544.5k | New |
| ENCOMPASS WEALTH ADVISORS, LLC 0.19% of their portfolio | 24.4k $519.5k | Unchanged |
| Successful Portfolios LLC 0.33% of their portfolio | 23.8k $507.0k | Reduced -800 |
| Covenant Asset Management, LLC 0.17% of their portfolio | 21.9k $465.4k | Added +910 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 21.5k $458.4k | Reduced -5.5k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 21.5k $457.0k | Reduced -926 |
| CWM, LLC 0.00% of their portfolio | 20.7k $441.0k | Added +13.0k |
| Summit Financial Wealth Advisors, LLC 0.10% of their portfolio | 20.4k $434.8k | Unchanged |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 19.9k $423.0k | Added +32 |
| Avior Wealth Management, LLC 0.03% of their portfolio | 19.1k $406.2k | Reduced -424 |
| Wealthcare Advisory Partners LLC 0.02% of their portfolio | 18.5k $394.1k | Added +43 |
| Tamar Securities, LLC 0.12% of their portfolio | 17.5k $371.8k | Added +9 |
| TRANSCEND CAPITAL ADVISORS, LLC 0.04% of their portfolio | 17.0k $362.8k | Reduced -14.2k |
| Icon Wealth Advisors, LLC 0.04% of their portfolio | 16.8k $358.2k | Unchanged |
| US BANCORP \DE\ 0.00% of their portfolio | 15.7k $335.2k | Added +157 |
| ACCESS FINANCIAL SERVICES, INC. 0.20% of their portfolio | 15.1k $321.0k | Reduced -4.6k |
| Joel Isaacson & Co., LLC 0.02% of their portfolio | 15.0k $319.4k | Unchanged |
| Creative Planning 0.00% of their portfolio | 14.7k $312.4k | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 14.5k $308.0k | Added +76 |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 13.8k $293.1k | Added +2.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 13.5k $287.5k | New |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 13.3k $282.8k | Unchanged |
| Compass Financial Group, INC/SD 0.10% of their portfolio | 13.1k $280.0k | First filing |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.00% of their portfolio | 12.9k $275.7k | Unchanged |
| AQR Arbitrage LLC 0.01% of their portfolio | 12.2k $258.9k | New |
| Virtu Financial LLC 0.03% of their portfolio | 12.1k $257.0k | New |
| Per Stirling Capital Management, LLC. 0.04% of their portfolio | 11.6k $246.0k | First filing |
| Laidlaw Wealth Management LLC 0.05% of their portfolio | 11.5k $245.3k | Unchanged |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.01% of their portfolio | 11.0k $234.2k | Unchanged |
| Strategic Wealth Investment Group, LLC 0.06% of their portfolio | 11.0k $243.6k | Added +24 |
| Equitable Holdings, Inc. 0.00% of their portfolio | 10.9k $233.0k | New |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 10.8k $231.0k | Added +716 |
| Western Wealth Management, LLC 0.02% of their portfolio | 10.8k $229.8k | Reduced -10.8k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 10.7k $227.3k | Reduced -2.5k |
| HARBOR INVESTMENT ADVISORY, LLC 0.04% of their portfolio | 10.6k $226.0k | Unchanged |
| Stratos Wealth Partners, LTD. 0.01% of their portfolio | 10.6k $225.8k | New |
| Magnus Financial Group LLC 0.04% of their portfolio | 10.2k $217.3k | Reduced -2.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 10.0k $213.0k | Added +2 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 9.9k $211.2k | Added +9.6k |
| Alterity Financial Group, LLC 0.34% of their portfolio | 9.7k $207.1k | Reduced -1.0k |
| Alan B Lancz & Associates, Inc. 0.17% of their portfolio | 7.8k $170.6k | Unchanged |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% of their portfolio | 7.7k $164.2k | New |
| Bramshill Investments, LLC 0.02% of their portfolio | 6.8k $144.3k | Reduced -665 |
| BESSEMER GROUP INC 0.00% of their portfolio | 6.1k $130.0k | Unchanged |
| Tortoise Investment Management, LLC 0.02% of their portfolio | 5.7k $121.4k | Unchanged |
| Colonial Trust Co / SC 0.03% of their portfolio | 5.0k $106.5k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 4.7k $99.1k | Added +48 |