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Disclosery

BTT BLACKROCK MUN TARGET TERM TR

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COM SHS BEN IN (fund), issuer CIK 1528437

139 managers (140 13F filers) reported a position in BTT shares at 2024-12-31, 24,029,545 shares in all. 19 filers opened a position and 11 filers sold out during the quarter.

Managers
139
13F filers
140
New
19
Added
51
Reduced
39
Sold out
11
Shares held by filers
24,029,545

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Karpus Management, Inc.2,813,280$57.9M1.71%+231,75813F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC1,568,869$32.3M1.55%-192,14513F-HRTimeline
Almitas Capital LLC1,501,061$30.9M6.78%+964,15013F-HRTimeline
MacKay Shields LLC1,401,701$28.9M0.85%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,335,788$27.5M0.04%+243,77613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,217,558$25.1M<0.01%-131,55313F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC958,519$19.7M0.09%+460,83613F-HRTimelineGroup
Logan Stone Capital, LLC855,041$17.6M5.89%-113,95113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/848,019$17.5M<0.01%-162,76913F-HRTimelineGroup
Tortoise Investment Management, LLC798,802$16.4M1.74%+180,47513F-HR/ATimeline
UBS Group AGin group UBS Group AG779,600$16.1M<0.01%-50,01113F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…698,278$14.4M1.43%+182,94913F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP561,113$11.6M0.01%+21,17913F-HRTimelineGroup
SENTINEL TRUST CO LBA558,146$11.5M1.32%+49,22513F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.539,880$11.1M0.28%+157,53613F-HRTimelineGroup
Merit Financial Group, LLC477,034$9.82M0.18%-3,74913F-HRTimeline
Narwhal Capital Management437,070$9M0.8%-31,98413F-HRTimeline
LPL Financial LLC423,159$8.71M<0.01%+22,70013F-HRTimeline
Hennion & Walsh Asset Management, Inc.359,403$7.4M0.33%+70,95213F-HRTimeline
1607 Capital Partners, LLC315,019$6.49M0.52%+157,78413F-HRTimeline
NorthCoast Asset Management LLC262,825$5.41M0.03%+175,02213F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC241,286$4.97M0.01%+1,45013F-HRTimelineGroup
WealthBridge Capital Management, LLC233,521$4.81M1.34%-9,99513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP207,997$4.28M<0.01%-193,17813F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC207,479$4.26M0.1%-52,81313F-HRTimelineGroup
Jacobi Capital Management LLC203,179$4.18M0.31%+6,49013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149,542$3.08M<0.01%13F-HR/ATimelineGroup
Beverly Hills Private Wealth, LLC147,253$3.03M0.61%+9,59013F-HRTimeline
Advisors Asset Management, Inc.143,503$2.95M0.05%-3,07113F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…141,461$2.91M0.01%+27,27213F-HRTimelineGroup
Elgethun Capital Management132,918$2.74M0.66%-7113F-HRTimeline
Steward Partners Investment Advisory, L…129,653$2.67M0.02%-8,64613F-HRTimeline
Waterfront Wealth Inc.117,125$2.41M0.59%+4,65213F-HRTimeline
Scarborough Advisors, LLC116,262$2.39M0.34%new13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…113,969$2.35M0.71%-20,09013F-HRTimeline
Amplius Wealth Advisors, LLC107,987$2.22M0.23%-15,93013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA105,381$2.17M<0.01%-3513F-HRTimelineGroup
Eldridge Investment Advisors, Inc.102,668$2.11M0.49%+2,27413F-HRTimeline
Maltin Wealth Management, Inc.101,191$2.08M1.02%+34,99513F-HRTimeline
Matisse Capital100,739$2.07M1.05%+51,04213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,633$2.07M<0.01%new13F-HRTimelineGroup
Hara Capital LLC96,322$1.98M1.26%-147,19313F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC88,644$1.83M<0.01%-84913F-HRTimelineGroup
NINE MASTS CAPITAL Ltd84,634$1.74M0.32%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC79,348$1.63M0.02%new13F-HRTimelineGroup
Gridiron Partners, LLC75,855$1.56M0.99%013F-HRTimeline
Sanctuary Advisors, LLC73,343$1.54M0.01%+2,04113F-HRTimeline
Dakota Wealth Management70,900$1.46M0.03%+16,40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…69,082$1.42M<0.01%+27,01813F-HR/ATimeline
Anchor Investment Management, LLC67,931$1.4M0.13%+3713F-HRTimeline
Seed Wealth Management, Inc.62,720$1.29M1.04%+18,50013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.61,930$1.28M<0.01%-2,49713F-HRTimelineGroup
HighTower Advisors, LLC59,167$1.22M<0.01%+18,37413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC57,449$1.18M0.02%+14,04013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC56,574$1.17M<0.01%-8,58213F-HRTimeline
LexAurum Advisors, LLC56,257$1.16M0.23%-1,63513F-HRTimeline
PINNACLE ASSOCIATES LTD55,150$1.14M0.02%-1,91413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…55,028$1.13M0.12%-49,29513F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC51,962$1.07M0.38%-6,37813F-HRTimeline
EP Wealth Advisors, LLC45,304$933K0.01%013F-HRTimeline
Private Advisor Group, LLC43,178$889K0.01%+14,10613F-HRTimeline
Oder Investment Management, LLC37,799$778K0.65%+5113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP36,360$749K<0.01%-4,80513F-HRTimelineGroup
Integrated Wealth Concepts LLC35,883$739K0.01%-3,08513F-HRTimeline
RIVERBRIDGE PARTNERS LLC34,797$716K0.01%+513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC34,202$704K0.01%-7,24113F-HRTimelineGroup
Advisory Services Network, LLC30,841$635K0.01%-14,76013F-HRTimeline
PRIVATE TRUST CO NA30,667$631K0.06%+3,75013F-HRTimeline
Independent Advisor Alliance29,901$616K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding28,951$596K-5,607Timeline
CWM, LLCin group CWM, LLC28,588$589K<0.01%+11613F-HRTimelineGroup
Andrew Hill Investment Advisors, Inc.27,324$563K0.42%+1,35013F-HRTimeline
Janney Montgomery Scott LLC26,484$545K<0.01%-2,94913F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.25,020$515K0.01%-80013F-HR/ATimelineGroup
HRT FINANCIAL LP24,803$510K<0.01%new13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC24,400$502K0.2%013F-HRTimeline
Ackerman Capital Advisors, LLC24,243$499K0.13%+56413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,515$484K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB23,475$483K0.01%013F-HRTimeline
Magnus Financial Group LLC22,928$472K0.05%-1,58813F-HRTimeline
Successful Portfolios LLC21,707$447K0.3%013F-HRTimeline
Avior Wealth Management, LLC21,670$446K0.02%+4,05613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC21,412$441K0.01%+18713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,656$425K<0.01%+3,53513F-HRTimelineGroup
Covenant Asset Management, LLC20,350$419K0.09%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,450$359K0.01%+4313F-HRTimelineGroup
Tamar Securities, LLC16,830$347K0.05%+1013F-HRTimeline
Icon Wealth Advisors, LLC16,825$346K0.03%013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP16,659$343K0.01%new13F-HRTimeline
Summit Financial Wealth Advisors, LLC15,850$334K0.07%-22513F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD15,500$319K<0.01%new13F-HRTimelineGroup
INTEGRATED CAPITAL MANAGEMENT, INC.15,263$314K0.25%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC15,195$313K0.21%new13F-HRTimeline
Smith Asset Management Co., LLC14,689$302K0.29%13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…13,539$279K0.01%13F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC13,500$278K0.05%+13,40013F-HRTimeline
Shaker Financial Services, LLC13,143$271K0.1%-4,55613F-HRTimeline
Edge Wealth Management LLC13,000$268K0.05%013F-HRTimeline
Generation Capital Management LLC12,390$255K0.22%13F-HRTimeline
Cetera Investment Advisers12,173$251K<0.01%-58513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,678$240K<0.01%-10,99913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC11,666$240K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.11,584$239K0.16%+1013F-HRTimeline
Cambridge Investment Research Advisors,…11,579$238K<0.01%013F-HRTimeline
Tyche Wealth Partners LLC11,520$237K0.05%+3113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC11,476$236K0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,473$236K<0.01%+1,10513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,857$224K<0.01%013F-HRTimeline
NewEdge Advisors, LLC10,764$222K<0.01%+57313F-HRTimeline
TWO SIGMA SECURITIES, LLC10,705$220K0.04%new13F-HRTimeline
Aviance Capital Partners, LLC10,394$214K0.03%new13F-HRTimeline
Western Wealth Management, LLC10,295$212K0.01%013F-HR/ATimeline
&PARTNERS9,811$204K<0.01%new13F-HRTimeline
Van Hulzen Asset Management, LLC8,500$175K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC8,126$168K<0.01%+82313F-HRTimelineGroup
Noble Wealth Management PBC7,511$155K0.11%13F-HRTimeline
Perkins Coie Trust Co7,442$153K0.03%013F-HRTimeline
COMERICA BANK6,868$141K<0.01%+613F-HR/ATimeline
MAI Capital Management6,347$131K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors5,000$103K0.02%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…4,763$98.1K0.03%+2,20713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,451$91.7K<0.01%+2,52613F-HR/ATimelineGroup
Parallel Advisors, LLC4,401$90.6K<0.01%+3813F-HRTimeline
ROTHSCHILD INVESTMENT LLC4,000$82.4K0.01%013F-HRTimeline
Smartleaf Asset Management LLC3,007$61.5K0.01%-9,87313F-HRTimeline
Stonebridge Financial Group, LLC2,200$45.3K<0.01%13F-HRTimeline
CoreCap Advisors, LLC2,000$41.2K<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,000$41.2K0.03%13F-HRTimeline
Westside Investment Management, Inc.1,834$37.8K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,385$28.5K<0.01%new13F-HRTimelineGroup
Clark Wealth Partners1,330$27.4K0.02%13F-HRTimeline
Rosenberg Matthew Hamilton750$15.4K<0.01%013F-HRTimeline
Bank of New Hampshire500$10.3K<0.01%013F-HRTimeline
Allworth Financial LP350$7.28K<0.01%new13F-HRTimeline
LEE DANNER & BASS INC300$6.18K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$82<0.01%-513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$39<0.01%-20913F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.0$3<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.