Summit Financial Wealth Advisors, LLC - BLACKROCK MUN TARGET TERM TR ownership

BLACKROCK MUN TARGET TERM TR's ticker is BTT and the CUSIP is 09257P105. A total of 108 filers reported holding BLACKROCK MUN TARGET TERM TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit Financial Wealth Advisors, LLC ownership history of BLACKROCK MUN TARGET TERM TR
ValueSharesWeighting
Q3 2023$398,616
-7.2%
19,675
-4.8%
0.10%
-1.0%
Q2 2023$429,627
-3.2%
20,675
+1.2%
0.10%
-5.7%
Q1 2023$443,631
+2.0%
20,4250.0%0.10%0.0%
Q4 2022$434,848
+4.8%
20,4250.0%0.10%
-11.8%
Q3 2022$415,000
-9.0%
20,425
+1.2%
0.12%
+9.2%
Q2 2022$456,000
-4.4%
20,1750.0%0.11%
+13.5%
Q1 2022$477,000
-8.6%
20,1750.0%0.10%
-5.0%
Q4 2021$522,000
+1.4%
20,1750.0%0.10%
-13.7%
Q3 2021$515,000
-2.6%
20,1750.0%0.12%
-1.7%
Q2 2021$529,000
+8.6%
20,175
+6.5%
0.12%
-4.0%
Q1 2021$487,000
+2.7%
18,9500.0%0.12%
-3.9%
Q4 2020$474,000
+0.4%
18,9500.0%0.13%
+2.4%
Q3 2020$472,000
+3.5%
18,9500.0%0.13%
+3.3%
Q2 2020$456,000
+7.8%
18,9500.0%0.12%
-8.3%
Q1 2020$423,000
-6.8%
18,950
+2.7%
0.13%
+20.9%
Q4 2019$454,000
+8.4%
18,450
+5.1%
0.11%
+6.8%
Q3 2019$419,000
+4.8%
17,550
+2.0%
0.10%
+5.1%
Q2 2019$400,000
+10.8%
17,200
+6.2%
0.10%
+3.2%
Q1 2019$361,000
+15.7%
16,200
+6.6%
0.10%
-5.9%
Q4 2018$312,000
+11.8%
15,200
+8.6%
0.10%
+21.7%
Q3 2018$279,000
-6.4%
14,0000.0%0.08%
-17.0%
Q2 2018$298,0000.0%14,0000.0%0.10%
+2.0%
Q1 2018$298,000
-1.3%
14,000
+3.7%
0.10%
-5.8%
Q4 2017$302,000
+37.3%
13,500
+39.2%
0.10%
+30.0%
Q3 2017$220,000
-1.8%
9,7000.0%0.08%
-10.1%
Q2 2017$224,000
-10.8%
9,700
-12.6%
0.09%
-19.1%
Q1 2017$251,000
+3.7%
11,1000.0%0.11%
+3.8%
Q4 2016$242,000
-0.4%
11,100
+11.0%
0.11%
+1.0%
Q3 2016$243,000
+5.7%
10,000
+5.3%
0.10%
+9.4%
Q2 2016$230,000
+5.5%
9,5000.0%0.10%
+1.1%
Q1 2016$218,000
+6.3%
9,5000.0%0.10%
+1.1%
Q4 2015$205,000
+6.2%
9,5000.0%0.09%
-24.8%
Q3 2015$193,000
+382.5%
9,500
+375.0%
0.12%
+400.0%
Q2 2015$40,0002,0000.02%
Other shareholders
BLACKROCK MUN TARGET TERM TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lehman Financial Resources, Inc. 143,995$3,104,0001.56%
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 135,000$2,911,0001.25%
Successful Portfolios LLC 23,483$506,0000.59%
Narwhal Capital Management 98,246$2,118,0000.49%
Veritable, L.P. 1,079,174$23,267,0000.49%
Geneva Partners, LLC 25,342$546,0000.43%
Covenant Asset Management, LLC 36,105$778,0000.42%
HARVEY CAPITAL MANAGEMENT INC 47,000$1,013,0000.40%
Brick & Kyle, Associates 23,187$500,0000.39%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 198,454$4,279,0000.35%
View complete list of BLACKROCK MUN TARGET TERM TR shareholders