Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
GUGGENHEIM CAPITAL LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2021 | 28 |
ROYAL BANK OF CANADA | 24 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 28 |
HighTower Advisors, LLC | 23 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 26 |
UBS Group AG | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 26 |
Advisors Asset Management, Inc. | 17 | 8 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2020 | 25 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 23 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 23 |
M&R CAPITAL MANAGEMENT INC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2020 | 16 |
Oxbow Advisors, LLC | 7 | 2 | 0.02% | 0.06% | 0.19% | Q3 2013 | Q3 2018 | 16 |
Sheaff Brock Investment Advisors, LLC | 16 | 16 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2021 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2020 | 14 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 12 |
Tradewinds Capital Management, LLC | 11 | 11 | 0.01% | 0.18% | 0.27% | Q4 2013 | Q2 2016 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
OPPENHEIMER & CO INC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 11 |
RAYMOND JAMES & ASSOCIATES | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2021 | 11 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Baird Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Sowell Financial Services LLC | 6 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2019 | 7 |
Janney Montgomery Scott LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
SIT INVESTMENT ASSOCIATES INC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q1 2021 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 7 |
Hardy Reed LLC | 6 | 6 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q1 2021 | 6 |
Creative Planning | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 6 |
Element Wealth, LLC | 6 | 6 | 0.43% | 0.50% | 0.61% | Q4 2019 | Q1 2021 | 6 |
Invesco Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.14% | 0.25% | 0.41% | Q2 2013 | Q3 2014 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q4 2020 | 5 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 5 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 5 |
UBS AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q4 2014 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q1 2021 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q1 2020 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 3 |
Raymond James Financial Services Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 3 |
Laurion Capital Management LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
AQR Arbitrage LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 3 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
COHEN & STEERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MCDONALD PARTNERS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Curi RMB Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
BlackRock Finance, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUNIC INCM INVST T or have owned BLACKROCK MUNIC INCM INVST T in the past.