BLACKROCK MUN 2020 TERM TR shareholder history

Current and past BLACKROCK MUN 2020 TERM TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
NWAM LLC 2030.04%0.35%0.73%Q2 2012Q3 202032
CAMBRIDGE TRUST CO 30300.01%0.02%0.04%Q2 2013Q3 202030
ROYAL BANK OF CANADA 30300.00%0.00%0.00%Q2 2013Q3 202030
MORGAN STANLEY 30300.00%0.00%0.00%Q2 2013Q3 202030
BANK OF AMERICA CORP /DE/ 30300.00%0.00%0.00%Q2 2013Q3 202030
WELLS FARGO & COMPANY/MN 30300.00%0.00%0.00%Q2 2013Q3 202030
FIFTH THIRD BANCORP 30300.00%0.00%0.00%Q2 2013Q3 202030
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 2420.32%0.76%1.13%Q1 2014Q3 202026
SMITH, MOORE & CO. 15100.06%0.12%0.20%Q1 2014Q3 202025
STIFEL FINANCIAL CORP 24240.00%0.00%0.00%Q4 2014Q3 202024
UBS Group AG 24240.00%0.00%0.00%Q4 2014Q3 202024
VAN ECK ASSOCIATES CORP 23230.00%0.00%0.00%Q2 2013Q4 201823
Chicago Partners Investment Group LLC 22220.02%0.10%0.26%Q2 2015Q3 202022
PNC FINANCIAL SERVICES GROUP, INC. 1710.00%0.00%0.00%Q3 2013Q3 202021
LPL Financial LLC 21210.00%0.01%0.01%Q2 2013Q2 201821
CENTRAL TRUST Co 21210.00%0.00%0.00%Q2 2013Q2 201821
RAYMOND JAMES & ASSOCIATES 1220.00%0.00%0.00%Q2 2013Q3 202021
Lehman Financial Resources, Inc. 20200.14%1.66%2.51%Q4 2013Q3 201820
Alpha Omega Wealth Management LLC 20200.02%0.08%0.16%Q4 2015Q3 202020
Whitegate Investment Counselors, Inc. 1810.03%0.07%0.10%Q1 2014Q3 202019
CITIZENS FINANCIAL GROUP INC/RI 19190.01%0.01%0.01%Q4 2015Q2 202019
CIBC BANK USA 19190.01%0.03%0.05%Q2 2013Q4 201719
Evercore Wealth Management, LLC 1260.00%0.01%0.01%Q2 2013Q4 201718
Commonwealth Equity Services, Inc 18180.01%0.01%0.02%Q2 2013Q3 201718
Jacobi Capital Management LLC 18180.12%0.21%0.35%Q2 2016Q3 202018
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.01%Q4 2015Q4 201917
AMERIPRISE FINANCIAL INC 1520.00%0.00%0.00%Q2 2013Q3 202017
MSI Financial Services Inc 15150.00%0.01%0.01%Q2 2013Q4 201615
Raymond James Financial Services Advisors, Inc. 1050.00%0.00%0.00%Q3 2016Q3 202015
Edge Wealth Management LLC 15150.03%0.07%0.15%Q4 2016Q2 202015
Proficio Capital Partners LLC 15150.03%0.12%0.21%Q1 2017Q3 202015
NEXT Financial Group, Inc 1110.00%0.01%0.02%Q2 2014Q2 201915
Sowell Financial Services LLC 850.01%0.05%0.10%Q4 2016Q3 202013
Avior Wealth Management, LLC 13130.02%0.03%0.04%Q1 2014Q1 201713
Wealthstreet Investment Advisors, LLC 13130.02%0.03%0.06%Q1 2018Q1 202113
Janney Montgomery Scott LLC 1110.00%0.00%0.01%Q3 2014Q1 201912
Stratos Wealth Partners, LTD. 12120.01%0.03%0.05%Q1 2017Q4 201912
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.01%Q4 2017Q3 202012
Roundview Capital LLC 12120.12%0.19%0.32%Q4 2017Q3 202012
Silver Lake Advisory, LLC 1110.36%0.74%0.99%Q2 2015Q4 201812
First Horizon Advisors, Inc. 12120.02%0.06%0.13%Q4 2012Q3 201512
Ledyard National Bank 11110.04%0.05%0.06%Q3 2017Q1 202011
BlackRock Inc. 11110.00%0.00%0.00%Q4 2015Q2 201811
Steward Partners Investment Advisory, LLC 640.00%0.00%0.02%Q4 2017Q3 202010
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
IFP Advisors, Inc 510.00%0.00%0.00%Q4 2015Q4 201810
Prospera Financial Services Inc 640.03%0.06%0.09%Q1 2018Q3 202010
Cetera Investment Advisers 990.02%0.03%0.04%Q2 2018Q2 20209
CITIGROUP INC 410.00%0.00%0.00%Q2 2013Q1 20169
Covington Capital Management 990.00%0.00%0.00%Q4 2017Q4 20199
Tower Research Capital LLC (TRC) 610.00%0.00%0.01%Q2 2013Q2 20179
Creative Planning 810.00%0.00%0.00%Q1 2015Q2 20179
Narwhal Capital Management 990.03%0.05%0.06%Q3 2018Q3 20209
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.00%Q3 2018Q3 20209
Lehman & Derafelo Financial Resources LLC 880.42%0.62%0.91%Q4 2018Q3 20208
NatWest Group plc 880.00%0.01%0.02%Q2 2013Q1 20158
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 620.00%0.00%0.00%Q1 2015Q3 20208
Concert Wealth Management Inc. 880.04%0.05%0.09%Q4 2014Q3 20168
US BANCORP \DE\ 520.00%0.00%0.00%Q2 2013Q2 20167
Magnus Financial Group LLC 770.04%0.09%0.17%Q1 2019Q3 20207
AdvisorNet Financial, Inc 770.00%0.01%0.02%Q1 2019Q3 20207
Lantz Financial LLC 770.38%0.49%0.62%Q1 2019Q3 20207
PINNACLE ASSOCIATES LTD 770.00%0.01%0.01%Q2 2018Q4 20197
THOMPSON DAVIS & CO., INC. 660.02%0.02%0.03%Q4 2013Q1 20156
NORTHERN TRUST CORP 660.00%0.00%0.00%Q1 2019Q2 20206
Invesco Ltd. 660.00%0.00%0.01%Q2 2013Q3 20146
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SeaCrest Wealth Management, LLC 660.01%0.02%0.02%Q4 2017Q1 20196
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q3 2017Q3 20206
Advisory Services Network, LLC 420.00%0.11%0.19%Q4 2015Q2 20176
AMERICAN INTERNATIONAL GROUP, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q2 2018Q3 20196
Integrated Wealth Concepts LLC 660.01%0.02%0.02%Q2 2019Q3 20206
BARCLAYS PLC 410.00%0.00%0.00%Q2 2013Q4 20156
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
M&T BANK CORP 660.00%0.00%0.00%Q1 2017Q2 20186
Private Advisor Group, LLC 320.00%0.01%0.01%Q3 2017Q4 20185
BENJAMIN F. EDWARDS & COMPANY, INC. 550.00%0.00%0.01%Q3 2019Q3 20205
Carroll Financial Associates, Inc. 550.01%0.01%0.01%Q3 2019Q3 20205
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20175
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q2 2015Q2 20165
Center for Financial Planning, Inc. 440.00%0.00%0.00%Q4 2019Q3 20204
Pinnacle Wealth Management Advisory Group, LLC 440.07%0.08%0.09%Q2 2018Q1 20194
Otter Creek Advisors, LLC 440.36%2.15%3.18%Q4 2019Q3 20204
D.A. DAVIDSON & CO. 440.00%0.00%0.00%Q3 2016Q2 20174
Cambridge Investment Research Advisors, Inc. 440.00%0.00%0.01%Q4 2019Q3 20204
GUGGENHEIM CAPITAL LLC 440.00%0.00%0.00%Q2 2013Q1 20144
ARS Investment Partners, LLC 440.02%0.03%0.03%Q4 2016Q3 20174
Realta Investment Advisors 440.13%0.15%0.22%Q1 2019Q4 20194
Biltmore Capital Advisors LLC 440.08%0.27%0.36%Q4 2019Q3 20204
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q2 2018Q3 20204
Sigma Planning Corp 310.01%0.01%0.01%Q4 2018Q4 20194
MANAGED ACCOUNT SERVICES INC 440.11%0.14%0.18%Q1 2019Q4 20194
Baird Financial Group, Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q2 20153
FNY Investment Advisers, LLC 210.00%0.02%0.06%Q2 2018Q1 20203
FIRST TRUST ADVISORS LP 210.00%0.00%0.00%Q2 2013Q4 20183
Karpus Management, Inc. 330.32%0.89%1.20%Q1 2020Q3 20203
Geneva Partners, LLC 210.30%0.33%0.37%Q2 2016Q4 20173
PALLADIUM PARTNERS LLC 210.00%0.00%0.00%Q2 2013Q1 20143
SEI INVESTMENTS CO 330.00%0.00%0.00%Q4 2017Q2 20183
SANDERS MORRIS HARRIS LLC 330.00%0.08%0.15%Q1 2020Q3 20203
Procyon Advisors, LLC 330.04%0.04%0.05%Q4 2019Q2 20203
StoneX Group Inc. 330.14%0.16%0.19%Q2 2018Q4 20183
FIRST FOUNDATION ADVISORS 330.01%0.01%0.01%Q2 2019Q4 20193
OSAIC HOLDINGS, INC. 330.00%0.00%0.01%Q1 2020Q3 20203
Maltin Wealth Management, Inc. 332.26%2.43%2.62%Q1 2020Q3 20203
EATON VANCE MANAGEMENT 330.01%0.01%0.01%Q1 2020Q3 20203
SIGNET FINANCIAL MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
COMERICA BANK 220.00%0.00%0.00%Q2 2013Q3 20132
Wellspring Financial Advisors, LLC 220.07%0.07%0.08%Q2 2020Q3 20202
Dakota Wealth Management 220.04%0.05%0.05%Q2 2020Q3 20202
RIVERNORTH CAPITAL MANAGEMENT, LLC 220.02%0.10%0.18%Q1 2020Q2 20202
Virtu KCG Holdings LLC 110.01%0.01%0.01%Q3 2014Q4 20162
KCS Wealth Advisory 220.16%0.20%0.25%Q1 2020Q2 20202
Wealthspire Advisors, L.P. 220.02%0.02%0.02%Q3 2018Q4 20182
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q4 20192
Anchor Investment Management, LLC 220.03%0.03%0.03%Q3 2016Q4 20162
SENTINEL TRUST CO LBA 220.08%0.09%0.10%Q1 2020Q2 20202
DOLIVER ADVISORS, LP 110.13%0.26%0.39%Q1 2013Q4 20162
MASSMUTUAL TRUST CO FSB/ADV 220.00%0.00%0.00%Q3 2018Q4 20182
WOLVERINE ASSET MANAGEMENT LLC 220.00%0.00%0.00%Q1 2016Q2 20162
1607 Capital Partners, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Cetera Advisors LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Virtu Financial LLC 110.02%0.02%0.02%Q2 2019Q2 20191
SIT INVESTMENT ASSOCIATES INC 110.01%0.01%0.01%Q1 2020Q1 20201
Alexandria Capital, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Magnetar Financial LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Windsor Capital Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
DUBUQUE BANK & TRUST CO 110.02%0.02%0.02%Q1 2017Q1 20171
Indie Asset Partners, LLC 110.18%0.18%0.18%Q1 2020Q1 20201
AllSquare Wealth Management LLC 110.00%0.00%0.00%Q1 2018Q1 20181
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
RMB Capital Management, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2020Q2 20201
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q3 2020Q3 20201
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.01%0.01%0.01%Q4 2019Q4 20191
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2017Q2 20171
Squarepoint Ops LLC 110.00%0.00%0.00%Q4 2017Q4 20171
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Samalin Investment Counsel, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
NEWGATE CAPITAL MANAGEMENT LLC 110.32%0.32%0.32%Q1 2016Q1 20161
GOODWIN DANIEL L 110.01%0.01%0.01%Q3 2013Q3 20131
MARINER INVESTMENT GROUP LLC 110.07%0.07%0.07%Q2 2015Q2 20151
JNBA Financial Advisors 110.08%0.08%0.08%Q3 2018Q3 20181
GFS Advisors, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
Capital Wealth Alliance, LLC 110.09%0.09%0.09%Q4 2019Q4 20191
External links

This page lists all the filers that currently own BLACKROCK MUN 2020 TERM TR or have owned BLACKROCK MUN 2020 TERM TR in the past.