BLACKROCK LONG-TERM MUNI ADV shareholder history

Current and past BLACKROCK LONG-TERM MUNI ADV shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GUGGENHEIM CAPITAL LLC 42420.00%0.02%0.03%Q2 2013Q3 202342
SIT INVESTMENT ASSOCIATES INC 42420.03%0.16%0.28%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
VAN ECK ASSOCIATES CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 28130.00%0.00%0.00%Q2 2013Q3 202341
FIRST TRUST ADVISORS LP 41410.00%0.00%0.00%Q2 2013Q2 202341
BANK OF AMERICA CORP /DE/ 3910.00%0.00%0.00%Q2 2013Q2 202340
Advisors Asset Management, Inc. 3280.01%0.04%0.12%Q2 2013Q3 202340
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
Raymond James Financial Services Advisors, Inc. 33330.00%0.00%0.01%Q3 2015Q3 202333
Nuveen Asset Management, LLC 30300.00%0.00%0.00%Q2 2013Q3 202030
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q2 2015Q3 202329
Highlander Capital Management, LLC 26260.01%0.02%0.02%Q2 2013Q3 201926
COHEN & STEERS, INC. 1130.00%0.00%0.01%Q3 2013Q3 202125
BANK OF MONTREAL /CAN/ 2310.00%0.00%0.00%Q2 2013Q2 202324
Oxbow Advisors, LLC 13100.03%0.05%0.06%Q3 2015Q2 202123
LPL Financial LLC 930.00%0.00%0.00%Q3 2013Q3 202323
Tradewinds Capital Management, LLC 22220.34%0.72%0.98%Q4 2013Q1 201922
BENJAMIN F. EDWARDS & COMPANY, INC. 1380.00%0.02%0.06%Q2 2013Q3 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Steward Partners Investment Advisory, LLC 710.00%0.00%0.01%Q3 2017Q3 202318
LADENBURG THALMANN FINANCIAL SERVICES INC. 18180.00%0.00%0.00%Q3 2015Q4 201918
First Allied Advisory Services, Inc. 620.00%0.02%0.06%Q2 2013Q3 201917
AMERIPRISE FINANCIAL INC 620.00%0.00%0.00%Q2 2013Q3 202317
MACKAY SHIELDS LLC 16160.01%0.03%0.10%Q1 2016Q4 201916
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
ROBINSON CAPITAL MANAGEMENT, LLC 320.10%0.55%1.72%Q4 2015Q1 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
ASSET MANAGEMENT CORP /IL/ /ADV 14140.34%0.55%0.74%Q4 2019Q1 202314
PNC FINANCIAL SERVICES GROUP, INC. 950.00%0.00%0.00%Q2 2013Q1 201714
MONETARY MANAGEMENT GROUP INC 14140.06%0.08%0.11%Q2 2013Q3 201614
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 610.01%0.06%0.20%Q4 2013Q1 202313
Fairhaven Wealth Management, LLC 1120.06%0.08%0.10%Q2 2020Q3 202313
Red Cedar Capital, LLC 12120.00%0.00%0.01%Q1 2020Q4 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
OPPENHEIMER & CO INC 610.00%0.01%0.01%Q4 2014Q4 201811
FNY Investment Advisers, LLC 320.00%0.00%0.00%Q2 2018Q3 202311
Creative Planning 520.00%0.00%0.00%Q1 2014Q2 201711
Formidable Asset Management, LLC 11110.01%0.01%0.01%Q3 2013Q1 201611
PARAMETRIC PORTFOLIO ASSOCIATES LLC 11110.00%0.00%0.00%Q3 2013Q1 201611
Moors & Cabot, Inc. 11110.02%0.03%0.05%Q1 2020Q3 202211
WFG Advisors, LP 730.00%0.01%0.02%Q2 2013Q2 201710
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.00%0.01%Q1 2014Q1 202310
IFP Advisors, Inc 910.00%0.01%0.02%Q4 2015Q2 201810
FIFTH THIRD BANCORP 990.00%0.00%0.00%Q2 2013Q2 20159
CITIGROUP INC 510.00%0.00%0.00%Q4 2013Q2 20199
AlphaCentric Advisors LLC 710.01%0.02%0.05%Q2 2020Q3 20228
Thomas J. Herzfeld Advisors, Inc. 410.01%0.03%0.06%Q3 2014Q4 20188
Janney Montgomery Scott LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Lindbrook Capital, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
INFRASTRUCTURE CAPITAL ADVISORS, LLC 880.03%0.06%0.13%Q4 2016Q3 20188
GOLDMAN SACHS GROUP INC 770.00%0.00%0.00%Q3 2013Q1 20157
GPS Wealth Strategies Group, LLC 770.01%0.03%0.04%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.00%0.01%0.01%Q4 2017Q2 20217
Karpus Management, Inc. 610.01%0.10%0.14%Q4 2013Q1 20167
TRUE Private Wealth Advisors 510.00%0.00%0.00%Q3 2018Q4 20207
Laurion Capital Management LP 310.00%0.00%0.01%Q3 2015Q3 20187
Spire Wealth Management 660.00%0.00%0.00%Q1 2021Q2 20226
US BANCORP \DE\ 660.00%0.00%0.00%Q2 2019Q3 20206
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
SIGNATUREFD, LLC 660.00%0.01%0.01%Q4 2020Q1 20226
Salomon & Ludwin, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
NewEdge Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
DOLIVER ADVISORS, LP 310.10%0.20%0.32%Q2 2013Q1 20175
MELFA WEALTH MANAGEMENT, INC. 440.43%0.46%0.48%Q4 2022Q3 20234
HOLLENCREST CAPITAL MANAGEMENT 440.01%0.01%0.01%Q4 2022Q3 20234
RAYMOND JAMES & ASSOCIATES 440.00%0.00%0.00%Q4 2022Q3 20234
Palogic Value Management, L.P. 440.16%0.18%0.22%Q4 2022Q3 20234
Rockefeller Capital Management L.P. 440.00%0.00%0.00%Q1 2022Q4 20224
Tower Research Capital LLC (TRC) 310.00%0.00%0.00%Q2 2013Q2 20144
Advisory Services Network, LLC 440.00%0.00%0.01%Q2 2022Q1 20234
COMERICA BANK 440.00%0.00%0.00%Q1 2015Q4 20154
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q1 2014Q2 20234
AQR Arbitrage LLC 440.00%0.00%0.01%Q1 2015Q4 20154
Cambridge Investment Research Advisors, Inc. 310.00%0.00%0.00%Q1 2017Q1 20184
WEBSTER BANK, N. A. 330.00%0.00%0.00%Q1 2023Q3 20233
RMB Capital Management, LLC 110.00%0.01%0.01%Q2 2015Q2 20173
CULLEN/FROST BANKERS, INC. 210.00%0.00%0.00%Q2 2020Q3 20233
Ackerman Capital Advisors, LLC 210.03%0.06%0.08%Q1 2021Q4 20223
Liberty Street Advisors, Inc. 331.32%1.41%1.48%Q1 2015Q3 20153
Capital Investment Advisors, LLC 330.00%0.01%0.01%Q2 2023Q4 20233
Virtu KCG Holdings LLC 110.00%0.00%0.00%Q2 2014Q2 20153
Commonwealth Equity Services, Inc 210.00%0.00%0.00%Q2 2013Q2 20143
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Hennion & Walsh Asset Management, Inc. 330.21%0.36%0.48%Q1 2021Q3 20213
FSA Wealth Management LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Fortitude Advisory Group L.L.C. 220.04%0.04%0.05%Q4 2021Q1 20222
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20142
Gradient Investments LLC 220.00%0.00%0.00%Q2 2020Q3 20202
LOEB PARTNERS CORP 220.00%0.07%0.14%Q4 2018Q1 20192
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2015Q2 20162
Wealthcare Advisory Partners LLC 110.01%0.01%0.01%Q1 2020Q1 20212
NEW ENGLAND SECURITIES CORP /MA/ 220.01%0.01%0.01%Q1 2014Q2 20142
Cetera Advisor Networks LLC 220.01%0.02%0.02%Q1 2013Q2 20132
FMR LLC 110.00%0.00%0.00%Q3 2019Q4 20222
AQR Capital Management 220.00%0.00%0.00%Q3 2014Q4 20142
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
Geneos Wealth Management Inc. 220.01%0.01%0.01%Q2 2017Q3 20172
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q4 2022Q3 20232
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2023Q2 20232
LEVEL FOUR ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
PATHSTONE FAMILY OFFICE, LLC 110.06%0.06%0.06%Q3 2013Q3 20131
Cerity Partners LLC 110.00%0.00%0.00%Q3 2023Q3 20231
RIVERNORTH CAPITAL MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Stratos Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Live Your Vision, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
Kestra Advisory Services, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Secure Asset Management, LLC 110.20%0.20%0.20%Q1 2022Q1 20221
American Portfolios Advisors 110.00%0.00%0.00%Q4 2017Q4 20171
Leelyn Smith, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2023Q3 20231
Partnervest Advisory Services LLC 110.05%0.05%0.05%Q3 2019Q3 20191
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Independent Advisor Alliance 110.02%0.02%0.02%Q4 2019Q4 20191
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GRIMES & COMPANY, INC. 110.03%0.03%0.03%Q2 2016Q2 20161
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2023Q1 20231
Full Value Advisors, LLC 110.02%0.02%0.02%Q4 2007Q4 20071
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 110.03%0.03%0.03%Q4 2018Q4 20181
External links

This page lists all the filers that currently own BLACKROCK LONG-TERM MUNI ADV or have owned BLACKROCK LONG-TERM MUNI ADV in the past.