Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Camelot Portfolios, LLC | 31 | 31 | 0.16% | 0.87% | 1.65% | Q2 2013 | Q4 2020 | 31 |
MORGAN STANLEY | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
WELLS FARGO & COMPANY/MN | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
ROYAL BANK OF CANADA | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
BANK OF AMERICA CORP /DE/ | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 31 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Advisors Asset Management, Inc. | 26 | 26 | 0.01% | 0.05% | 0.08% | Q3 2014 | Q4 2020 | 26 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
GUGGENHEIM CAPITAL LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
RAYMOND JAMES & ASSOCIATES | 13 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 23 |
COHEN & STEERS, INC. | 17 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2020 | 21 |
Ledyard National Bank | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Oxbow Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q3 2018 | 17 |
FIRST TRUST ADVISORS LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
Roble, Belko & Company, Inc | 17 | 17 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q4 2020 | 17 |
SIT INVESTMENT ASSOCIATES INC | 17 | 17 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q4 2020 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 17 | 0.33% | 0.57% | 0.89% | Q4 2016 | Q4 2020 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 16 |
ALLIANCEBERNSTEIN L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 16 |
NEXT Financial Group, Inc | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2020 | 15 |
Janney Montgomery Scott LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 13 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
Private Advisor Group, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 11 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.03% | 0.07% | 0.18% | Q4 2013 | Q1 2019 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 11 |
MACKAY SHIELDS LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2020 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2019 | 10 |
Karpus Management, Inc. | 10 | 10 | 0.02% | 0.06% | 0.08% | Q3 2013 | Q4 2015 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.03% | 0.20% | Q3 2018 | Q4 2020 | 10 |
NORTHERN TRUST CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 10 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2020 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2020 | 8 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
LPL Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 7 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 6 |
IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Penbrook Management LLC | 6 | 6 | 0.17% | 0.21% | 0.27% | Q3 2019 | Q4 2020 | 6 |
Kavar Capital Partners, LLC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q1 2018 | Q3 2020 | 6 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 6 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.19% | 0.32% | 0.48% | Q1 2013 | Q4 2014 | 6 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
AQR Capital Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
Laurion Capital Management LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 5 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
AQR Arbitrage LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2018 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
OSAIC HOLDINGS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 3 |
Atria Investments, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 3 |
Cypress Capital Group | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 3 |
Focused Wealth Management, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.22% | 0.27% | 0.31% | Q3 2018 | Q4 2018 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Smithfield Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q4 2010 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2014 | Q4 2014 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Horizon Kinetics | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2018 | Q3 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUNI INCOME INV QL or have owned BLACKROCK MUNI INCOME INV QL in the past.