Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
Highlander Capital Management, LLC | 36 | 36 | 0.07% | 0.16% | 0.21% | Q2 2013 | Q1 2022 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
RAYMOND JAMES & ASSOCIATES | 25 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 35 |
PEAPACK GLADSTONE FINANCIAL CORP | 32 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 34 |
B. Riley Wealth Advisors, Inc. | 16 | 5 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q1 2022 | 33 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 30 |
GUGGENHEIM CAPITAL LLC | 28 | 28 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2020 | 28 |
Advisors Asset Management, Inc. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 26 |
CITIGROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 19 |
FIRST MANHATTAN CO. LLC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
CHOREO, LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q1 2014 | Q4 2017 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 16 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 15 |
SIT INVESTMENT ASSOCIATES INC | 14 | 14 | 0.01% | 0.07% | 0.25% | Q4 2018 | Q1 2022 | 14 |
M&T BANK CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.02% | 0.08% | 0.24% | Q3 2014 | Q4 2020 | 12 |
SeaCrest Wealth Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2020 | 12 |
Gradient Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
FCG ADVISORS, LLC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q1 2016 | Q3 2018 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2020 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 11 |
Curi RMB Capital, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q4 2020 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 10 |
Parisi Gray Wealth Management | 6 | 4 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q4 2021 | 10 |
LPL Financial LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 10 |
Bell Rock Capital LLC | 9 | 9 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q4 2018 | 9 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Steward Partners Investment Advisory, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 9 |
DOLIVER ADVISORS, LP | 4 | 1 | 0.09% | 0.21% | 0.52% | Q1 2013 | Q2 2018 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.18% | 0.56% | 1.15% | Q4 2019 | Q3 2021 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 7 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q3 2021 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
AlphaCentric Advisors LLC | 6 | 6 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q4 2021 | 6 |
TriaGen Wealth Management LLC | 6 | 6 | 0.24% | 0.28% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 6 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Secure Asset Management, LLC | 5 | 5 | 0.09% | 0.15% | 0.20% | Q1 2021 | Q1 2022 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
MACKAY SHIELDS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
AQR Arbitrage LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2018 | 5 |
Matisse Capital | 3 | 2 | 0.17% | 0.90% | 2.92% | Q3 2018 | Q1 2021 | 5 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 1.02% | 1.56% | 2.07% | Q2 2018 | Q1 2019 | 4 |
Ackerman Capital Advisors, LLC | 4 | 4 | 0.09% | 0.15% | 0.23% | Q2 2020 | Q1 2021 | 4 |
PANAGORA ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.19% | 0.47% | 0.64% | Q3 2018 | Q2 2020 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Sunnymeath Asset Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Fiera Capital Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
GIRARD PARTNERS LTD. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 3 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 2 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Dakota Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Financial Architects, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q2 2016 | 2 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Alliance Wealth Management Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
BANK OF MONTREAL /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
External links
This page lists all the filers that currently own BLACKROCK MUNIYIELD N J FD I or have owned BLACKROCK MUNIYIELD N J FD I in the past.