BLACKROCK MUNIHLDGS NY QLTY shareholder history

Current and past BLACKROCK MUNIHLDGS NY QLTY shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SHUFRO ROSE & CO LLC 4510.02%0.02%0.04%Q3 2012Q2 202446
GUGGENHEIM CAPITAL LLC 45450.01%0.03%0.05%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
MORGAN STANLEY 45450.00%0.00%0.00%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.00%0.00%Q2 2013Q2 202445
CREDIT SUISSE AG/ 44440.00%0.00%0.00%Q1 2013Q4 202344
SIT INVESTMENT ASSOCIATES INC 41410.00%0.01%0.06%Q2 2014Q2 202441
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
NORTHERN TRUST CORP 38380.00%0.00%0.00%Q1 2015Q2 202438
AMERIPRISE FINANCIAL INC 2310.00%0.00%0.00%Q4 2013Q2 202437
LPL Financial LLC 20160.00%0.00%0.01%Q2 2013Q2 202436
Raymond James Financial Services Advisors, Inc. 35350.00%0.00%0.00%Q4 2015Q2 202435
Invesco Ltd. 35350.00%0.00%0.00%Q2 2013Q4 202135
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
Private Advisor Group, LLC 15150.00%0.01%0.02%Q2 2014Q4 202130
Fiera Capital Corp 28280.00%0.01%0.02%Q4 2016Q3 202328
Klingman & Associates, LLC 1360.01%0.03%0.04%Q4 2014Q3 202327
FIRST MANHATTAN CO. LLC. 25250.00%0.00%0.00%Q3 2013Q3 201925
MACKAY SHIELDS LLC 2050.01%0.17%0.38%Q4 2016Q2 202425
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
B. Riley Wealth Advisors, Inc. 2310.01%0.06%0.12%Q1 2014Q3 202024
Karpus Management, Inc. 1490.05%0.53%1.32%Q2 2018Q2 202423
RIVERNORTH CAPITAL MANAGEMENT, LLC 1480.03%0.32%0.68%Q4 2018Q2 202422
Claybrook Capital, LLC 941.53%1.98%2.83%Q4 2017Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 1390.00%0.00%0.00%Q1 2015Q2 202422
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1610.00%0.00%0.00%Q3 2015Q2 202321
Dakota Wealth Management 1210.01%0.15%0.34%Q3 2018Q2 202419
Horizon Kinetics 930.00%0.00%0.01%Q2 2013Q4 201819
COMMONWEALTH EQUITY SERVICES, LLC 19190.00%0.00%0.00%Q4 2019Q2 202419
OSAIC HOLDINGS, INC. 18180.00%0.00%0.00%Q1 2020Q2 202418
Family Management Corp 17170.04%0.17%0.36%Q1 2019Q1 202317
PINNACLE ASSOCIATES LTD 1510.00%0.00%0.01%Q2 2014Q3 202317
Community Bank, N.A. 17170.01%0.01%0.01%Q4 2014Q4 201817
AQR Arbitrage LLC 910.00%0.03%0.10%Q4 2017Q2 202417
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.01%0.03%Q4 2013Q2 202417
COHEN & STEERS, INC. 1520.00%0.00%0.00%Q2 2018Q2 202417
Kestra Advisory Services, LLC 16160.00%0.00%0.00%Q3 2020Q2 202416
DEUTSCHE BANK AG\ 1420.00%0.00%0.00%Q3 2013Q4 202016
Integrated Advisors Network LLC 15150.03%0.05%0.08%Q4 2020Q2 202415
TRUST CO OF VERMONT 810.00%0.00%0.00%Q3 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
LADENBURG THALMANN FINANCIAL SERVICES INC. 1020.00%0.00%0.00%Q2 2013Q4 201914
Hennion & Walsh Asset Management, Inc. 14140.15%0.31%0.47%Q1 2021Q2 202414
Platform Technology Partners 950.07%0.15%0.32%Q4 2019Q2 202314
Saba Capital Management, L.P. 770.06%0.34%0.68%Q4 2018Q2 202414
HighTower Advisors, LLC 14140.00%0.00%0.00%Q4 2017Q1 202114
MML INVESTORS SERVICES, LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
BANK OF MONTREAL /CAN/ 760.00%0.00%0.00%Q4 2019Q3 202313
TOMPKINS FINANCIAL CORP 1010.00%0.02%0.04%Q4 2013Q2 202413
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 13130.01%0.03%0.04%Q1 2019Q1 202213
Wellspring Financial Advisors, LLC 910.02%0.05%0.12%Q1 2020Q2 202413
EXCALIBUR MANAGEMENT CORP 12120.18%0.23%0.32%Q4 2019Q3 202212
Steward Partners Investment Advisory, LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
AMERICAN INTERNATIONAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
Lehman Financial Resources, Inc. 11110.02%0.03%0.06%Q4 2012Q2 201511
DOLIVER ADVISORS, LP 510.07%0.21%0.62%Q2 2013Q2 201811
ROBINSON CAPITAL MANAGEMENT, LLC 830.23%0.46%0.77%Q2 2019Q2 202411
Cetera Advisor Networks LLC 11110.00%0.00%0.01%Q2 2021Q4 202311
INFRASTRUCTURE CAPITAL ADVISORS, LLC 11110.06%0.09%0.19%Q4 2016Q2 201911
Evercore Wealth Management, LLC 640.00%0.00%0.00%Q2 2013Q4 201510
Edge Wealth Management LLC 10100.02%0.04%0.06%Q3 2016Q4 201810
GPS Wealth Strategies Group, LLC 630.00%0.01%0.01%Q1 2022Q2 20249
Curi RMB Capital, LLC 510.01%0.04%0.07%Q1 2015Q4 20189
Mascoma Wealth Management LLC 990.00%0.00%0.00%Q2 2022Q2 20249
USCA RIA LLC 990.03%0.04%0.05%Q3 2014Q3 20169
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 420.02%0.03%0.04%Q1 2018Q1 20249
Logan Stone Capital, LLC 880.40%0.93%1.36%Q3 2022Q2 20248
Global Retirement Partners, LLC 880.02%0.03%0.04%Q4 2017Q3 20198
Financial Architects, Inc 880.01%0.01%0.02%Q1 2016Q4 20178
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
Summit Trail Advisors, LLC 410.00%0.02%0.03%Q4 2017Q2 20238
MARINER INVESTMENT GROUP LLC 710.21%0.33%0.45%Q2 2018Q3 20228
MSI Financial Services Inc 520.00%0.00%0.00%Q1 2015Q4 20167
MELFA WEALTH MANAGEMENT, INC. 770.09%0.12%0.14%Q4 2022Q2 20247
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q2 2017Q3 20237
GOLDMAN SACHS GROUP INC 770.00%0.00%0.00%Q3 2013Q1 20157
FNY Investment Advisers, LLC 310.00%0.00%0.00%Q1 2022Q1 20247
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q2 2013Q2 20187
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q4 2013Q2 20166
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
COMMUNITY FINANCIAL SYSTEM, INC. 660.01%0.01%0.02%Q2 2013Q3 20146
Laurion Capital Management LP 210.00%0.01%0.02%Q3 2015Q2 20185
Parisi Gray Wealth Management 550.20%0.24%0.27%Q4 2017Q4 20185
Bramshill Investments, LLC 410.12%1.97%3.50%Q3 2018Q1 20205
Fort Point Capital Partners LLC 550.03%0.06%0.11%Q2 2023Q2 20245
ROPES WEALTH ADVISORS LLC 550.01%0.01%0.01%Q2 2017Q2 20185
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q4 2019Q4 20235
Laird Norton Wetherby Wealth Management, LLC 410.01%0.03%0.13%Q4 2016Q3 20235
GM Advisory Group, LLC 550.03%0.03%0.03%Q2 2023Q2 20245
Tortoise Investment Management, LLC 410.00%0.00%0.00%Q4 2012Q1 20155
M&T BANK CORP 550.00%0.00%0.00%Q2 2013Q2 20145
BARCLAYS PLC 310.00%0.00%0.00%Q2 2013Q1 20164
Atria Wealth Solutions, Inc. 440.00%0.00%0.00%Q1 2023Q4 20234
Focused Wealth Management, Inc 310.02%0.11%0.15%Q4 2022Q2 20244
Lenox Wealth Advisors, LLC 440.01%0.01%0.01%Q2 2021Q1 20224
SG Americas Securities, LLC 210.00%0.00%0.01%Q4 2013Q4 20174
HORIZON KINETICS ASSET MANAGEMENT LLC 440.01%0.01%0.01%Q1 2019Q4 20194
IFP Advisors, Inc 220.00%0.00%0.01%Q2 2017Q4 20224
Lido Advisors, LLC 330.01%0.01%0.02%Q4 2023Q2 20243
KLINGENSTEIN FIELDS & CO LP 330.03%0.04%0.04%Q2 2013Q4 20133
First Horizon Advisors, Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Tidal Investments LLC 330.00%0.01%0.01%Q4 2023Q2 20243
ENVESTNET ASSET MANAGEMENT INC 330.00%0.00%0.00%Q4 2023Q2 20243
Spire Wealth Management 210.00%0.01%0.01%Q1 2021Q4 20213
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GEODE CAPITAL MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.01%0.04%0.06%Q4 2023Q2 20243
American Portfolios Advisors 330.02%0.02%0.02%Q4 2017Q2 20183
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q4 2013Q3 20163
BESSEMER GROUP INC 220.00%0.00%0.00%Q2 2014Q3 20142
NOMURA HOLDINGS INC 220.00%0.00%0.00%Q1 2024Q2 20242
WHITEBOX ADVISORS LLC 220.01%0.03%0.04%Q1 2024Q2 20242
COMMONS CAPITAL, LLC 220.11%0.11%0.11%Q4 2021Q1 20222
Almitas Capital LLC 110.09%0.16%0.23%Q1 2019Q4 20232
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2018Q4 20212
BRANDYWINE OAK PRIVATE WEALTH LLC 220.02%0.02%0.02%Q3 2021Q4 20212
SEI INVESTMENTS CO 220.00%0.00%0.00%Q1 2018Q2 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
AJ WEALTH STRATEGIES, LLC 220.04%0.07%0.09%Q1 2020Q2 20202
AQR Capital Management 220.00%0.00%0.00%Q3 2014Q4 20142
FMR LLC 110.00%0.00%0.00%Q2 2013Q4 20222
NEWGATE CAPITAL MANAGEMENT LLC 110.31%0.38%0.46%Q1 2014Q3 20142
BROWN BROTHERS HARRIMAN & CO 220.00%0.00%0.00%Q4 2023Q1 20242
Sargent Bickham Lagudis LLC 220.00%0.00%0.00%Q3 2016Q4 20162
Edgewood Management 220.00%0.00%0.00%Q2 2013Q3 20132
Herold Advisors, Inc. 110.01%0.03%0.04%Q1 2022Q2 20242
Creative Planning 110.00%0.00%0.00%Q2 2013Q2 20131
Samson Capital Advisors LLC 111.25%1.25%1.25%Q4 2014Q4 20141
AVANTAX ADVISORY SERVICES, INC. 110.00%0.00%0.00%Q1 2022Q1 20221
Citadel Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q4 2015Q4 20151
Cetera Investment Advisers 110.00%0.00%0.00%Q1 2024Q1 20241
SIMON QUICK ADVISORS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
HBK INVESTMENTS L P 110.00%0.00%0.00%Q2 2024Q2 20241
MOODY NATIONAL BANK TRUST DIVISION 110.01%0.01%0.01%Q3 2023Q3 20231
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
B. Riley Wealth Management, Inc. 110.01%0.01%0.01%Q2 2014Q2 20141
ASHTON THOMAS SECURITIES, LLC 110.22%0.22%0.22%Q2 2024Q2 20241
Claro Advisors LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Activest Wealth Management 110.00%0.00%0.00%Q2 2024Q2 20241
Next Capital Management LLC 110.06%0.06%0.06%Q4 2018Q4 20181
TIAA, FSB 110.00%0.00%0.00%Q1 2018Q1 20181
Brendel Financial Advisors LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 110.00%0.00%0.00%Q1 2023Q1 20231
Squarepoint Ops LLC 110.01%0.01%0.01%Q4 2016Q4 20161
OTA Financial Group L.P. 110.25%0.25%0.25%Q4 2022Q4 20221
GFS Advisors, LLC 110.10%0.10%0.10%Q1 2016Q1 20161
Barrett Asset Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Virtu Financial LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Neuberger Berman Group LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Bouchey Financial Group Ltd 110.04%0.04%0.04%Q2 2017Q2 20171
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Weiss Asset Management LP 110.07%0.07%0.07%Q4 2013Q4 20131
Winslow, Evans & Crocker, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Bank of New York Mellon Corp 110.00%0.00%0.00%Q4 2017Q4 20171
TFS CAPITAL LLC 110.03%0.03%0.03%Q1 2015Q1 20151
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
External links

This page lists all the filers that currently own BLACKROCK MUNIHLDGS NY QLTY or have owned BLACKROCK MUNIHLDGS NY QLTY in the past.