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BlackRock Investment Quality Municipal Trust (BKN) Institutional Ownership

BlackRock Investment Quality Municipal Trust logo
$12.07 -0.16 (-1.31%)
(As of 11/15/2024 08:54 PM ET)

Institutional Ownership Changes (13F Filings) for BlackRock Investment Quality Municipal Trust (NYSE:BKN)

Current
Institutional Ownership
Percentage
26.67%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$5.49M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.45M
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BKN Institutional Buying and Selling by Quarter

BlackRock Investment Quality Municipal Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Stifel Financial Corp44,296$572K0.0%-80.4%0.251%
11/15/2024 Rivernorth Capital Management LLC937,006$12.11M0.6%-8.6%5.318%
11/1/2024 Primoris Wealth Advisors LLC97,500$1.26M0.9%+78.9%0.553%
11/1/2024 Fiera Capital Corp165,771$2.14M0.0%-5.1%0.941%
10/29/2024 Van ECK Associates Corp98,854$1.26M0.0%+10.3%0.561%
10/10/2024 Koshinski Asset Management Inc.29,164$377K0.0%+63.3%0.166%
8/8/2024 NINE MASTS CAPITAL Ltd21,369$256K0.1%+7.5%0.121%
8/6/2024 Koss Olinger Consulting LLC15,000$180K0.0%N/A0.085%
8/1/2024 Fiera Capital Corp174,664$2.09M0.0%-33.0%0.991%
8/1/2024 Primoris Wealth Advisors LLC54,500$652K0.5%+22.5%0.309%
7/31/2024 Van ECK Associates Corp89,633$1.07M0.0%-13.9%0.509%
7/30/2024 Moloney Securities Asset Management LLC12,654$151K0.0%+8.6%0.072%
7/26/2024 Bank of New York Mellon Corp65,539$784K0.0%+2.2%0.372%
7/10/2024 Compass Financial Group INC SD25,933$310K0.1%-12.1%0.147%
7/10/2024 Simplicity Wealth LLC15,486$185K0.0%N/A0.088%
5/24/2024Cetera Advisors LLC54,551$677K0.0%+4.9%0.310%
5/14/2024 Robinson Capital Management LLC262,334$3.16M1.1%+3.9%1.489%
5/11/2024 Chiron Capital Management LLC19,000$236K0.2%-11.3%0.108%
5/9/2024 Koshinski Asset Management Inc.18,895$234K0.0%-43.4%0.107%
5/7/2024 Primoris Wealth Advisors LLC44,500$552K0.4%+15.6%0.253%
2/8/2024 Robinson Capital Management LLC252,510$3.01M1.1%+517.1%1.433%
2/8/2024 Fiera Capital Corp334,999$3.97M0.0%+12.6%1.901%
2/8/2024 Beacon Pointe Advisors LLC12,185$145K0.0%N/A0.069%
2/5/2024 Van ECK Associates Corp124,320$1.47M0.0%+8.1%0.706%
2/2/2024 Truist Financial Corp75,487$895K0.0%-26.9%0.428%
1/29/2024 Koshinski Asset Management Inc.33,355$396K0.1%+144.6%0.189%
1/29/2024 Round Rock Advisors LLC10,900$129K0.0%N/A0.062%
1/24/2024Stratos Wealth Partners LTD.72,388$859K0.0%-15.0%0.411%
1/24/2024 Seed Wealth Management Inc.12,000$143K0.1%N/A0.068%
1/23/2024 Carmichael Hill & Associates Inc.28,984$344K0.1%+60.2%0.165%
1/19/2024 Ackerman Capital Advisors LLC119,681$1.42M0.4%-38.1%0.679%
1/16/2024Raymond James Financial Services Advisors Inc.44,268$525K0.0%-8.7%0.251%
1/16/2024Raymond James & Associates17,785$211K0.0%+50.5%0.101%
11/14/2023 AQR Arbitrage LLC132,436$1.34M0.1%+132.6%0.752%
11/14/2023 Robinson Capital Management LLC40,916$416K0.2%-85.7%0.232%
11/13/2023 Stifel Financial Corp228,632$2.31M0.0%+5.2%1.298%
11/13/2023 Wolverine Asset Management LLC77,800$787K0.0%-5.2%0.442%
11/9/2023 Fiera Capital Corp297,628$3.01M0.0%+2.3%1.689%
11/8/2023 Van ECK Associates Corp115,013$1.16M0.0%-3.0%0.653%
11/8/2023 ProVise Management Group LLC13,735$139K0.0%-11.2%0.078%
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11/8/2023 Landscape Capital Management L.L.C.18,623$188K0.0%-58.0%0.106%
10/31/2023 Primoris Wealth Advisors LLC38,500$390K0.5%+35.1%0.219%
10/30/2023 Ackerman Capital Advisors LLC193,368$1.96M0.5%+19.4%1.097%
10/24/2023Stratos Wealth Partners LTD.85,174$862K0.0%+13.2%0.483%
8/11/2023 Landscape Capital Management L.L.C.44,330$516K0.1%-7.1%0.252%
8/11/2023 Guggenheim Capital LLC364,906$4.24M0.0%+106.4%2.071%
8/11/2023 D.A. Davidson & CO.12,000$140K0.0%N/A0.068%
8/10/2023Cetera Advisors LLC34,170$397K0.0%+70.6%0.194%
8/9/2023 Fiera Capital Corp290,840$3.38M0.0%+16.6%1.651%
8/9/2023 Robinson Capital Management LLC285,636$3.33M1.5%+75.4%1.621%
8/7/2023 Wolverine Asset Management LLC82,110$955K0.0%-13.2%0.466%
8/4/2023 Cullen Frost Bankers Inc.4,588$53K0.0%N/A0.026%
8/3/2023 Primoris Wealth Advisors LLC28,500$331K0.4%N/A0.162%
8/3/2023 Van ECK Associates Corp118,611$1.38M0.0%+27.7%0.673%
8/2/2023 Bank of Montreal Can17,650$233K0.0%N/A0.100%
8/1/2023 Truist Financial Corp109,632$1.28M0.0%-7.7%0.622%
7/31/2023 LPL Financial LLC143,627$1.67M0.0%-3.6%0.815%
7/31/2023 Fortitude Advisory Group L.L.C.14,891$173K0.1%+9.8%0.085%
7/28/2023 Koshinski Asset Management Inc.13,633$159K0.0%N/A0.077%
7/27/2023Virtu Financial LLC11,499$134K0.0%N/A0.065%
7/27/2023 Chiron Capital Management LLC18,600$216K0.2%-14.4%0.106%
7/25/2023Raymond James Financial Services Advisors Inc.48,446$563K0.0%-89.2%0.275%
7/25/2023Raymond James & Associates11,821$137K0.0%+16.2%0.067%
7/21/2023 Ackerman Capital Advisors LLC161,980$1.88M0.5%+53.9%0.919%
7/18/2023 Melfa Wealth Management LLC19,968$232K0.2%-9.2%0.113%
7/18/2023Stratos Wealth Partners LTD.75,213$875K0.0%+6.5%0.427%
5/11/2023 Ackerman Capital Advisors LLC105,275$1.27M0.3%+6.9%0.612%
5/11/2023 Guggenheim Capital LLC176,824$2.13M0.0%+17.7%1.028%
5/10/2023 Landscape Capital Management L.L.C.47,708$576K0.1%+24.9%0.277%
5/10/2023 Robinson Capital Management LLC162,856$1.92M0.9%+61.4%0.000%
5/8/2023 Wolverine Asset Management LLC94,572$1.14M0.0%+14.8%0.000%
5/8/2023 ProVise Management Group LLC14,935$180K0.0%+7.2%0.000%
5/5/2023 Truist Financial Corp118,718$1.43M0.0%-12.7%0.000%
5/3/2023 Van ECK Associates Corp92,905$1.12M0.0%+35.9%0.540%
4/27/2023Stratos Wealth Partners LTD.70,646$853K0.0%-18.9%0.000%
4/26/2023 Fiera Capital Corp249,479$3.01M0.0%-3.9%0.000%
4/20/2023 Melfa Wealth Management LLC21,984$265K0.3%+16.1%0.128%
4/14/2023Raymond James Financial Services Advisors Inc.447,494$5.40M0.0%+1,238.0%0.000%
4/14/2023Raymond James & Associates10,175$123K0.0%-35.6%0.000%
2/14/2023SG3 Management LLC40,000$466K0.1%N/A0.000%
2/10/2023 ProVise Management Group LLC13,935$162K0.0%-45.2%0.000%
2/9/2023 Landscape Capital Management L.L.C.38,197$445K0.1%N/A0.000%
2/9/2023 HighTower Advisors LLC20,200$235K0.0%+20.2%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.33,446$390K0.0%+6.3%0.000%
2/8/2023 Fiera Capital Corp259,606$3.03M0.0%N/A0.000%
2/8/2023 Van ECK Associates Corp68,376$797K0.0%+59.8%0.000%
2/7/2023Commonwealth Equity Services LLC26,782$312K0.0%+39.9%0.000%
2/7/2023 LPL Financial LLC150,687$1.76M0.0%-7.1%0.000%
2/7/2023IFP Advisors Inc16,774$234K0.0%+87.6%0.000%
2/7/2023 Hollencrest Capital Management3,400$40K0.0%N/A0.000%
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2/7/2023 Compass Financial Group INC SD28,718$335K0.1%N/A0.000%
2/2/2023 Concorde Asset Management LLC10,312$120K0.1%N/A0.000%
2/1/2023 Bank of Montreal Can17,548$225K0.0%N/A0.000%
2/1/2023 Wolverine Asset Management LLC82,382$961K0.0%N/A0.000%
1/31/2023 Melfa Wealth Management LLC18,938$221K0.2%N/A0.110%
1/19/2023 Round Rock Advisors LLC11,600$135K0.1%N/A0.067%
1/12/2023 Ackerman Capital Advisors LLC98,450$1.15M0.3%N/A0.572%
11/14/2022 Guggenheim Capital LLC237,163$2.97M0.0%-2.2%1.379%
11/14/2022MML Investors Services LLC11,937$149K0.0%+17.5%0.069%
11/8/2022IFP Advisors Inc8,940$126K0.0%+90.5%0.052%
(Data available from 1/1/2016 forward)

BKN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BKN shares?

During the previous two years, 42 institutional investors and hedge funds held shares of BlackRock Investment Quality Municipal Trust. The most heavily invested institutionals were Rivernorth Capital Management LLC ($12.11M), Guggenheim Capital LLC ($4.24M), Robinson Capital Management LLC ($3.16M), Fiera Capital Corp ($2.14M), LPL Financial LLC ($1.67M), Ackerman Capital Advisors LLC ($1.42M), and AQR Arbitrage LLC ($1.34M).Learn more on BKN's institutional investors.

What percentage of BlackRock Investment Quality Municipal Trust stock is owned by institutional investors?

26.67% of BlackRock Investment Quality Municipal Trust stock is owned by institutional investors. Learn more on BKN's institutional investor holdings.

Which institutional investors have been buying BlackRock Investment Quality Municipal Trust stock?

Of the 38 institutional investors that purchased BlackRock Investment Quality Municipal Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($416.04K), Robinson Capital Management LLC ($406.15K), Fiera Capital Corp ($345.13K), Guggenheim Capital LLC ($214.62K), Ackerman Capital Advisors LLC ($193.37K), Primoris Wealth Advisors LLC ($97.50K), and Wolverine Asset Management LLC ($94.57K).

How much institutional buying is happening at BlackRock Investment Quality Municipal Trust?

Institutional investors have bought a total of 2,360,613 shares in the last 24 months. This purchase volume represents approximately $27.68M in transactions.

Which BlackRock Investment Quality Municipal Trust major shareholders have been selling company stock?

Of the 18 institutional investors that sold BlackRock Investment Quality Municipal Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James Financial Services Advisors Inc. ($403.26K), Robinson Capital Management LLC ($244.72K), Stifel Financial Corp ($181.26K), Fiera Capital Corp ($105.12K), Rivernorth Capital Management LLC ($87.66K), Ackerman Capital Advisors LLC ($73.69K), and Truist Financial Corp ($54.10K).

How much institutional selling is happening at BlackRock Investment Quality Municipal Trust?

Institutional investors have sold a total of 1,304,337 shares in the last 24 months. This volume of shares sold represents approximately $15.20M in transactions.



This page (NYSE:BKN) was last updated on 11/18/2024 by MarketBeat.com Staff
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