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BlackRock Investment Quality Municipal Trust (BKN) Institutional Ownership

$11.26 +0.07 (+0.58%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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)
$5.67M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.37M
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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
1/16/2025 Koshinski Asset Management Inc.38,023$424K0.0%+30.4%0.216%
1/13/2025 Capital Investment Advisors LLC10,550$118K0.0%-12.4%0.060%
12/3/2024Rivernorth Capital Management LLC960,795$12.41M0.6%-6.2%5.453%
11/20/2024Virtu Financial LLC11,390$147K0.0%N/A0.065%
11/15/2024Stifel Financial Corp44,296$572K0.0%-80.4%0.251%
11/15/2024Rivernorth Capital Management LLC937,006$12.11M0.6%-8.6%5.318%
11/1/2024Primoris Wealth Advisors LLC97,500$1.26M0.9%+78.9%0.553%
11/1/2024Fiera Capital Corp165,771$2.14M0.0%-5.1%0.941%
10/29/2024Van 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%
8/8/2024NINE MASTS CAPITAL Ltd21,369$256K0.1%+7.5%0.121%
8/6/2024Koss Olinger Consulting LLC15,000$180K0.0%N/A0.085%
8/1/2024Fiera Capital Corp174,664$2.09M0.0%-33.0%0.991%
8/1/2024Primoris Wealth Advisors LLC54,500$652K0.5%+22.5%0.309%
7/31/2024Van ECK Associates Corp89,633$1.07M0.0%-13.9%0.509%
7/30/2024Moloney Securities Asset Management LLC12,654$151K0.0%+8.6%0.072%
7/26/2024Bank of New York Mellon Corp65,539$784K0.0%+2.2%0.372%
7/10/2024Compass Financial Group INC SD25,933$310K0.1%-12.1%0.147%
7/10/2024Simplicity Wealth LLC15,486$185K0.0%N/A0.088%
5/24/2024Cetera Advisors LLC54,551$677K0.0%+4.9%0.310%
5/14/2024Robinson Capital Management LLC262,334$3.16M1.1%+3.9%1.489%
5/11/2024Chiron 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%
5/7/2024Primoris Wealth Advisors LLC44,500$552K0.4%+15.6%0.253%
2/8/2024Robinson Capital Management LLC252,510$3.01M1.1%+517.1%1.433%
2/8/2024Fiera Capital Corp334,999$3.97M0.0%+12.6%1.901%
2/8/2024Beacon Pointe Advisors LLC12,185$145K0.0%N/A0.069%
2/5/2024Van ECK Associates Corp124,320$1.47M0.0%+8.1%0.706%
2/2/2024Truist Financial Corp75,487$895K0.0%-26.9%0.428%
1/29/2024 Koshinski Asset Management Inc.33,355$396K0.1%+144.6%0.189%
1/29/2024Round 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%
1/23/2024Carmichael Hill & Associates Inc.28,984$344K0.1%+60.2%0.165%
1/19/2024Ackerman 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%
11/14/2023AQR Arbitrage LLC132,436$1.34M0.1%+132.6%0.752%
11/14/2023Robinson Capital Management LLC40,916$416K0.2%-85.7%0.232%
11/13/2023Stifel Financial Corp228,632$2.31M0.0%+5.2%1.298%
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11/13/2023Wolverine Asset Management LLC77,800$787K0.0%-5.2%0.442%
11/9/2023Fiera Capital Corp297,628$3.01M0.0%+2.3%1.689%
11/8/2023Van ECK Associates Corp115,013$1.16M0.0%-3.0%0.653%
11/8/2023ProVise Management Group LLC13,735$139K0.0%-11.2%0.078%
11/8/2023Landscape Capital Management L.L.C.18,623$188K0.0%-58.0%0.106%
10/31/2023Primoris Wealth Advisors LLC38,500$390K0.5%+35.1%0.219%
10/30/2023Ackerman 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%
8/11/2023Landscape Capital Management L.L.C.44,330$516K0.1%-7.1%0.252%
8/11/2023Guggenheim Capital LLC364,906$4.24M0.0%+106.4%2.071%
8/11/2023D.A. Davidson & CO.12,000$140K0.0%N/A0.068%
8/10/2023Cetera Advisors LLC34,170$397K0.0%+70.6%0.194%
8/9/2023Fiera Capital Corp290,840$3.38M0.0%+16.6%1.651%
8/9/2023Robinson Capital Management LLC285,636$3.33M1.5%+75.4%1.621%
8/7/2023Wolverine Asset Management LLC82,110$955K0.0%-13.2%0.466%
8/4/2023Cullen Frost Bankers Inc.4,588$53K0.0%N/A0.026%
8/3/2023Primoris Wealth Advisors LLC28,500$331K0.4%N/A0.162%
8/3/2023Van ECK Associates Corp118,611$1.38M0.0%+27.7%0.673%
8/2/2023Bank of Montreal Can17,650$233K0.0%N/A0.100%
8/1/2023Truist Financial Corp109,632$1.28M0.0%-7.7%0.622%
7/31/2023LPL Financial LLC143,627$1.67M0.0%-3.6%0.815%
7/31/2023Fortitude 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%
7/27/2023Chiron 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%
7/21/2023Ackerman 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%
5/11/2023Ackerman Capital Advisors LLC105,275$1.27M0.3%+6.9%0.612%
5/11/2023Guggenheim Capital LLC176,824$2.13M0.0%+17.7%1.028%
5/10/2023Landscape Capital Management L.L.C.47,708$576K0.1%+24.9%0.277%
5/10/2023Robinson Capital Management LLC162,856$1.92M0.9%+61.4%0.000%
5/8/2023Wolverine Asset Management LLC94,572$1.14M0.0%+14.8%0.000%
5/8/2023ProVise Management Group LLC14,935$180K0.0%+7.2%0.000%
5/5/2023Truist Financial Corp118,718$1.43M0.0%-12.7%0.000%
5/3/2023Van 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%
4/26/2023Fiera 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%
2/10/2023ProVise Management Group LLC13,935$162K0.0%-45.2%0.000%
2/9/2023Landscape Capital Management L.L.C.38,197$445K0.1%N/A0.000%
2/9/2023HighTower 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%
2/8/2023Fiera Capital Corp259,606$3.03M0.0%N/A0.000%
2/8/2023Van ECK Associates Corp68,376$797K0.0%+59.8%0.000%
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2/7/2023Commonwealth Equity Services LLC26,782$312K0.0%+39.9%0.000%
2/7/2023LPL Financial LLC150,687$1.76M0.0%-7.1%0.000%
2/7/2023IFP Advisors Inc16,774$234K0.0%+87.6%0.000%
2/7/2023Hollencrest Capital Management3,400$40K0.0%N/A0.000%
2/7/2023Compass Financial Group INC SD28,718$335K0.1%N/A0.000%
2/2/2023Concorde Asset Management LLC10,312$120K0.1%N/A0.000%
2/1/2023Bank of Montreal Can17,548$225K0.0%N/A0.000%
2/1/2023Wolverine Asset Management LLC82,382$961K0.0%N/A0.000%
1/31/2023 Melfa Wealth Management LLC18,938$221K0.2%N/A0.110%
1/19/2023Round Rock Advisors LLC11,600$135K0.1%N/A0.067%
(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, 43 institutional investors and hedge funds held shares of BlackRock Investment Quality Municipal Trust. The most heavily invested institutionals were Rivernorth Capital Management LLC ($12.41M), 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), Primoris Wealth Advisors LLC ($97.50K), Ackerman Capital Advisors LLC ($94.92K), 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 2,270,812 shares in the last 24 months. This purchase volume represents approximately $26.65M in transactions.

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

Of the 19 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), Rivernorth Capital Management LLC ($151.53K), Fiera Capital Corp ($105.12K), 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 1,369,708 shares in the last 24 months. This volume of shares sold represents approximately $16.04M in transactions.



This page (NYSE:BKN) was last updated on 1/20/2025 by MarketBeat.com Staff
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