Latest Institutional Transactions on Black Rock Municipal 2030 Target Term Trust (BTT)
This table provides information on the latest institutional transactions involving Black Rock Municipal 2030 Target Term Trust (BTT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.65KNew |
$200K - $208K
|
9.65K
$207K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-349- 3.38% |
$7.22K - $7.52K
|
9.98K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-500- 4.63% |
$10.3K - $10.8K
|
10.3K
$221K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
600New |
$12.4K - $12.9K
|
600
$12.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1K+ 100.0% |
$20.7K - $21.6K
|
2K
$42.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.04K- 8.21% |
$21.4K - $22.3K
|
11.6K
$248K
|
|
| Q4 2023 | |||||||
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
13.2KNew |
$251K - $277K
|
13.2K
$284K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.48K- 12.27% |
$28.1K - $31K
|
10.6K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2KClosed |
$37.9K - $41.9K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
66New |
$1.25K - $1.38K
|
66
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.91KNew |
$93.1K - $103K
|
4.91K
$105K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-610- 19.35% |
$11.6K - $12.8K
|
2.54K
$54.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
25KNew |
$474K - $523K
|
25K
$536K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
59.4KNew |
$1.13M - $1.24M
|
59.4K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Gridiron Partners, LLC
Wexford, PA |
BUY
|
- |
75.9KNew |
$1.44M - $1.59M
|
75.9K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
2KNew |
$37.9K - $41.9K
|
2K
$42.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
148+ 0.98% |
$2.81K - $3.1K
|
15.2K
$326K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.8K+ 28.89% |
$72K - $79.5K
|
17K
$364K
|
|
|
Jan 11, 2024
Q4 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
13KNew |
$246K - $272K
|
13K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
13KNew |
$247K - $273K
|
13K
$279K
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45.3KNew |
$874K - $957K
|
45.3K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-56- 0.33% |
$1.08K - $1.18K
|
16.7K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.27K- 18.76% |
$63K - $69K
|
14.1K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
70KNew |
$1.35M - $1.48M
|
70K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.8K- 23.33% |
$34.7K - $38K
|
5.91K
$127K
|
|
|
Nov 13, 2023
Q3 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
20KNew |
$386K - $423K
|
20K
$429K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
219KNew |
$4.22M - $4.63M
|
219K
$4.7M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.4K- 7.55% |
$46.3K - $50.7K
|
29.4K
$630K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.02% |
$38.6 - $42.3
|
13.2K
$282K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-659- 6.3% |
$13.6K - $14.3K
|
9.81K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$20.7 - $21.7
|
1
$21.5
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-305- 1.28% |
$6.3K - $6.61K
|
23.5K
$504K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.82K- 99.51% |
$37.5K - $39.4K
|
9
$193
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
41.1K+ 21.47% |
$848K - $890K
|
232K
$4.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-593- 0.82% |
$12.2K - $12.9K
|
71.8K
$1.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-107K- 90.65% |
$2.21M - $2.32M
|
11K
$237K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$61.9K - $65K
|
3K
$64.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-3.5K- 15.15% |
$72.3K - $75.8K
|
19.6K
$420K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-600- 44.44% |
$12.4K - $13K
|
750
$16.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$20.7K - $21.7K
|
1K
$21.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.43KNew |
$29.6K - $31.1K
|
1.43K
$30.8K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$21.1 - $22.4
|
31.4K
$674K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3K+ 75.0% |
$63.2K - $67.2K
|
7K
$150K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.3KNew |
$259K - $275K
|
12.3K
$264K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
16+ 0.15% |
$337 - $359
|
10.9K
$233K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.02K+ 8.93% |
$127K - $135K
|
73.4K
$1.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
850New |
$17.9K - $19K
|
850
$18.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.64K- 15.61% |
$119K - $126K
|
30.5K
$654K
|
|