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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.21K+ 298.51% |
$173K - $184K
|
11K
$235K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.09K+ 20.63% |
$65.2K - $69.3K
|
18.1K
$388K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$35.8K - $38.1K
|
1.7K
$36.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.6KNew |
$235K - $251K
|
11.6K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
21.6K+ 90.0% |
$438K - $470K
|
45.6K
$978K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
550New |
$11.2K - $12K
|
550
$11.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$81.2K - $87K
|
4K
$85.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.03K- 9.55% |
$20.8K - $22.3K
|
9.73K
$209K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-4.7K- 10.44% |
$95.3K - $102K
|
40.3K
$865K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
$4.06K - $4.35K
|
200
$4.29K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.58K- 23.31% |
$93K - $99.6K
|
15.1K
$323K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1KNew |
$20.3K - $21.7K
|
1K
$21.5K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
25.1K+ 152.3% |
$514K - $592K
|
41.5K
$890K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$273K - $314K
|
13.3K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-67.4K- 85.41% |
$1.38M - $1.59M
|
11.5K
$247K
|
|
|
Nov 01, 2022
Q3 2022
|
Mackay Shields LLC
|
SELL
|
- |
-93.5K- 6.26% |
$1.92M - $2.21M
|
1.4M
$30.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
BUY
|
- |
1.55K+ 1.24% |
$31.7K - $36.6K
|
126K
$2.71M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.06% |
$164 - $189
|
12.9K
$278K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 8.06% |
$21.8K - $23.5K
|
13.4K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9KClosed |
$196K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
155New |
$3.37K - $3.64K
|
155
$3.32K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-513Closed |
$11.2K - $12.1K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$479 - $517
|
22
$472
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.6K- 25.0% |
$56.6K - $61.1K
|
7.8K
$167K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1KNew |
$21.8K - $23.5K
|
1K
$21.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$76.2K - $82.3K
|
3.5K
$75.1K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-2KClosed |
$43.5K - $47K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-9.1K- 41.27% |
$198K - $214K
|
13K
$278K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-11.5K- 20.07% |
$250K - $270K
|
45.7K
$980K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
621New |
$13.5K - $14.6K
|
621
$13.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.09KNew |
$198K - $214K
|
9.09K
$195K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-549Closed |
$11.9K - $12.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
6.89K+ 61.18% |
$150K - $162K
|
18.2K
$390K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1KClosed |
$21.8K - $23.5K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
140K+ 6208.89% |
$3.04M - $3.28M
|
142K
$3.04M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-7.87KClosed |
$181K - $205K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.17KClosed |
$49.9K - $56.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.78KClosed |
$40.9K - $46.2K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33+ 0.16% |
$758 - $857
|
20.1K
$432K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-4KClosed |
$91.9K - $104K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.05KClosed |
$185K - $209K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.99KClosed |
$184K - $208K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-10.3KClosed |
$238K - $269K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.6K- 50.0% |
$36.8K - $41.6K
|
1.6K
$34.3K
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.17KNew |
$26.8K - $30.3K
|
1.17K
$25K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1KNew |
$23K - $26K
|
1K
$21.5K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2K+ 33.33% |
$45.9K - $52K
|
8K
$172K
|
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2K- 17.26% |
$45.9K - $52K
|
9.59K
$206K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-170KClosed |
$3.9M - $4.42M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
500New |
$11.5K - $13K
|
500
$10.7K
|
|