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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
219KNew |
$4.22M - $4.63M
|
219K
$4.92M
|
|
|
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
$660K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2+ 0.02% |
$38.6 - $42.3
|
13.2K
$295K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-659- 6.3% |
$13.6K - $14.3K
|
9.81K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.82K- 99.51% |
$37.5K - $39.4K
|
9
$202
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$20.7 - $21.7
|
1
$22.5
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
41.1K+ 21.47% |
$848K - $890K
|
232K
$5.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-593- 0.82% |
$12.2K - $12.9K
|
71.8K
$1.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-107K- 90.65% |
$2.21M - $2.32M
|
11K
$248K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3KNew |
$61.9K - $65K
|
3K
$67.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-3.5K- 15.15% |
$72.3K - $75.8K
|
19.6K
$440K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-600- 44.44% |
$12.4K - $13K
|
750
$16.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1KNew |
$20.7K - $21.7K
|
1K
$22.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
1.43KNew |
$29.6K - $31.1K
|
1.43K
$32.2K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1+ 0.0% |
$21.1 - $22.4
|
31.4K
$706K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3K+ 75.0% |
$63.2K - $67.2K
|
7K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.3KNew |
$259K - $275K
|
12.3K
$276K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
16+ 0.15% |
$337 - $359
|
10.9K
$244K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.02K+ 8.93% |
$127K - $135K
|
73.4K
$1.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
850New |
$17.9K - $19K
|
850
$19.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.64K- 15.61% |
$119K - $126K
|
30.5K
$685K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.21K+ 298.51% |
$173K - $184K
|
11K
$246K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.09K+ 20.63% |
$65.2K - $69.3K
|
18.1K
$406K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.7KNew |
$35.8K - $38.1K
|
1.7K
$38.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.6KNew |
$235K - $251K
|
11.6K
$260K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
550New |
$11.2K - $12K
|
550
$12.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$81.2K - $87K
|
4K
$89.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.03K- 9.55% |
$20.8K - $22.3K
|
9.73K
$219K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-4.7K- 10.44% |
$95.3K - $102K
|
40.3K
$905K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
200New |
$4.06K - $4.35K
|
200
$4.49K
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.58K- 23.31% |
$93K - $99.6K
|
15.1K
$339K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
1KNew |
$20.3K - $21.7K
|
1K
$22.5K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
25.1K+ 152.3% |
$514K - $592K
|
41.5K
$932K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3KNew |
$273K - $314K
|
13.3K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-67.4K- 85.41% |
$1.38M - $1.59M
|
11.5K
$259K
|
|
|
Oct 31, 2022
Q3 2022
|
Geneva Partners, LLC
|
BUY
|
- |
1.55K+ 1.24% |
$31.7K - $36.6K
|
126K
$2.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
8+ 0.06% |
$164 - $189
|
12.9K
$291K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1K+ 8.06% |
$21.8K - $23.5K
|
13.4K
$301K
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9KClosed |
$196K - $212K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-513Closed |
$11.2K - $12.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
155New |
$3.37K - $3.64K
|
155
$3.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$479 - $517
|
22
$494
|
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-2.6K- 25.0% |
$56.6K - $61.1K
|
7.8K
$175K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
1KNew |
$21.8K - $23.5K
|
1K
$22.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.5KNew |
$76.2K - $82.3K
|
3.5K
$78.6K
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-9.1K- 41.27% |
$198K - $214K
|
13K
$291K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-11.5K- 20.07% |
$250K - $270K
|
45.7K
$1.03M
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-2KClosed |
$43.5K - $47K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
621New |
$13.5K - $14.6K
|
621
$13.9K
|
|