BlackRock LNG-TRM Muni AdvXBTAX
13F holders, Q1 2024 (March 31)37holders
$9.99avg. 13F price*
At the end of Q1 2024, 37 institutions reported holding BlackRock LNG-TRM Muni Adv (XBTAX) in their 13F filings. The largest holders were UBS Group AG ($3.4M), Wells Fargo & Company ($3.0M) and Guggenheim Capital LLC ($2.8M).
- Company
- BlackRock LNG-TRM Muni Adv
- CUSIP
- 09250B103
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $519K |
| Exits | 2 | $32K |
Ownership 37 holders
| UBS Group AG | 0.00% | Reduce -5.7% | 336,968 | $3.4M |
| Wells Fargo & Company | 0.00% | Add +5.0% | 301,859 | $3.0M |
| Guggenheim Capital LLC | 0.02% | Reduce -1.3% | 281,116 | $2.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +26.6% | 153,320 | $1.5M |
| Morgan Stanley | 0.00% | Reduce -1.8% | 144,198 | $1.4M |
| Sit Investment Associates Inc. | 0.03% | Reduce -0.8% | 129,260 | $1.3M |
| Invesco Ltd. | 0.00% | Add +0.7% | 120,890 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +0.4% | 78,305 | $782K |
| Royal Bank of Canada | 0.00% | Add +5.6% | 76,279 | $762K |
| Van Eck Associates Corp. | 0.00% | Reduce -26.7% | 61,840 | $618K |
| Melfa Wealth Management, Inc. | 0.32% | No change | 43,991 | $439K |
| Capital Investment Advisors, LLC | 0.01% | No change | 40,025 | $400K |
| Tyche Wealth Partners LLC | 0.10% | No change | 39,904 | $399K |
| Palogic Value Management, L.P. | 0.16% | No change | 37,000 | $370K |
| NewEdge Advisors, LLC | 0.00% | Add +5.0% | 28,089 | $281K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -73.5% | 26,127 | $261K |
| HBK Sorce Advisory LLC | 0.01% | Add +11.1% | 24,395 | $244K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 24,217 | $242K |
| LPL Financial LLC | 0.00% | Reduce -5.2% | 21,575 | $216K |
| Nuveen Asset Management, LLC | 0.00% | Reduce -0.5% | 19,658 | $197K |
| Fairhaven Wealth Management, LLC | 0.06% | No change | 18,899 | $189K |
| Sheaff Brock Investment Advisors, LLC | 0.01% | New | 18,000 | $180K |
| Raymond James & Associates | 0.00% | Add +0.1% | 14,981 | $150K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 14,375 | $144K |
| Concorde Asset Management, LLC | 0.08% | New | 11,185 | $112K |
| Cerity Partners LLC | 0.00% | Add +1.3% | 11,169 | $112K |
| Ameriprise Financial Inc. | 0.00% | New | 10,544 | $105K |
| Wolverine Asset Management LLC | 0.01% | New | 10,525 | $105K |
| Osaic Holdings, Inc. | 0.00% | Reduce -23.6% | 7,684 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.4% | 5,783 | $58K |
| Hollencrest Capital Management | 0.00% | No change | 5,600 | $56K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,680 | $37K |
| Rothschild Investment LLC | 0.00% | No change | 3,300 | $33K |
| Bank of America Corp. | 0.00% | New | 1,383 | $14K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 667 | $7K |
| FNY Investment Advisers, LLC | 0.00% | New | 400 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 5 | $50 |
"% of holder's portfolio" is XBTAX's weight in each manager's 13F, not the share of BlackRock LNG-TRM Muni Adv the manager owns.