BlackRock LNG-TRM Muni AdvXBTAX
13F holders, Q4 2024 (December 31)44holders +4
6new positions
3sold out
1famous investor
$9.76avg. 13F price*
At the end of Q4 2024, 44 institutions reported holding BlackRock LNG-TRM Muni Adv (XBTAX) in their 13F filings, up 4 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Guggenheim Capital LLC ($7.1M), UBS Group AG ($3.0M) and Wells Fargo & Company ($2.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- BlackRock LNG-TRM Muni Adv
- CUSIP
- 09250B103
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.0M |
| Exits | 3 | $255K |
All 13F filers, Q3 2024 → Q4 2024: 449,170 shares bought and 182,243 shares sold, net +266,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Guggenheim Capital LLC | 0.06% | Add +39.5% | 726,170 | $7.1M |
| UBS Group AG | 0.00% | Reduce -2.3% | 306,156 | $3.0M |
| Wells Fargo & Company | 0.00% | Reduce -15.8% | 233,375 | $2.3M |
| Raymond James Financial Inc. | 0.00% | — | 209,792 | $2.0M |
| Morgan Stanley | 0.00% | Add +17.7% | 174,113 | $1.7M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | New | 146,751 | $1.4M |
| Sit Investment Associates Inc. | 0.03% | No change | 129,260 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 82,475 | $805K |
| Van Eck Associates Corp. | 0.00% | Add +2.8% | 68,884 | $672K |
| NewEdge Advisors, LLC | 0.00% | Add +2.0% | 64,293 | $628K |
| Melfa Wealth Management, Inc. | 0.29% | No change | 43,991 | $429K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -42.9% | 42,692 | $417K |
| Tyche Wealth Partners LLC | 0.09% | No change | 41,299 | $403K |
| Invesco Ltd. | 0.00% | Reduce -48.1% | 38,760 | $378K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -13.9% | 37,025 | $361K |
| Palogic Value Management, L.P. | 0.14% | Reduce -2.6% | 36,024 | $352K |
| HBK Sorce Advisory LLC | 0.01% | Add +9.3% | 28,825 | $281K |
| LPL Financial LLC | 0.00% | Add +2.8% | 24,285 | $237K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 24,222 | $236K |
| Nuveen Asset Management, LLC | 0.00% | No change | 19,658 | $192K |
| Fairhaven Wealth Management, LLC | 0.06% | No change | 18,899 | $184K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | No change | 18,000 | $176K |
| Nomura Holdings Inc. | 0.00% | New | 18,000 | $176K |
| Stratos Investment Management, LLC | 0.01% | New | 16,687 | $163K |
| Natural Investments, LLC | 0.04% | — | 15,985 | $156K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 15,825 | $154K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 14,375 | $140K |
| Susquehanna International Group, LLP | 0.00% | New | 13,379 | $131K |
| Cerity Partners LLC | 0.00% | Add +1.9% | 11,675 | $114K |
| PFG Investments, LLC | 0.01% | Reduce -4.4% | 11,656 | $114K |
| Plan A Wealth LLC | 0.10% | — | 11,245 | $110K |
| Citadel Advisors | 0.00% | New | 10,864 | $106K |
| Osaic Holdings, Inc. | 0.00% | Add +200.3% | 7,206 | $70K |
| Wolverine Asset Management LLC | 0.00% | Reduce -82.2% | 6,148 | $60K |
| Hollencrest Capital Management | 0.00% | No change | 5,600 | $55K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.2% | 4,848 | $47K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 3,680 | $36K |
| Rothschild Investment LLC | 0.00% | No change | 3,300 | $32K |
| Fifth Third Bancorp | 0.00% | Add +29.4% | 1,947 | $19K |
| Activest Wealth Management | 0.00% | No change | 1,383 | $13K |
| Bank of America Corp. | 0.00% | No change | 1,383 | $13K |
| Fortis Group Advisors, LLC | 0.00% | No change | 667 | $7K |
| US Bancorp \de | 0.00% | No change | 600 | $6K |
| FMR LLC | 0.00% | New | 1 | $10 |
"% 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.