BLACKROCK MUNICIPAL 2020 TERM TRUST - 09249X109
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | History | Reduced | 212,586 | 3,195 | 0.0% | 0.0% | 1 | -10,301 | -4.62% | Q3 2020 | Nov 12, 2020 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 197,525 | 2,969 | 0.0% | 0.0% | 2 | -14,456 | -6.82% | Q3 2020 | Nov 13, 2020 |
| ADVISOR GROUP HOLDINGS, INC. | History | No change | 83,500 | 1,255 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q3 2020 | Nov 12, 2020 |
| MORGAN STANLEY | History | Reduced | 82,717 | 1,243 | 0.0% | 0.0% | 4 | -17,274 | -17.28% | Q3 2020 | Nov 13, 2020 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 65,071 | 978 | 0.0% | 0.0% | 5 | +9,557 | 17.22% | Q3 2020 | Nov 16, 2020 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 44,803 | 673 | 0.0% | 0.0% | 6 | -7,953 | -15.08% | Q3 2020 | Nov 05, 2020 |
| ROYAL BANK OF CANADA | History | Reduced | 37,055 | 557 | 0.0% | 0.0% | 7 | -1,853 | -4.76% | Q3 2020 | Nov 16, 2020 |
| AMERIPRISE FINANCIAL INC | History | Added to | 31,971 | 481 | 0.0% | 0.0% | 8 | +4,976 | 18.43% | Q3 2020 | Nov 16, 2020 |
| STIFEL FINANCIAL CORP | History | Reduced | 27,188 | 408 | 0.0% | 0.0% | 9 | -5,569 | -17.0% | Q3 2020 | Nov 16, 2020 |
| Integrated Wealth Concepts LLC | History | Added to | 26,691 | 401 | 0.02% | 0.02% | 10 | +5,758 | 27.51% | Q3 2020 | Nov 13, 2020 |
| Dakota Wealth Management | History | Reduced | 17,766 | 267 | 0.04% | 0.05% | 11 | -1,668 | -8.58% | Q3 2020 | Nov 04, 2020 |
| Prospera Financial Services Inc | History | Reduced | 16,122 | 242 | 0.09% | 0.06% | 12 | -29,120 | -64.36% | Q3 2020 | Nov 04, 2020 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,872 | 193 | 0.0% | 0.0% | 13 | +6 | 0.05% | Q3 2020 | Nov 05, 2020 |
| Chicago Partners Investment Group LLC | History | No change | 11,408 | 171 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q3 2020 | Nov 06, 2020 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,364 | 81 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q3 2020 | Oct 30, 2020 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,105 | 77 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q3 2020 | Nov 06, 2020 |
| FIFTH THIRD BANCORP | History | Added to | 4,028 | 61 | 0.0% | 0.0% | 17 | +1,150 | 39.96% | Q3 2020 | Nov 09, 2020 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,000 | 60 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q3 2020 | Oct 30, 2020 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 300 | 5 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q3 2020 | Nov 13, 2020 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,923 | -100.0% | Q3 2020 | Nov 16, 2020 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.02% | — | -12,082 | -100.0% | Q3 2020 | Nov 13, 2020 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -9,514 | -100.0% | Q3 2020 | Nov 12, 2020 |