BlackRock Municipal 2030 Target Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 4.64 M | $105.59 M | -1.03% | 7.29% |
| MACKAY SHIELDS LLC | 07/28/2026 | 1.97 M | $44.77 M | 25.65% | 3.09% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 1.64 M | $37.28 M | 1.57% | 2.58% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.56 M | $35.58 M | 0.22% | 2.46% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 1.49 M | $33.79 M | -0.05% | 2.33% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/07/2026 | 1.42 M | $32.32 M | 1.38% | 2.23% |
| SENTINEL TRUST CO LBA | 07/13/2026 | 1.27 M | $29.00 M | 52.33% | 2.00% |
| MORGAN STANLEY | 08/13/2026 | 1.27 M | $28.86 M | 1.69% | 1.99% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 783.68 K | $17.83 M | 26.90% | 1.23% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 719.93 K | $16.38 M | -3.38% | 1.13% |
| UBS GROUP AG | 08/13/2026 | 654.45 K | $14.89 M | -7.56% | 1.03% |
| LPL FINANCIAL LLC | 08/07/2026 | 516.30 K | $11.75 M | 5.59% | 0.81% |
| VAN ECK ASSOCIATES CORP | 08/14/2026 | 507.85 K | $11.55 M | 3.50% | 0.80% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 498.55 K | $11.34 M | -7.86% | 0.78% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 493.00 K | $11.22 M | -44.07% | 0.77% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 441.03 K | $10.03 M | -0.35% | 0.69% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 287.24 K | $6.53 M | -25.49% | 0.45% |
| BEVERLY HILLS PRIVATE WEALTH, LLC | 08/07/2026 | 253.31 K | $5.76 M | 11.07% | 0.40% |
| COLONY GROUP, LLC | 08/12/2026 | 214.19 K | $4.87 M | -10.94% | 0.34% |
| JACOBI CAPITAL MANAGEMENT LLC | 07/31/2026 | 208.04 K | $4.73 M | 1.51% | 0.33% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 203.23 K | $4.62 M | 0.66% | 0.32% |
| WEALTHBRIDGE CAPITAL MANAGEMENT, LLC | 07/24/2026 | 191.23 K | $4.35 M | -2.39% | 0.30% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 178.19 K | $4.05 M | 44.87% | 0.28% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 166.66 K | $3.79 M | 0.00% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 144.04 K | $3.28 M | 2.40% | 0.23% |
| ELGETHUN CAPITAL MANAGEMENT | 07/29/2026 | 137.30 K | $3.12 M | 0.10% | 0.22% |
| SCARBOROUGH ADVISORS, LLC | 07/21/2026 | 119.53 K | $2.72 M | -0.87% | 0.19% |
| COHEN & STEERS, INC. | 08/14/2026 | 119.00 K | $2.71 M | 27.96% | 0.19% |
| MALTIN WEALTH MANAGEMENT, INC. | 07/22/2026 | 117.61 K | $2.68 M | -5.34% | 0.18% |
| HARA CAPITAL LLC | 08/11/2026 | 114.39 K | $2.61 M | -4.90% | 0.18% |
| ELDRIDGE INVESTMENT ADVISORS, INC. | 08/10/2026 | 107.45 K | $2.44 M | -0.14% | 0.17% |
| AMPLIUS WEALTH ADVISORS, LLC | 07/17/2026 | 100.34 K | $2.28 M | -3.13% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 93.60 K | $2.13 M | -6.74% | 0.15% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 92.92 K | $2.11 M | -6.44% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 81.26 K | $1.85 M | -27.00% | 0.13% |
| ROYAL BANK OF CANADA | 08/14/2026 | 80.73 K | $1.84 M | 0.56% | 0.13% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 78.56 K | $1.79 M | -0.80% | 0.12% |
| PARK AVENUE SECURITIES LLC | 07/20/2026 | 76.87 K | $1.75 M | -7.30% | 0.12% |
| ANCHOR INVESTMENT MANAGEMENT, LLC | 09/15/2026 | 72.35 K | $1.65 M | -1.34% | 0.11% |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 08/12/2026 | 71.43 K | $1.62 M | 0.00% | 0.11% |
| FIERA CAPITAL CORP | 08/07/2026 | 66.99 K | $1.52 M | 51.06% | 0.11% |
| PETRA FINANCIAL ADVISORS INC | 07/24/2026 | 63.71 K | $1.45 M | 11.82% | 0.10% |
| INVESCO LTD. | 08/14/2026 | 61.81 K | $1.41 M | 48.69% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 61.74 K | $1.41 M | 9.53% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 60.65 K | $1.38 M | 12.71% | 0.10% |
| SEED WEALTH MANAGEMENT, INC. | 07/27/2026 | 59.17 K | $1.35 M | 0.00% | 0.09% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 56.61 K | $1.29 M | 15.38% | 0.09% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 51.73 K | $1.18 M | 0.00% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 51.44 K | $1.17 M | 18.62% | 0.08% |
| PINNACLE ASSOCIATES LTD | 08/03/2026 | 49.97 K | $1.14 M | -3.80% | 0.08% |
BlackRock Municipal 2030 Target Term Trust institutional Ownership - FAQ's
During the previous two years, 197 institutional investors and hedge funds held shares of BlackRock Municipal 2030 Target Term Trust. The most heavily invested institutionals were:
Karpus Management, Inc.: 4.64 M
MACKAY SHIELDS LLC: 1.97 M
Pathstone Holdings, LLC: 1.64 M
Allspring Global Investments Holdings, LLC: 1.56 M
Almitas Capital LLC: 1.49 M
Tortoise Investment Management, LLC: 1.42 M
39.71% of BlackRock Municipal 2030 Target Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 28.59 M shares in the last 24 months. This purchase volume represents approximately $650.80 M in transactions.