CAM
BTA

Concorde Asset Management’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Concorde Asset Management’s Portfolio BTA Stock Details BTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,577
Closed -$135K – 185
2024
Q3 		$135K Buy
12,577
+1,392
+12% +$14.5K 0.08% 168
2024
Q2 		$113K Hold
11,185
– – 0.07% 160
2024
Q1 		$112K Buy
+11,185
New +$114K 0.08% 131

Other funds holding BTA

GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Concorde Asset Management's BTA Position: Q4 2024 in Review

Concorde Asset Management sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q4 2024, closing a stake of 12,577 shares — an estimated $135K sold.

Concorde Asset Management first reported a position in BTA in Q1 2024 and held it in 3 quarters. The position peaked at $135K in Q3 2024. 44 funds tracked by Wall St. Rank hold BTA as of Q4 2024.

  • Concorde Asset Management reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q4 2024 after selling out during the quarter.
  • Concorde Asset Management sold 12,577 BlackRock Long-Term Municipal Advantage Trust shares in Q4 2024, an estimated $135K.
  • Concorde Asset Management first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q1 2024 and held it in 3 quarters.
  • Concorde Asset Management's BlackRock Long-Term Municipal Advantage Trust position peaked at $135K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q4 2024.

Based on Concorde Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.