Janney Montgomery Scott
BTA

Janney Montgomery Scott’s BlackRock Long-Term Municipal Advantage Trust BTA Stock Holding History

Janney Montgomery Scott’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
Q2 		– Sell
-26,127
Closed -$261K – 2628
2024
Q1 		$261K Sell
26,127
-72,567
-74% -$742K ﹤0.01% 2421
2023
Q4 		$1.01M Sell
98,694
-61,383
-38% -$578K ﹤0.01% 1441
2023
Q3 		$1.44M Sell
160,077
-10,769
-6% -$103K 0.01% 1156
2023
Q2 		$1.65M Buy
170,846
+15,582
+10% +$152K 0.01% 1168
2023
Q1 		$1.54M Buy
155,264
+17,620
+13% +$174K 0.01% 1099
2022
Q4 		$1.29M Buy
137,644
+69,461
+102% +$647K 0.01% 1234
2022
Q3 		$671K Buy
68,183
+56,465
+482% +$642K ﹤0.01% 1509
2022
Q2 		$129K Sell
11,718
-4,587
-28% -$49.9K ﹤0.01% 2211
2022
Q1 		$191K Buy
16,305
+868
+6% +$10.8K ﹤0.01% 2111
2021
Q4 		$232K Buy
+15,437
New +$216K ﹤0.01% 2154

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Janney Montgomery Scott's BTA Position: Q2 2024 in Review

Janney Montgomery Scott sold out of BlackRock Long-Term Municipal Advantage Trust (BTA) in Q2 2024, closing a stake of 26,127 shares — an estimated $261K sold.

Janney Montgomery Scott first reported a position in BTA in Q4 2021 and held it in 10 quarters. The position peaked at $1.65M in Q2 2023. 34 funds tracked by Wall St. Rank hold BTA as of Q2 2024.

  • Janney Montgomery Scott reported no remaining BlackRock Long-Term Municipal Advantage Trust position as of Q2 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 26,127 BlackRock Long-Term Municipal Advantage Trust shares in Q2 2024, an estimated $261K.
  • Janney Montgomery Scott first reported a position in BlackRock Long-Term Municipal Advantage Trust in Q4 2021 and held it in 10 quarters.
  • Janney Montgomery Scott's BlackRock Long-Term Municipal Advantage Trust position peaked at $1.65M in Q2 2023.
  • 34 funds tracked by Wall St. Rank held BlackRock Long-Term Municipal Advantage Trust as of Q2 2024.

Based on Janney Montgomery Scott's 13F filing for Q2 2024, filed 25 Jul 2024.