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BZM
BlackRock Maryland Municipal Bond Trust
Delisted
BZM was delisted on the 16th of April, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Creative Planning
Overland Park,
Kansas
| $413K | – | – | – |
|
| 2 |
2
Morgan Stanley
New York
| $297K | +$2.17K | +156 | +0.8% |
|
| 3 |
3
Bank of America
Charlotte,
North Carolina
| $241K | – | – | – |
|
| 4 |
4
Royal Bank of Canada
Toronto,
Ontario, Canada
| $230K | – | – | – |
|
| 5 |
FFA
5
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $211K | – | – | – |
|
| 6 |
CHA
6
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $159K | +$10.9K | +780 | +8% |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| $141K | +$25.3K | +1,814 | +23% |
|
| 8 |
SSB
8
Sandy Spring Bank
Olney,
Maryland
| $127K | – | – | – |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $53K | +$27.1K | +1,944 | +116% |
|
| 10 |
AG
10
Advisor Group
Phoenix,
Arizona
| $21K | – | – | – |
|
| 11 |
BWA
11
Burt Wealth Advisors
North Bethesda,
Maryland
| $2K | – | – | – |
|
| 12 |
TJHA
12
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$185K | -14,151 | Closed |
|
| 13 |
MOS
13
MGO One Seven
Beachwood,
Ohio
| – | -$15K | -1,200 | Closed |
|