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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
| $407K | – | – | – |
|
| 2 |
2
Bank of America
Charlotte,
North Carolina
| $295K | +$43.6K | +3,000 | +17% |
|
| 3 |
3
Morgan Stanley
New York
| $258K | -$35.4K | -2,440 | -12% |
|
| 4 |
NGA
4
Naples Global Advisors
Naples,
Florida
| $236K | +$238K | +16,400 | New |
|
| 5 |
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $220K | +$27K | +1,860 | +14% |
|
| 6 |
FFA
6
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $208K | – | – | – |
|
| 7 |
CHA
7
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $157K | – | – | – |
|
| 8 |
8
Wells Fargo
San Francisco,
California
| $138K | +$15 | +1 | +0% |
|
| 9 |
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $125K | – | – | – |
|
| 10 |
WAM
10
Wolverine Asset Management
Chicago,
Illinois
| $104K | +$105K | +7,244 | New |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $41K | -$7.45K | -513 | -15% |
|
| 12 |
AG
12
Advisor Group
Phoenix,
Arizona
| – | -$21K | -1,404 | Closed |
|
| 13 |
BWA
13
Burt Wealth Advisors
North Bethesda,
Maryland
| – | -$2K | -167 | Closed |
|