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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
Bank of America
Charlotte,
North Carolina
| $561K | +$142K | +9,500 | +36% |
|
| 2 |
CHA
2
Carmichael Hill & Associates
Gaithersburg,
Maryland
| $330K | +$6.74K | +452 | +2% |
|
| 3 |
FFA
3
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| $221K | – | – | – |
|
| 4 |
NGA
4
Naples Global Advisors
Naples,
Florida
| $208K | – | – | – |
|
| 5 |
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $189K | +$26.8K | +1,798 | +17% |
|
| 6 |
6
Morgan Stanley
New York
| $167K | +$69.6K | +4,669 | +76% |
|
| 7 |
7
Wells Fargo
San Francisco,
California
| $143K | -$7.61K | -510 | -5% |
|
| 8 |
PFGIA
8
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $112K | +$108K | +7,225 | New |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $15K | +$2.46K | +165 | +20% |
|
| 10 |
10
Osaic Holdings
Scottsdale,
Arizona
| $6K | – | – | – |
|
| 11 |
11
Creative Planning
Overland Park,
Kansas
| – | -$395K | -28,235 | Closed |
|
| 12 |
WAM
12
Wolverine Asset Management
Chicago,
Illinois
| – | -$64K | -4,611 | Closed |
|