DaveManuel.com · Institutional Ownership · Who Owns It
BLACKROCK MUNIHLDGS NJ QLTY (MUJ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
55
Reporting holders
$67.5M
Reported value
0.0%
Calls
0.0%
Puts
-4
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MacKay Shields LLC | $10.9M | 881,952 | 0.36% | 31q | -23.2%-$3.3M |
| MORGAN STANLEY | $9.3M | 753,809 | 0.00% | 35q | +0.7%+$67.1K |
| GUGGENHEIM CAPITAL LLC | $8.7M | 708,749 | 0.05% | 16q | +10.8%+$853.4K |
| BANK OF AMERICA CORP /DE/ | $5.6M | 458,409 | 0.00% | 31q | +0.9%+$52.6K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 316,704 | 0.00% | 7q | +2.0%+$75.1K |
| Atlas Private Wealth Advisors | $3.3M | 267,579 | 0.72% | 6q | +52.0%+$1.1M |
| Breakwater Capital Group | $3.0M | 239,996 | 0.35% | 12q | +6.1%+$169.6K |
| LPL Financial LLC | $2.7M | 220,851 | 0.00% | 31q | +5.3%+$136.8K |
| WELLS FARGO & COMPANY/MN | $2.6M | 209,320 | 0.00% | 31q | +21.8%+$461.4K |
| UBS Group AG | $1.9M | 150,380 | 0.00% | 31q | -41.1%-$1.3M |
| Cetera Investment Advisers | $1.4M | 114,837 | 0.00% | 10q | +6.9%+$91.2K |
| AMERIPRISE FINANCIAL INC | $1.4M | 114,132 | 0.00% | 6q | +199.4%+$939.9K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $1.2M | 94,038 | 0.51% | 14q | -74.7%-$3.4M |
| ROYAL BANK OF CANADA | $991.0K | 80,512 | 0.00% | 31q | +8.1%+$74.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $853.9K | 69,369 | 0.00% | 31q | +27.9%+$186.3K |
| Clear Point Advisors Inc. | $830.9K | 67,499 | 0.74% | new | NEW |
| OSAIC HOLDINGS, INC. | $744.5K | 60,475 | 0.00% | 26q | +32.6%+$183.2K |
| Equitable Holdings, Inc. | $607.1K | 49,321 | 0.00% | 9q | +132.6%+$346.1K |
| MELFA WEALTH MANAGEMENT, INC. | $571.9K | 46,458 | 0.31% | 15q | -5.9%-$35.7K |
| Steward Partners Investment Advisory, LLC | $550.4K | 44,714 | 0.00% | 25q | -16.6%-$109.6K |
| WEALTH EFFECTS LLC | $508.3K | 41,294 | 0.14% | 19q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $458.0K | 37,182 | 0.01% | 31q | HELD |
| White Knight Strategic Wealth Advisors, LLC | $384.6K | 31,239 | 0.27% | 2q | +63.0%+$148.7K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $366.7K | 29,788 | 0.05% | 3q | -1.3%-$4.7K |
| JANE STREET GROUP, LLC | $302.7K | 24,587 | 0.00% | 3q | +40.3%+$87.0K |
| NewEdge Advisors, LLC | $301.1K | 24,462 | 0.00% | 17q | +0.6%+$1.9K |
| Pine Valley Investments Ltd Liability Co | $286.3K | 23,169 | 0.01% | 11q | -0.9%-$2.5K |
| Closed-End Fund Advisors, Inc. | $264.7K | 21,504 | 0.26% | 3q | HELD |
| BCS Private Wealth Management, Inc. | $263.4K | 21,300 | 0.08% | new | NEW |
| MML INVESTORS SERVICES, LLC | $250.0K | 20,310 | 0.00% | 17q | +1.4%+$3.4K |
| Regal Investment Advisors LLC | $225.1K | 18,283 | 0.01% | 10q | +18.7%+$35.4K |
| Everstar Asset Management, LLC | $220.3K | 17,900 | 0.11% | 8q | HELD |
| TRAPHAGEN INVESTMENT ADVISORS LLC | $218.8K | 17,773 | 0.02% | 7q | -12.2%-$30.5K |
| CARY STREET PARTNERS FINANCIAL LLC | $217.5K | 17,672 | 0.00% | 3q | +29.8%+$50.0K |
| PFG Investments, LLC | $212.6K | 17,273 | 0.01% | 10q | HELD |
| PHILADELPHIA TRUST CO | $209.0K | 16,957 | 0.01% | 31q | HELD |
| SAX WEALTH ADVISORS, LLC | $183.0K | 15,815 | 0.01% | 16q | -8.8%-$17.7K |
| Sanctuary Advisors, LLC | $181.7K | 14,761 | 0.00% | 2q | +37.5%+$49.6K |
| David J Yvars Group | $171.7K | 13,950 | 0.08% | 3q | HELD |
| Virtu Financial LLC | $161.0K | 13,042 | 0.01% | new | NEW |
| Advisory Services Network, LLC | $161.0K | 13,077 | 0.00% | 4q | +14.0%+$19.8K |
| Prestige Wealth Management Group LLC | $139.3K | 11,267 | 0.03% | 4q | HELD |
| Green Ridge Wealth Planning LLC | $137.2K | 11,148 | 0.06% | 3q | HELD |
| READYSTATE ASSET MANAGEMENT LP | $130.7K | 10,615 | 0.00% | new | NEW |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | $125.3K | 10,181 | 0.03% | 14q | HELD |
| TriaGen Wealth Management LLC | $123.1K | 10,000 | 0.03% | 8q | HELD |
| Morse Asset Management, Inc | $74.7K | 6,068 | 0.01% | 2q | +44.3%+$22.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $61.5K | 5,000 | 0.00% | new | NEW |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $61.5K | 5,000 | 0.01% | 3q | HELD |
| Mountain Hill Investment Partners Corp. | $54.2K | 4,400 | 0.03% | 7q | HELD |
| Rockefeller Capital Management L.P. | $43.7K | 3,550 | 0.00% | 4q | HELD |
| Princeton Global Asset Management LLC | $41.1K | 3,337 | 0.01% | 14q | HELD |
| Noble Wealth Management PBC | $41.0K | 3,333 | 0.02% | 6q | -37.5%-$24.6K |
| Caldwell Trust Co | $18.2K | 1,475 | 0.00% | 3q | HELD |
| Private Wealth Management Group, LLC | $6.0K | 484 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 13 | $17.2M | 1,525,483 | 0 | 1 | 3 | 0.0% |
| Q2 2026 | 55 | $67.5M | 5,486,300 | 5 | 23 | 10 | 0.0% |
| Q1 2026 | 59 | $69.2M | 5,963,757 | 5 | 15 | 12 | 0.0% |
| Q4 2025 | 68 | $76.9M | 6,461,423 | 11 | 21 | 11 | 0.0% |
| Q3 2025 | 66 | $76.7M | 6,621,209 | 9 | 15 | 16 | 0.0% |
| Q2 2025 | 67 | $78.3M | 7,147,599 | 11 | 25 | 9 | 0.0% |
| Q1 2025 | 66 | $81.1M | 7,213,164 | 7 | 26 | 7 | 0.0% |
| Q4 2024 | 74 | $82.9M | 7,492,220 | 17 | 17 | 18 | 0.0% |
| Q3 2024 | 61 | $94.4M | 7,130,142 | 6 | 20 | 15 | 0.0% |
| Q2 2024 | 67 | $85.8M | 7,534,183 | 7 | 19 | 23 | 0.0% |
| Q1 2024 | 69 | $106.6M | 9,181,208 | 10 | 17 | 21 | 0.0% |
| Q4 2023 | 70 | $99.8M | 8,741,646 | 12 | 18 | 20 | 0.0% |
| Q3 2023 | 65 | $69.3M | 6,870,965 | 7 | 15 | 25 | 0.0% |
| Q2 2023 | 63 | $69.1M | 6,177,771 | 3 | 16 | 20 | 0.0% |
| Q1 2023 | 63 | $66.7M | 5,825,160 | 11 | 23 | 13 | 0.0% |
| Q4 2022 | 60 | $60.5M | 5,461,868 | 19 | 10 | 17 | 0.0% |
| Q3 2022 | 46 | $611.5M | 52,089,746 | 6 | 10 | 12 | 0.0% |
| Q2 2022 | 46 | $618.8M | 46,915,158 | 18 | 20 | 2 | 0.0% |
| Q1 2022 | 33 | $384.0M | 28,764,739 | 4 | 12 | 7 | 0.0% |
| Q4 2021 | 36 | $322.6M | 20,338,552 | 3 | 10 | 8 | 0.0% |
| Q3 2021 | 36 | $355.8M | 22,751,156 | 4 | 10 | 6 | 0.0% |
| Q2 2021 | 34 | $344.9M | 21,623,232 | 5 | 7 | 6 | 0.0% |
| Q1 2021 | 31 | $321.2M | 21,613,541 | 3 | 7 | 7 | 0.0% |
| Q4 2020 | 35 | $261.8M | 18,105,939 | 4 | 9 | 12 | 0.0% |
| Q3 2020 | 37 | $233.8M | 17,202,966 | 7 | 9 | 11 | 0.0% |
| Q2 2020 | 36 | $55.6M | 4,154,734 | 9 | 8 | 10 | 0.0% |
| Q1 2020 | 31 | $52.3M | 3,961,297 | 3 | 12 | 6 | 0.0% |
| Q4 2019 | 37 | $56.9M | 3,963,938 | 4 | 12 | 10 | 0.0% |
| Q3 2019 | 34 | $56.3M | 3,959,468 | 3 | 7 | 12 | 0.0% |
| Q2 2019 | 38 | $51.9M | 3,723,688 | 5 | 9 | 10 | 0.0% |
| Q1 2019 | 35 | $49.2M | 3,595,817 | 2 | 8 | 14 | 0.0% |
| Q4 2018 | 39 | $47.0M | 3,736,808 | 0 | 0 | 2 | 0.0% |