BlackRock Investment Quality Municipal Trust, Inc.
BKNDelisted Feb 23, 2026- SEC CIK
- 0000894242
BlackRock Investment Quality Municipal Trust, Inc. was delisted on Feb 23, 2026; its insiders filed their last Form 4 on Feb 26, 2026; 65 institutions reported holding it in 13F filings for Q4 2025, worth $56.5M in total; no superinvestor held it.
13F holders, Q4 2022
Institutional positions in BlackRock Investment Quality Municipal Trust, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 60
- +3 vs. Q3 2022
- Shares held
- 2.83M
- +707.0K (+33.3%) vs. Q3 2022
- Total value
- $33.1M
- +$6.47M (+24.3%) vs. Q3 2022
- New holders
- 17
- 16 more added
- Sold out
- 14
- 15 more reduced
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BKN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 65 | $56.5M |
| Q3 2025 | 64 | $52.2M |
| Q2 2025 | 67 | $51.5M |
| Q1 2025 | 66 | $51.6M |
| Q4 2024 | 68 | $46.4M |
| Q3 2024 | 60 | $51.0M |
| Q2 2024 | 62 | $50.2M |
| Q1 2024 | 63 | $53.9M |
| Q4 2023 | 64 | $56.3M |
| Q3 2023 | 62 | $43.9M |
| Q2 2023 | 68 | $44.5M |
| Q1 2023 | 58 | $38.5M |
| Q4 2022 | 60 | $33.1M |
| Q3 2022 | 57 | $26.6M |
| Q2 2022 | 56 | $29.3M |
| Q1 2022 | 56 | $29.1M |
| Q4 2021 | 58 | $40.3M |
| Q3 2021 | 57 | $43.7M |
| Q2 2021 | 54 | $45.7M |
| Q1 2021 | 54 | $47.4M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Investment Quality Municipal Trust, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Spire Wealth Management | 458 | $5.00K | 0.00% | +458 | New |
| Massmutual Trust Co FSB | 1,100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,306 | $15.0K | 0.00% | +1,306 | New |
| Bartlett & Co. Wealth Management LLC | 1,700 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,700 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 3,400 | $39.6K | 0.00% | +3,400 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4,275 | $49.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,068 | $59.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,581 | $65.1K | 0.00% | +760+15.8% | Added |
| Sandy Spring Bank | 7,300 | $85.1K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 10,213 | $119.0K | 0.00% | −1,373−11.9% | Reduced |
| Concorde Asset Management, LLC | 10,312 | $120.2K | 0.11% | +10,312 | New |
| Kestra Private Wealth Services, LLC | 10,676 | $124.5K | 0.01% | −729−6.4% | Reduced |
| Cetera Advisors LLC | 11,600 | $135.3K | 0.00% | −1,600−12.1% | Reduced |
| Round Rock Advisors, LLC | 11,600 | $135.3K | 0.06% | +11,600 | New |
| MML Investors Services, LLC | 11,967 | $140.0K | 0.00% | +30+0.3% | Added |
| Capital Investment Advisors, LLC | 12,050 | $141.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 12,294 | $143.0K | 0.00% | +12,294 | New |
| Creative Planning | 12,799 | $149.2K | 0.00% | −19,608−60.5% | Reduced |
| Lido Advisors, LLC | 13,026 | $151.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 13,408 | $156.0K | 0.00% | +1,040+8.4% | Added |
| Fortitude Advisory Group L.L.C. | 13,556 | $158.1K | 0.14% | +862+6.8% | Added |
| ProVise Management Group, LLC | 13,935 | $162.5K | 0.02% | −11,500−45.2% | Reduced |
| GWM Advisors LLC | 14,475 | $163.0K | 0.00% | −4,925−25.4% | Reduced |
| Koss-Olinger Consulting, LLC | 15,000 | $175.0K | 0.03% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,217 | $177.0K | 0.00% | −9,254−35.0% | Reduced |
| Raymond James & Associates | 15,797 | $184.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18,765 | $218.8K | 0.12% | +15,101+412.1% | Added |
| Melfa Wealth Management, LLC | 18,938 | $220.8K | 0.23% | +18,938 | New |
| Koshinski Asset Management, Inc. | 19,118 | $222.9K | 0.02% | +70.0% | Added |
| Bank of Montreal | 17,548 | $225.0K | 0.00% | +17,548 | New |
| IFP Advisors, Inc | 16,774 | $234.0K | 0.01% | +7,834+87.6% | Added |
| HighTower Advisors, LLC | 20,200 | $235.0K | 0.00% | +3,393+20.2% | Added |
| Chiron Capital Management, LLC | 21,740 | $253.5K | 0.18% | 00.0% | Unchanged |
| Clare Market Investments LLC | 21,959 | $256.0K | 0.12% | −1,056−4.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,214 | $294.0K | 0.00% | +3,953+18.6% | Added |
| Northwestern Mutual Wealth Management Co | 25,928 | $302.3K | 0.00% | −11,914−31.5% | Reduced |
| Commonwealth Equity Services, LLC | 26,782 | $312.0K | 0.00% | +7,641+39.9% | Added |
| Wells Fargo & Company | 27,705 | $323.0K | 0.00% | +11,901+75.3% | Added |
| Compass Financial Group, INC | 28,718 | $335.0K | 0.12% | +28,718 | New |
| Logan Stone Capital, LLC | 28,935 | $337.4K | 0.13% | +28,935 | New |
| 180 Wealth Advisors, LLC | 27,640 | $341.6K | 0.08% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 33,446 | $390.0K | 0.00% | +1,989+6.3% | Added |
| Landscape Capital Management, L.L.C. | 38,197 | $445.4K | 0.07% | +38,197 | New |
| SG3 Management, LLC | 40,000 | $466.4K | 0.29% | +40,000 | New |
| UBS Group AG | 42,203 | $492.1K | 0.00% | −39,809−48.5% | Reduced |
| Van Eck Associates Corp | 68,376 | $797.0K | 0.00% | +25,596+59.8% | Added |
| Wolverine Asset Management LLC | 82,382 | $960.6K | 0.01% | +82,382 | New |
| Stratos Wealth Partners, LTD. | 87,140 | $1.02M | 0.03% | +5,459+6.7% | Added |
| Advisor Group Holdings, Inc. | 97,496 | $1.14M | 0.00% | −30,717−24.0% | Reduced |
| Ackerman Capital Advisors, LLC | 98,450 | $1.15M | 0.31% | +98,450 | New |
| Robinson Capital Management, LLC | 100,906 | $1.19M | 0.61% | +100,906 | New |
| Truist Financial Corp | 135,987 | $1.59M | 0.00% | −13,948−9.3% | Reduced |
| Guggenheim Capital LLC | 150,289 | $1.75M | 0.02% | −86,874−36.6% | Reduced |
| LPL Financial LLC | 150,687 | $1.76M | 0.00% | −11,536−7.1% | Reduced |
| Rivernorth Capital Management, LLC | 168,008 | $1.96M | 0.09% | +168,008 | New |
| Bank of America Corp | 187,721 | $2.19M | 0.00% | −107,939−36.5% | Reduced |
| Stifel Financial Corp | 188,757 | $2.20M | 0.00% | +27,358+17.0% | Added |
| Fiera Capital Corp | 259,606 | $3.03M | 0.01% | +259,606 | New |
| Morgan Stanley | 305,239 | $3.56M | 0.00% | +125,626+69.9% | Added |
| Bokf, NA | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −13,675−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,675−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −11,859−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −10,701−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,639−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −358−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |