BlackRock Municipal Credit Alpha Portfolio, Inc.
MUIDelisted Mar 24, 2025- SEC CIK
- 0001232860
BlackRock Municipal Credit Alpha Portfolio, Inc. was delisted on Mar 24, 2025; its insiders filed their last Form 4 on Aug 12, 2026; 94 institutions reported holding it in 13F filings for Q4 2024, worth $205.1M in total; no superinvestor held it.
13F holders, Q4 2023
Institutional positions in BlackRock Municipal Credit Alpha Portfolio, Inc. as of Dec 31, 2023. 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
- 134
- +13 vs. Q3 2023
- Shares held
- 36.8M
- +2.47M (+7.2%) vs. Q3 2023
- Total value
- $428.7M
- +$79.9M (+22.9%) vs. Q3 2023
- New holders
- 24
- 36 more added
- Sold out
- 11
- 41 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MUI 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 | 1 | $13 |
| Q1 2026 | 1 | $13 |
| Q4 2025 | 1 | $13 |
| Q3 2025 | 1 | $13 |
| Q2 2025 | 1 | $13 |
| Q1 2025 | 2 | $27.3K |
| Q4 2024 | 94 | $205.1M |
| Q3 2024 | 115 | $475.7M |
| Q2 2024 | 129 | $468.1M |
| Q1 2024 | 119 | $453.9M |
| Q4 2023 | 134 | $428.7M |
| Q3 2023 | 124 | $357.4M |
| Q2 2023 | 124 | $369.5M |
| Q1 2023 | 132 | $362.8M |
| Q4 2022 | 135 | $340.1M |
| Q3 2022 | 135 | $276.9M |
| Q2 2022 | 139 | $300.6M |
| Q1 2022 | 96 | $178.2M |
| Q4 2021 | 100 | $204.4M |
| Q3 2021 | 85 | $211.5M |
| Q2 2021 | 89 | $230.1M |
| Q1 2021 | 88 | $231.4M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Municipal Credit Alpha Portfolio, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $12 | 0.00% | – | – |
| Richard W. Paul & Associates, LLC | 2 | $23 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 85 | $989 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 165 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 95 | $1.11K | 0.00% | +95 | New |
| Tortoise Investment Management, LLC | 214 | $2.49K | 0.00% | +3+1.4% | Added |
| Global Retirement Partners, LLC | 244 | $2.83K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 333 | $3.88K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 448 | $5.21K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 594 | $6.91K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 633 | $7.37K | 0.00% | +633 | New |
| Householder Group Estate & Retirement Specialist, LLC | 775 | $9.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,000 | $11.6K | 0.00% | +1,000 | New |
| Mascoma Wealth Management LLC | 1,128 | $13.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 1,408 | $16.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,480 | $17.2K | 0.00% | +1,480 | New |
| West Paces Advisors Inc. | 1,850 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,877 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,877 | $22.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,695 | $31.4K | 0.00% | −17,800−86.9% | Reduced |
| Eagle Bay Advisors LLC | 3,425 | $39.9K | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,125 | $48.0K | 0.00% | +3,025+275.0% | Added |
| AlphaCentric Advisors LLC | 5,200 | $60.5K | 0.04% | +5,200 | New |
| Advisory Services Network, LLC | 5,578 | $64.9K | 0.00% | +5,578 | New |
| Northwestern Mutual Wealth Management Co | 7,221 | $84.1K | 0.00% | −5,254−42.1% | Reduced |
| Hollencrest Capital Management | 7,869 | $91.6K | 0.01% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 10,429 | $121.4K | 0.07% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,600 | $123.4K | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 10,995 | $128.0K | 0.00% | +529+5.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,191 | $130.3K | 0.00% | +11,191 | New |
| Drive Wealth Management, LLC | 11,214 | $130.5K | 0.04% | +11,214 | New |
| SMH Capital Advisors Inc | 11,669 | $135.8K | 0.29% | +117+1.0% | Added |
| Cerity Partners LLC | 12,140 | $141.3K | 0.00% | +12,140 | New |
| Oppenheimer & Co Inc | 12,250 | $142.6K | 0.00% | +12,250 | New |
| SFMG, LLC | 12,732 | $148.2K | 0.01% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 12,975 | $149.7K | 0.05% | +12,975 | New |
| Constitution Capital LLC | 12,933 | $150.5K | 0.09% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,068 | $152.1K | 0.00% | +30.0% | Added |
| Institute for Wealth Management, LLC. | 13,225 | $153.9K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 13,606 | $158.4K | 0.00% | −17,096−55.7% | Reduced |
| Charter Trust Co | 13,625 | $158.6K | 0.01% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 13,701 | $159.5K | 0.09% | −4,709−25.6% | Reduced |
| FWL Investment Management, LLC | 13,712 | $159.6K | 0.09% | −3,000−18.0% | Reduced |
| Janney Montgomery Scott LLC | 13,781 | $160.0K | 0.00% | −1,064−7.2% | Reduced |
| Atria Wealth Solutions, Inc. | 14,450 | $168.2K | 0.00% | +36+0.2% | Added |
| Park Avenue Securities LLC | 14,829 | $173.0K | 0.00% | −1,079−6.8% | Reduced |
| Aquire Wealth Advisors, LLC | 14,871 | $173.1K | 0.07% | 00.0% | Unchanged |
| Family Management Corp | 14,898 | $173.4K | 0.04% | 00.0% | Unchanged |
| M&T Bank Corp | 14,938 | $174.4K | 0.00% | −2,389−13.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 15,411 | $179.4K | 0.05% | −3,500−18.5% | Reduced |
| Cetera Advisor Networks LLC | 15,600 | $181.6K | 0.00% | +2,000+14.7% | Added |
| Walter & Keenan Financial Consulting Co | 16,000 | $186.2K | 0.07% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 16,520 | $192.3K | 0.05% | +16,520 | New |
| Coastal Investment Advisors, Inc. | 16,613 | $193.4K | 0.04% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 16,747 | $194.9K | 0.06% | −99−0.6% | Reduced |
| Pacitti Group Inc. | 17,401 | $202.6K | 0.13% | −2,064−10.6% | Reduced |
| Weiss Asset Management LP | 17,901 | $208.4K | 0.01% | +17,901 | New |
| Wealth Effects LLC | 18,458 | $214.9K | 0.08% | +18,458 | New |
| Avantax Advisory Services, Inc. | 19,257 | $224.1K | 0.00% | −9,385−32.8% | Reduced |
| Nuveen Asset Management, LLC | 20,542 | $239.1K | 0.00% | +20,542 | New |
| Mystic Asset Management, Inc. | 21,000 | $244.4K | 0.12% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 21,170 | $246.0K | 0.00% | −4,693−18.1% | Reduced |
| Mercer Global Advisors Inc | 21,148 | $246.0K | 0.00% | +916+4.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21,325 | $248.2K | 0.02% | +573+2.8% | Added |
| Stratos Wealth Advisors, LLC | 21,734 | $253.0K | 0.01% | +50+0.2% | Added |
| First Trust Advisors LP | 23,059 | $268.4K | 0.00% | −10,124−30.5% | Reduced |
| Noesis Capital Mangement Corp | 25,149 | $292.7K | 0.07% | −100−0.4% | Reduced |
| Almitas Capital LLC | 25,491 | $296.7K | 0.10% | +25,491 | New |
| Genesee Capital Advisors, LLC | 25,998 | $302.6K | 0.19% | +25,998 | New |
| Mariner, LLC | 28,918 | $336.6K | 0.00% | −1,918−6.2% | Reduced |
| RSM US Wealth Management LLC | 30,020 | $349.4K | 0.01% | +30,020 | New |
| ProVise Management Group, LLC | 30,809 | $358.6K | 0.03% | −1,877−5.7% | Reduced |
| Pathway Financial Advisers, LLC | 32,460 | $377.8K | 0.14% | −11,737−26.6% | Reduced |
| Oarsman Capital, Inc. | 34,010 | $395.9K | 0.11% | −11,200−24.8% | Reduced |
| Arete Wealth Advisors, LLC | 36,291 | $422.4K | 0.03% | −1,281−3.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 37,154 | $432.5K | 0.02% | 00.0% | Unchanged |
| Compass Financial Group, INC | 37,545 | $437.0K | 0.12% | +64+0.2% | Added |
| Invesco Ltd. | 38,194 | $444.6K | 0.00% | −25,823−40.3% | Reduced |
| Wellspring Financial Advisors, LLC | 38,350 | $446.4K | 0.11% | +950+2.5% | Added |
| Kingsview Wealth Management, LLC | 40,149 | $467.3K | 0.01% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 41,232 | $479.9K | 0.21% | 00.0% | Unchanged |
| E&G Advisors, LP | 42,000 | $488.9K | 0.17% | −400−0.9% | Reduced |
| Freestone Capital Holdings, LLC | 43,948 | $511.6K | 0.02% | +43,948 | New |
| Advisor Group Holdings, Inc. | 44,322 | $516.0K | 0.00% | −13,871−23.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 50,195 | $584.0K | 0.00% | −1,460−2.8% | Reduced |
| Comerica Bank | 51,553 | $600.1K | 0.00% | +5,744+12.5% | Added |
| Nations Financial Group Inc, | 56,565 | $658.4K | 0.06% | +750+1.3% | Added |
| Rothschild Investment LLC | 60,350 | $702.5K | 0.06% | +60,350 | New |
| Allegheny Financial Group LTD | 65,033 | $757.0K | 0.24% | +6,011+10.2% | Added |
| Cohen & Steers, Inc. | 65,000 | $757.0K | 0.00% | +65,000 | New |
| Bank of New York Mellon Corp | 65,594 | $763.5K | 0.00% | +18,973+40.7% | Added |
| Baird Financial Group, Inc. | 66,457 | $773.6K | 0.00% | +386+0.6% | Added |
| Welch & Forbes LLC | 68,446 | $796.7K | 0.01% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 68,608 | $798.6K | 0.12% | +52,920+337.3% | Added |
| Mackay Shields LLC | 78,560 | $914.4K | 0.03% | +78,560 | New |
| Riverbridge Partners LLC | 79,713 | $927.9K | 0.01% | +790+1.0% | Added |
| Rock Point Advisors, LLC | 80,324 | $935.0K | 0.28% | −430−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 83,245 | $969.0K | 0.00% | −26,032−23.8% | Reduced |
| Gridiron Partners, LLC | 91,378 | $1.06M | 0.75% | +91,378 | New |
| Raymond James Financial Services Advisors, Inc. | 100,455 | $1.17M | 0.00% | +6,089+6.5% | Added |