| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 13% | +10% | $19,106,998 | +$1,719,868 | 799,456 | +9.9% | Morgan Stanley | 31 Mar 2025 |
As of 30 Sep 2025, 20 institutional investors reported holding 1,385,394 shares of BlackRock 2037 Municipal Target Term Trust - Common Shares of Beneficial Interest (BMN). This represents 23% of the company’s total 6,149,662 outstanding shares.
The largest institutional shareholders of BlackRock 2037 Municipal Target Term Trust - Common Shares of Beneficial Interest (BMN) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 13% | 817,908 | +2% | 0% | $20,513,152 |
| BANK OF AMERICA CORP /DE/ | 1.7% | 104,095 | +5.4% | 0% | $2,610,693 |
| GUGGENHEIM CAPITAL LLC | 1.3% | 82,069 | -2.2% | 0.02% | $2,058,291 |
| UBS Group AG | 1.3% | 78,694 | +12% | 0% | $1,973,646 |
| WELLS FARGO & COMPANY/MN | 1.1% | 66,797 | -3.4% | 0% | $1,675,261 |
| RAYMOND JAMES FINANCIAL INC | 0.54% | 32,904 | +5.6% | 0% | $825,244 |
| VAN ECK ASSOCIATES CORP | 0.45% | 27,665 | +8.7% | 0% | $694,000 |
| Jacobi Capital Management LLC | 0.39% | 24,000 | -7.7% | 0.04% | $601,920 |
| TRUIST FINANCIAL CORP | 0.39% | 23,961 | -0.36% | 0% | $600,942 |
| Steward Partners Investment Advisory, LLC | 0.33% | 20,303 | -15% | 0% | $509,199 |
| Narwhal Capital Management | 0.31% | 18,987 | 0.04% | $476,194 | |
| ROYAL BANK OF CANADA | 0.3% | 18,700 | +34% | 0% | $469,000 |
| Invesco Ltd. | 0.28% | 17,462 | 0% | $437,947 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.19% | 11,537 | 0% | $288,891 | |
| &PARTNERS | 0.18% | 11,087 | 0% | 0% | $278,055 |
| Noble Wealth Management PBC | 0.16% | 9,891 | -45% | 0.13% | $248,066 |
| Dorsey & Whitney Trust CO LLC | 0.15% | 9,000 | 0% | 0.01% | $225,720 |
| OSAIC HOLDINGS, INC. | 0.08% | 5,000 | 0% | 0% | $121,100 |
| BlackRock, Inc. | 0.07% | 4,000 | 0% | 0% | $100,320 |
| Westside Investment Management, Inc. | 0.02% | 1,334 | 0% | 0.01% | $33,457 |
| Retirement Planning Group, LLC | 0% | 0 | -100% | $0 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 93,862 | $2,457,300 | +$1,896,321 | $26.18 | 3 |
| 2025 Q3 | 1,385,394 | $34,741,098 | -$835,706 | $25.08 | 20 |
| 2025 Q2 | 1,402,492 | $34,530,524 | +$784,418 | $24.62 | 18 |
| 2025 Q1 | 1,388,714 | $35,201,429 | +$1,577,580 | $25.35 | 20 |
| 2024 Q4 | 1,326,479 | $33,943,212 | +$1,002,102 | $25.59 | 18 |
| 2024 Q3 | 1,222,252 | $31,234,969 | -$697,860 | $25.57 | 19 |
| 2024 Q2 | 1,256,297 | $31,030,858 | +$4,787,050 | $24.70 | 21 |
| 2024 Q1 | 1,062,625 | $25,619,272 | +$4,935,693 | $24.11 | 18 |
| 2023 Q4 | 858,370 | $20,414,573 | +$10,011,600 | $23.78 | 17 |
| 2023 Q3 | 437,881 | $9,962,137 | +$1,716,871 | $22.75 | 11 |
| 2023 Q2 | 362,416 | $9,001,349 | +$416,775 | $24.84 | 7 |
| 2023 Q1 | 345,614 | $8,699,077 | +$4,427,938 | $25.17 | 6 |
| 2022 Q4 | 169,716 | $4,148,119 | +$4,148,119 | $24.44 | 6 |