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About 6.18% of BHV shares are held by financial institutions. BANK OF AMERICA CORP /DE/ is the top corporate investor, holding 0 shares valued at -. A 0% stake in BlackRock Virginia Municipal Bond Trust is owned by the company. WOLVERINE ASSET MANAGEMENT LLC owns 143 shares valued at $1.48K, which translates its holding of 0.01% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Mar 31, 2026 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -2.24K | -100.00% |
| Mar 31, 2026 | WOLVERINE ASSET MANAGEMENT LLC | 0.01% | 143 | 1.48K | -4.32K | -96.80% |
| Mar 31, 2026 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.13% | 2K | 20.72K | 0 | 0 |
| Mar 31, 2026 | CANAL CAPITAL MANAGEMENT, LLC | 0% | 0 | - | -21.3K | -100.00% |
| Mar 31, 2026 | ADVISOR GROUP HOLDINGS, INC. | 0.26% | 4.1K | 42.48K | 0 | 0 |
| Mar 31, 2026 | STIFEL FINANCIAL CORP | 1.06% | 16.84K | 174.43K | -2.16K | -11.36% |
| Mar 31, 2026 | D'ORAZIO & ASSOCIATES, INC. | 1.06% | 16.9K | 175.11K | 16.9K | +100.00% |
| Mar 31, 2026 | MORGAN STANLEY | 1.71% | 27.14K | 281.14K | 278 | +1.04% |
| Mar 31, 2026 | UBS GROUP AG | 0.33% | 5.21K | 53.99K | -87 | -1.64% |
| Mar 31, 2026 | GENEOS WEALTH MANAGEMENT INC. | 0.48% | 7.7K | 79.73K | 0 | 0 |
| Mar 31, 2026 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 0.98% | 15.56K | 161.21K | 15.56K | +100.00% |
| Mar 31, 2026 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0% | 0 | - | -13.04K | -100.00% |
| Mar 31, 2026 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -1 | -100.00% |
| Dec 31, 2025 | WOLVERINE ASSET MANAGEMENT LLC | 0.28% | 4.46K | 46.65K | 4.46K | +100.00% |
| Dec 31, 2025 | CANAL CAPITAL MANAGEMENT, LLC | 1.34% | 21.3K | 222.59K | -3.9K | -15.46% |
| Dec 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.26% | 4.1K | 42.85K | 0 | 0 |
| Dec 31, 2025 | MORGAN STANLEY | 1.69% | 26.86K | 280.68K | 1.69K | +6.73% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 1 | 8 | 1 | +100.00% |
| Dec 31, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.13% | 2K | 20.9K | 0 | 0 |
| Dec 31, 2025 | LPL FINANCIAL LLC | 0% | 0 | - | -10.3K | -100.00% |
| Dec 31, 2025 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.82% | 13.04K | 136.24K | 13.04K | +100.00% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 0.14% | 2.24K | 23.43K | 2.24K | +100.00% |
| Dec 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.48% | 7.7K | 80.42K | 0 | 0 |
| Dec 31, 2025 | STIFEL FINANCIAL CORP | 1.2% | 19K | 198.5K | 18 | +0.09% |
| Dec 31, 2025 | UBS GROUP AG | 0.33% | 5.3K | 55.36K | 96 | +1.85% |
| Sep 30, 2025 | UBS GROUP AG | 0.33% | 5.2K | 56.29K | 191 | +3.81% |
| Sep 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.48% | 7.7K | 83.27K | 0 | 0 |
| Sep 30, 2025 | LPL FINANCIAL LLC | 0.65% | 10.3K | 111.46K | 10.3K | +100.00% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 1.19% | 18.98K | 205.33K | 18.98K | +100.00% |
| Sep 30, 2025 | MORGAN STANLEY | 1.58% | 25.17K | 272.3K | -299 | -1.17% |
| Sep 30, 2025 | MATISSE CAPITAL | 0% | 0 | - | -23.37K | -100.00% |
| Sep 30, 2025 | CANAL CAPITAL MANAGEMENT, LLC | 1.59% | 25.2K | 272.61K | -15.81K | -38.55% |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0% | 0 | - | -4K | -100.00% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -1 | -100.00% |
| Sep 30, 2025 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 0.13% | 2K | 21.64K | 2K | +100.00% |
| Sep 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.26% | 4.1K | 41.25K | 0 | 0 |
| Jun 30, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.48% | 7.7K | 79.96K | 0 | 0 |
| Jun 30, 2025 | CANAL CAPITAL MANAGEMENT, LLC | 2.58% | 41K | 425.99K | 6.93K | +20.35% |
| Jun 30, 2025 | UBS GROUP AG | 0.32% | 5.01K | 52.06K | -2.41K | -32.48% |
| Jun 30, 2025 | MORGAN STANLEY | 1.6% | 25.47K | 264.59M | 11.76K | +85.74% |
| Jun 30, 2025 | MATISSE CAPITAL | 1.47% | 23.37K | 242.76K | -3.28K | -12.31% |
| Jun 30, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 0% | 0 | - | -18.41K | -100.00% |
| Jun 30, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.26% | 4.1K | 42.6K | 0 | 0 |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 0.25% | 4K | 41.55K | 4K | +100.00% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0% | 1 | 6 | 0 | 0 |
| Mar 31, 2025 | GENEOS WEALTH MANAGEMENT INC. | 0.48% | 7.7K | 81.96K | 0 | 0 |
| Mar 31, 2025 | SABA CAPITAL MANAGEMENT, L.P. | 1.16% | 18.41K | 196.04K | -15.94K | -46.40% |
| Mar 31, 2025 | ADVISOR GROUP HOLDINGS, INC. | 0.26% | 4.1K | 43.67K | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.86% | 13.71K | 146.01K | 989 | +7.77% |
| Mar 31, 2025 | MATISSE CAPITAL | 1.68% | 26.65K | 283.78K | 0 | 0 |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 0% | 0 | - | -1.73K | -100.00% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0% | 1 | 6 | 1 | +100.00% |
| Mar 31, 2025 | UBS GROUP AG | 0.47% | 7.42K | 79.03K | 1.41K | +23.46% |
| Mar 31, 2024 | CONCORD WEALTH PARTNERS | 0.19% | 3K | 32.88K | 0 | 0 |
| Mar 31, 2024 | UBS GROUP AG | 0.22% | 3.5K | 38.36K | -1.28K | -26.79% |
| Mar 31, 2024 | ADVISOR GROUP HOLDINGS, INC. | 0.3% | 4.8K | 52.61K | 4.1K | +585.71% |
| Mar 31, 2024 | MORGAN STANLEY | 0.57% | 9.01K | 98.75K | -5.77K | -39.05% |
| Mar 31, 2024 | SABA CAPITAL MANAGEMENT, L.P. | 5.32% | 84.47K | 925.83K | -15.47K | -15.48% |
| Mar 31, 2024 | LOGAN STONE CAPITAL, LLC | 0.75% | 11.95K | 130.92K | -200 | -1.65% |
| Mar 31, 2024 | GENEOS WEALTH MANAGEMENT INC. | 0.48% | 7.7K | 84.35K | 7.7K | +100.00% |
| Mar 31, 2024 | MATISSE CAPITAL | 2.58% | 41K | 449.36K | 0 | 0 |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0% | 0 | - | -1 | -100.00% |
| Mar 31, 2024 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.06% | 900 | 9.86K | 300 | +50.00% |
| Mar 31, 2024 | WOLVERINE ASSET MANAGEMENT LLC | 0.08% | 1.23K | 13.51K | 1.23K | +100.00% |
| Mar 31, 2024 | SPIRE WEALTH MANAGEMENT | 0.11% | 1.7K | 18.63K | 0 | 0 |
| Mar 31, 2024 | SANDY SPRING BANK | 0.12% | 1.94K | 21.27K | 0 | 0 |
| Dec 31, 2023 | MORGAN STANLEY | 0.92% | 14.78K | 160.49K | 6.02K | +68.72% |
| Dec 31, 2023 | WOODLINE PARTNERS LP | 0% | 0 | - | -13.8K | -100.00% |
| Dec 31, 2023 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 0% | 0 | - | -2.5K | -100.00% |
| Dec 31, 2023 | INTELLECTUS PARTNERS, LLC | 0% | 0 | - | -14.66K | -100.00% |
| Dec 31, 2023 | WOLVERINE ASSET MANAGEMENT LLC | 0% | 0 | - | -13.52K | -100.00% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0% | 0 | - | -500 | -100.00% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0% | 1 | 10 | -11.13K | -99.99% |
| Dec 31, 2023 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.04% | 600 | 6.51K | 600 | +100.00% |
| Dec 31, 2023 | ADVISOR GROUP HOLDINGS, INC. | 0.04% | 700 | 7.6K | -1.1K | -61.11% |
| Dec 31, 2023 | SPIRE WEALTH MANAGEMENT | 0.11% | 1.7K | 18K | 0 | 0 |
| Dec 31, 2023 | SANDY SPRING BANK | 0.12% | 1.94K | 21.07K | 0 | 0 |
| Dec 31, 2023 | CONCORD WEALTH PARTNERS | 0.19% | 3K | 32.57K | 0 | 0 |
| Dec 31, 2023 | SABA CAPITAL MANAGEMENT, L.P. | 6.23% | 99.94K | 1.08M | 69.28K | +225.89% |
| Dec 31, 2023 | UBS GROUP AG | 0.3% | 4.78K | 51.9K | 1.24K | +34.83% |
| Dec 31, 2023 | LOGAN STONE CAPITAL, LLC | 0.76% | 12.15K | 131.85K | 0 | 0 |
| Dec 31, 2023 | MATISSE CAPITAL | 2.56% | 41K | 445.1K | 6.1K | +17.48% |
Among the BHV insiders holding of N/A of the stake in company, LYNCH CATHERINE A., director, holds the largest shares of 2.9K. CAVANAGH RICHARD, director, is the second largest BHV insider with ownership of 100 shares. CITIGROUP INC, 10 percent owner, stands third with possession of 0 shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| LYNCH CATHERINE A. | director | 2.9K |
| CAVANAGH RICHARD | director | 100 |
| CITIGROUP INC | 10 percent owner | 0 |
| BLACKROCK FUNDING INC | 0 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Dec 26, 2017 | LYNCH CATHERINE A. | PURCHASE | 16.82 | 233 | 3.92K | 2.9K |
| Oct 31, 2016 | LYNCH CATHERINE A. | PURCHASE | 18.67 | 2.67K | 49.81K | 2.67K |
| Oct 21, 2016 | CITIGROUP INC | SALE | 100000.00 | 56 | 5.6M | 0 |
| Jun 25, 2015 | CITIGROUP INC | SALE | 100000.00 | 116 | 11.6M | 0 |
| Jun 13, 2013 | CAVANAGH RICHARD | PURCHASE | 20.10 | 100 | 2.01K | 100 |
| Jun 14, 2012 | CITIGROUP INC | PURCHASE | 100000.00 | 116 | 11.6M | 116 |
| Jun 01, 2004 | BLACKROCK FUNDING INC | SALE | 14.00 | 700 | 9.8K | 0 |
| May 28, 2004 | BLACKROCK FUNDING INC | SALE | 14.05 | 1.5K | 21.08K | 1.7K |
| May 27, 2004 | BLACKROCK FUNDING INC | SALE | 14.21 | 3.58K | 50.86K | 4.1K |