How many institutions own BTA stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own BTA shares is 51, representing 27.8% of the company's common stock.

Who are the major shareholders selling BlackRock Long-Term Municipal Advantage Trust stock?

ELEQUIN SECURITIES, LLC, in the last quarter, reduced its stake in BTA by -100% restricting it's holding to 0 shares of worth nearly -. ROBINSON CAPITAL MANAGEMENT, LLC also lessened -100% of the BTA shares from its portfolio, reducing its holding to 0 shares of worth -. WOLVERINE ASSET MANAGEMENT LLC also shunned BTA shares holding by -100% last quarter which brought its holding to 0 shares worth -.

Investors who are buying BTA stock?

As per its latest 13F filing, CERITY PARTNERS LLC increased its stake in BTA by 1.66% in the last quarter. The institutional holder raised its holding to 12.18 thousand shares having worth more than $116.67K. SUSQUEHANNA INTERNATIONAL GROUP, LLP also added 100% more shares of BTA to its portfolio, raising its holding to 12.9 thousand shares of worth $123.55K. PFG INVESTMENTS, LLC also increased its BTA shares holding by 10.02% which brought its holding to 12.96 thousand shares worth $124.14K.

BTA's major insiders: who are they?

The insider with the most stakes in BTA is Hayes Peter , at the company. Additionally, BTA stock is highly held by director Harris Jerrold B and Vice President Crothers Robert among others.

Did an insider recently sell BTA stock?

Company executives, directors, and other insiders own N/A percent of BlackRock Long-Term Municipal Advantage Trust's stock. Within the last six months, there have been 0 transaction(s) in which BTA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include BANK OF AMERICA CORP /DE/, GABBAY HENRY, and HAYES PETER.

Which insider recently purchased BTA stock?

There have been 0 transaction(s) during the past 6-months in which BlackRock Long-Term Municipal Advantage Trust insiders have bought stock, totalling 0 shares

How much of BTA does insiders own?

Around 0 BlackRock Long-Term Municipal Advantage Trust shares are held by insiders, which represents about N/A of BTA stock.

Who is the insider with the largest stake?

BTA , Hayes Peter holds the largest portfolio of the company's shares. BTA shares owned by Hayes total nearly 13.3 thousand.

Which institution holds the most shares in BTA?

ALLWORTH FINANCIAL LP is the largest institutional owner in BTA which holds 18 thousand shares worth $172.44K or 0.13% of the total BTA shares outstanding followed by ELEQUIN SECURITIES, LLC with ownership of 0 shares representing 0% of the BTA ownership. ROBINSON CAPITAL MANAGEMENT, LLC is the third largest stakeholder with 0 shares or 0% of the ownership worth more than -.

Is BlackRock Long-Term Municipal Advantage Trust stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the BTA is concerned, it is a stock which is not optionable.

Is there a short position on BTA's shares?

Number of BTA shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding BTA shares are there?

As of today, null shares of BTA are outstanding.

Is there many float in BTA stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, BTA has null shares in float.

BTA short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for BTA is null.

BlackRock Long-Term Municipal Advantage Trust (BTA) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableNo

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

27.8% Percentage of Shares held by All Institutions

27.8% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 27.8% of BTA shares are held by financial institutions. ALLWORTH FINANCIAL LP is the top corporate investor, holding 18K shares valued at $172.44K. A 0.13% stake in BlackRock Long-Term Municipal Advantage Trust is owned by the company. ELEQUIN SECURITIES, LLC owns 0 shares valued at -, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.13%	18K	172.44K	0	0
Sep 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-845	-100.00%
Sep 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0%	0	-	-38.19K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-141.21K	-100.00%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0%	0	-	-11.03K	-100.00%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-90	-100.00%
Sep 30, 2025	US BANCORP \DE\	0%	300	2.87K	-300	-50.00%
Sep 30, 2025	FORTIS GROUP ADVISORS, LLC	0.01%	667	6.39K	0	0
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	1.38K	13.25K	0	0
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.38K	13.25K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	9.19K	84.77K	-37	-0.40%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.07%	10.02K	95.99K	-948	-8.64%
Sep 30, 2025	NUVEEN, LLC	0.08%	10.13K	97.02K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.09%	12.18K	116.67K	199	+1.66%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	12.9K	123.55K	12.9K	+100.00%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.1%	12.96K	124.14K	1.18K	+10.02%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0.11%	14.15K	136.25K	14.15K	+100.00%
Sep 30, 2025	NATURAL INVESTMENTS, LLC	0.12%	15.99K	153K	0	0
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-17.64K	-100.00%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	5.75K	55.07K	900	+18.56%
Sep 30, 2025		0.08%	11.25K	107.73K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	0.15%	20.36K	195.06K	2.93K	+16.80%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	24.82K	237.77K	694	+2.88%
Sep 30, 2025	COHEN & STEERS, INC.	0.22%	30K	287K	30K	+100.00%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.25%	34.15K	327.2K	-366	-1.06%
Sep 30, 2025	HBK SORCE ADVISORY LLC	0.26%	34.62K	330.28K	5.5K	+18.89%
Sep 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.28%	38.02K	364.27K	4K	+11.76%
Sep 30, 2025	TYCHE WEALTH PARTNERS LLC	0.29%	39.11K	374.66K	0	0
Sep 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.3%	40.15K	384.59K	-2.82K	-6.57%
Sep 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.33%	43.99K	421.43K	0	0
Sep 30, 2025	ROYAL BANK OF CANADA	0.55%	74.27K	711K	-15.25K	-17.04%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	0.62%	83.37K	799K	520	+0.63%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.39%	186.33K	1.79M	-15.6K	-7.73%
Sep 30, 2025	MORGAN STANLEY	1.66%	223.6K	2.14M	28.36K	+14.53%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.21%	297.15K	2.85M	-68.54K	-18.74%
Sep 30, 2025	NOBLE WEALTH MANAGEMENT PBC	1.05%	140.55K	1.35M	140.55K	+100.00%
Sep 30, 2025	RIVER STREET ADVISORS LLC	0.14%	18.9K	181.05K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.39%	52.75K	505.39K	-10.82K	-17.02%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	1.42%	190.25K	1.82M	-17.32K	-8.34%
Sep 30, 2025	UBS GROUP AG	1.6%	214.82K	2.06M	-40.66K	-15.92%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.94%	260.54K	2.5M	-2.84K	-1.08%
Sep 30, 2025	SIT INVESTMENT ASSOCIATES INC	2.74%	368.16K	3.53M	252.91K	+219.44%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	3.45%	463.26K	4.44M	-104.22K	-18.37%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.01%	1.9K	18.2K	1.9K	+100.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.01%	2K	19.16K	-1.3K	-39.39%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	2.5K	23.95K	0	0
Sep 30, 2025	FIFTH THIRD BANCORP	0.03%	4K	38.32K	4K	+100.00%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.04%	5.6K	53.65K	0	0
Sep 30, 2025	BERNARD WEALTH MANAGEMENT CORP.	0.05%	6.1K	58.44K	2.8K	+84.85%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.16%	21.49K	205.87K	21.49K	+100.00%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	0	0
Sep 30, 2025	FUNDAMENTUM, LLC	0.13%	17.41K	166.79K	286	+1.67%
Jun 30, 2025	TYCHE WEALTH PARTNERS LLC	0.29%	39.11K	358.63K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	24.13K	221.23K	-98	-0.40%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	4.22%	567.47K	5.2M	-110.78K	-16.33%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	0.62%	82.85K	760K	17.32K	+26.44%
Jun 30, 2025	STRATOS WEALTH ADVISORS, LLC	0.32%	42.97K	394K	170	+0.40%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.72%	365.69K	3.35M	70.56K	+23.91%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.09%	11.78K	108.01K	76	+0.65%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.08%	11.03K	101.15K	11.03K	+100.00%
Jun 30, 2025	UBS GROUP AG	1.9%	255.47K	2.34M	1.67K	+0.66%
Jun 30, 2025	ROYAL BANK OF CANADA	0.67%	89.52K	821K	7.03K	+8.52%
Jun 30, 2025	NUVEEN, LLC	0.08%	10.13K	92.87K	-112.86K	-91.77%
Jun 30, 2025	BERNARD WEALTH MANAGEMENT CORP.	0.02%	3.3K	30.26K	3.3K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.47%	63.58K	583.02K	-2.1K	-3.20%
Jun 30, 2025	MELFA WEALTH MANAGEMENT, LLC	0.33%	43.99K	403.4K	0	0
Jun 30, 2025	ROBINSON CAPITAL MANAGEMENT, LLC	0.28%	38.19K	350.18K	38.19K	+100.00%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.26%	34.52K	316.55K	-2.51K	-6.77%
Jun 30, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.25%	34.02K	312K	-2K	-5.55%
Jun 30, 2025	HBK SORCE ADVISORY LLC	0.22%	29.12K	267.03K	295	+1.02%
Jun 30, 2025	RIVER STREET ADVISORS LLC	0.14%	18.9K	173.3K	18.9K	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.13%	18K	165.06K	18K	+100.00%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	17.64K	161.8K	6.33K	+55.95%
Jun 30, 2025	LPL FINANCIAL LLC	0.13%	17.43K	159.85K	-9.51K	-35.30%
Jun 30, 2025	FUNDAMENTUM, LLC	0.13%	17.12K	157.03K	271	+1.61%
Jun 30, 2025	NATURAL INVESTMENTS, LLC	0.12%	15.99K	146K	0	0
Jun 30, 2025	CERITY PARTNERS LLC	0.09%	11.98K	109.85K	189	+1.60%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.08%	10.97K	100.58K	10.97K	+100.00%
Jun 30, 2025		0.08%	11.25K	103.12K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	9.22K	84.57K	-729	-7.33%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.04%	5.6K	51.35K	0	0
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	4.85K	44.46K	0	0
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.02%	3.3K	30.26K	0	0
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.02%	2.5K	22.93K	-11.88K	-82.61%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.38K	12.68K	0	0
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	1.38K	12.68K	0	0
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.01%	845	7.75K	-806	-48.82%
Jun 30, 2025	FORTIS GROUP ADVISORS, LLC	0.01%	667	6.12K	0	0
Jun 30, 2025	US BANCORP \DE\	0%	600	5.5K	0	0
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	0	0
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	0%	90	812	90	+100.00%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0%	0	-	-3.68K	-100.00%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.96%	263.39K	2.42M	-4.38K	-1.64%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.54%	207.57K	1.9M	-16.56K	-7.39%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.5%	201.93K	1.85M	8.91K	+4.61%
Jun 30, 2025	MORGAN STANLEY	1.45%	195.24K	1.79M	-1.61K	-0.82%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	1.05%	141.21K	1.29M	100.06K	+243.17%
Jun 30, 2025	SIT INVESTMENT ASSOCIATES INC	0.86%	115.25K	1.06M	-7.96K	-6.46%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	11.31K	109.63K	11.31K	+100.00%
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.04%	5.6K	54.26K	0	0
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	4.85K	46.98K	0	0
Mar 31, 2025	CULLEN/FROST BANKERS, INC.	0.03%	3.68K	35.66K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.38K	13.4K	0	0
Mar 31, 2025	CITADEL ADVISORS LLC	0%	0	-	-10.86K	-100.00%
Mar 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0%	0	-	-13.38K	-100.00%
Mar 31, 2025	MORGAN STANLEY	1.46%	196.85K	1.91M	22.73K	+13.06%
Mar 31, 2025	FUNDAMENTUM, LLC	0.13%	16.85K	163.31K	165	+0.99%
Mar 31, 2025	CERITY PARTNERS LLC	0.09%	11.79K	114.25K	116	+0.99%
Mar 31, 2025	TYCHE WEALTH PARTNERS LLC	0.29%	39.11K	378.97K	-2.19K	-5.30%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.28%	37.03K	358.77K	0	0
Mar 31, 2025	PALOGIC VALUE MANAGEMENT, L.P.	0.27%	36.02K	349.07K	0	0
Mar 31, 2025	PFG INVESTMENTS, LLC	0.09%	11.7K	113.4K	47	+0.40%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.02%	3.3K	31.98K	0	0
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.01%	1.65K	16K	1.65K	+100.00%
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	1.38K	13.4K	0	0
Mar 31, 2025		0.01%	1K	9.69K	1K	+100.00%
Mar 31, 2025	FORTIS GROUP ADVISORS, LLC	0.01%	667	6.46K	0	0
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	400	+100.00%
Mar 31, 2025	INVESCO LTD.	0%	0	-	-38.76K	-100.00%
Mar 31, 2025	NOMURA HOLDINGS INC	0%	0	-	-18K	-100.00%
Mar 31, 2025	NATURAL INVESTMENTS, LLC	0.12%	15.99K	154K	0	0
Mar 31, 2025	FIFTH THIRD BANCORP	0%	0	-	-1.95K	-100.00%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	5.05%	678.25K	6.57M	-47.92K	-6.60%
Mar 31, 2025	WILLIAMS JONES WEALTH MANAGEMENT, LLC.	0%	0	-	-15.83K	-100.00%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.07%	9.95K	96.43K	2.75K	+38.09%
Mar 31, 2025	US BANCORP \DE\	0%	600	5.81K	0	0
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	2.2%	295.13K	2.86M	295.13K	+100.00%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	1.99%	267.77K	2.59M	121.02K	+82.46%
Mar 31, 2025	UBS GROUP AG	1.89%	253.81K	2.46M	-52.35K	-17.10%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.67%	224.13K	2.17M	-9.25K	-3.96%
Mar 31, 2025	ROYAL BANK OF CANADA	0.61%	82.49K	799K	18	+0.02%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.49%	65.68K	636.42K	1.39K	+2.15%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	0.49%	65.52K	635K	-3.36K	-4.88%
Mar 31, 2025	MELFA WEALTH MANAGEMENT, LLC	0.33%	43.99K	426.27K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.44%	193.02K	1.87M	-16.77K	-7.99%
Mar 31, 2025	SIT INVESTMENT ASSOCIATES INC	0.92%	123.21K	1.19M	-6.05K	-4.68%
Mar 31, 2025	STRATOS WEALTH ADVISORS, LLC	0.32%	42.8K	414.7K	104	+0.24%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.31%	41.15K	398.73K	35K	+569.31%
Mar 31, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0.11%	14.38K	139.29K	0	0
Mar 31, 2025	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2025	HBK SORCE ADVISORY LLC	0.21%	28.83K	279.32K	0	0
Mar 31, 2025	LPL FINANCIAL LLC	0.2%	26.94K	261.05K	2.66K	+10.94%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	24.22K	234.73K	1	0.00%
Mar 31, 2025	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.13%	18K	174.42K	0	0
Mar 31, 2024	FORTIS GROUP ADVISORS, LLC	0.01%	667	6.66K	-667	-50.00%
Mar 31, 2024	TYCHE WEALTH PARTNERS LLC	0.3%	39.9K	398.64K	0	0
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	0.3%	40.03K	399.85K	0	0
Mar 31, 2024	MELFA WEALTH MANAGEMENT, LLC	0.33%	43.99K	439.47K	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0%	400	3K	400	+100.00%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	5	50	0	0
Mar 31, 2024	WEBSTER BANK, N. A.	0%	0	-	-1.24K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-1.9K	-100.00%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.19%	26.13K	261K	-72.57K	-73.53%
Mar 31, 2024	MORGAN STANLEY	1.07%	144.2K	1.44M	-2.68K	-1.82%
Mar 31, 2024	UBS GROUP AG	2.51%	336.97K	3.37M	-20.25K	-5.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	2.25%	301.86K	3.02M	14.45K	+5.03%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.09%	281.12K	2.81M	-3.79K	-1.33%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	1.14%	153.32K	1.53M	32.17K	+26.55%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.96%	129.26K	1.29M	-1.1K	-0.84%
Mar 31, 2024	INVESCO LTD.	0.9%	120.89K	1.21M	857	+0.71%
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.11%	14.38K	143.61K	0	0
Mar 31, 2024	SHEAFF BROCK INVESTMENT ADVISORS, LLC	0.13%	18K	179.82K	18K	+100.00%
Mar 31, 2024	FAIRHAVEN WEALTH MANAGEMENT, LLC	0.14%	18.9K	188.8K	0	0
Mar 31, 2024	VAN ECK ASSOCIATES CORP	0.46%	61.84K	618K	-22.48K	-26.66%
Mar 31, 2024	ROYAL BANK OF CANADA	0.57%	76.28K	762K	4.04K	+5.59%
Mar 31, 2024	STRATOS WEALTH ADVISORS, LLC	0.58%	78.31K	782.27K	295	+0.38%
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.03%	3.68K	36.76K	0	0
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	14.98K	149.66K	8	+0.05%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	24.22K	241.93K	-399	-1.62%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0.15%	19.66K	197.24K	-104	-0.53%
Mar 31, 2024	LPL FINANCIAL LLC	0.16%	21.58K	215.53K	-1.17K	-5.16%
Mar 31, 2024	HBK SORCE ADVISORY LLC	0.18%	24.4K	243.71K	2.45K	+11.14%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.21%	28.09K	280.61K	1.35K	+5.05%
Mar 31, 2024	CONCORDE ASSET MANAGEMENT, LLC	0.08%	11.19K	111.74K	11.19K	+100.00%
Mar 31, 2024	CERITY PARTNERS LLC	0.08%	11.17K	111.58K	140	+1.27%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.08%	10.54K	105.34K	10.54K	+100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.08%	10.53K	105.14K	10.53K	+100.00%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.06%	7.68K	76.76K	-2.37K	-23.57%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	5.78K	57.77K	-5.64K	-49.37%
Mar 31, 2024	PALOGIC VALUE MANAGEMENT, L.P.	0.28%	37K	369.63K	0	0
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.04%	5.6K	55.94K	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.01%	1.38K	13.82K	1.38K	+100.00%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.04%	5.6K	57.29K	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.08%	11.03K	112.83K	155	+1.43%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.09%	11.42K	116.86K	5.52K	+93.45%
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.11%	14.38K	147.06K	0	0
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.11%	14.97K	153.17K	2.44K	+19.48%
Dec 31, 2023	FAIRHAVEN WEALTH MANAGEMENT, LLC	0.14%	18.9K	193.34K	0	0
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0.15%	19.76K	202.17K	19.76K	+100.00%
Dec 31, 2023	HBK SORCE ADVISORY LLC	0.16%	21.95K	224.55K	21.95K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.17%	22.75K	232.71K	-65.27K	-74.15%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.18%	24.62K	251.82K	2	+0.01%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.2%	26.74K	273.54K	15.25K	+132.74%
Dec 31, 2023	PALOGIC VALUE MANAGEMENT, L.P.	0.28%	37K	378.51K	0	0
Dec 31, 2023		0.3%	39.9K	408.22K	39.9K	+100.00%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	0.3%	40.03K	409.46K	11K	+37.90%
Dec 31, 2023	MELFA WEALTH MANAGEMENT, LLC	0.33%	43.99K	450.03K	0	0
Dec 31, 2023	ROYAL BANK OF CANADA	0.54%	72.24K	739K	9.11K	+14.44%
Dec 31, 2023	STRATOS WEALTH ADVISORS, LLC	0.58%	78.01K	798.05K	598	+0.77%
Dec 31, 2023	VAN ECK ASSOCIATES CORP	0.63%	84.32K	863K	11.73K	+16.16%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.73%	98.69K	1.01M	-61.38K	-38.35%
Dec 31, 2023	INVESCO LTD.	0.89%	120.03K	1.23M	46.86K	+64.04%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.9%	121.15K	1.24M	-36.69K	-23.24%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	0.97%	130.36K	1.33M	0	0
Dec 31, 2023	MORGAN STANLEY	1.09%	146.88K	1.5M	14.15K	+10.66%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	2.12%	284.9K	2.91M	-46.36K	-14.00%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	2.14%	287.41K	2.94M	117.16K	+68.82%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-400	-100.00%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0%	0	-	-116.71K	-100.00%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0%	0	-	-14.15K	-100.00%
Dec 31, 2023	UBS GROUP AG	2.66%	357.22K	3.65M	-19.45K	-5.16%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-10.34K	-100.00%
Dec 31, 2023	LINDBROOK CAPITAL, LLC	0%	5	51	0	0
Dec 31, 2023	WEBSTER BANK, N. A.	0.01%	1.24K	12.7K	0	0
Dec 31, 2023	FORTIS GROUP ADVISORS, LLC	0.01%	1.33K	13.65K	667	+100.00%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.01%	1.9K	19.44K	1.9K	+100.00%
Dec 31, 2023	CULLEN/FROST BANKERS, INC.	0.03%	3.68K	37.65K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.07%	10.05K	102.85K	1.99K	+24.62%

Insiders

Among the BTA insiders holding of N/A of the stake in company, HAYES PETER, , holds the largest shares of 13.3K. HARRIS JERROLD B, director, is the second largest BTA insider with ownership of 5K shares. CROTHERS ROBERT, Vice President, stands third with possession of 1.79K shares of that stake.

Insiders	Designation	Shares Held
HAYES PETER		13.3K
HARRIS JERROLD B	director	5K
CROTHERS ROBERT	Vice President	1.79K
CASTELLANO MICHAEL J	director	800
BANK OF AMERICA CORP /DE/	10 percent owner	400
PERILLI MICHAEL		300
CAVANAGH RICHARD	director	200
SCHLOSSTEIN RALPH	director	100
HUBBARD ROBERT GLENN	director	100
FABOZZI FRANK	director	100
BECKWITH GEORGE NICHOLAS III	director	100
GABBAY HENRY	director	100
FELDSTEIN KATHLEEN F	director	100
KESTER W CARL	director	100
DIXON KENT	director	100
HARRIS STAYCE D.	director	10

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 29, 2024	HARRIS STAYCE D.	PURCHASE	10.20	10	101.99	10
Oct 30, 2020	HAYES PETER	PURCHASE	11.72	11K	128.92K	13.3K
Jan 16, 2019	GABBAY HENRY	PURCHASE	11.32	90	1.02K	100
Jan 15, 2019	GABBAY HENRY	PURCHASE	11.39	10	113.9	10
Nov 03, 2017	PERILLI MICHAEL	PURCHASE	11.91	150	1.79K	300
Oct 13, 2017	PERILLI MICHAEL	PURCHASE	12.31	150	1.85K	150
Jul 27, 2016	BANK OF AMERICA CORP /DE/	PURCHASE	12.76	100	1.28K	400
Jul 11, 2016	BANK OF AMERICA CORP /DE/	SALE	13.20	51	673.2	300
Jul 08, 2016	BANK OF AMERICA CORP /DE/	PURCHASE	13.03	100	1.3K	151
Jul 07, 2016	BANK OF AMERICA CORP /DE/	SALE	12.94	100	1.29K	51
Jul 06, 2016	BANK OF AMERICA CORP /DE/	SALE	12.88	100	1.29K	951
Jul 05, 2016	BANK OF AMERICA CORP /DE/	PURCHASE	12.72	1.28K	16.24K	1.33K
Jun 30, 2016	BANK OF AMERICA CORP /DE/	PURCHASE	12.76	153	1.95K	51
Jun 29, 2016	BANK OF AMERICA CORP /DE/	SALE	12.81	100	1.28K	0
Jun 07, 2016	BANK OF AMERICA CORP /DE/	SALE	12.68	1.18K	14.91K	0
Feb 12, 2016	HARRIS JERROLD B	PURCHASE	11.72	4K	46.9K	5K
Jan 29, 2016	HARRIS JERROLD B	PURCHASE	11.66	4K	46.64K	4K
Jan 20, 2016	HAYES PETER	PURCHASE	11.33	1.3K	14.73K	2.3K
Jan 13, 2016	HARRIS JERROLD B	PURCHASE	11.53	2K	23.06K	4K
Jan 11, 2016	HARRIS JERROLD B	PURCHASE	11.76	1K	11.76K	1K
Jan 08, 2016	HARRIS JERROLD B	PURCHASE	11.76	3K	35.28K	3K
Jan 08, 2015	KESTER W CARL	PURCHASE	11.45	100	1.14K	100
Jan 05, 2015	GABBAY HENRY	SALE	11.30	1.6K	18.08K	0
Dec 17, 2013	HAYES PETER	SALE	10.19	2K	20.39K	1K
Jun 05, 2013	HAYES PETER	PURCHASE	11.63	3K	34.89K	3K
Mar 15, 2013	CROTHERS ROBERT	PURCHASE	11.85	300	3.56K	1.79K
Dec 13, 2012	CASTELLANO MICHAEL J	PURCHASE	13.02	800	10.41K	800
Feb 11, 2008	HARRIS JERROLD B	PURCHASE	12.28	100	1.23K	100
Jan 07, 2008	GABBAY HENRY	PURCHASE	12.22	1.6K	19.55K	1.6K
Dec 20, 2007	BECKWITH GEORGE NICHOLAS III	PURCHASE	11.47	100	1.15K	100
Jan 29, 2007	HUBBARD ROBERT GLENN	PURCHASE	14.78	100	1.48K	100
Jan 26, 2007	FELDSTEIN KATHLEEN F	PURCHASE	14.73	100	1.47K	100
Jan 25, 2007	CAVANAGH RICHARD	PURCHASE	14.79	200	2.96K	200
Jan 24, 2007	FABOZZI FRANK	PURCHASE	14.81	100	1.48K	100
Jan 19, 2007	DIXON KENT	PURCHASE	14.75	100	1.48K	100
Jan 17, 2007	SCHLOSSTEIN RALPH	PURCHASE	14.81	100	1.48K	100

Frequently Asked Questions