BlackRock Multi-Sector Income Trust (BIT) Institutional Ownership

$15.41
+0.19 (+1.25%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for BlackRock Multi-Sector Income Trust (NYSE:BIT)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$16.35M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$2.69M
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BIT Institutional Buying and Selling by Quarter

BlackRock Multi-Sector Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Mesirow Financial Investment Management Inc.161,378$2.56M0.1%N/A0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.109,332$1.74M0.0%+6.7%0.000%
2/26/2024Virtu Financial LLC11,708$176K0.0%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp15,697$235K0.0%-9.1%0.000%
2/12/2024Evoke Wealth LLC79,343$1.19M0.0%-2.6%0.000%
2/12/2024Steward Partners Investment Advisory LLC51,780$777K0.0%+447.2%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.102,467$1.54M0.0%-0.9%0.000%
2/8/2024Foundations Investment Advisors LLC219,801$3.42M0.1%+12.3%0.000%
2/8/2024Janney Montgomery Scott LLC53,033$795K0.0%-2.5%0.000%
2/7/2024Principal Securities Inc.6,205$93K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC81,132$1.22M0.0%+9.8%0.000%
2/2/2024Truist Financial Corp11,955$179K0.0%-9.7%0.000%
2/2/2024Atria Wealth Solutions Inc.49,007$735K0.0%+75.2%0.000%
1/31/2024Western Wealth Management LLC12,604$189K0.0%-24.1%0.000%
1/29/2024Consolidated Portfolio Review Corp11,583$174K0.0%-15.4%0.000%
1/25/2024 E&G Advisors LP83,665$1.26M0.4%-6.5%0.000%
1/25/2024 International Assets Investment Management LLC10,725$1.61M0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC10,725$1.61M0.0%N/A0.000%
1/23/2024 Midwest Heritage Bank FSB19,162$287K0.2%-5.1%0.000%
1/23/2024DAVENPORT & Co LLC39,724$596K0.0%-7.8%0.000%
1/18/2024 West Oak Capital LLC3,100$47K0.0%-24.4%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.200,924$3.01M0.0%-2.0%0.000%
1/12/2024 Cyndeo Wealth Partners LLC316,477$4.75M0.4%+20.7%0.000%
11/15/2023LaSalle St. Investment Advisors LLC14,190$205K0.1%-8.2%0.000%
11/13/2023Consolidated Portfolio Review Corp13,696$198K0.0%-6.8%0.000%
11/13/2023LPL Financial LLC405,230$5.86M0.0%+35.2%0.000%
11/13/2023Kestra Advisory Services LLC10,356$150K0.0%N/A0.000%
11/9/2023UBS Group AG385,876$5.58M0.0%-10.2%0.000%
11/8/2023HighTower Advisors LLC20,659$298K0.0%+35.3%0.000%
11/8/2023Atria Wealth Solutions Inc.27,980$405K0.0%-34.5%0.000%
11/8/2023SMH Capital Advisors Inc.12,884$186K0.4%-26.4%0.000%
11/4/2023 NBC Securities Inc.5,796$83K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC73,872$1.07M0.0%+4.7%0.000%
10/31/2023Primoris Wealth Advisors LLC12,000$174K0.2%N/A0.000%
10/24/2023 Stratos Wealth Partners LTD.19,485$282K0.0%-8.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.205,017$2.97M0.0%+2.5%0.000%
10/24/2023 Raymond James & Associates174,452$2.52M0.0%+3.5%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.103,425$1.50M0.0%+24.1%0.000%
10/23/2023Commonwealth Equity Services LLC34,518$499K0.0%+4.0%0.000%
10/20/2023Sunesis Advisors LLC24,490$354K0.3%N/A0.000%
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10/17/2023DAVENPORT & Co LLC43,082$623K0.0%-27.3%0.000%
10/12/2023 Sound Income Strategies LLC2,900$42K0.0%N/A0.000%
10/10/2023 Cyndeo Wealth Partners LLC262,135$3.79M0.4%+2.7%0.000%
10/5/2023Foundations Investment Advisors LLC195,791$2.83M0.1%+16.4%0.000%
8/14/2023Snowden Capital Advisors LLC199,201$2.86M0.1%+7.0%0.000%
8/11/2023LaSalle St. Investment Advisors LLC15,462$222K0.1%-22.4%0.000%
8/11/2023Guggenheim Capital LLC43,480$625K0.0%-29.5%0.000%
8/10/2023Private Advisor Group LLC70,542$1.01M0.0%-4.9%0.000%
8/10/2023Cetera Advisor Networks LLC63,536$913K0.0%+4.1%0.000%
8/4/2023Envestnet Asset Management Inc.120,302$1.73M0.0%+2.1%0.000%
8/3/2023Atria Wealth Solutions Inc.42,749$614K0.0%+116.1%0.000%
8/2/2023Houlihan Financial Resource Group Ltd.19,200$281K0.0%N/A0.000%
8/1/2023Truist Financial Corp11,332$163K0.0%N/A0.000%
7/31/2023LPL Financial LLC299,616$4.31M0.0%+119.3%0.000%
7/27/2023 Cyndeo Wealth Partners LLC255,135$3.67M0.4%+2.7%0.000%
7/26/2023 Midwest Heritage Bank FSB20,200$290K0.2%-11.5%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.199,986$2.87M0.0%-2.2%0.000%
7/25/2023 Raymond James & Associates168,598$2.42M0.0%-1.3%0.000%
7/20/2023DAVENPORT & Co LLC59,242$851K0.0%-5.4%0.000%
7/19/2023Foundations Investment Advisors LLC168,226$2.42M0.1%N/A0.000%
7/18/2023 Stratos Wealth Partners LTD.21,359$307K0.0%+9.6%0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.83,366$1.20M0.0%+1.5%0.000%
7/7/2023First Citizens Financial Corp15,603$224K0.2%N/A0.000%
5/11/2023Guggenheim Capital LLC61,675$900K0.0%+23.0%0.000%
5/10/2023Private Advisor Group LLC74,158$1.08M0.0%N/A0.000%
5/9/2023Wealthspire Advisors LLC65,000$948K0.0%-34.1%0.000%
5/3/2023Syverson Strege & Co2,147$31K0.0%+524.1%0.000%
4/27/2023Sunesis Advisors LLC27,240$397K0.3%N/A0.000%
4/25/2023 Cyndeo Wealth Partners LLC248,504$3.63M0.4%+96.4%0.000%
4/24/2023Semus Wealth Partners LLC61,063$891K1.0%-4.2%0.000%
4/21/2023 Cyndeo Wealth Partners LLC248,504$1.83M0.2%+96.4%0.000%
4/20/2023 Midwest Heritage Bank FSB22,812$333K0.3%-5.7%0.000%
4/17/2023GPS Wealth Strategies Group LLC1,900$28K0.0%N/A0.000%
4/14/2023 Raymond James Financial Services Advisors Inc.204,477$2.98M0.0%+305.1%0.000%
4/14/2023 Raymond James & Associates170,789$2.49M0.0%+2.7%0.000%
4/6/2023 Wiley BROS. Aintree Capital LLC10,202$149K0.1%-29.0%0.000%
2/17/2023LaSalle St. Investment Advisors LLC19,963$283K0.1%N/A0.000%
2/14/2023Penserra Capital Management LLC256,894$3.65M0.1%+9.9%0.000%
2/10/2023Evoke Wealth LLC87,966$1.25M0.0%-4.6%0.000%
2/10/2023CoreCap Advisors LLC12,925$184K0.0%+7.7%0.000%
2/9/2023Elequin Securities LLC9,300$132K0.0%N/A0.000%
2/9/2023First Trust Advisors LP77,967$1.11M0.0%-1.9%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.50,479$717K0.0%-12.9%0.000%
2/8/2023Coastal Bridge Advisors LLC10,013$142K0.0%N/A0.000%
2/8/2023 Raymond James & Associates166,319$2.36M0.0%+2.8%0.000%
2/8/2023UBS Group AG443,945$6.31M0.0%-8.5%0.000%
2/8/2023Thrivent Financial for Lutherans156,182$2.22M0.0%-2.3%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.81,237$1.15M0.0%+110.9%0.000%
2/8/2023Semus Wealth Partners LLC63,772$906K1.1%N/A0.000%
2/8/2023Oppenheimer & Co. Inc.16,782$238K0.0%-13.0%0.000%
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2/7/2023LPL Financial LLC135,720$1.93M0.0%-15.8%0.000%
2/7/2023Envestnet Asset Management Inc.87,200$1.24M0.0%-3.7%0.000%
2/3/2023 Sugarloaf Wealth Management LLC4,652$66K0.0%-200.0%0.000%
1/25/2023 Cyndeo Wealth Partners LLC126,539$1.80M0.2%N/A0.000%
1/23/2023Sargent Bickham Lagudis LLC2,115$30K0.0%N/A0.000%
1/20/2023DAVENPORT & Co LLC62,563$889K0.0%+3.0%0.000%
1/18/2023Private Advisor Group LLC53,358$758K0.0%-11.9%0.000%
1/18/2023 Private Trust Co. NA4,309$61K0.0%+22.6%0.000%
1/11/2023First Citizens Financial Corp15,603$222K0.2%+15.7%0.000%
11/15/2022Fiduciary Group LLC18,890$284K0.0%-9.6%0.000%
(Data available from 1/1/2016 forward)

BIT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BIT shares?

During the previous two years, 74 institutional investors and hedge funds held shares of BlackRock Multi-Sector Income Trust. The most heavily invested institutionals were LPL Financial LLC ($5.86M), UBS Group AG ($5.58M), Cyndeo Wealth Partners LLC ($4.75M), Penserra Capital Management LLC ($3.65M), Foundations Investment Advisors LLC ($3.42M), Raymond James Financial Services Advisors Inc. ($3.01M), and Snowden Capital Advisors LLC ($2.86M).Learn more on BIT's institutional investors.

Which institutional investors have been buying BlackRock Multi-Sector Income Trust stock?

Of the 57 institutional investors that purchased BlackRock Multi-Sector Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cyndeo Wealth Partners LLC ($438.44K), LPL Financial LLC ($268.59K), Penserra Capital Management LLC ($256.89K), Foundations Investment Advisors LLC ($219.80K), Mesirow Financial Investment Management Inc. ($161.38K), Raymond James Financial Services Advisors Inc. ($161.22K), and Wealthspire Advisors LLC ($100K).

How much institutional buying is happening at BlackRock Multi-Sector Income Trust?

Institutional investors have bought a total of 2,743,983 shares in the last 24 months. This purchase volume represents approximately $40.39M in transactions.

Which BlackRock Multi-Sector Income Trust major shareholders have been selling company stock?

Of the 37 institutional investors that sold BlackRock Multi-Sector Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($296.48K), UBS Group AG ($187.19K), Wealthspire Advisors LLC ($153.69K), Stratos Wealth Partners LTD. ($38.99K), Guggenheim Capital LLC ($37.61K), Apollon Wealth Management LLC ($31.93K), and Private Advisor Group LLC ($29.73K).

How much institutional selling is happening at BlackRock Multi-Sector Income Trust?

Institutional investors have sold a total of 1,021,812 shares in the last 24 months. This volume of shares sold represents approximately $15.23M in transactions.


This page (NYSE:BIT) was last updated on 4/28/2024 by MarketBeat.com Staff

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