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BlackRock Floating Rate Income Trust (BGT) Institutional Ownership

BlackRock Floating Rate Income Trust logo
$12.46 -0.17 (-1.31%)
As of 02:08 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Floating Rate Income Trust (NYSE:BGT)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$26.02M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$3.40M
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BGT Institutional Buying and Selling by Quarter

BlackRock Floating Rate Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Advisors Asset Management Inc.400,607$4.98M0.1%+7.1%0.000%
5/15/2025 Royal Bank of Canada46,577$578K0.0%+12.0%0.000%
5/15/2025 Centric Wealth Management19,859$247K0.1%N/A0.000%
5/14/2025 Guggenheim Capital LLC1,187,271$14.75M0.1%+20.9%0.000%
5/13/2025 Ethos Financial Group LLC337,628$4.19M0.4%N/A0.000%
5/12/2025 Invesco Ltd.347,357$4.31M0.0%+10.6%0.000%
5/8/2025 ProVise Management Group LLC45,918$570K0.0%-2.2%0.000%
5/7/2025 LPL Financial LLC619,277$7.69M0.0%+27.3%0.000%
5/6/2025 Avantax Advisory Services Inc.34,403$427K0.0%+4.2%0.000%
5/5/2025 Cassaday & Co Wealth Management LLC10,941$136K0.0%N/A0.000%
5/5/2025 Private Advisor Group LLC20,349$253K0.0%+65.0%0.000%
5/2/2025 Graypoint LLC200,386$2.49M0.2%+2.9%0.000%
5/2/2025 Melfa Wealth Management Inc.78,722$978K0.7%-8.7%0.000%
4/17/2025 Sowell Financial Services LLC14,319$178K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC24,028$298K0.0%+14.8%0.000%
2/18/2025 Elequin Capital LP4,453$57K0.0%N/A0.000%
2/17/2025 Cary Street Partners Financial LLC10,000$129K0.0%N/A0.000%
2/17/2025 Baird Financial Group Inc.121,418$1.56M0.0%-8.1%0.000%
2/17/2025 Bank of America Corp DE68,819$885K0.0%-1.5%0.000%
2/17/2025 Ameriprise Financial Inc.630,386$8.11M0.0%-1.9%0.000%
2/14/2025 Virtus ETF Advisers LLC57,814$743K0.3%+17.2%0.000%
2/14/2025 MML Investors Services LLC98,517$1.27M0.0%+1.7%0.000%
2/13/2025 Guggenheim Capital LLC981,677$12.62M0.1%+38.7%0.000%
2/13/2025 LaSalle St. Investment Advisors LLC23,206$298K0.1%N/A0.000%
2/13/2025 XTX Topco Ltd11,278$145K0.0%N/A0.000%
2/13/2025 Cohen & Steers Inc.79,865$1.03M0.0%-22.8%0.000%
2/13/2025 Raymond James Financial Inc.54,810$705K0.0%N/A0.000%
2/13/2025 Invesco Ltd.313,967$4.04M0.0%-2.3%0.000%
2/13/2025 Wells Fargo & Company MN71,547$920K0.0%-2.3%0.000%
2/12/2025 StoneX Group Inc.14,631$188K0.0%N/A0.000%
2/11/2025 LPL Financial LLC486,324$6.25M0.0%+19.3%0.000%
2/11/2025 ProVise Management Group LLC46,929$604K0.1%-8.5%0.000%
2/10/2025 Commonwealth Equity Services LLC11,068$142K0.0%-17.0%0.000%
2/10/2025 Avantax Advisory Services Inc.33,005$424K0.0%+60.5%0.000%
2/6/2025 Raymond James Financial Inc.54,810$705K0.0%N/A0.000%
2/6/2025 Cullen Frost Bankers Inc.3,129$40K0.0%-37.4%0.000%
2/4/2025 MONECO Advisors LLC23,125$297K0.0%-5.1%0.000%
2/3/2025 Waterfront Wealth Inc.10,638$137K0.0%-84.6%0.000%
1/31/2025Global Retirement Partners LLC32,667$420K0.0%-10.0%0.000%
1/31/2025 Atria Wealth Solutions Inc.14,837$191K0.0%-61.0%0.000%
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1/29/2025 Wagner Wealth Management LLC26,375$339K0.1%-11.8%0.000%
1/17/2025 Melfa Wealth Management Inc.86,197$1.11M0.7%-9.8%0.000%
1/15/2025 Client First Capital LLC16,921$218K0.1%N/A0.000%
1/10/2025 Graypoint LLC194,738$2.50M0.2%+2.8%0.000%
11/15/2024 MML Investors Services LLC96,891$1.25M0.0%+2.7%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC19,778$256K0.0%+56.0%0.000%
11/12/2024 Penserra Capital Management LLC640,218$8.28M0.2%N/A0.000%
11/8/2024 Advisors Asset Management Inc.373,833$4.84M0.1%-0.4%0.000%
10/31/2024 Graypoint LLC189,418$2.45M0.2%+2.8%0.000%
10/25/2024 MONECO Advisors LLC24,377$315K0.0%+5.0%0.000%
10/24/2024 Hunter Associates Investment Management LLC22,500$291K0.0%-13.5%0.000%
10/22/2024 Private Advisor Group LLC11,714$152K0.0%N/A0.000%
10/16/2024Global Retirement Partners LLC36,299$470K0.0%-64.9%0.000%
10/15/2024 Shulman DeMeo Asset Management LLC17,858$231K0.1%-5.0%0.000%
10/11/2024 Wagner Wealth Management LLC29,903$387K0.1%-24.8%0.000%
8/1/2024 Waterfront Wealth Inc.102,705$1.31M0.4%-1.1%0.000%
7/31/2024 Graypoint LLC184,212$2.35M0.2%+2.8%0.000%
7/15/2024 Melfa Wealth Management Inc.96,877$1.24M0.9%-3.5%0.000%
7/10/2024 Mid American Wealth Advisory Group Inc.11,467$146K0.1%-22.9%0.000%
5/14/2024 Advisors Asset Management Inc.422,855$5.49M0.1%+6.4%0.000%
5/9/2024 ProVise Management Group LLC51,280$666K0.1%-3.2%0.000%
5/8/2024 Avantax Advisory Services Inc.18,735$243K0.0%+12.7%0.000%
5/2/2024 Graypoint LLC179,139$2.33M0.2%+2.9%0.000%
4/26/2024 MONECO Advisors LLC23,227$301K0.0%+31.6%0.000%
4/23/2024Global Retirement Partners LLC39,495$513K0.0%N/A0.000%
4/8/2024 Mid American Wealth Advisory Group Inc.14,871$193K0.1%-35.6%0.000%
3/13/2024 MONECO Advisors LLC17,645$218K0.0%N/A0.000%
3/8/2024ICA Group Wealth Management LLC118,072$1.46M0.3%+12.7%0.000%
2/14/2024 Jones Road Capital Management L.P.40,311$499K0.1%+8.1%0.000%
2/13/2024 1607 Capital Partners LLC86,639$1.07M0.1%-74.8%0.000%
2/9/2024 ProVise Management Group LLC52,980$656K0.1%-1.8%0.000%
2/9/2024 City of London Investment Management Co. Ltd.94,343$1.17M0.1%-60.9%0.000%
2/7/2024 Avantax Advisory Services Inc.16,623$206K0.0%N/A0.000%
2/7/2024 Mid American Wealth Advisory Group Inc.23,081$286K0.2%-17.3%0.000%
2/7/2024 Principal Securities Inc.2,371$29K0.0%N/A0.000%
2/6/2024 Cullen Frost Bankers Inc.3,129$39K0.0%-37.4%0.000%
2/5/2024 MONECO Advisors LLC17,645$218K0.0%N/A0.000%
2/5/2024 Mid American Wealth Advisory Group Inc.21,712$268K0.2%-22.2%0.000%
2/2/2024 Atria Wealth Solutions Inc.15,221$188K0.0%-13.7%0.000%
2/1/2024 Significant Wealth Partners LLC50,042$620K0.5%N/A0.000%
1/31/2024 Waterfront Wealth Inc.92,329$1.14M0.3%-4.3%0.000%
1/30/2024 Conning Inc.25,307$313K0.0%+3.9%0.000%
1/29/2024 Graypoint LLC174,129$2.16M0.2%+5.0%0.000%
1/26/2024 Geneos Wealth Management Inc.5,588$69K0.0%-13.1%0.000%
1/19/2024 Wagner Wealth Management LLC578,329$7.16M2.4%+16.1%0.000%
1/5/2024 Capital Investment Advisors LLC14,263$177K0.0%-8.2%0.000%
11/15/2023 1607 Capital Partners LLC343,539$4.14M0.3%-14.1%0.000%
11/15/2023 Advisors Asset Management Inc.302,293$3.65M0.1%+13.7%0.000%
11/14/2023 Samalin Investment Counsel LLC20,345$245K0.1%-21.5%0.000%
11/9/2023 City of London Investment Management Co. Ltd.241,483$2.91M0.3%-5.9%0.000%
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11/9/2023 UBS Group AG375,386$4.53M0.0%+9.8%0.000%
11/8/2023 ProVise Management Group LLC53,945$651K0.1%-1.8%0.000%
11/7/2023 Virtus ETF Advisers LLC44,071$531K0.3%+89.2%0.000%
11/2/2023 Cullen Frost Bankers Inc.4,999$60K0.0%+59.8%0.000%
10/30/2023 Melfa Wealth Management LLC99,547$1.20M1.2%-8.4%0.000%
10/26/2023 Graypoint LLC165,835$2M0.2%N/A0.000%
10/24/2023 Pinnacle Associates Ltd.34,745$419K0.0%-7.9%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.21,146$255K0.0%-35.0%0.000%
10/23/2023 Commonwealth Equity Services LLC17,619$213K0.0%+9.2%0.000%
10/18/2023 Wagner Wealth Management LLC497,968$6.01M2.2%+10.7%0.000%
(Data available from 1/1/2016 forward)

BGT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGT shares?

During the previous two years, 59 institutional investors and hedge funds held shares of BlackRock Floating Rate Income Trust. The most heavily invested institutionals were Guggenheim Capital LLC ($14.75M), Penserra Capital Management LLC ($8.28M), Ameriprise Financial Inc. ($8.11M), LPL Financial LLC ($7.69M), Advisors Asset Management Inc. ($4.98M), UBS Group AG ($4.53M), and Invesco Ltd. ($4.31M).Learn more on BGT's institutional investors.

Which institutional investors have been buying BlackRock Floating Rate Income Trust stock?

Of the 39 institutional investors that purchased BlackRock Floating Rate Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($640.22K), Guggenheim Capital LLC ($479.43K), Ethos Financial Group LLC ($337.63K), Mid American Wealth Advisory Group Inc. ($312.13K), LPL Financial LLC ($238.65K), Graypoint LLC ($200.39K), and Wagner Wealth Management LLC ($182.24K).

How much institutional buying is happening at BlackRock Floating Rate Income Trust?

Institutional investors have bought a total of 3,164,683 shares in the last 24 months. This purchase volume represents approximately $39.44M in transactions.

Which BlackRock Floating Rate Income Trust major shareholders have been selling company stock?

Of the 31 institutional investors that sold BlackRock Floating Rate Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 1607 Capital Partners LLC ($313.30K), Mid American Wealth Advisory Group Inc. ($306.87K), City of London Investment Management Co. Ltd. ($162.42K), Global Retirement Partners LLC ($70.71K), Waterfront Wealth Inc. ($63.95K), Guggenheim Capital LLC ($43.20K), and Cohen & Steers Inc. ($42.17K).

How much institutional selling is happening at BlackRock Floating Rate Income Trust?

Institutional investors have sold a total of 1,198,633 shares in the last 24 months. This volume of shares sold represents approximately $14.77M in transactions.



This page (NYSE:BGT) was last updated on 6/16/2025 by MarketBeat.com Staff
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