Free Trial

BlackRock Floating Rate Income Trust (BGT) Institutional Ownership

BlackRock Floating Rate Income Trust logo
$13.04 +0.12 (+0.93%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for BlackRock Floating Rate Income Trust (NYSE:BGT)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$12.32M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.59M
Get BGT Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Floating Rate Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
11/15/2024MML 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%
10/16/2024 Global 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%
4/23/2024 Global 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%
War on Elon Escalates… (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
1/19/2024 Wagner Wealth Management LLC578,329$7.16M2.4%+16.1%0.000%
1/5/2024Capital 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%
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%
10/23/2023Commonwealth 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%
10/16/2023Capital Investment Advisors LLC15,529$187K0.0%-20.1%0.000%
10/10/2023 Mid American Wealth Advisory Group Inc.27,918$342K0.3%-91.1%0.000%
8/24/2023 ProVise Management Group LLC54,945$641K0.1%-6.6%0.000%
8/17/2023 Coastal Bridge Advisors LLC112,411$1.31M0.3%-7.2%0.000%
8/15/2023 Cohen & Steers Inc.108,470$1.27M0.0%-14.6%0.000%
8/11/2023 Guggenheim Capital LLC541,625$6.32M0.0%-7.4%0.000%
8/4/2023 Cullen Frost Bankers Inc.3,129$36K0.0%N/A0.000%
8/3/2023 Samalin Investment Counsel LLC25,923$302K0.2%-14.6%0.000%
8/3/2023 Hunter Associates Investment Management LLC26,011$303K0.1%-3.7%0.000%
7/31/2023 LPL Financial LLC73,565$858K0.0%+58.4%0.000%
7/28/2023 Waterfront Wealth Inc.99,872$1.17M0.3%+12.6%0.000%
7/28/2023 Wagner Wealth Management LLC449,808$5.25M2.0%+13.6%0.000%
7/27/2023 Rockland Trust Co.12,853$150K0.0%-8.2%0.000%
7/26/2023 Janney Montgomery Scott LLC20,702$241K0.0%N/A0.000%
7/18/2023 Melfa Wealth Management LLC108,618$1.27M1.3%-10.5%0.000%
7/13/2023 Mid American Wealth Advisory Group Inc.312,128$3.66M2.9%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.32,537$379K0.0%+16.2%0.000%
7/11/2023Capital Investment Advisors LLC19,431$227K0.0%-4.8%0.000%
7/10/2023 AE Wealth Management LLC252,065$2.94M0.0%+53.9%0.000%
6/28/2023Relative Value Partners Group LLC112,098$1.26M0.1%-10.6%0.000%
5/17/2023 Wagner Wealth Management LLC396,092$4.44M2.0%+11.0%0.000%
5/15/2023ICA Group Wealth Management LLC106,147$1.19M0.3%-3.5%0.000%
5/15/2023Relative Value Partners Group LLC112,098$1.26M0.1%-10.6%0.000%
5/12/2023 Jones Road Capital Management L.P.37,300$418K0.3%N/A0.000%
5/11/2023 Guggenheim Capital LLC584,827$6.56M0.1%+6.2%0.000%
5/10/2023 Landscape Capital Management L.L.C.16,318$183K0.0%-14.1%0.000%
5/9/2023 Samalin Investment Counsel LLC30,369$340K0.2%-16.3%0.000%
5/8/2023 Shaker Financial Services LLC158,807$1.78M0.8%+10.1%0.000%
5/8/2023 Wolverine Asset Management LLC30,649$344K0.0%+45.1%0.000%
5/8/2023 ProVise Management Group LLC58,845$660K0.1%-3.9%0.000%
4/20/2023 Melfa Wealth Management LLC121,388$1.36M1.4%-4.4%0.000%
4/14/2023 AE Wealth Management LLC163,804$1.84M0.0%N/A0.000%
2/15/2023ICA Group Wealth Management LLC110,032$1.20M0.3%-8.0%0.000%
2/14/2023 Oaktree Capital Management LP261,091$2.86M0.0%+8.7%0.000%
War on Elon Escalates… (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
2/10/2023 City of London Investment Management Co. Ltd.206,284$2.26M0.2%+27.9%0.000%
2/10/2023 Samalin Investment Counsel LLC36,302$397K0.3%-4.9%0.000%
2/10/2023 ProVise Management Group LLC61,245$670K0.1%-10.3%0.000%
2/10/2023 Moors & Cabot Inc.23,028$252K0.0%-54.4%0.000%
2/9/2023 Landscape Capital Management L.L.C.18,992$208K0.0%-50.0%0.000%
2/9/2023 Elequin Securities LLC7,750$85K0.0%N/A0.000%
2/8/2023 UBS Group AG361,622$3.96M0.0%-9.9%0.000%
2/7/2023Commonwealth Equity Services LLC19,334$211K0.0%+22.5%0.000%
2/7/2023 Hollencrest Capital Management3,400$37K0.0%N/A0.000%
2/3/2023 Shaker Financial Services LLC144,293$1.58M0.7%+19.3%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, 50 institutional investors and hedge funds held shares of BlackRock Floating Rate Income Trust. The most heavily invested institutionals were Penserra Capital Management LLC ($8.28M), Guggenheim Capital LLC ($6.32M), Advisors Asset Management Inc. ($4.84M), UBS Group AG ($4.53M), AE Wealth Management LLC ($2.94M), Oaktree Capital Management LP ($2.86M), and Graypoint LLC ($2.45M).Learn more on BGT's institutional investors.

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

Of the 34 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), Mid American Wealth Advisory Group Inc. ($312.13K), AE Wealth Management LLC ($252.07K), Wagner Wealth Management LLC ($221.48K), Graypoint LLC ($189.42K), Melfa Wealth Management LLC ($127.03K), and Advisors Asset Management Inc. ($61.98K).

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

Institutional investors have bought a total of 2,339,772 shares in the last 24 months. This purchase volume represents approximately $28.23M in transactions.

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

Of the 29 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 ($67.08K), Guggenheim Capital LLC ($43.20K), UBS Group AG ($39.81K), and Melfa Wealth Management LLC ($27.48K).

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

Institutional investors have sold a total of 1,184,230 shares in the last 24 months. This volume of shares sold represents approximately $14.29M in transactions.



This page (NYSE:BGT) was last updated on 11/17/2024 by MarketBeat.com Staff
From Our Partners