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BlackRock Floating Rate Income Trust (BGT) Institutional Ownership

BlackRock Floating Rate Income Trust logo
$12.54 +0.03 (+0.20%)
As of 03:59 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)
15
Total
Institutional Inflows
(last 12 months)
$11.61M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$6.69M
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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
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%
11/15/2024MML Investors Services LLC96,891$1.25M0.0%+2.7%0.000%
11/13/2024Horizon Kinetics Asset Management LLC19,778$256K0.0%+56.0%0.000%
11/12/2024Penserra Capital Management LLC640,218$8.28M0.2%N/A0.000%
11/8/2024Advisors 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%
10/25/2024MONECO Advisors LLC24,377$315K0.0%+5.0%0.000%
10/24/2024Hunter Associates Investment Management LLC22,500$291K0.0%-13.5%0.000%
10/22/2024Private 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%
10/11/2024Wagner Wealth Management LLC29,903$387K0.1%-24.8%0.000%
8/1/2024Waterfront 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%
5/14/2024Advisors Asset Management Inc.422,855$5.49M0.1%+6.4%0.000%
5/9/2024ProVise Management Group LLC51,280$666K0.1%-3.2%0.000%
5/8/2024Avantax Advisory Services Inc.18,735$243K0.0%+12.7%0.000%
5/2/2024 Graypoint LLC179,139$2.33M0.2%+2.9%0.000%
4/26/2024MONECO 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%
3/13/2024MONECO Advisors LLC17,645$218K0.0%N/A0.000%
3/8/2024ICA Group Wealth Management LLC118,072$1.46M0.3%+12.7%0.000%
2/14/2024Jones Road Capital Management L.P.40,311$499K0.1%+8.1%0.000%
2/13/20241607 Capital Partners LLC86,639$1.07M0.1%-74.8%0.000%
2/9/2024ProVise Management Group LLC52,980$656K0.1%-1.8%0.000%
2/9/2024City of London Investment Management Co. Ltd.94,343$1.17M0.1%-60.9%0.000%
2/7/2024Avantax 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%
2/7/2024Principal Securities Inc.2,371$29K0.0%N/A0.000%
2/6/2024Cullen Frost Bankers Inc.3,129$39K0.0%-37.4%0.000%
2/5/2024MONECO 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%
2/2/2024Atria Wealth Solutions Inc.15,221$188K0.0%-13.7%0.000%
2/1/2024Significant Wealth Partners LLC50,042$620K0.5%N/A0.000%
1/31/2024Waterfront Wealth Inc.92,329$1.14M0.3%-4.3%0.000%
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1/30/2024Conning Inc.25,307$313K0.0%+3.9%0.000%
1/29/2024 Graypoint LLC174,129$2.16M0.2%+5.0%0.000%
1/26/2024Geneos Wealth Management Inc.5,588$69K0.0%-13.1%0.000%
1/19/2024Wagner 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%
11/15/20231607 Capital Partners LLC343,539$4.14M0.3%-14.1%0.000%
11/15/2023Advisors Asset Management Inc.302,293$3.65M0.1%+13.7%0.000%
11/14/2023Samalin Investment Counsel LLC20,345$245K0.1%-21.5%0.000%
11/9/2023City of London Investment Management Co. Ltd.241,483$2.91M0.3%-5.9%0.000%
11/9/2023UBS Group AG375,386$4.53M0.0%+9.8%0.000%
11/8/2023ProVise Management Group LLC53,945$651K0.1%-1.8%0.000%
11/7/2023Virtus ETF Advisers LLC44,071$531K0.3%+89.2%0.000%
11/2/2023Cullen 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%
10/24/2023Pinnacle Associates Ltd.34,745$419K0.0%-7.9%0.000%
10/24/2023Cambridge 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%
10/18/2023Wagner Wealth Management LLC497,968$6.01M2.2%+10.7%0.000%
10/16/2023 Capital 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%
8/24/2023ProVise Management Group LLC54,945$641K0.1%-6.6%0.000%
8/17/2023Coastal Bridge Advisors LLC112,411$1.31M0.3%-7.2%0.000%
8/15/2023Cohen & Steers Inc.108,470$1.27M0.0%-14.6%0.000%
8/11/2023Guggenheim Capital LLC541,625$6.32M0.0%-7.4%0.000%
8/4/2023Cullen Frost Bankers Inc.3,129$36K0.0%N/A0.000%
8/3/2023Samalin Investment Counsel LLC25,923$302K0.2%-14.6%0.000%
8/3/2023Hunter Associates Investment Management LLC26,011$303K0.1%-3.7%0.000%
7/31/2023LPL Financial LLC73,565$858K0.0%+58.4%0.000%
7/28/2023Waterfront Wealth Inc.99,872$1.17M0.3%+12.6%0.000%
7/28/2023Wagner 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%
7/13/2023Cambridge Investment Research Advisors Inc.32,537$379K0.0%+16.2%0.000%
7/11/2023 Capital Investment Advisors LLC19,431$227K0.0%-4.8%0.000%
7/10/2023AE 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%
5/17/2023Wagner 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%
5/12/2023Jones Road Capital Management L.P.37,300$418K0.3%N/A0.000%
5/11/2023Guggenheim Capital LLC584,827$6.56M0.1%+6.2%0.000%
5/10/2023Landscape Capital Management L.L.C.16,318$183K0.0%-14.1%0.000%
5/9/2023Samalin Investment Counsel LLC30,369$340K0.2%-16.3%0.000%
5/8/2023Shaker Financial Services LLC158,807$1.78M0.8%+10.1%0.000%
5/8/2023Wolverine Asset Management LLC30,649$344K0.0%+45.1%0.000%
5/8/2023ProVise 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%
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4/14/2023AE 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%
2/14/2023Oaktree Capital Management LP261,091$2.86M0.0%+8.7%0.000%
2/10/2023City of London Investment Management Co. Ltd.206,284$2.26M0.2%+27.9%0.000%
2/10/2023Samalin Investment Counsel LLC36,302$397K0.3%-4.9%0.000%
2/10/2023ProVise Management Group LLC61,245$670K0.1%-10.3%0.000%
2/10/2023Moors & Cabot Inc.23,028$252K0.0%-54.4%0.000%
2/9/2023Landscape Capital Management L.L.C.18,992$208K0.0%-50.0%0.000%
2/9/2023Elequin Securities LLC7,750$85K0.0%N/A0.000%
2/8/2023UBS Group AG361,622$3.96M0.0%-9.9%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, 51 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 ($2.50M).Learn more on BGT's institutional investors.

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

Of the 35 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 ($194.74K), 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 2,362,013 shares in the last 24 months. This purchase volume represents approximately $28.51M 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 1,189,959 shares in the last 24 months. This volume of shares sold represents approximately $14.37M in transactions.



This page (NYSE:BGT) was last updated on 1/21/2025 by MarketBeat.com Staff
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