Free Trial

BlackRock Multi-Sector Income Trust (BIT) Institutional Ownership

BlackRock Multi-Sector Income Trust logo
$14.51 -0.15 (-1.02%)
(As of 01:58 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$12.58M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$2.09M
Get BIT Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Multi-Sector 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

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
11/15/2024 HighTower Advisors LLC15,867$241K0.0%N/A0.000%
11/14/2024 Rockefeller Capital Management L.P.38,469$585K0.0%-4.4%0.000%
11/9/2024 Landscape Capital Management L.L.C.113,928$1.73M0.2%+91.5%0.000%
11/7/2024 Semus Wealth Partners LLC43,205$657K0.5%-14.9%0.000%
11/7/2024 Thrivent Financial for Lutherans133,182$2.02M0.0%+17.7%0.000%
11/4/2024 Wolverine Asset Management LLC95,566$1.45M0.0%+76.2%0.000%
10/31/2024 Shaker Financial Services LLC44,841$682K0.3%N/A0.000%
10/29/2024 Janney Montgomery Scott LLC57,678$877K0.0%+6.1%0.000%
10/28/2024 US Bancorp DE3,127$48K0.0%-24.2%0.000%
10/22/2024 International Assets Investment Management LLC10,868$1.65M0.0%N/A0.000%
10/22/2024 Private Advisor Group LLC83,047$1.26M0.0%-8.5%0.000%
10/19/2024Midwest Heritage Bank FSB15,230$231K0.1%-14.7%0.000%
10/19/2024Cyndeo Wealth Partners LLC437,880$6.66M0.5%+21.6%0.000%
10/18/2024Raymond James & Associates196,029$2.98M0.0%+14.2%0.000%
8/16/2024 NewEdge Advisors LLC72,704$1.06M0.0%+4.5%0.000%
8/14/2024 Evoke Wealth LLC17,700$258K0.3%-77.7%0.000%
8/13/2024 Thrivent Financial for Lutherans113,182$1.65M0.0%-5.0%0.000%
8/12/2024 SMH Capital Advisors Inc.13,419$196K0.6%-8.4%0.000%
8/8/2024 Envestnet Asset Management Inc.205,703$3.00M0.0%+45.0%0.000%
8/7/2024 Wedbush Securities Inc.14,420$210K0.0%-5.9%0.000%
8/5/2024 Private Advisor Group LLC90,760$1.32M0.0%+11.5%0.000%
8/2/2024 Wolverine Asset Management LLC54,242$791K0.0%N/A0.000%
8/1/2024 Verus Capital Partners LLC15,000$219K0.0%N/A0.000%
7/31/2024 Semus Wealth Partners LLC50,776$740K0.6%-11.9%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.120,937$1.76M0.0%+10.6%0.000%
7/22/2024 Atria Wealth Solutions Inc.78,203$1.14M0.0%+11.4%0.000%
7/19/2024Raymond James & Associates171,582$2.50M0.0%-4.0%0.000%
7/19/2024E&G Advisors LP82,365$1.20M0.4%-0.8%0.000%
7/17/2024Midwest Heritage Bank FSB17,851$260K0.1%-6.8%0.000%
5/8/2024 Semus Wealth Partners LLC57,638$915K0.8%-7.2%0.000%
5/7/2024 Concurrent Investment Advisors LLC10,329$164K0.0%N/A0.000%
5/7/2024 Primoris Wealth Advisors LLC20,750$330K0.3%-6.7%0.000%
5/6/2024 ORG Partners LLC3,260$51K0.1%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC54,153$860K0.0%+2.1%0.000%
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%
2/12/2024 Evoke Wealth LLC79,343$1.19M0.0%-2.6%0.000%
2/12/2024 Steward Partners Investment Advisory LLC51,780$777K0.0%+447.2%0.000%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

2/9/2024 Cambridge Investment Research Advisors Inc.102,467$1.54M0.0%-0.9%0.000%
2/8/2024 Foundations Investment Advisors LLC219,801$3.42M0.1%+12.3%0.000%
2/8/2024 Janney Montgomery Scott LLC53,033$795K0.0%-2.5%0.000%
2/7/2024 Principal Securities Inc.6,205$93K0.0%N/A0.000%
2/6/2024 Private Advisor Group LLC81,132$1.22M0.0%+9.8%0.000%
2/2/2024 Truist Financial Corp11,955$179K0.0%-9.7%0.000%
2/2/2024 Atria Wealth Solutions Inc.49,007$735K0.0%+75.2%0.000%
1/31/2024 Western Wealth Management LLC12,604$189K0.0%-24.1%0.000%
1/29/2024 Consolidated Portfolio Review Corp11,583$174K0.0%-15.4%0.000%
1/25/2024E&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%
1/23/2024Midwest Heritage Bank FSB19,162$287K0.2%-5.1%0.000%
1/23/2024 DAVENPORT & Co LLC39,724$596K0.0%-7.8%0.000%
1/18/2024West Oak Capital LLC3,100$47K0.0%-24.4%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.200,924$3.01M0.0%-2.0%0.000%
1/12/2024Cyndeo Wealth Partners LLC316,477$4.75M0.4%+20.7%0.000%
11/15/2023 LaSalle St. Investment Advisors LLC14,190$205K0.1%-8.2%0.000%
11/13/2023 Consolidated Portfolio Review Corp13,696$198K0.0%-6.8%0.000%
11/13/2023 LPL Financial LLC405,230$5.86M0.0%+35.2%0.000%
11/13/2023 Kestra Advisory Services LLC10,356$150K0.0%N/A0.000%
11/9/2023 UBS Group AG385,876$5.58M0.0%-10.2%0.000%
11/8/2023 HighTower Advisors LLC20,659$298K0.0%+35.3%0.000%
11/8/2023 Atria Wealth Solutions Inc.27,980$405K0.0%-34.5%0.000%
11/8/2023 SMH Capital Advisors Inc.12,884$186K0.4%-26.4%0.000%
11/4/2023 NBC Securities Inc.5,796$83K0.0%N/A0.000%
11/3/2023 Private Advisor Group LLC73,872$1.07M0.0%+4.7%0.000%
10/31/2023 Primoris Wealth Advisors LLC12,000$174K0.2%N/A0.000%
10/24/2023Stratos Wealth Partners LTD.19,485$282K0.0%-8.8%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.205,017$2.97M0.0%+2.5%0.000%
10/24/2023Raymond 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%
10/20/2023 Sunesis Advisors LLC24,490$354K0.3%N/A0.000%
10/17/2023 DAVENPORT & Co LLC43,082$623K0.0%-27.3%0.000%
10/12/2023 Sound Income Strategies LLC2,900$42K0.0%N/A0.000%
10/10/2023Cyndeo Wealth Partners LLC262,135$3.79M0.4%+2.7%0.000%
10/5/2023 Foundations Investment Advisors LLC195,791$2.83M0.1%+16.4%0.000%
8/14/2023 Snowden Capital Advisors LLC199,201$2.86M0.1%+7.0%0.000%
8/11/2023 LaSalle St. Investment Advisors LLC15,462$222K0.1%-22.4%0.000%
8/11/2023 Guggenheim Capital LLC43,480$625K0.0%-29.5%0.000%
8/10/2023 Private Advisor Group LLC70,542$1.01M0.0%-4.9%0.000%
8/10/2023Cetera Advisor Networks LLC63,536$913K0.0%+4.1%0.000%
8/4/2023 Envestnet Asset Management Inc.120,302$1.73M0.0%+2.1%0.000%
8/3/2023 Atria Wealth Solutions Inc.42,749$614K0.0%+116.1%0.000%
8/2/2023 Houlihan Financial Resource Group Ltd.19,200$281K0.0%N/A0.000%
8/1/2023 Truist Financial Corp11,332$163K0.0%N/A0.000%
7/31/2023 LPL Financial LLC299,616$4.31M0.0%+119.3%0.000%
7/27/2023Cyndeo Wealth Partners LLC255,135$3.67M0.4%+2.7%0.000%
7/26/2023Midwest Heritage Bank FSB20,200$290K0.2%-11.5%0.000%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

7/25/2023Raymond James Financial Services Advisors Inc.199,986$2.87M0.0%-2.2%0.000%
7/25/2023Raymond James & Associates168,598$2.42M0.0%-1.3%0.000%
7/20/2023 DAVENPORT & Co LLC59,242$851K0.0%-5.4%0.000%
7/19/2023 Foundations Investment Advisors LLC168,226$2.42M0.1%N/A0.000%
7/18/2023Stratos 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%
7/7/2023 First Citizens Financial Corp15,603$224K0.2%N/A0.000%
5/11/2023 Guggenheim Capital LLC61,675$900K0.0%+23.0%0.000%
5/10/2023 Private Advisor Group LLC74,158$1.08M0.0%N/A0.000%
5/9/2023 Wealthspire Advisors LLC65,000$948K0.0%-34.1%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, 65 institutional investors and hedge funds held shares of BlackRock Multi-Sector Income Trust. The most heavily invested institutionals were Cyndeo Wealth Partners LLC ($6.66M), LPL Financial LLC ($5.86M), UBS Group AG ($5.58M), Penserra Capital Management LLC ($3.65M), Foundations Investment Advisors LLC ($3.42M), Raymond James Financial Services Advisors Inc. ($3.01M), and Envestnet Asset Management Inc. ($3.00M).Learn more on BIT's institutional investors.

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

Of the 49 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 ($516.11K), LPL Financial LLC ($268.59K), Foundations Investment Advisors LLC ($219.80K), Mesirow Financial Investment Management Inc. ($161.38K), Raymond James Financial Services Advisors Inc. ($159.03K), Wolverine Asset Management LLC ($95.57K), and Private Advisor Group LLC ($94.09K).

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

Institutional investors have bought a total of 2,330,052 shares in the last 24 months. This purchase volume represents approximately $34.24M in transactions.

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

Of the 32 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: UBS Group AG ($85.05K), Evoke Wealth LLC ($68.03K), Wealthspire Advisors LLC ($33.69K), LPL Financial LLC ($25.42K), DAVENPORT & Co LLC ($22.88K), Semus Wealth Partners LLC ($21.60K), and Private Advisor Group LLC ($18.52K).

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

Institutional investors have sold a total of 401,996 shares in the last 24 months. This volume of shares sold represents approximately $5.84M in transactions.



This page (NYSE:BIT) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners