Ota Financial Group L.P. Black Rock Multi Sector Income Trust Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$13.64 - $16.68 $238,113 - $291,182	17,457 New	17,457 $248,000
Q1 2022 Apr 19, 2022	SELL	$15.17 - $18.11 $182,495 - $217,863	-12,030 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$17.96 - $18.99 $216,058 - $228,449	12,030 New	12,030 $218,000
Q3 2021 Oct 12, 2021	SELL	$18.31 - $19.15 $206,939 - $216,433	-11,302 Closed	0 $0
Q2 2021 Jul 28, 2021	SELL	$18.16 - $18.92 $376,347 - $392,098	-20,724 Reduced 64.71%	11,302 $210,000
Q3 2017 Oct 20, 2017	BUY	$17.93 - $18.71 $574,226 - $599,206	32,026	32,026 $554,000

Others Institutions Holding BIT

# of Institutions

83

Shares Held

6.25M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.16M
Shares

$17.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

632K
Shares

$9.57 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

470K
Shares

$7.12 Million
0.0% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

360K
Shares

$5.45 Million
0.41% of portfolio
Invesco Ltd. Atlanta, GA

331K
Shares

$5.02 Million
0.0% of portfolio

About BlackRock Multi-Sector Income Trust

Ticker BIT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BlackRock Multi-Sector Income Trust is a close ended fixed income mutual fund launched by BlackRock, Inc. It is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. The fund invests in fixed income markets. It invests primarily in loan and debt instruments and other investments with similar economic characteristic. BlackRock ...

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