Purchases and Sales Made in Q4 2023 in Blackrock Floating Rate Income Trust (BGT)
This table provides information about the institutional ownership of Blackrock Floating Rate Income Trust (BGT) during Q4 2023. The information is specifically focused on institutions that hold shares of BLACKROCK FLOATING RATE INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
140K+ 26.67% |
$1.58M - $1.73M
|
665K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
131K+ 49.38% |
$1.48M - $1.63M
|
397K
$5.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80.4K+ 16.14% |
$906K - $995K
|
578K
$7.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
50KNew |
$564K - $620K
|
50K
$644K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.8K+ 8.66% |
$493K - $542K
|
549K
$7.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
39.8K+ 10.61% |
$449K - $493K
|
415K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.7K+ 18.71% |
$403K - $442K
|
227K
$2.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
17.6KNew |
$199K - $218K
|
17.6K
$227K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.6KNew |
$187K - $206K
|
16.6K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.2KNew |
$183K - $201K
|
16.2K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.2KNew |
$172K - $189K
|
15.2K
$196K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13.3K+ 12.7% |
$150K - $165K
|
118K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
11.6KNew |
$131K - $144K
|
11.6K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.6KNew |
$131K - $144K
|
11.6K
$149K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.4KNew |
$118K - $129K
|
10.4K
$134K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10KNew |
$113K - $124K
|
10K
$129K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
8.29K+ 5.0% |
$93.5K - $103K
|
174K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.68K+ 4.15% |
$86.5K - $95.1K
|
193K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
3.01K+ 8.07% |
$33.9K - $37.3K
|
40.3K
$518K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.68K+ 12.67% |
$30.2K - $33.2K
|
23.8K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.37KNew |
$26.7K - $29.4K
|
2.37K
$30.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.04K+ 10.1% |
$22.9K - $25.2K
|
22.2K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
1.37K+ 6.31% |
$15.4K - $16.9K
|
23.1K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
949+ 3.9% |
$10.7K - $11.7K
|
25.3K
$325K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
465+ 0.47% |
$5.24K - $5.76K
|
100K
$1.29M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
132New |
$1.49K - $1.63K
|
132
$1.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
113+ 3.89% |
$1.27K - $1.4K
|
3.02K
$38.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
73+ 0.28% |
$823 - $904
|
25.8K
$331K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44+ 5.23% |
$496 - $545
|
885
$11.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26+ 3.03% |
$293 - $322
|
885
$11.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-53- 1.1% |
$597 - $656
|
4.75K
$61K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-61- 4.53% |
$687 - $755
|
1.29K
$16.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-209- 0.6% |
$2.36K - $2.59K
|
34.5K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-500- 33.33% |
$5.64K - $6.19K
|
1K
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-805- 5.0% |
$9.07K - $9.97K
|
15.3K
$197K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-845- 13.14% |
$9.52K - $10.5K
|
5.59K
$71.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-965- 1.79% |
$10.9K - $11.9K
|
53K
$681K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 8.15% |
$14.3K - $15.7K
|
14.3K
$183K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.87K- 37.41% |
$21.1K - $23.2K
|
3.13K
$40.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.42K- 13.74% |
$27.3K - $30K
|
15.2K
$196K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.88K- 8.8% |
$43.7K - $48K
|
40.2K
$517K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.15K- 4.31% |
$46.8K - $51.4K
|
92.3K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.86K- 27.6% |
$54.8K - $60.2K
|
12.8K
$164K
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-6.21K- 22.23% |
$69.9K - $76.8K
|
21.7K
$279K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.61K- 1.47% |
$74.5K - $81.9K
|
445K
$5.72M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-12.3K- 27.83% |
$138K - $152K
|
31.8K
$409K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-16.3K- 23.53% |
$183K - $201K
|
52.9K
$680K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.7K- 14.27% |
$200K - $219K
|
106K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.4K- 23.42% |
$320K - $352K
|
92.9K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.3K- 34.43% |
$364K - $400K
|
61.5K
$791K
|