Purchases and Sales Made in Q4 2023 in Blackrock Core Bond Trust (BHK)
This table provides information about the institutional ownership of Blackrock Core Bond Trust (BHK) during Q4 2023. The information is specifically focused on institutions that hold shares of BLACKROCK CORE BOND TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
174K+ 991.0% |
$1.59M - $1.91M
|
192K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.7K+ 4.5% |
$911K - $1.09M
|
2.32M
$24.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.1K+ 8.38% |
$723K - $867K
|
1.02M
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
63.6KNew |
$581K - $698K
|
63.6K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.8K+ 31.45% |
$410K - $492K
|
187K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.1K+ 20.63% |
$384K - $461K
|
246K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
36.9KNew |
$338K - $405K
|
36.9K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
35.4KNew |
$324K - $389K
|
35.4K
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
33.5K+ 54.65% |
$306K - $367K
|
94.8K
$989K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
32.9KNew |
$301K - $361K
|
32.9K
$344K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
29.6KNew |
$271K - $325K
|
29.6K
$310K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
22.9K+ 25.82% |
$210K - $252K
|
112K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
22.6K+ 36.3% |
$206K - $248K
|
84.8K
$885K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21.1KNew |
$193K - $231K
|
21.1K
$220K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
20.5K+ 35.69% |
$187K - $225K
|
78K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
16.5K+ 30.68% |
$151K - $181K
|
70.3K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
16.3KNew |
$149K - $179K
|
16.3K
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.7K+ 5.11% |
$144K - $172K
|
323K
$3.37M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.8KNew |
$126K - $151K
|
13.8K
$144K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
12.7KNew |
$116K - $139K
|
12.7K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12.1KNew |
$111K - $133K
|
12.1K
$126K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.3KNew |
$103K - $124K
|
11.3K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3KNew |
$103K - $124K
|
11.3K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.5K+ 25.23% |
$96.1K - $115K
|
52.2K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
10.1KNew |
$92.1K - $111K
|
10.1K
$105K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
9.25KNew |
$84.6K - $102K
|
9.25K
$96.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
6.95K+ 26.97% |
$63.5K - $76.2K
|
32.7K
$342K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
6.87K+ 8.11% |
$62.8K - $75.4K
|
91.6K
$956K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
6.32K+ 1.31% |
$57.7K - $69.3K
|
487K
$5.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.64K+ 0.6% |
$42.4K - $50.9K
|
778K
$8.12M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.45K+ 11.01% |
$31.5K - $37.8K
|
34.8K
$363K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.79K+ 4.48% |
$25.5K - $30.6K
|
65.1K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.64K+ 15.91% |
$24.1K - $28.9K
|
19.2K
$201K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
2.3K+ 20.5% |
$21K - $25.2K
|
13.5K
$141K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.8KNew |
$16.5K - $19.7K
|
1.8K
$18.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.68K+ 15.31% |
$15.3K - $18.4K
|
12.6K
$132K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.53K+ 10.97% |
$14K - $16.8K
|
15.5K
$162K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5KNew |
$13.7K - $16.5K
|
1.5K
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.23K+ 0.74% |
$11.2K - $13.5K
|
168K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
906New |
$8.28K - $9.94K
|
906
$9.46K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
891+ 3.12% |
$8.14K - $9.77K
|
29.5K
$308K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
800New |
$7.31K - $8.78K
|
800
$8.35K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
705+ 17.36% |
$6.44K - $7.73K
|
4.77K
$49.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
500New |
$4.57K - $5.49K
|
500
$5.22K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
442+ 1.61% |
$4.04K - $4.85K
|
27.9K
$291K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
398+ 0.43% |
$3.64K - $4.37K
|
93.1K
$972K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
392+ 0.16% |
$3.58K - $4.3K
|
246K
$2.57M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
66+ 0.1% |
$603 - $724
|
62.9K
$657K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
50+ 0.25% |
$457 - $549
|
20.2K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
13+ 2.28% |
$119 - $143
|
584
$6.1K
|