Latest Institutional Transactions on Black Rock Multi Sector Income Trust (BIT)
This table provides information on the latest institutional transactions involving Black Rock Multi Sector Income Trust (BIT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
194+ 1.67% |
$2.82K - $3.05K
|
11.8K
$178K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.01K+ 11.41% |
$116K - $126K
|
78.2K
$1.18M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.07K- 3.96% |
$103K - $111K
|
172K
$2.59M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-41- 0.08% |
$596 - $645
|
54.2K
$818K
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-700- 0.84% |
$10.2K - $11K
|
82.4K
$1.24M
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.31K- 6.84% |
$19K - $20.6K
|
17.9K
$270K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.5K- 1.31% |
$218K - $231K
|
1.1M
$16.5M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.3K- 22.81% |
$19.5K - $20.6K
|
4.4K
$66.4K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
196+ 1.86% |
$2.95K - $3.11K
|
10.8K
$162K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
59.6KNew |
$895K - $946K
|
59.6K
$899K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 2.98% |
$21.4K - $22.6K
|
49.4K
$745K
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.34K+ 3.79% |
$125K - $132K
|
228K
$3.44M
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.78KNew |
$56.8K - $60.1K
|
3.78K
$57.1K
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 6.74% |
$22.5K - $23.8K
|
20.8K
$313K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.26KNew |
$49K - $51.8K
|
3.26K
$49.2K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$75.1 - $79.4
|
12.6K
$190K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
161KNew |
$2.43M - $2.56M
|
161K
$2.44M
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.87K- 40.2% |
$28.1K - $29.7K
|
2.78K
$42K
|
|
Q4 2023 | |||||||
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.7KNew |
$161K - $180K
|
11.7K
$177K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$1.37K - $1.54K
|
100
$1.51K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.5K- 18.87% |
$20.6K - $23K
|
6.45K
$97.4K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104New |
$1.43K - $1.6K
|
104
$1.57K
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$172K - $193K
|
12.6K
$190K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
62.2KNew |
$854K - $954K
|
62.2K
$939K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.13K- 14.98% |
$29.2K - $32.6K
|
12.1K
$182K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.57K- 9.09% |
$21.5K - $24.1K
|
15.7K
$237K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.38K- 97.96% |
$101K - $113K
|
154
$2.33K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.7KNew |
$175K - $195K
|
12.7K
$192K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
374+ 6.45% |
$5.14K - $5.74K
|
6.17K
$93.2K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.29K- 9.74% |
$17.7K - $19.8K
|
12K
$181K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.11K- 15.43% |
$29K - $32.4K
|
11.6K
$175K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$41.2 - $46.1
|
52.7K
$796K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$147K - $165K
|
10.7K
$162K
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1K- 24.39% |
$13.7K - $15.4K
|
3.1K
$46.8K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 21.73% |
$341K - $358K
|
85.9K
$1.3M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 35.26% |
$76.9K - $80.8K
|
20.7K
$312K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.87K- 8.77% |
$26.8K - $28.1K
|
19.5K
$294K
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.75K- 10.1% |
$39.3K - $41.3K
|
24.5K
$370K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.9KNew |
$41.4K - $43.5K
|
2.9K
$43.8K
|
|
Q2 2023 | |||||||
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.1K- 95.45% |
$29.4K - $31.2K
|
100
$1.51K
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
98+ 0.97% |
$1.37K - $1.46K
|
10.2K
$154K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 2.65% |
$126 - $134
|
348
$5.25K
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
19.2KNew |
$269K - $285K
|
19.2K
$290K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33.7K- 34.14% |
$474K - $513K
|
65K
$982K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.8K+ 524.13% |
$25.4K - $27.5K
|
2.15K
$32.4K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580New |
$8.17K - $8.84K
|
580
$8.76K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9KNew |
$26.8K - $29K
|
1.9K
$28.7K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-377- 3.63% |
$5.3K - $5.74K
|
10K
$151K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.91K- 14.21% |
$125K - $136K
|
53.8K
$812K
|