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 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
667New |
$9.69K - $10.5K
|
667
$9.76K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.35K- 97.1% |
$48.6K - $52.7K
|
100
$1.46K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
196+ 1.86% |
$2.95K - $3.11K
|
10.8K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 2.98% |
$21.4K - $22.6K
|
49.4K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
59.6KNew |
$895K - $946K
|
59.6K
$872K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.34K+ 3.79% |
$125K - $132K
|
228K
$3.34M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.78KNew |
$56.8K - $60.1K
|
3.78K
$55.4K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 6.74% |
$22.5K - $23.8K
|
20.8K
$304K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
161KNew |
$2.43M - $2.56M
|
161K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.87K- 40.2% |
$28.1K - $29.7K
|
2.78K
$40.7K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
154New |
$2.11K - $2.36K
|
154
$2.25K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$1.37K - $1.54K
|
100
$1.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.5K- 18.87% |
$20.6K - $23K
|
6.45K
$94.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104New |
$1.43K - $1.6K
|
104
$1.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
62.2KNew |
$854K - $954K
|
62.2K
$910K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.57K- 9.09% |
$21.5K - $24.1K
|
15.7K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.7KNew |
$175K - $195K
|
12.7K
$186K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
374+ 6.45% |
$5.14K - $5.74K
|
6.17K
$90.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.11K- 15.43% |
$29K - $32.4K
|
11.6K
$170K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-23.9K- 21.73% |
$341K - $358K
|
85.9K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.87K- 8.77% |
$26.8K - $28.1K
|
19.5K
$285K
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.75K- 10.1% |
$39.3K - $41.3K
|
24.5K
$359K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.9KNew |
$41.4K - $43.5K
|
2.9K
$42.5K
|
|
| Q2 2023 | |||||||
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.1K- 95.45% |
$29.4K - $31.2K
|
100
$1.46K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
98+ 0.97% |
$1.37K - $1.46K
|
10.2K
$149K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 2.65% |
$126 - $134
|
348
$5.09K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
19.2KNew |
$269K - $285K
|
19.2K
$281K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33.7K- 34.14% |
$474K - $513K
|
65K
$952K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.8K+ 524.13% |
$25.4K - $27.5K
|
2.15K
$31.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580New |
$8.17K - $8.84K
|
580
$8.49K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9KNew |
$26.8K - $29K
|
1.9K
$27.8K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.91K- 14.21% |
$125K - $136K
|
53.8K
$787K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
10.1KNew |
$142K - $154K
|
10.1K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.1KNew |
$254K - $275K
|
18.1K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.55K- 8.45% |
$64K - $69.3K
|
49.3K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.1K+ 9.87% |
$324K - $351K
|
257K
$3.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10New |
$141 - $152
|
10
$146
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.5K- 12.97% |
$35.2K - $38.1K
|
16.8K
$246K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.12KNew |
$29.7K - $32.2K
|
2.12K
$31K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
416New |
$5.85K - $6.33K
|
416
$6.09K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.12K+ 15.68% |
$29.7K - $32.2K
|
15.6K
$228K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.1KNew |
$144K - $169K
|
10.1K
$149K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
29+ 2.39% |
$413 - $484
|
1.24K
$18.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 2.61% |
$42.7 - $50.1
|
118
$1.73K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7KNew |
$99.6K - $117K
|
7K
$102K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$2.85K - $3.34K
|
200
$2.93K
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
BUY
|
- |
311New |
$4.43K - $5.19K
|
311
$4.55K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
270New |
$3.84K - $4.51K
|
270
$3.95K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
2.21K+ 2.65% |
$31.5K - $36.9K
|
85.5K
$1.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
PUT |
4.65KNew |
$66.2K - $77.7K
|
4.65K
$68.1K
|
|