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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
19.2KNew |
$269K - $285K
|
19.2K
$282K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-33.7K- 34.14% |
$474K - $513K
|
65K
$954K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.8K+ 524.13% |
$25.4K - $27.5K
|
2.15K
$31.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580New |
$8.17K - $8.84K
|
580
$8.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9KNew |
$26.8K - $29K
|
1.9K
$27.9K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-377- 3.63% |
$5.3K - $5.74K
|
10K
$147K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.91K- 14.21% |
$125K - $136K
|
53.8K
$789K
|
|
|
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
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.1K+ 9.87% |
$324K - $351K
|
257K
$3.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10New |
$141 - $152
|
10
$147
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.55K- 8.45% |
$64K - $69.3K
|
49.3K
$724K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.3KNew |
$131K - $142K
|
9.3K
$136K
|
|
|
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
$6.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
794+ 22.59% |
$11.2K - $12.1K
|
4.31K
$63.2K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.12K+ 15.68% |
$29.7K - $32.2K
|
15.6K
$229K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
29+ 2.39% |
$413 - $484
|
1.24K
$18.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.1KNew |
$144K - $169K
|
10.1K
$149K
|
|
|
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
$103K
|
|
|
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
$4.56K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
270New |
$3.84K - $4.51K
|
270
$3.96K
|
|
|
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
$68.2K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.3KNew |
$58.7K - $71.8K
|
4.3K
$63.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-72- 0.22% |
$982 - $1.2K
|
32.1K
$471K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
15KNew |
$205K - $250K
|
15K
$220K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1KClosed |
$13.6K - $16.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
17.5KNew |
$238K - $291K
|
17.5K
$256K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.2KClosed |
$153K - $187K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
50K+ 1851.85% |
$682K - $834K
|
52.7K
$773K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.26KClosed |
$34.3K - $40.9K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$7.59K - $9.06K
|
500
$7.34K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-10KClosed |
$152K - $181K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.18KClosed |
$17.8K - $21.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-500- 28.15% |
$8.98K - $9.5K
|
1.28K
$18.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1KClosed |
$18K - $19K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-505Closed |
$9.07K - $9.59K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-2KClosed |
$35.8K - $37.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-300Closed |
$5.39K - $5.7K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-224Closed |
$4.02K - $4.25K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-40Closed |
$718 - $760
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-20KClosed |
$359K - $380K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.12KClosed |
$38K - $40.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-313KClosed |
$5.74M - $6M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50.5KNew |
$926K - $968K
|
50.5K
$742K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
125New |
$2.29K - $2.39K
|
125
$1.83K
|
|