Institutional Ownership Black Rock Multi Sector Income Trust (BIT)
This table provides information about the institutional ownership of Black Rock Multi Sector Income Trust (BIT). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $98.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
61,628
shares
|
$910,245
0.01% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
58,673
shares
|
$866,600
0.0% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
56,566
shares
|
$835,479
0.0% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
53,370
shares
|
$788,274
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
52,703
shares
|
$778,423
0.0% of portfolio
|
Q4 2023
Added 0.01%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
52,700
shares
|
$778,379
0.0% of portfolio
|
Q2 2022
Added 1851.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,091
shares
|
$754,614
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
44,841
shares
|
$662,301
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
38,469
shares
|
$568,187
0.0% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
35,298
shares
|
$521,351
0.0% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
33,221
shares
|
$490,674
0.32% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,402
shares
|
$478,577
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
30,318
shares
|
$447,796
0.01% of portfolio
|
Q3 2024
Reduced 48.77%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
24,551
shares
|
$362,618
0.0% of portfolio
|
Q3 2024
Reduced 38.66%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
23,201
shares
|
$342,678
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
20,750
shares
|
$306,477
0.23% of portfolio
|
Q1 2024
Reduced 6.74%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
20,715
shares
|
$305,960
0.01% of portfolio
|
Q2 2024
Added 7.81%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
19,190
shares
|
$283,436
0.03% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,557
shares
|
$259,316
0.0% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,867
shares
|
$234,355
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
15,603
shares
|
$230,456
0.12% of portfolio
|
Q4 2022
Added 15.68%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
15,230
shares
|
$224,947
0.11% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
15,020
shares
|
$221,845
0.02% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,547
shares
|
$214,859
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
13,500
shares
|
$199,395
0.04% of portfolio
|
Q4 2024
New holding
|