Purchases and Sales Made in Q1 2021 in Black Rock Multi Sector Income Trust (BIT)
This table provides information about the institutional ownership of Black Rock Multi Sector Income Trust (BIT) during Q1 2021. The information is specifically focused on institutions that hold shares of BlackRock Multi-Sector Income Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
194K+ 85.75% |
$3.31M - $3.52M
|
420K
$6.37M
|
|
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
113K+ 19.04% |
$1.93M - $2.05M
|
708K
$10.7M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.3K+ 199.12% |
$1.49M - $1.58M
|
131K
$1.99M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.2K+ 157.17% |
$823K - $875K
|
78.9K
$1.2M
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
23.6KNew |
$403K - $428K
|
23.6K
$358K
|
|
May 13, 2021
Q1 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
21.4KNew |
$365K - $388K
|
21.4K
$325K
|
|
May 07, 2021
Q1 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
17.7K+ 13.13% |
$302K - $321K
|
153K
$2.32M
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
BUY
|
- |
17.5K+ 85.28% |
$299K - $318K
|
38.1K
$578K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.2K+ 66.3% |
$259K - $275K
|
38.1K
$577K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
12.9KNew |
$219K - $233K
|
12.9K
$195K
|
|
May 10, 2021
Q1 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$185K - $197K
|
10.9K
$165K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
10KNew |
$171K - $181K
|
10K
$152K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.78K+ 2.72% |
$81.5K - $86.7K
|
181K
$2.74M
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.16K+ 6.54% |
$53.9K - $57.3K
|
51.5K
$781K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.14K+ 22.6% |
$53.6K - $57K
|
17K
$259K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.12KNew |
$53.2K - $56.7K
|
3.12K
$47.4K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.32K+ 2.82% |
$39.6K - $42.2K
|
84.9K
$1.29M
|
|
May 07, 2021
Q1 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.01KNew |
$34.2K - $36.4K
|
2.01K
$30.4K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9KNew |
$32.4K - $34.5K
|
1.9K
$28.8K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.7KNew |
$29K - $30.8K
|
1.7K
$25.8K
|
|
Apr 22, 2021
Q1 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.46K+ 12.23% |
$24.8K - $26.4K
|
13.3K
$202K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.43K+ 5.66% |
$24.4K - $25.9K
|
26.7K
$405K
|
|
Apr 12, 2021
Q1 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.24K+ 52.36% |
$21.2K - $22.5K
|
3.61K
$54.8K
|
|
Apr 09, 2021
Q1 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
1.18KNew |
$20.1K - $21.3K
|
1.18K
$17.8K
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1KNew |
$17.1K - $18.1K
|
1K
$15.2K
|
|
May 14, 2021
Q1 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
716+ 0.78% |
$12.2K - $13K
|
92.7K
$1.41M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
600+ 7.69% |
$10.2K - $10.9K
|
8.4K
$127K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
552+ 1.04% |
$9.41K - $10K
|
53.8K
$817K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
544+ 0.55% |
$9.28K - $9.87K
|
100K
$1.52M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
342+ 2.4% |
$5.83K - $6.2K
|
14.6K
$222K
|
|
Apr 12, 2021
Q1 2021
|
E&G Advisors, LP
|
BUY
|
- |
200+ 0.21% |
$3.41K - $3.63K
|
96.4K
$1.46M
|
|
Apr 09, 2021
Q1 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
122+ 0.86% |
$2.08K - $2.21K
|
14.3K
$216K
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
42+ 2.11% |
$716 - $762
|
2.03K
$30.8K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40+ 0.16% |
$682 - $726
|
25.6K
$388K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
21+ 2.15% |
$358 - $381
|
996
$15.1K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5New |
$85.3 - $90.7
|
5
$75.9
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-40- 66.67% |
$682 - $726
|
20
$303
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-179- 29.06% |
$3.05K - $3.25K
|
437
$6.63K
|
|
May 06, 2021
Q1 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-393- 0.22% |
$6.7K - $7.13K
|
181K
$2.75M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-715- 24.53% |
$12.2K - $13K
|
2.2K
$33.4K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-800Closed |
$13.6K - $14.5K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.2K- 15.81% |
$37.5K - $39.9K
|
11.7K
$178K
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
SELL
|
- |
-2.24K- 10.33% |
$38.3K - $40.7K
|
19.5K
$295K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.32K- 2.85% |
$39.6K - $42.1K
|
79K
$1.2M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.63KClosed |
$44.8K - $47.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.73K- 2.09% |
$46.5K - $49.5K
|
128K
$1.93M
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3.64KClosed |
$62.1K - $66K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.31K- 30.02% |
$73.4K - $78.1K
|
10K
$152K
|
|
May 14, 2021
Q1 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-7.45K- 31.4% |
$127K - $135K
|
16.3K
$247K
|