Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
154K+ 305.07% |
$2.17M - $2.35M
|
204K
$2.99M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
127K+ 39.88% |
$1.79M - $1.94M
|
446K
$6.52M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
122K+ 96.39% |
$1.72M - $1.86M
|
249K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.5K+ 3.17% |
$542K - $587K
|
1.25M
$18.3M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
37.9K+ 19.23% |
$533K - $577K
|
235K
$3.43M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.6K+ 35.1% |
$431K - $466K
|
118K
$1.72M
|
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
27.2KNew |
$384K - $415K
|
27.2K
$398K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.6K+ 297.35% |
$374K - $405K
|
35.5K
$519K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.8K+ 38.98% |
$293K - $317K
|
74.2K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.8K+ 11.23% |
$265K - $286K
|
186K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.8KNew |
$251K - $272K
|
17.8K
$261K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13K+ 65.75% |
$183K - $198K
|
32.8K
$479K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.6K+ 23.05% |
$163K - $176K
|
61.7K
$900K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.17K+ 11.2% |
$115K - $124K
|
81.1K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.96K+ 8.85% |
$69.8K - $75.6K
|
61K
$891K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.65K+ 36.49% |
$65.4K - $70.8K
|
17.4K
$254K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.47K+ 2.69% |
$62.9K - $68.1K
|
171K
$2.49M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.81K+ 2.73% |
$53.7K - $58.1K
|
144K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.52K+ 7.69% |
$49.6K - $53.6K
|
49.3K
$720K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3K+ 1.92% |
$42.2K - $45.7K
|
159K
$2.32M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.7K+ 15.73% |
$38K - $41.1K
|
19.9K
$290K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
2.1K+ 2100.0% |
$29.6K - $32K
|
2.2K
$32.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.9KNew |
$26.8K - $29K
|
1.9K
$27.7K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.8K+ 524.13% |
$25.4K - $27.5K
|
2.15K
$31.3K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
917+ 0.68% |
$12.9K - $14K
|
137K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
914+ 1.13% |
$12.9K - $13.9K
|
82.2K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
649+ 1.85% |
$9.14K - $9.89K
|
35.8K
$523K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
600+ 17.14% |
$8.45K - $9.14K
|
4.1K
$59.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
580New |
$8.17K - $8.84K
|
580
$8.47K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
502+ 16.5% |
$7.07K - $7.65K
|
3.55K
$51.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
300+ 0.57% |
$4.22K - $4.57K
|
53.4K
$779K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
93+ 0.93% |
$1.31K - $1.42K
|
10.1K
$148K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
89+ 0.8% |
$1.25K - $1.36K
|
11.2K
$164K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
38+ 0.06% |
$535 - $579
|
62.6K
$914K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 0.3% |
$282 - $305
|
6.72K
$98.1K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 0.09% |
$211 - $229
|
16.6K
$242K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 2.73% |
$127 - $137
|
339
$4.95K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-41- 0.21% |
$577 - $625
|
19.9K
$291K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-404- 0.67% |
$5.69K - $6.16K
|
60.1K
$878K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-430- 3.13% |
$6.05K - $6.55K
|
13.3K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-466- 3.12% |
$6.56K - $7.1K
|
14.5K
$212K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-500- 0.55% |
$7.04K - $7.62K
|
89.8K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-1.28K- 36.75% |
$18K - $19.5K
|
2.2K
$32.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.37K- 5.66% |
$19.3K - $20.8K
|
22.8K
$333K
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.53K- 12.49% |
$35.6K - $38.5K
|
17.7K
$259K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-2.71K- 4.25% |
$38.1K - $41.3K
|
61.1K
$892K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.18K- 29.05% |
$58.8K - $63.7K
|
10.2K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.43K- 9.65% |
$76.5K - $82.8K
|
50.9K
$742K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.96K- 23.3% |
$140K - $152K
|
32.8K
$479K
|