Purchases and Sales Made in Q1 2025 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 2025. 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 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
170K+ 30.15% |
$2.45M - $2.52M
|
734K
$10.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
108KNew |
$1.56M - $1.6M
|
108K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.3K+ 35.18% |
$1M - $1.03M
|
266K
$3.77M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
34.3KNew |
$495K - $509K
|
34.3K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
24.3KNew |
$350K - $360K
|
24.3K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
10.9K+ 6.45% |
$157K - $162K
|
180K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 21.94% |
$150K - $154K
|
57.6K
$815K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.98K+ 18.17% |
$101K - $104K
|
45.4K
$642K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.34KNew |
$48.2K - $49.6K
|
3.34K
$47.3K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.33K+ 10.06% |
$33.7K - $34.7K
|
25.5K
$361K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$21.6K - $22.3K
|
1.5K
$21.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.12K+ 103.9% |
$16.1K - $16.6K
|
2.2K
$31.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
933+ 21.65% |
$13.5K - $13.9K
|
5.24K
$74.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
743+ 5.5% |
$10.7K - $11K
|
14.2K
$202K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500+ 0.95% |
$7.22K - $7.43K
|
53.2K
$753K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 252.25% |
$4.04K - $4.16K
|
391
$5.53K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45+ 2.56% |
$649 - $668
|
1.81K
$25.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 0.25% |
$433 - $446
|
12.2K
$173K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.03% |
$216 - $223
|
58.7K
$830K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-287- 2.28% |
$4.14K - $4.26K
|
12.3K
$174K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-900- 1.12% |
$13K - $13.4K
|
79.5K
$1.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1K- 7.93% |
$14.4K - $14.9K
|
11.6K
$164K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.1K- 50.0% |
$15.8K - $16.3K
|
1.1K
$15.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-3.05K- 8.65% |
$44.1K - $45.3K
|
32.2K
$456K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.23K- 4.72% |
$46.6K - $48K
|
65.3K
$923K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-5.86K- 17.65% |
$84.6K - $87.1K
|
27.4K
$387K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-5.93K- 13.1% |
$85.6K - $88K
|
39.3K
$556K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.7K- 8.11% |
$154K - $159K
|
121K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-283K- 48.64% |
$4.09M - $4.21M
|
299K
$4.24M
|