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
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 25.08% |
$1.77M - $1.83M
|
613K
$8.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
108KNew |
$1.56M - $1.6M
|
108K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 8.06% |
$1.45M - $1.5M
|
1.35M
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96.3K+ 34.29% |
$1.39M - $1.43M
|
377K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
77.8K+ 90.76% |
$1.12M - $1.16M
|
164K
$2.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
69.3K+ 35.18% |
$1M - $1.03M
|
266K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46.1K+ 59.3% |
$665K - $684K
|
124K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
34.3KNew |
$495K - $509K
|
34.3K
$502K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
24.3KNew |
$350K - $360K
|
24.3K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.5K+ 28.35% |
$281K - $290K
|
88.3K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.5K+ 14.43% |
$209K - $215K
|
115K
$1.68M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12.3KNew |
$178K - $183K
|
12.3K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.3K+ 13.55% |
$177K - $183K
|
103K
$1.51M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
11.1KNew |
$160K - $165K
|
11.1K
$163K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
10.9K+ 6.45% |
$157K - $162K
|
180K
$2.63M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.4K+ 21.94% |
$150K - $154K
|
57.6K
$843K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.65KNew |
$139K - $143K
|
9.65K
$141K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.98K+ 18.17% |
$101K - $104K
|
45.4K
$664K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.34KNew |
$48.2K - $49.6K
|
3.34K
$48.9K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.18K+ 16.5% |
$45.9K - $47.3K
|
22.5K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
2.33K+ 10.06% |
$33.7K - $34.7K
|
25.5K
$374K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.69K+ 4.25% |
$24.4K - $25.1K
|
41.5K
$607K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.5KNew |
$21.6K - $22.3K
|
1.5K
$22K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.12K+ 103.9% |
$16.1K - $16.6K
|
2.2K
$32.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
933+ 21.65% |
$13.5K - $13.9K
|
5.24K
$76.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
743+ 5.5% |
$10.7K - $11K
|
14.2K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
697+ 0.86% |
$10.1K - $10.4K
|
82K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
502+ 2.86% |
$7.24K - $7.45K
|
18.1K
$265K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
500+ 0.95% |
$7.22K - $7.43K
|
53.2K
$779K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
305+ 2.38% |
$4.4K - $4.53K
|
13.1K
$192K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
300+ 3.1% |
$4.33K - $4.46K
|
9.98K
$146K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
280+ 252.25% |
$4.04K - $4.16K
|
391
$5.72K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
70+ 0.57% |
$1.01K - $1.04K
|
12.3K
$180K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45+ 2.56% |
$649 - $668
|
1.81K
$26.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 0.25% |
$433 - $446
|
12.2K
$179K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15- 0.03% |
$216 - $223
|
58.7K
$859K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-20Closed |
$289 - $297
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-287- 2.28% |
$4.14K - $4.26K
|
12.3K
$180K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-316- 2.44% |
$4.56K - $4.69K
|
12.6K
$185K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-360- 0.13% |
$5.19K - $5.35K
|
281K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-512- 99.81% |
$7.39K - $7.6K
|
1
$14.6
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-650- 5.59% |
$9.38K - $9.65K
|
11K
$161K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-834- 1.43% |
$12K - $12.4K
|
57.4K
$840K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-900- 1.12% |
$13K - $13.4K
|
79.5K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-940- 2.82% |
$13.6K - $14K
|
32.4K
$474K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1K- 7.93% |
$14.4K - $14.9K
|
11.6K
$170K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.1K- 50.0% |
$15.8K - $16.3K
|
1.1K
$16.1K
|