Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
168KNew |
$2.36M - $2.5M
|
168K
$2.47M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
163K+ 119.28% |
$2.28M - $2.42M
|
300K
$4.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.4K+ 68.53% |
$1.38M - $1.46M
|
242K
$3.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
92.4K+ 531.62% |
$1.29M - $1.37M
|
110K
$1.61M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23K+ 116.1% |
$322K - $341K
|
42.7K
$627K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
19.2KNew |
$269K - $285K
|
19.2K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
14.7KNew |
$206K - $218K
|
14.7K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.1K+ 7.01% |
$183K - $194K
|
199K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.9K+ 2.89% |
$181K - $192K
|
459K
$6.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
11.3KNew |
$159K - $168K
|
11.3K
$166K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.63K+ 2.67% |
$92.8K - $98.5K
|
255K
$3.74M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.06K+ 10.08% |
$84.9K - $90K
|
66.2K
$971K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.27K+ 10.7% |
$73.8K - $78.3K
|
54.6K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.21K+ 2.22% |
$73K - $77.4K
|
240K
$3.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.26KNew |
$45.6K - $48.4K
|
3.26K
$47.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.73K+ 77.09% |
$38.3K - $40.6K
|
6.28K
$92.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 4.14% |
$35.4K - $37.5K
|
63.5K
$932K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.5K+ 2.12% |
$34.9K - $37.1K
|
120K
$1.76M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.87K+ 9.62% |
$26.2K - $27.8K
|
21.4K
$313K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.48% |
$17K - $18K
|
83.4K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.12K+ 7.92% |
$15.7K - $16.6K
|
15.3K
$224K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
923+ 2.6% |
$12.9K - $13.7K
|
36.5K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
877+ 6.05% |
$12.3K - $13K
|
15.4K
$225K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
648+ 1.06% |
$9.07K - $9.62K
|
61.7K
$905K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
521+ 7.75% |
$7.29K - $7.74K
|
7.24K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
503New |
$7.04K - $7.47K
|
503
$7.38K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 0.94% |
$7K - $7.43K
|
53.9K
$790K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
353+ 0.69% |
$4.94K - $5.24K
|
51.2K
$751K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
313+ 2.79% |
$4.38K - $4.65K
|
11.5K
$169K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
209New |
$2.93K - $3.1K
|
209
$3.07K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
182+ 1.78% |
$2.55K - $2.7K
|
10.4K
$152K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
98+ 0.97% |
$1.37K - $1.46K
|
10.2K
$150K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
14+ 0.08% |
$196 - $208
|
16.6K
$243K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
9+ 2.65% |
$126 - $134
|
348
$5.11K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-73- 0.55% |
$1.02K - $1.08K
|
13.2K
$194K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.11% |
$1.4K - $1.49K
|
89.7K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-207- 1.17% |
$2.9K - $3.07K
|
17.5K
$257K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-400- 2.01% |
$5.6K - $5.94K
|
19.5K
$286K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.1K- 95.45% |
$29.4K - $31.2K
|
100
$1.47K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-2.1K- 95.45% |
$29.4K - $31.2K
|
100
$1.47K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.19K- 1.28% |
$30.7K - $32.5K
|
169K
$2.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.59K- 7.24% |
$36.3K - $38.5K
|
33.2K
$487K
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.61K- 11.45% |
$36.6K - $38.8K
|
20.2K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.65K- 0.61% |
$37.1K - $39.4K
|
430K
$6.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.95K- 14.16% |
$41.3K - $43.8K
|
17.9K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.36K- 5.37% |
$47K - $49.9K
|
59.2K
$869K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.62K- 4.88% |
$50.6K - $53.7K
|
70.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.75K- 6.27% |
$52.5K - $55.7K
|
56.1K
$823K
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.46K- 22.39% |
$62.4K - $66.2K
|
15.5K
$227K
|