Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
106K+ 35.25% |
$1.51M - $1.59M
|
405K
$5.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
30.3K+ 6.6% |
$433K - $455K
|
490K
$7.18M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.6K+ 16.39% |
$394K - $414K
|
196K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.5K+ 60.99% |
$379K - $398K
|
70K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.2K+ 48.03% |
$374K - $393K
|
80.8K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.1K+ 24.06% |
$286K - $301K
|
103K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.7K+ 5.01% |
$282K - $296K
|
414K
$6.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.2KNew |
$203K - $213K
|
14.2K
$208K
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
12KNew |
$171K - $180K
|
12K
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$148K - $155K
|
10.4K
$152K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
7.95KNew |
$114K - $119K
|
7.95K
$117K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.53KNew |
$108K - $113K
|
7.53K
$111K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7K+ 2.74% |
$100K - $105K
|
262K
$3.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.85K+ 3.47% |
$83.6K - $87.9K
|
174K
$2.56M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.8KNew |
$82.8K - $87K
|
5.8K
$85K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.54K+ 4.61% |
$79.2K - $83.2K
|
126K
$1.85M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.39K+ 35.26% |
$76.9K - $80.8K
|
20.7K
$303K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.03K+ 2.52% |
$71.8K - $75.5K
|
205K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.33K+ 4.72% |
$47.6K - $50K
|
73.9K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.9KNew |
$41.4K - $43.5K
|
2.9K
$42.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.22K+ 30.69% |
$31.7K - $33.4K
|
9.46K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.91K+ 16.88% |
$27.3K - $28.7K
|
13.2K
$194K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.5K+ 13.33% |
$21.4K - $22.5K
|
12.8K
$187K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32K+ 3.98% |
$18.9K - $19.8K
|
34.5K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
931+ 2.55% |
$13.3K - $14K
|
37.4K
$549K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
860+ 5.6% |
$12.3K - $12.9K
|
16.2K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 0.93% |
$7.14K - $7.51K
|
54.4K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
327+ 156.46% |
$4.67K - $4.91K
|
536
$7.86K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250+ 1.28% |
$3.57K - $3.75K
|
19.7K
$289K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
184+ 1.77% |
$2.63K - $2.76K
|
10.6K
$155K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
25+ 0.04% |
$357 - $375
|
61.7K
$906K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
9+ 0.05% |
$129 - $135
|
16.6K
$243K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3- 0.01% |
$42.8 - $45
|
52.7K
$773K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 0.22% |
$2.86K - $3K
|
89.5K
$1.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-330- 2.86% |
$4.71K - $4.95K
|
11.2K
$164K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-412- 3.11% |
$5.88K - $6.18K
|
12.8K
$188K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-610- 3.41% |
$8.71K - $9.16K
|
17.3K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-683- 10.88% |
$9.75K - $10.3K
|
5.6K
$82.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1K- 6.82% |
$14.3K - $15K
|
13.7K
$201K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.27K- 8.23% |
$18.2K - $19.1K
|
14.2K
$208K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.87K- 8.77% |
$26.8K - $28.1K
|
19.5K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.71K- 4.83% |
$38.7K - $40.7K
|
53.4K
$783K
|
|
|
Oct 20, 2023
Q3 2023
|
Sunesis Advisors, LLC
|
SELL
|
- |
-2.75K- 10.1% |
$39.3K - $41.3K
|
24.5K
$359K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4K- 2.51% |
$57.1K - $60K
|
155K
$2.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-4.63K- 26.42% |
$66.1K - $69.5K
|
12.9K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.17K- 10.83% |
$102K - $108K
|
59K
$866K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.56K- 11.9% |
$108K - $113K
|
56K
$821K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.6K- 16.79% |
$123K - $129K
|
42.6K
$625K
|