Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
77.7K+ 21.56% |
$1.12M - $1.18M
|
438K
$6.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.9K+ 5.59% |
$937K - $986K
|
1.22M
$17.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
61.8K+ 349.19% |
$892K - $939K
|
79.5K
$1.16M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
54.4K+ 91.5% |
$786K - $827K
|
114K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
44.8KNew |
$648K - $682K
|
44.8K
$655K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
41.3K+ 76.18% |
$597K - $628K
|
95.6K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.4K+ 11.59% |
$555K - $584K
|
370K
$5.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.8K+ 94.28% |
$531K - $559K
|
75.8K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 7.48% |
$508K - $535K
|
505K
$7.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 14.25% |
$353K - $372K
|
196K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
20K+ 17.67% |
$289K - $304K
|
133K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.1K+ 26.57% |
$246K - $259K
|
81.2K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.3K+ 20.86% |
$236K - $248K
|
94.5K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$229K - $241K
|
15.9K
$232K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$157K - $165K
|
10.9K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.92K+ 12.26% |
$129K - $136K
|
81.6K
$1.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.28K+ 3.54% |
$105K - $111K
|
213K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.16K+ 1.82% |
$60.1K - $63.3K
|
233K
$3.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.61K+ 59.37% |
$52.1K - $54.8K
|
9.68K
$141K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.33K+ 6.12% |
$48K - $50.5K
|
57.7K
$842K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 4.73% |
$40.2K - $42.3K
|
61.6K
$900K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.46KNew |
$21.1K - $22.3K
|
1.46K
$21.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.44KNew |
$20.8K - $21.8K
|
1.44K
$21K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.33K+ 2.41% |
$19.2K - $20.2K
|
56.6K
$826K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.27KNew |
$18.4K - $19.3K
|
1.27K
$18.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 17.54% |
$14.4K - $15.2K
|
6.7K
$97.8K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
810+ 1.54% |
$11.7K - $12.3K
|
53.4K
$779K
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
761+ 126.83% |
$11K - $11.6K
|
1.36K
$19.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
587New |
$8.48K - $8.92K
|
587
$8.57K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
398+ 2.32% |
$5.75K - $6.05K
|
17.6K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
355+ 3.43% |
$5.13K - $5.4K
|
10.7K
$156K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
301+ 21.27% |
$4.35K - $4.58K
|
1.72K
$25.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
294+ 5.08% |
$4.25K - $4.47K
|
6.08K
$88.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
199+ 1.68% |
$2.87K - $3.02K
|
12K
$175K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
127+ 0.88% |
$1.83K - $1.93K
|
14.5K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
100+ 0.12% |
$1.44K - $1.52K
|
82.6K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
42+ 0.27% |
$606 - $638
|
15.6K
$228K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.13% |
$289 - $304
|
15K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
12+ 0.1% |
$173 - $182
|
12.6K
$183K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-145- 2.44% |
$2.09K - $2.2K
|
5.79K
$84.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-542- 4.04% |
$7.83K - $8.24K
|
12.9K
$188K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-600- 19.35% |
$8.66K - $9.12K
|
2.5K
$36.5K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-665- 0.81% |
$9.6K - $10.1K
|
81.7K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-895- 2.69% |
$12.9K - $13.6K
|
32.4K
$473K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-998- 24.19% |
$14.4K - $15.2K
|
3.13K
$45.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 66.78% |
$14.5K - $15.3K
|
500
$7.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.36K- 3.54% |
$19.6K - $20.6K
|
37K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.79K- 4.44% |
$25.8K - $27.2K
|
38.5K
$562K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.62K- 14.68% |
$37.8K - $39.8K
|
15.2K
$222K
|