Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
127KNew |
$1.78M - $1.93M
|
127K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
72.9KNew |
$1.03M - $1.11M
|
72.9K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
63.8KNew |
$897K - $971K
|
63.8K
$936K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
52.7KNew |
$741K - $802K
|
52.7K
$774K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.6K+ 17.51% |
$669K - $724K
|
319K
$4.68M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42.7K+ 110.91% |
$601K - $650K
|
81.2K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
35.9K+ 8.77% |
$504K - $546K
|
445K
$6.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
23.1K+ 9.87% |
$324K - $351K
|
257K
$3.77M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
20KNew |
$281K - $304K
|
20K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
18.1KNew |
$254K - $275K
|
18.1K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
10.1KNew |
$142K - $154K
|
10.1K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10KNew |
$141K - $152K
|
10K
$147K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.3KNew |
$131K - $142K
|
9.3K
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.2K+ 1040.0% |
$73.1K - $79.1K
|
5.7K
$83.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.65KNew |
$65.4K - $70.8K
|
4.65K
$68.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.55K+ 2.81% |
$63.9K - $69.2K
|
166K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.95K+ 17.51% |
$41.4K - $44.9K
|
19.8K
$290K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.53K+ 5.86% |
$35.6K - $38.5K
|
45.8K
$672K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.22K+ 4.11% |
$31.2K - $33.8K
|
56.3K
$826K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.17K+ 4.02% |
$30.5K - $33K
|
56K
$823K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2.12KNew |
$29.7K - $32.2K
|
2.12K
$31K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
2.12K+ 15.68% |
$29.7K - $32.2K
|
15.6K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.84K+ 16.85% |
$25.8K - $27.9K
|
12.7K
$187K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.81K+ 2.98% |
$25.5K - $27.6K
|
62.6K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 3.08% |
$25.4K - $27.5K
|
60.5K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 6.19% |
$14.1K - $15.2K
|
17.2K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
925+ 7.71% |
$13K - $14.1K
|
12.9K
$190K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
794+ 22.59% |
$11.2K - $12.1K
|
4.31K
$63.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
693+ 0.42% |
$9.74K - $10.5K
|
167K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
603+ 1.75% |
$8.48K - $9.18K
|
35.1K
$516K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
416New |
$5.85K - $6.33K
|
416
$6.11K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
334+ 2.28% |
$4.7K - $5.08K
|
15K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
330New |
$4.64K - $5.02K
|
330
$4.84K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
224+ 2.57% |
$3.15K - $3.41K
|
8.94K
$131K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
171+ 1.2% |
$2.4K - $2.6K
|
14.4K
$211K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
130+ 0.95% |
$1.83K - $1.98K
|
13.8K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
10New |
$141 - $152
|
10
$147
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$56.2 - $60.9
|
4
$58.7
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13- 0.11% |
$183 - $198
|
12K
$177K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-124- 0.23% |
$1.74K - $1.89K
|
53.1K
$779K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-368- 10.79% |
$5.17K - $5.6K
|
3.04K
$44.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-377- 3.63% |
$5.3K - $5.74K
|
10K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-408- 3.53% |
$5.74K - $6.21K
|
11.1K
$164K
|
|
|
Jan 19, 2023
Q4 2022
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-443- 1.8% |
$6.23K - $6.74K
|
24.2K
$355K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-500- 0.55% |
$7.03K - $7.61K
|
90.3K
$1.33M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-600- 14.63% |
$8.44K - $9.13K
|
3.5K
$51.4K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.47K- 1.85% |
$20.7K - $22.4K
|
78K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.75K- 83.6% |
$24.6K - $26.7K
|
344
$5.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.09K- 9.34% |
$29.3K - $31.7K
|
20.2K
$297K
|