Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
161KNew |
$2.22M - $2.48M
|
161K
$2.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
132K+ 26.92% |
$1.81M - $2.02M
|
621K
$9.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
62.2KNew |
$854K - $954K
|
62.2K
$913K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
54.3K+ 20.73% |
$746K - $834K
|
316K
$4.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.1K+ 42.23% |
$730K - $816K
|
179K
$2.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42.3K+ 447.18% |
$581K - $650K
|
51.8K
$760K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3K+ 8.23% |
$458K - $512K
|
439K
$6.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
24K+ 12.26% |
$330K - $369K
|
220K
$3.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21K+ 75.15% |
$289K - $323K
|
49K
$719K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.2K+ 22.37% |
$181K - $203K
|
72.2K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.7KNew |
$175K - $195K
|
12.7K
$187K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6KNew |
$172K - $193K
|
12.6K
$184K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.7KNew |
$161K - $180K
|
11.7K
$172K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$147K - $165K
|
10.7K
$157K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 85.42% |
$141K - $157K
|
22.3K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.77K+ 3.62% |
$120K - $135K
|
251K
$3.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.26K+ 9.83% |
$99.7K - $111K
|
81.1K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
6.21KNew |
$85.2K - $95.2K
|
6.21K
$91.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.39KNew |
$19.1K - $21.4K
|
1.39K
$20.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
955+ 2.55% |
$13.1K - $14.7K
|
38.3K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
874+ 15.62% |
$12K - $13.4K
|
6.47K
$95K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
873+ 8.26% |
$12K - $13.4K
|
11.4K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
516+ 0.74% |
$7.08K - $7.92K
|
70.5K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
374+ 6.45% |
$5.14K - $5.74K
|
6.17K
$90.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
364+ 0.59% |
$5K - $5.59K
|
62.1K
$912K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
201+ 1.94% |
$2.76K - $3.09K
|
10.6K
$155K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
173+ 1.54% |
$2.38K - $2.66K
|
11.4K
$167K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
154New |
$2.11K - $2.36K
|
154
$2.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
104New |
$1.43K - $1.6K
|
104
$1.53K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$1.37K - $1.54K
|
100
$1.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
99+ 0.69% |
$1.36K - $1.52K
|
14.4K
$212K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3+ 0.01% |
$41.2 - $46.1
|
52.7K
$774K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-202- 1.57% |
$2.77K - $3.1K
|
12.7K
$186K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-217- 1.34% |
$2.98K - $3.33K
|
16K
$235K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-305- 2.38% |
$4.19K - $4.68K
|
12.5K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-327- 61.01% |
$4.49K - $5.02K
|
209
$3.07K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-424- 0.24% |
$5.82K - $6.51K
|
174K
$2.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-472- 2.39% |
$6.48K - $7.25K
|
19.2K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-958- 0.93% |
$13.2K - $14.7K
|
102K
$1.5M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-1K- 24.39% |
$13.7K - $15.4K
|
3.1K
$45.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.04K- 5.14% |
$14.3K - $15.9K
|
19.2K
$281K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.29K- 9.74% |
$17.7K - $19.8K
|
12K
$175K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.34K- 2.46% |
$18.4K - $20.6K
|
53K
$779K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 1.82% |
$20.2K - $22.5K
|
79.3K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.5K- 18.87% |
$20.6K - $23K
|
6.45K
$94.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 11.76% |
$20.6K - $23K
|
11.3K
$165K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.57K- 9.09% |
$21.5K - $24.1K
|
15.7K
$230K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.11K- 15.43% |
$29K - $32.4K
|
11.6K
$170K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-2.13K- 14.98% |
$29.2K - $32.6K
|
12.1K
$177K
|