Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
126K+ 28.78% |
$1.8M - $1.91M
|
564K
$8.28M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
105KNew |
$1.5M - $1.6M
|
105K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10KNew |
$143K - $152K
|
10K
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2.35K+ 1600.68% |
$33.5K - $35.6K
|
2.5K
$36.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.84KNew |
$26.1K - $27.8K
|
1.84K
$26.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
995+ 1.73% |
$14.2K - $15.1K
|
58.7K
$861K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
550New |
$7.84K - $8.33K
|
550
$8.07K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
83+ 2.55% |
$1.18K - $1.26K
|
3.34K
$49.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13+ 0.1% |
$185 - $197
|
12.6K
$185K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.3K- 1.59% |
$18.5K - $19.7K
|
80.4K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.65K- 4.48% |
$23.6K - $25.1K
|
35.3K
$518K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-2.35K- 94.12% |
$33.5K - $35.6K
|
147
$2.16K
|