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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
281KNew |
$4M - $4.25M
|
281K
$4.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Granite Shares Advisors LLC
|
BUY
|
- |
169KNew |
$2.4M - $2.56M
|
169K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
126K+ 28.78% |
$1.8M - $1.91M
|
564K
$8.26M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
105KNew |
$1.5M - $1.6M
|
105K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.3K+ 15.3% |
$1.1M - $1.17M
|
583K
$8.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
61.2K+ 249.15% |
$872K - $927K
|
85.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
45.2KNew |
$645K - $686K
|
45.2K
$662K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
38.4KNew |
$547K - $582K
|
38.4K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.2K+ 2.14% |
$373K - $396K
|
1.25M
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.5KNew |
$350K - $372K
|
24.5K
$359K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.5KNew |
$349K - $371K
|
24.5K
$359K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
23.2KNew |
$331K - $351K
|
23.2K
$340K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
22.6KNew |
$322K - $343K
|
22.6K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22K+ 4.69% |
$313K - $333K
|
490K
$7.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.6K+ 14.73% |
$279K - $297K
|
153K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 12.89% |
$215K - $228K
|
132K
$1.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.9K+ 19.67% |
$212K - $226K
|
90.7K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.5KNew |
$192K - $205K
|
13.5K
$198K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$180K - $191K
|
12.6K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.6KNew |
$166K - $176K
|
11.6K
$170K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 4.64% |
$154K - $163K
|
243K
$3.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
10.3KNew |
$147K - $157K
|
10.3K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10KNew |
$143K - $152K
|
10K
$146K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.19K+ 11.66% |
$102K - $109K
|
68.8K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.83K+ 6.16% |
$83K - $88.2K
|
100K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.87K+ 9.13% |
$69.4K - $73.8K
|
58.2K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.4K+ 4.16% |
$48.4K - $51.5K
|
85K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2.35K+ 1600.68% |
$33.5K - $35.6K
|
2.5K
$36.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.84KNew |
$26.1K - $27.8K
|
1.84K
$26.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.48K+ 13.81% |
$21.1K - $22.4K
|
12.2K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.38KNew |
$19.7K - $20.9K
|
1.38K
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.33K+ 3.45% |
$18.9K - $20.1K
|
39.8K
$583K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08KNew |
$15.3K - $16.3K
|
1.08K
$15.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1KNew |
$14.3K - $15.2K
|
1K
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
995+ 1.73% |
$14.2K - $15.1K
|
58.7K
$859K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
946+ 2.92% |
$13.5K - $14.3K
|
33.3K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
550New |
$7.84K - $8.33K
|
550
$8.05K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
513New |
$7.31K - $7.77K
|
513
$7.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
209+ 1.74% |
$2.98K - $3.17K
|
12.2K
$179K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
83+ 2.55% |
$1.18K - $1.26K
|
3.34K
$48.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
53+ 0.41% |
$755 - $803
|
12.9K
$189K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
44+ 2.56% |
$627 - $667
|
1.76K
$25.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20+ 0.11% |
$285 - $303
|
17.6K
$257K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
20New |
$285 - $303
|
20
$293
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13+ 0.1% |
$185 - $197
|
12.6K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 53.85% |
$99.8 - $106
|
6
$87.8
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.25K- 1.51% |
$17.8K - $18.9K
|
81.3K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.3K- 1.59% |
$18.5K - $19.7K
|
80.4K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.3K- 19.4% |
$18.5K - $19.7K
|
5.4K
$79.1K
|