Primoris Wealth Advisors, LLC Black Rock Multi Sector Income Trust Transaction History

Primoris Wealth Advisors, LLC

$148 Million
Q3 2025

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	SELL	$15.03 - $15.88 $22,545 - $23,820	-1,500 Reduced 6.74%	20,750 $329,000
Q4 2023 Feb 15, 2024	BUY	$13.73 - $15.35 $140,732 - $157,337	10,250 Added 85.42%	22,250 $333,000
Q3 2023 Oct 31, 2023	BUY	$14.28 - $15.01 $171,360 - $180,120	12,000 New	12,000 $173,000

Others Institutions Holding BIT

# of Institutions

110

Shares Held

17.2M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

5.05M
Shares

$66.2 Million
1.37% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.75M
Shares

$22.9 Million
2.06% of portfolio
Morgan Stanley New York, NY

1.4M
Shares

$18.4 Million
0.0% of portfolio
Cyndeo Wealth Partners, LLC St. Petersburg, FL

838K
Shares

$11 Million
0.63% of portfolio
Lpl Financial LLC Fort Mill, SC

578K
Shares

$7.57 Million
0.0% of portfolio

About BlackRock Multi-Sector Income Trust

Ticker BIT
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BlackRock Multi-Sector Income Trust is a close ended fixed income mutual fund launched by BlackRock, Inc. It is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. The fund invests in fixed income markets. It invests primarily in loan and debt instruments and other investments with similar economic characteristic. BlackRock ...

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