Latest Institutional Transactions on Black Rock Multi Sector Income Trust (BIT)
This table provides information on the latest institutional transactions involving Black Rock Multi Sector Income Trust (BIT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.5KNew |
$192K - $205K
|
13.5K
$197K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.08KNew |
$15.3K - $16.3K
|
1.08K
$15.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
23.2KNew |
$331K - $351K
|
23.2K
$339K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.65K- 4.48% |
$23.6K - $25.1K
|
35.3K
$515K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
105KNew |
$1.5M - $1.6M
|
105K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
10KNew |
$143K - $152K
|
10K
$146K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.3K- 1.59% |
$18.5K - $19.7K
|
80.4K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13+ 0.1% |
$185 - $197
|
12.6K
$184K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
126K+ 28.78% |
$1.8M - $1.91M
|
564K
$8.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.84KNew |
$26.1K - $27.8K
|
1.84K
$26.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
550New |
$7.84K - $8.33K
|
550
$8.03K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
995+ 1.73% |
$14.2K - $15.1K
|
58.7K
$857K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
2.35K+ 1600.68% |
$33.5K - $35.6K
|
2.5K
$36.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
83+ 2.55% |
$1.18K - $1.26K
|
3.34K
$48.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28.9K- 48.77% |
$417K - $439K
|
30.3K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-42K- 21.89% |
$606K - $638K
|
150K
$2.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
761+ 126.83% |
$11K - $11.6K
|
1.36K
$19.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
61.8K+ 349.19% |
$892K - $939K
|
79.5K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.44KNew |
$20.8K - $21.8K
|
1.44K
$21K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
587New |
$8.48K - $8.92K
|
587
$8.57K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.61K+ 59.37% |
$52.1K - $54.8K
|
9.68K
$141K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.01K- 66.78% |
$14.5K - $15.3K
|
500
$7.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
20+ 0.13% |
$289 - $304
|
15K
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.46KNew |
$21.1K - $22.3K
|
1.46K
$21.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.27KNew |
$18.4K - $19.3K
|
1.27K
$18.6K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.9KNew |
$157K - $165K
|
10.9K
$159K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
294+ 5.08% |
$4.25K - $4.47K
|
6.08K
$88.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-2.62K- 14.68% |
$37.8K - $39.8K
|
15.2K
$222K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.09K- 5.71% |
$44.6K - $47K
|
51.1K
$746K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.4K+ 14.25% |
$353K - $372K
|
196K
$2.86M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8KNew |
$157K - $170K
|
10.8K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.2KNew |
$177K - $192K
|
12.2K
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.12K+ 16.37% |
$30.8K - $33.4K
|
15.1K
$220K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
400New |
$5.81K - $6.3K
|
400
$5.84K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
300+ 1.59% |
$4.36K - $4.72K
|
19.2K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-98- 46.89% |
$1.42K - $1.54K
|
111
$1.62K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
667New |
$9.69K - $10.5K
|
667
$9.74K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.35K- 97.1% |
$48.6K - $52.7K
|
100
$1.46K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
196+ 1.86% |
$2.95K - $3.11K
|
10.8K
$157K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.43K+ 2.98% |
$21.4K - $22.6K
|
49.4K
$721K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
59.6KNew |
$895K - $946K
|
59.6K
$870K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.34K+ 3.79% |
$125K - $132K
|
228K
$3.33M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.78KNew |
$56.8K - $60.1K
|
3.78K
$55.2K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 6.74% |
$22.5K - $23.8K
|
20.8K
$303K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5+ 0.04% |
$75.1 - $79.4
|
12.6K
$184K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
161KNew |
$2.43M - $2.56M
|
161K
$2.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.87K- 40.2% |
$28.1K - $29.7K
|
2.78K
$40.6K
|
|
| Q4 2023 | |||||||
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-48.4KClosed |
$664K - $743K
|
0
$0
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
154New |
$2.11K - $2.36K
|
154
$2.25K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
100New |
$1.37K - $1.54K
|
100
$1.46K
|
|