Institutional Ownership Black Rock Multi Sector Income Trust (BIT)
This table provides information about the institutional ownership of Black Rock Multi Sector Income Trust (BIT). We have compiled data on the 87 institutions that hold shares in the stock, with a total of 6.71 Million shares, which have been reported (via 13F filing form) to have a value of $98.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
12,877
shares
|
$190,193
1.22% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,609
shares
|
$186,234
0.01% of portfolio
|
Q1 2024
Added 0.04%
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,578
shares
|
$185,777
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,017
shares
|
$177,491
0.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
10,711
shares
|
$158,201
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
10,000
shares
|
$147,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
9,680
shares
|
$142,973
0.0% of portfolio
|
Q3 2024
Added 59.37%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,071
shares
|
$133,978
0.0% of portfolio
|
Q4 2024
Reduced 41.95%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,700
shares
|
$98,959
0.0% of portfolio
|
Q3 2024
Added 17.54%
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,450
shares
|
$95,266
0.0% of portfolio
|
Q4 2023
Reduced 18.87%
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,309
shares
|
$63,643
0.01% of portfolio
|
Q4 2022
Added 22.59%
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
3,343
shares
|
$49,376
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
3,127
shares
|
$46,185
0.0% of portfolio
|
Q3 2024
Reduced 24.19%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,915
shares
|
$43,054
0.0% of portfolio
|
Q1 2020
Reduced 24.53%
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,782
shares
|
$41,090
0.01% of portfolio
|
Q1 2024
Reduced 40.2%
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
2,500
shares
|
$36,925
0.01% of portfolio
|
Q4 2024
Added 1600.68%
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,255
shares
|
$33,306
0.0% of portfolio
|
Q2 2021
New holding
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,115
shares
|
$31,238
0.0% of portfolio
|
Q4 2022
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,900
shares
|
$28,063
0.0% of portfolio
|
Q1 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,835
shares
|
$27,102
0.0% of portfolio
|
Q4 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,716
shares
|
$25,345
0.01% of portfolio
|
Q3 2024
Added 21.27%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,464
shares
|
$21,623
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,437
shares
|
$21,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
1,361
shares
|
$20,101
0.0% of portfolio
|
Q3 2024
Added 126.83%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,276
shares
|
$18,846
0.0% of portfolio
|
Q4 2021
Reduced 28.15%
|