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Get Institutions for : 
Blackrock Multi-Sector Income Trust (BIT)  
$15.33 0.02 (0.13%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    0
Total shares held : 
 6,549,172  
% of shares held : 
 17.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 285,320  
% of shares held change : 
   0.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $14.34  
Last Quarter's Ending Price : 
 $15.00  
Last Quarter's Average Price : 
 $14.66  
Change from last quarter's     
avg. price to the last closing  : 
0.67 (4.57%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 248,930
 3.8%
 
Increased Positions :
20
 395,111
 6.03%
 
Unchanged Positions :
19
 364,249
 5.56%
 
Decreased Positions :
33
-231,808
-3.54%
 
Closed Positions :
5
-126,913
-1.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2855 - 2023-12-31 1,110,020 $16,650,000 -74,345
   AMERIPRISE FINANCIAL INC 1785 - 2023-12-31 621,363 $9,319,000 131,799
   LPL FINANCIAL CORP 1501 - 2024-03-31 475,442 $7,550,000 36,878
   UBS Group AG 1893 - 2023-12-31 382,391 $5,736,000 -3,485
   INVESCO LTD 2126 - 2023-12-31 368,498 $5,527,000 -45,159
   Cyndeo Wealth Partners LLC 77 - 2024-03-31 316,477 $5,026,000 0
   BANK OF AMERICA CORP /DE/ 3052 - 2023-12-31 250,820 $3,762,000 -3,943
   Foundations Investment Advisors LLC 165 - 2023-12-31 219,801 $3,418,000 24,010
   ROYAL BANK OF CANADA 2186 - 2023-12-31 220,312 $3,305,000 -9,614
   COHEN & STEERS INC 186 - 2023-12-31 191,884 $2,878,000 0
   RAYMOND JAMES & ASSOCIATES 1934 - 2024-03-31 178,654 $2,837,000 4,626
   ENVESTNET ASSET MANAGEMENT INC 2279 - 2023-12-31 178,986 $2,685,000 53,140
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 173 *New 2024-03-31 161,378 $2,563,000 161,378
   THRIVENT FINANCIAL FOR LUTHERANS 1351 - 2023-12-31 124,182 $1,863,000 -31,000
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1355 - 2024-03-31 109,332 $1,736,000 6,865
   E&G Advisors LP 53 - 2024-03-31 83,065 $1,319,000 -600
   Private Advisor Group LLC 1024 - 2024-03-31 81,419 $1,293,000 287
   Advisor Group Holdings Inc. 2144 - 2024-03-31 76,608 $1,217,000 -2,682
   EVOKE WEALTH LLC 313 - 2023-12-31 79,343 $1,190,000 -2,158
   Goss Wealth Management LLC 878 - 2023-12-31 72,214 $1,087,000 13,200
   GUGGENHEIM CAPITAL LLC 1131 - 2023-12-31 70,516 $1,058,000 516
   Sontag Advisory LLC 308 - 2024-03-31 65,000 $1,032,000 0
   GTS SECURITIES LLC 622 *New 2023-12-31 62,173 $933,000 62,173
   Semus Wealth Partners LLC 28 - 2024-03-31 57,638 $915,000 -4,462
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2141 - 2024-03-31 54,224 $861,000 -146,700
   JANNEY MONTGOMERY SCOTT LLC 1592 - 2024-03-31 54,153 $860,000 1,120
   HPM Partners LLC - 2023-12-31 52,703 $791,000 3
   Steward Partners Investment Advisory LLC 813 - 2023-12-31 51,780 $777,000 42,317
   Atria Wealth Solutions Inc. 997 - 2023-12-31 49,007 $735,000 21,027
   FIRST TRUST ADVISORS LP 2047 - 2023-12-31 48,738 $731,000 -4,638
   FINANCIAL NETWORK 1600 - 2023-12-31 47,926 $719,000 -8,050
   DAVENPORT & CO LLC 727 - 2024-03-31 38,265 $608,000 -1,459
   WELLS FARGO & CO/MN 3292 - 2024-03-31 36,931 $586,000 -1,329
   Rockefeller Capital Management L.P. 1303 - 2023-12-31 38,348 $575,000 955
   COMMONWEALTH EQUITY SERVICES LLC. 2758 - 2024-03-31 32,691 $519,000 715
   PRIMORIS WEALTH ADVISORS LLC 72 - 2024-03-31 20,750 $330,000 -1,500
   ADVISORY SERVICES NETWORK, LLC 1141 - 2024-03-31 19,215 $305,000 -31
   Midwest Heritage Bank FSB 43 - 2024-03-31 19,162 $304,000 0
   Fiduciary Group LLC 227 - 2023-12-31 18,890 $283,000 0
   PRINCIPAL SECURITIES INC. 924 - 2024-03-31 15,544 $247,000 9,339
   STIFEL FINANCIAL CORP 2958 - 2023-12-31 16,009 $240,000 -217
   First Citizens Financial Corp 102 - 2023-12-31 15,603 $234,000 0
   Snowden Capital Advisors LLC 1033 - 2023-12-31 14,438 $217,000 99
   WAYNE HUMMER INVESTMENTS L.L.C. 445 - 2024-03-31 12,963 $206,000 1,579
   LaSalle St. Investment Advisors LLC 113 - 2023-09-30 14,190 $205,000 -1,272
   Western Wealth Management LLC 622 - 2024-03-31 12,609 $200,000 5
   Clear Creek Financial Management LLC 399 - 2024-03-31 12,542 $199,000 11
   SMH CAPITAL ADVISORS INC 31 - 2023-12-31 12,682 $190,000 -202
   HRT FINANCIAL LLC 1636 *New 2023-12-31 12,726 $190,000 12,726
   JANE STREET GROUP LLC 4787 *New 2023-12-31 12,550 $188,000 12,550
   WILEY BROS.-AINTREE CAPITAL LLC 460 - 2024-03-31 11,624 $185,000 183
   BB&T CORP 2468 - 2023-12-31 11,955 $179,000 -1,290
   VIRTU FINANCIAL LLC 878 *New 2023-12-31 11,708 $176,000 11,708
   MARINER WEALTH ADVISORS, LLC 2732 - 2023-12-31 11,250 $169,000 -1,500
   Concurrent Investment Advisors LLC 818 *New 2024-03-31 10,329 $164,000 10,329
   Kestra Advisory Services LLC 2135 - 2023-12-31 10,557 $158,000 201
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1780 - 2023-12-31 6,469 $97,000 874
   COMERICA BANK 2499 - 2023-12-31 6,450 $97,000 -1,500
   NBC SECURITIES INC. 955 - 2024-03-31 6,170 $97,000 0
   Gilliland Jeter Wealth Management LLC 224 *New 2024-03-31 5,789 $92,000 5,789
   PRIVATE TRUST CO NA 1002 - 2024-03-31 4,309 $68,000 0
   Anfield Capital Management LLC 92 *New 2024-03-31 3,782 $60,000 3,782
   HANSON MCCLAIN, INC. 1265 - 2024-03-31 3,448 $55,000 3,048
   ORG Partners LLC 134 - 2024-03-31 3,260 $51,000 3,260
   WEST OAK CAPITAL LLC 173 - 2024-03-31 3,100 $49,000 0
   Sugarloaf Wealth Management LLC 308 - 2024-03-31 2,782 $44,000 -1,870
   WEBSTER BANK 385 - 2024-03-31 2,255 $36,000 0
   Sargent Bickham Lagudis LLC 518 *New 2022-12-31 2,115 $30,000 2,115
   GPS Wealth Strategies Group LLC 632 - 2024-03-31 1,900 $30,000 0
   Creekmur Asset Management LLC - 2023-12-31 1,392 $21,000 0
   HARBOUR INVESTMENTS INC. 1881 - 2023-12-31 1,276 $19,000 0
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 302 - 2024-03-31 1,000 $16,000 0
   GROVE CREEK ASSET MANAGEMENT 261 - 2023-12-31 600 $9,000 0
   UMB BANK N A/MO 1312 - 2024-03-31 500 $8,000 0
   PNC FINANCIAL SERVICES GROUP INC 3765 - 2024-03-31 500 $8,000 -5,200
   Farther Finance Advisors LLC 2163 - 2023-12-31 209 $3,000 -327
   VOISARD ASSET MANAGEMENT GROUP INC. 304 - 2024-03-31 100 $2,000 0
   Coppell Advisory Solutions LLC 1315 *New 2023-12-31 104 $2,000 104
   Sunesis Advisors LLC 52 *Closed 2024-03-31 0 $0 -24,490
   J P MORGAN CHASE & CO 5467 *Closed 2024-03-31 0 $0 -154
   Stratos Wealth Partners LTD. 1373 *Closed 2024-03-31 0 $0 -19,485
   PEAPACK GLADSTONE FINANCIAL CORP 707 *Closed 2024-03-31 0 $0 -15,697
   PROEQUITIES INC. 4811 - 2024-03-31 0 $0 0
   NORTHERN TRUST CORP 4489 *Closed 2023-12-31 0 $0 -14,196
   Cresset Asset Management LLC 1828 *Closed 2023-12-31 0 $0 -85,898
   Consolidated Portfolio Review Corp 296 *Closed 2024-03-31 0 $0 -11,583
   HOEY INVESTMENTS INC 361 *Closed 2024-03-31 0 $0 -100
  87 Records found
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