Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in BlackRock Multi-Sector Income Trust include
Bank of New York Mellon Corp,
WCG Wealth Advisors LLC,
AdvisorNet Financial, Inc,
St Germain D J Co Inc,
and
Boreal Capital Management LLC
.
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date |
Source |
Investor |
|
Type |
Avg Price
(Est) |
Shares |
Δ Shares
(%) |
Reported
Value
($1000) |
Δ Value
(%) |
Port Alloc
(%) |
| 2025-08-29 |
NP |
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
|
|
|
|
191,623 |
6.67 |
2,798 |
7.54 |
|
| 2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
65,493 |
11.65 |
1 |
|
|
| 2025-08-14 |
13F/A |
Rockefeller Capital Management L.P.
|
|
|
|
46,484 |
12.04 |
679 |
13.00 |
|
| 2025-04-09 |
13F |
St Germain D J Co Inc
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-13 |
13F |
Cerity Partners LLC
|
|
|
|
53,209 |
0.01 |
777 |
0.78 |
|
| 2025-08-13 |
13F |
Guggenheim Capital Llc
|
|
|
|
271,427 |
65.99 |
3,963 |
67.38 |
|
| 2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
61,478 |
7.09 |
898 |
7.94 |
|
| 2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
290,990 |
9.21 |
4,248 |
10.11 |
|
| 2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
18,305 |
1.25 |
267 |
2.30 |
|
| 2025-08-14 |
13F |
Comerica Bank
|
|
|
|
6,950 |
7.75 |
101 |
8.60 |
|
| 2025-08-01 |
13F |
Gwn Securities Inc.
|
|
|
|
14,620 |
|
213 |
|
|
| 2025-07-23 |
13F |
Elm3 Financial Group, LLC
|
|
|
|
27,261 |
6.76 |
398 |
7.86 |
|
| 2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
132,289 |
|
1,931 |
|
|
| 2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
100,237 |
13.49 |
1,463 |
14.48 |
|
| 2025-08-06 |
13F |
Pekin Hardy Strauss, Inc.
|
|
|
|
70,365 |
189.99 |
1,027 |
192.59 |
|
| 2025-07-29 |
13F |
Stratos Wealth Partners, LTD.
|
|
|
|
14,385 |
|
210 |
|
|
| 2025-07-25 |
NP |
FCEF - First Trust CEF Income Opportunity ETF
|
|
|
|
23,030 |
16.00 |
328 |
12.37 |
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
580 |
|
8 |
|
|
| 2025-08-04 |
13F |
Creekmur Asset Management LLC
|
|
|
|
4,719 |
161.44 |
69 |
161.54 |
|
| 2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
33,719 |
4.05 |
0 |
|
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-06 |
13F |
Wedbush Securities Inc
|
|
|
|
14,491 |
|
0 |
|
|
| 2025-08-13 |
13F |
WCG Wealth Advisors LLC
|
|
|
|
29,375 |
|
429 |
|
|
| 2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
116,774 |
8.09 |
1,705 |
8.95 |
|
| 2025-07-25 |
13F |
Concurrent Investment Advisors, LLC
|
|
|
|
14,069 |
15.13 |
205 |
16.48 |
|
| 2025-07-14 |
13F |
AdvisorNet Financial, Inc
|
|
|
|
1,045 |
|
15 |
|
|
| 2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
514,672 |
71.95 |
7,514 |
73.37 |
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
103,697 |
26.46 |
1,514 |
27.46 |
|
| 2025-07-17 |
13F |
GraniteShares Advisors LLC
|
|
|
|
191,623 |
6.67 |
2,798 |
7.54 |
|
| 2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
59,446 |
3.22 |
868 |
4.08 |
|
| 2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
9,165 |
1.04 |
134 |
0.76 |
|
| 2025-08-06 |
13F |
Golden State Wealth Management, LLC
|
|
|
|
1,120 |
2.00 |
16 |
6.67 |
|
| 2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
84,429 |
2.03 |
1,233 |
2.84 |
|
| 2025-08-12 |
13F |
Boreal Capital Management LLC
|
|
|
|
0 |
|
455 |
|
|
| 2025-04-30 |
13F |
Ramiah Investment Group
|
|
|
|
34,274 |
|
496 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
7 |
|
0 |
|
|
| 2025-07-28 |
NP |
PCEF - Invesco CEF Income Composite ETF
|
|
|
|
348,196 |
2.15 |
4,955 |
-1.06 |
|
| 2025-08-14 |
13F |
Wiley Bros.-aintree Capital, Llc
|
|
|
|
13,108 |
6.60 |
191 |
7.91 |
|
