Janney Montgomery Scott
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Janney Montgomery Scott’s BlackRock Income Trust BKT Stock Holding History

Janney Montgomery Scott’s Portfolio BKT Stock Details BKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-12,527
Closed -$152K – 2577
2023
Q2 		$152K Buy
12,527
+68
+0.5% +$846 ﹤0.01% 2510
2023
Q1 		$157K Sell
12,459
-3,604
-22% -$46.2K ﹤0.01% 2326
2022
Q4 		$198K Buy
16,063
+1,091
+7% +$13.5K ﹤0.01% 2380
2022
Q3 		$186K Buy
14,972
+331
+2% +$4.5K ﹤0.01% 2304
2022
Q2 		$201K Buy
14,641
+451
+3% +$6.32K ﹤0.01% 2145
2022
Q1 		$218K Sell
14,190
-246
-2% -$3.86K ﹤0.01% 2041
2021
Q4 		$245K Buy
14,436
+75
+0.5% +$1.33K ﹤0.01% 2121
2021
Q3 		$263K Buy
14,361
+238
+2% +$4.55K ﹤0.01% 2025
2021
Q2 		$269K Hold
14,123
– – ﹤0.01% 1979
2021
Q1 		$259K Sell
14,123
-1,167
-8% -$21.3K ﹤0.01% 1931
2020
Q4 		$278K Buy
15,290
+3,116
+26% +$57K ﹤0.01% 1928
2020
Q3 		$223K Buy
12,174
+8,289
+213% +$153K ﹤0.01% 1853
2020
Q2 		$72K Buy
3,885
+368
+10% +$6.72K ﹤0.01% 1944
2020
Q1 		$61K Sell
3,517
-666
-16% -$12K ﹤0.01% 1813
2019
Q4 		$76K Buy
4,183
+333
+9% +$6.06K ﹤0.01% 2023
2019
Q3 		$70K Hold
3,850
– – ﹤0.01% 2007
2019
Q2 		$70K Buy
+3,850
New +$68.9K ﹤0.01% 2014

Other funds holding BKT

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VRM
Vectors Research Management New York $342M AUM 19.83% 1-Year Est. Return

Janney Montgomery Scott's BKT Position: Q3 2023 in Review

Janney Montgomery Scott sold out of BlackRock Income Trust (BKT) in Q3 2023, closing a stake of 12,527 shares — an estimated $152K sold.

Janney Montgomery Scott first reported a position in BKT in Q2 2019 and held it in 17 quarters. The position peaked at $278K in Q4 2020. 55 funds tracked by Wall St. Rank hold BKT as of Q3 2023.

  • Janney Montgomery Scott reported no remaining BlackRock Income Trust position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,527 BlackRock Income Trust shares in Q3 2023, an estimated $152K.
  • Janney Montgomery Scott first reported a position in BlackRock Income Trust in Q2 2019 and held it in 17 quarters.
  • Janney Montgomery Scott's BlackRock Income Trust position peaked at $278K in Q4 2020.
  • 55 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.