RJFSA
BIT icon

Raymond James Financial Services Advisors’s BlackRock Multi-Sector Income Trust BIT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio BIT Stock Details BIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$777K Sell
51,091
-3,092
-6% -$45.8K ﹤0.01% 2330
2024
Q2 		$790K Sell
54,183
-41
-0.1% -$619 ﹤0.01% 2224
2024
Q1 		$861K Sell
54,224
-146,700
-73% -$2.26M ﹤0.01% 2159
2023
Q4 		$3.01M Sell
200,924
-4,093
-2% -$60K ﹤0.01% 1352
2023
Q3 		$2.97M Buy
205,017
+5,031
+3% +$73.7K 0.01% 1285
2023
Q2 		$2.87M Sell
199,986
-4,491
-2% -$65K 0.01% 1322
2023
Q1 		$2.98M Buy
204,477
+153,998
+305% +$2.28M 0.01% 1267
2022
Q4 		$717K Sell
50,479
-7,504
-13% -$110K ﹤0.01% 2058
2022
Q3 		$826K Buy
57,983
+2,186
+4% +$33.8K ﹤0.01% 1937
2022
Q2 		$793K Sell
55,797
-1,233
-2% -$18.7K ﹤0.01% 1981
2022
Q1 		$940K Sell
57,030
-7,169
-11% -$118K ﹤0.01% 1997
2021
Q4 		$1.17M Buy
64,199
+2,505
+4% +$46.6K ﹤0.01% 1872
2021
Q3 		$1.15M Sell
61,694
-5,369
-8% -$100K ﹤0.01% 1860
2021
Q2 		$1.25M Sell
67,063
-17,790
-21% -$331K ﹤0.01% 1789
2021
Q1 		$1.53M Buy
84,853
+2,324
+3% +$40.9K ﹤0.01% 1558
2020
Q4 		$1.45M Buy
82,529
+6,987
+9% +$115K ﹤0.01% 1477
2020
Q3 		$1.19M Buy
75,542
+27,717
+58% +$432K ﹤0.01% 1448
2020
Q2 		$689K Buy
47,825
+19,288
+68% +$263K ﹤0.01% 1722
2020
Q1 		$344K Sell
28,537
-1,854
-6% -$28K ﹤0.01% 1774
2019
Q4 		$491K Sell
30,391
-10,632
-26% -$181K ﹤0.01% 1994
2019
Q3 		$704K Buy
41,023
+174
+0.4% +$2.99K ﹤0.01% 1688
2019
Q2 		$713K Buy
40,849
+3,077
+8% +$52.1K ﹤0.01% 1689
2019
Q1 		$627K Sell
37,772
-254
-0.7% -$4.17K ﹤0.01% 1737
2018
Q4 		$584K Buy
38,026
+4,614
+14% +$74.9K ﹤0.01% 1568
2018
Q3 		$565K Sell
33,412
-1,575
-5% -$27.3K ﹤0.01% 1818
2018
Q2 		$598K Sell
34,987
-46,958
-57% -$801K ﹤0.01% 1757
2018
Q1 		$1.38M Buy
81,945
+20,132
+33% +$354K 0.01% 1128
2017
Q4 		$1.12M Buy
61,813
+51,678
+510% +$947K 0.01% 1229
2017
Q3 		$190K Buy
+10,135
New +$186K ﹤0.01% 2295
2014
Q1 		– Sell
-25,150
Closed -$430K – 521
2013
Q4 		$430K Buy
+25,150
New +$422K 0.03% 442

Other funds holding BIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Raymond James Financial Services Advisors's BIT Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its BlackRock Multi-Sector Income Trust (BIT) stake by 5.7% in Q3 2024, selling an estimated $45.8K and leaving 51,091 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Raymond James Financial Services Advisors first reported a position in BIT in Q4 2013 and has held it in 30 quarters since. The position peaked at $3.01M in Q4 2023. 79 funds tracked by Wall St. Rank hold BIT as of Q3 2024.

  • Raymond James Financial Services Advisors held 51,091 shares of BlackRock Multi-Sector Income Trust worth $777K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 3,092 BlackRock Multi-Sector Income Trust shares in Q3 2024, an estimated $45.8K.
  • BlackRock Multi-Sector Income Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2330 holding.
  • Raymond James Financial Services Advisors first reported a position in BlackRock Multi-Sector Income Trust in Q4 2013 and has held it in 30 quarters since.
  • Raymond James Financial Services Advisors's BlackRock Multi-Sector Income Trust position peaked at $3.01M in Q4 2023.
  • 79 funds tracked by Wall St. Rank held BlackRock Multi-Sector Income Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.