Stifel Financial
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Stifel Financial’s BlackRock Income Trust BKT Stock Holding History

Stifel Financial’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
2024
Q3 		– Sell
-11,379
Closed -$136K – 3375
2024
Q2 		$136K Sell
11,379
-1,150
-9% -$13.3K ﹤0.01% 3166
2024
Q1 		$149K Sell
12,529
-6,524
-34% -$78.3K ﹤0.01% 3136
2023
Q4 		$232K Sell
19,053
-7,295
-28% -$83.3K ﹤0.01% 2995
2023
Q3 		$300K Sell
26,348
-7,094
-21% -$84K ﹤0.01% 2792
2023
Q2 		$407K Sell
33,442
-4,981
-13% -$61.9K ﹤0.01% 2644
2023
Q1 		$484K Sell
38,423
-98,785
-72% -$1.27M ﹤0.01% 2530
2022
Q4 		$1.69M Sell
137,208
-95,348
-41% -$1.18M ﹤0.01% 1646
2022
Q3 		$2.89M Sell
232,556
-62,134
-21% -$846K ﹤0.01% 1229
2022
Q2 		$4.01M Sell
294,690
-270,150
-48% -$3.79M 0.01% 1078
2022
Q1 		$8.69M Buy
564,840
+69,268
+14% +$1.09M 0.01% 781
2021
Q4 		$8.4M Sell
495,572
-1,699
-0.3% -$30.3K 0.01% 817
2021
Q3 		$9.1M Sell
497,271
-68,316
-12% -$1.3M 0.01% 749
2021
Q2 		$10.8M Sell
565,587
-1,717
-0.3% -$32K 0.02% 679
2021
Q1 		$10.4M Sell
567,304
-11,815
-2% -$216K 0.02% 642
2020
Q4 		$10.5M Buy
579,119
+41,039
+8% +$751K 0.02% 586
2020
Q3 		$9.85M Buy
538,080
+142,976
+36% +$2.64M 0.02% 543
2020
Q2 		$7.31M Buy
395,104
+6,980
+2% +$128K 0.02% 600
2020
Q1 		$6.71M Buy
388,124
+187,485
+93% +$3.38M 0.02% 566
2019
Q4 		$3.63M Buy
200,639
+51,640
+35% +$940K 0.01% 1008
2019
Q3 		$2.7M Buy
148,999
+141,445
+1,872% +$2.56M 0.01% 1118
2019
Q2 		$136K Buy
7,554
+1,905
+34% +$34.1K ﹤0.01% 2792
2019
Q1 		$101K Buy
5,649
+1,250
+28% +$21.9K ﹤0.01% 2698
2018
Q4 		$75K Sell
4,399
-899
-17% -$15.3K ﹤0.01% 2584
2018
Q3 		$91K Buy
5,298
+334
+7% +$5.78K ﹤0.01% 2681
2018
Q2 		$88K Sell
4,964
-334
-6% -$5.79K ﹤0.01% 2643
2018
Q1 		$94K Sell
5,298
-833
-14% -$14.8K ﹤0.01% 2576
2017
Q4 		$113K Buy
6,131
+97
+2% +$1.8K ﹤0.01% 2539
2017
Q3 		$116K Sell
6,034
-6,703
-53% -$127K ﹤0.01% 2456
2017
Q2 		$244K Buy
12,737
+695
+6% +$13.1K ﹤0.01% 2235
2017
Q1 		$223K Buy
12,042
+6,229
+107% +$116K ﹤0.01% 2267
2016
Q4 		$112K Sell
5,813
-332
-5% -$6.29K ﹤0.01% 2355
2016
Q3 		$118K Sell
6,145
-367
-6% -$7.24K ﹤0.01% 2275
2016
Q2 		$130K Buy
6,512
+199
+3% +$3.92K ﹤0.01% 2346
2016
Q1 		$126K Sell
6,313
-330
-5% -$6.45K ﹤0.01% 2078
2015
Q4 		$127K Buy
6,643
+200
+3% +$3.82K ﹤0.01% 2203
2015
Q3 		$122K Sell
6,443
-1,808
-22% -$34.4K ﹤0.01% 2112
2015
Q2 		$156K Buy
8,251
+1,808
+28% +$34.8K ﹤0.01% 2214
2015
Q1 		$124K Sell
6,443
-111
-2% -$2.14K ﹤0.01% 2181
2014
Q4 		$126K Sell
6,554
-3,766
-36% -$72.2K ﹤0.01% 2165
2014
Q3 		$197K Buy
10,320
+300
+3% +$5.83K ﹤0.01% 2017
2014
Q2 		$200K Buy
10,020
+3,000
+43% +$59.4K ﹤0.01% 2001
2014
Q1 		$137K Buy
+7,020
New +$138K ﹤0.01% 1975

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Stifel Financial's BKT Position: Q3 2024 in Review

Stifel Financial sold out of BlackRock Income Trust (BKT) in Q3 2024, closing a stake of 11,379 shares — an estimated $136K sold.

Stifel Financial first reported a position in BKT in Q1 2014 and held it in 42 quarters. The position peaked at $10.8M in Q2 2021. 50 funds tracked by Wall St. Rank hold BKT as of Q3 2024.

  • Stifel Financial reported no remaining BlackRock Income Trust position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 11,379 BlackRock Income Trust shares in Q3 2024, an estimated $136K.
  • Stifel Financial first reported a position in BlackRock Income Trust in Q1 2014 and held it in 42 quarters.
  • Stifel Financial's BlackRock Income Trust position peaked at $10.8M in Q2 2021.
  • 50 funds tracked by Wall St. Rank held BlackRock Income Trust as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.