BlackRock Floating Rate Income Trust (BGT) Institutional Ownership

$13.53
-0.21 (-1.53%)
(As of 05/16/2024 ET)

Institutional Ownership Changes (13F Filings) for BlackRock Floating Rate Income Trust (NYSE:BGT)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$13.86M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$11.37M
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BGT Institutional Buying and Selling by Quarter

BlackRock Floating Rate Income Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024 Advisors Asset Management Inc.422,855$5.49M0.1%+6.4%0.000%
5/9/2024 ProVise Management Group LLC51,280$666K0.1%-3.2%0.000%
5/8/2024 Avantax Advisory Services Inc.18,735$243K0.0%+12.7%0.000%
5/2/2024 Graypoint LLC179,139$2.33M0.2%+2.9%0.000%
4/26/2024 MONECO Advisors LLC23,227$301K0.0%+31.6%0.000%
4/23/2024 Global Retirement Partners LLC39,495$513K0.0%N/A0.000%
4/8/2024 Mid American Wealth Advisory Group Inc.14,871$193K0.1%-35.6%0.000%
3/13/2024 MONECO Advisors LLC17,645$218K0.0%N/A0.000%
3/8/2024 ICA Group Wealth Management LLC118,072$1.46M0.3%+12.7%0.000%
2/14/2024 Jones Road Capital Management L.P.40,311$499K0.1%+8.1%0.000%
2/13/2024 1607 Capital Partners LLC86,639$1.07M0.1%-74.8%0.000%
2/9/2024 ProVise Management Group LLC52,980$656K0.1%-1.8%0.000%
2/9/2024 City of London Investment Management Co. Ltd.94,343$1.17M0.1%-60.9%0.000%
2/7/2024 Avantax Advisory Services Inc.16,623$206K0.0%N/A0.000%
2/7/2024 Mid American Wealth Advisory Group Inc.23,081$286K0.2%-17.3%0.000%
2/7/2024 Principal Securities Inc.2,371$29K0.0%N/A0.000%
2/6/2024 Cullen Frost Bankers Inc.3,129$39K0.0%-37.4%0.000%
2/5/2024 MONECO Advisors LLC17,645$218K0.0%N/A0.000%
2/5/2024 Mid American Wealth Advisory Group Inc.21,712$268K0.2%-22.2%0.000%
2/2/2024 Atria Wealth Solutions Inc.15,221$188K0.0%-13.7%0.000%
2/1/2024 Significant Wealth Partners LLC50,042$620K0.5%N/A0.000%
1/31/2024 Waterfront Wealth Inc.92,329$1.14M0.3%-4.3%0.000%
1/30/2024 Conning Inc.25,307$313K0.0%+3.9%0.000%
1/29/2024 Graypoint LLC174,129$2.16M0.2%+5.0%0.000%
1/26/2024 Geneos Wealth Management Inc.5,588$69K0.0%-13.1%0.000%
1/19/2024 Wagner Wealth Management LLC578,329$7.16M2.4%+16.1%0.000%
1/5/2024 Capital Investment Advisors LLC14,263$177K0.0%-8.2%0.000%
11/15/2023 1607 Capital Partners LLC343,539$4.14M0.3%-14.1%0.000%
11/15/2023 Advisors Asset Management Inc.302,293$3.65M0.1%+13.7%0.000%
11/14/2023 Samalin Investment Counsel LLC20,345$245K0.1%-21.5%0.000%
11/9/2023 City of London Investment Management Co. Ltd.241,483$2.91M0.3%-5.9%0.000%
11/9/2023 UBS Group AG375,386$4.53M0.0%+9.8%0.000%
11/8/2023 ProVise Management Group LLC53,945$651K0.1%-1.8%0.000%
11/7/2023 Virtus ETF Advisers LLC44,071$531K0.3%+89.2%0.000%
11/2/2023 Cullen Frost Bankers Inc.4,999$60K0.0%+59.8%0.000%
10/30/2023 Melfa Wealth Management LLC99,547$1.20M1.2%-8.4%0.000%
10/26/2023 Graypoint LLC165,835$2M0.2%N/A0.000%
10/24/2023 Pinnacle Associates Ltd.34,745$419K0.0%-7.9%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.21,146$255K0.0%-35.0%0.000%
10/23/2023Commonwealth Equity Services LLC17,619$213K0.0%+9.2%0.000%
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10/18/2023 Wagner Wealth Management LLC497,968$6.01M2.2%+10.7%0.000%
10/16/2023 Capital Investment Advisors LLC15,529$187K0.0%-20.1%0.000%
10/10/2023 Mid American Wealth Advisory Group Inc.27,918$342K0.3%-91.1%0.000%
8/24/2023 ProVise Management Group LLC54,945$641K0.1%-6.6%0.000%
8/17/2023 Coastal Bridge Advisors LLC112,411$1.31M0.3%-7.2%0.000%
8/15/2023 Cohen & Steers Inc.108,470$1.27M0.0%-14.6%0.000%
8/11/2023 Guggenheim Capital LLC541,625$6.32M0.0%-7.4%0.000%
8/4/2023 Cullen Frost Bankers Inc.3,129$36K0.0%N/A0.000%
8/3/2023 Samalin Investment Counsel LLC25,923$302K0.2%-14.6%0.000%
8/3/2023 Hunter Associates Investment Management LLC26,011$303K0.1%-3.7%0.000%
7/31/2023 LPL Financial LLC73,565$858K0.0%+58.4%0.000%
7/28/2023 Waterfront Wealth Inc.99,872$1.17M0.3%+12.6%0.000%
7/28/2023 Wagner Wealth Management LLC449,808$5.25M2.0%+13.6%0.000%
7/27/2023 Rockland Trust Co.12,853$150K0.0%-8.2%0.000%
7/26/2023 Janney Montgomery Scott LLC20,702$241K0.0%N/A0.000%
7/18/2023 Melfa Wealth Management LLC108,618$1.27M1.3%-10.5%0.000%
7/13/2023 Mid American Wealth Advisory Group Inc.312,128$3.66M2.9%N/A0.000%
7/13/2023 Cambridge Investment Research Advisors Inc.32,537$379K0.0%+16.2%0.000%
7/11/2023 Capital Investment Advisors LLC19,431$227K0.0%-4.8%0.000%
7/10/2023 AE Wealth Management LLC252,065$2.94M0.0%+53.9%0.000%
6/28/2023 Relative Value Partners Group LLC112,098$1.26M0.1%-10.6%0.000%
5/17/2023 Wagner Wealth Management LLC396,092$4.44M2.0%+11.0%0.000%
5/15/2023 ICA Group Wealth Management LLC106,147$1.19M0.3%-3.5%0.000%
5/15/2023 Relative Value Partners Group LLC112,098$1.26M0.1%-10.6%0.000%
5/12/2023 Jones Road Capital Management L.P.37,300$418K0.3%N/A0.000%
5/11/2023 Guggenheim Capital LLC584,827$6.56M0.1%+6.2%0.000%
5/10/2023 Landscape Capital Management L.L.C.16,318$183K0.0%-14.1%0.000%
5/9/2023 Samalin Investment Counsel LLC30,369$340K0.2%-16.3%0.000%
5/8/2023 Shaker Financial Services LLC158,807$1.78M0.8%+10.1%0.000%
5/8/2023 Wolverine Asset Management LLC30,649$344K0.0%+45.1%0.000%
5/8/2023 ProVise Management Group LLC58,845$660K0.1%-3.9%0.000%
4/20/2023 Melfa Wealth Management LLC121,388$1.36M1.4%-4.4%0.000%
4/14/2023 AE Wealth Management LLC163,804$1.84M0.0%N/A0.000%
2/15/2023 ICA Group Wealth Management LLC110,032$1.20M0.3%-8.0%0.000%
2/14/2023 Oaktree Capital Management LP261,091$2.86M0.0%+8.7%0.000%
2/10/2023 City of London Investment Management Co. Ltd.206,284$2.26M0.2%+27.9%0.000%
2/10/2023 Samalin Investment Counsel LLC36,302$397K0.3%-4.9%0.000%
2/10/2023 ProVise Management Group LLC61,245$670K0.1%-10.3%0.000%
2/10/2023 Moors & Cabot Inc.23,028$252K0.0%-54.4%0.000%
2/9/2023 Landscape Capital Management L.L.C.18,992$208K0.0%-50.0%0.000%
2/9/2023 Elequin Securities LLC7,750$85K0.0%N/A0.000%
2/8/2023 UBS Group AG361,622$3.96M0.0%-9.9%0.000%
2/7/2023Commonwealth Equity Services LLC19,334$211K0.0%+22.5%0.000%
2/7/2023 Hollencrest Capital Management3,400$37K0.0%N/A0.000%
2/3/2023 Shaker Financial Services LLC144,293$1.58M0.7%+19.3%0.000%
2/1/2023 Hunter Associates Investment Management LLC27,011$295K0.1%-20.4%0.000%
2/1/2023 Wolverine Asset Management LLC21,124$231K0.0%+23.2%0.000%
2/1/2023 Janney Montgomery Scott LLC27,423$300K0.0%-18.5%0.000%
1/31/2023 Melfa Wealth Management LLC127,026$1.39M1.5%N/A0.000%
1/31/2023 Waterfront Wealth Inc.87,959$1.01M0.3%-3.9%0.000%
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1/30/2023 International Assets Investment Management LLC16,398$183K0.0%N/A0.000%
1/5/2023 Capital Investment Advisors LLC20,406$223K0.0%-15.3%0.000%
11/15/2022 Cohen & Steers Inc.106,384$1.16M0.0%+26.8%0.000%
11/15/2022 1607 Capital Partners LLC12,443$135K0.0%-87.5%0.000%
11/14/2022 Virtus ETF Advisers LLC31,139$338K0.1%-22.6%0.000%
11/14/2022 Guggenheim Capital LLC582,746$6.33M0.1%+7.7%0.000%
11/14/2022 MML Investors Services LLC88,107$957K0.0%+2.7%0.000%
11/10/2022 City of London Investment Management Co. Ltd.161,284$1.74M0.2%N/A0.000%
11/10/2022 Samalin Investment Counsel LLC38,159$414K0.3%-4.0%0.000%
11/10/2022 Wolverine Asset Management LLC17,145$186K0.0%-84.4%0.000%
(Data available from 1/1/2016 forward)

BGT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGT shares?

During the previous two years, 53 institutional investors and hedge funds held shares of BlackRock Floating Rate Income Trust. The most heavily invested institutionals were Wagner Wealth Management LLC ($7.16M), Guggenheim Capital LLC ($6.32M), Advisors Asset Management Inc. ($5.49M), UBS Group AG ($4.53M), AE Wealth Management LLC ($2.94M), Oaktree Capital Management LP ($2.86M), and Graypoint LLC ($2.33M).Learn more on BGT's institutional investors.

Which institutional investors have been buying BlackRock Floating Rate Income Trust stock?

Of the 40 institutional investors that purchased BlackRock Floating Rate Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mid American Wealth Advisory Group Inc. ($572.58K), Wagner Wealth Management LLC ($290.56K), AE Wealth Management LLC ($252.07K), City of London Investment Management Co. Ltd. ($206.28K), Graypoint LLC ($179.14K), Melfa Wealth Management LLC ($127.03K), and Wolverine Asset Management LLC ($123.16K).

How much institutional buying is happening at BlackRock Floating Rate Income Trust?

Institutional investors have bought a total of 2,625,473 shares in the last 24 months. This purchase volume represents approximately $30.48M in transactions.

Which BlackRock Floating Rate Income Trust major shareholders have been selling company stock?

Of the 31 institutional investors that sold BlackRock Floating Rate Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: 1607 Capital Partners LLC ($400.28K), Mid American Wealth Advisory Group Inc. ($303.46K), City of London Investment Management Co. Ltd. ($162.42K), Wolverine Asset Management LLC ($92.51K), Waterfront Wealth Inc. ($53.14K), Guggenheim Capital LLC ($43.20K), and UBS Group AG ($39.81K).

How much institutional selling is happening at BlackRock Floating Rate Income Trust?

Institutional investors have sold a total of 1,445,294 shares in the last 24 months. This volume of shares sold represents approximately $16.96M in transactions.


This page (NYSE:BGT) was last updated on 5/17/2024 by MarketBeat.com Staff

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