BlackRock Floating Rate Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.37 M | $14.71 M | -9.86% | 5.12% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 813.05 K | $8.75 M | -1.03% | 3.04% |
| LPL FINANCIAL LLC | 05/06/2026 | 764.26 K | $8.22 M | 0.36% | 2.86% |
| MORGAN STANLEY | 05/15/2026 | 699.54 K | $7.53 M | -1.57% | 2.62% |
| UBS GROUP AG | 05/05/2026 | 463.21 K | $4.98 M | 4.45% | 1.73% |
| INVESCO LTD. | 05/12/2026 | 450.00 K | $4.84 M | 6.98% | 1.68% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 405.50 K | $4.36 M | 3.93% | 1.52% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 403.75 K | $4.34 M | 100.00% | 1.51% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 05/11/2026 | 401.74 K | $4.32 M | 8.00% | 1.50% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 367.31 K | $3.95 M | -1.54% | 1.37% |
| ETHOS FINANCIAL GROUP, LLC | 05/05/2026 | 296.92 K | $3.36 M | 0.00% | 1.11% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 262.40 K | $2.82 M | 32.24% | 0.98% |
| CERITY PARTNERS LLC | 05/15/2026 | 226.45 K | $2.44 M | 3.33% | 0.85% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 177.86 K | $1.91 M | 58.98% | 0.67% |
| BYRNE ASSET MANAGEMENT LLC | 04/02/2026 | 155.60 K | $1.67 M | 63.79% | 0.58% |
| 05/11/2026 | 151.57 K | $1.63 M | 100.00% | 0.57% | |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 138.75 K | $1.49 M | 17.55% | 0.52% |
| QUARRY LP | 05/15/2026 | 120.48 K | $1.30 M | 52.20% | 0.45% |
| ICON ADVISERS INC/CO | 05/13/2026 | 103.03 K | $1.11 M | 24.70% | 0.39% |
| COHEN & STEERS, INC. | 05/15/2026 | 101.87 K | $1.10 M | 32.52% | 0.38% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 100.78 K | $1.08 M | -3.72% | 0.38% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 85.63 K | $921.32 K | 24.09% | 0.32% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 77.09 K | $829.51 K | 0.00% | 0.29% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 56.60 K | $609.03 K | 1.00% | 0.21% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 56.17 K | $604.44 K | -46.55% | 0.21% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 50.32 K | $541.43 K | -11.08% | 0.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 40.13 K | $431.79 K | -11.98% | 0.15% |
| PROVISE MANAGEMENT GROUP, LLC | 05/07/2026 | 38.02 K | $409.14 K | -2.29% | 0.14% |
| 04/30/2026 | 33.77 K | $363.34 K | -0.33% | 0.13% | |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 31.63 K | $358.39 K | 122.82% | 0.12% |
| PINNACLE ASSOCIATES LTD | 04/22/2026 | 28.36 K | $305.19 K | -0.30% | 0.11% |
| ROYAL BANK OF CANADA | 05/15/2026 | 27.43 K | $295.00 K | -42.67% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 26.71 K | $287.37 K | -20.51% | 0.10% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 24.64 K | $265.17 K | -5.56% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 23.49 K | $253.00 K | 4.55% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 21.73 K | $233.83 K | 7.01% | 0.08% |
| IAMS WEALTH MANAGEMENT, LLC | 04/15/2026 | 20.00 K | $215.20 K | 0.00% | 0.07% |
| CENTRIC WEALTH MANAGEMENT | 05/12/2026 | 19.86 K | $215.67 K | 0.00% | 0.07% |
| KAPSTONE FINANCIAL ADVISORS LLC | 04/22/2026 | 19.83 K | $213.37 K | 100.00% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 18.50 K | $199.06 K | 41.51% | 0.07% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 18.44 K | $198.00 K | -6.29% | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 17.36 K | $186.79 K | -7.12% | 0.07% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 04/09/2026 | 16.33 K | $175.71 K | -3.75% | 0.06% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 05/08/2026 | 15.21 K | $163.65 K | -10.82% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 14.89 K | $160.20 K | 3.04% | 0.06% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 14.73 K | $158.47 K | 100.00% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 14.71 K | $158.28 K | 0.00% | 0.06% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 14.11 K | $151.81 K | -72.17% | 0.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 14.08 K | $151.52 K | -80.34% | 0.05% |
| WAGNER WEALTH MANAGEMENT, LLC | 04/24/2026 | 13.15 K | $141.44 K | 1.95% | 0.05% |
BlackRock Floating Rate Income Trust institutional Ownership - FAQ's
During the previous two years, 114 institutional investors and hedge funds held shares of BlackRock Floating Rate Income Trust. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 1.37 M
Penserra Capital Management LLC: 813,048
LPL Financial LLC: 764,263
MORGAN STANLEY: 699,539
UBS Group AG: 463,211
Invesco Ltd.: 450,001
33.45% of BlackRock Floating Rate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 11.14 M shares in the last 24 months. This purchase volume represents approximately $119.48 M in transactions.