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 | 08/12/2026 | 1.26 M | $13.48 M | -7.47% | 4.73% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 845.29 K | $9.01 M | 3.97% | 3.16% |
| LPL FINANCIAL LLC | 08/07/2026 | 802.31 K | $8.55 M | 4.98% | 3.00% |
| MORGAN STANLEY | 08/13/2026 | 684.52 K | $7.30 M | -2.15% | 2.56% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 557.99 K | $5.95 M | 37.60% | 2.09% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 516.34 K | $5.50 M | 27.89% | 1.93% |
| INVESCO LTD. | 08/14/2026 | 507.61 K | $5.41 M | 12.80% | 1.90% |
| UBS GROUP AG | 08/13/2026 | 459.81 K | $4.90 M | -0.73% | 1.72% |
| BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. | 07/31/2026 | 443.37 K | $4.73 M | 10.36% | 1.66% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 369.44 K | $3.94 M | 0.58% | 1.38% |
| ETHOS FINANCIAL GROUP, LLC | 08/07/2026 | 276.20 K | $2.94 M | -6.98% | 1.03% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 246.28 K | $2.63 M | 38.47% | 0.92% |
| CERITY PARTNERS LLC | 08/14/2026 | 234.12 K | $2.50 M | 3.39% | 0.88% |
| SIDOXIA CAPITAL MANAGEMENT, LLC | 07/24/2026 | 156.65 K | $1.67 M | 3.35% | 0.59% |
| ICON ADVISERS INC/CO | 08/13/2026 | 141.49 K | $1.51 M | 37.33% | 0.53% |
| BYRNE ASSET MANAGEMENT LLC | 07/07/2026 | 133.86 K | $1.43 M | -13.97% | 0.50% |
| COHEN & STEERS, INC. | 08/14/2026 | 131.87 K | $1.41 M | 29.45% | 0.49% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 108.26 K | $1.15 M | 7.42% | 0.41% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 07/21/2026 | 94.79 K | $1.01 M | -63.88% | 0.35% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 88.62 K | $944.71 K | 3.50% | 0.33% |
| ROYAL BANK OF CANADA | 08/14/2026 | 77.93 K | $831.00 K | 184.13% | 0.29% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 72.18 K | $769.47 K | -6.37% | 0.27% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 71.90 K | $766.00 K | 289.94% | 0.27% |
| WEALTHCARE ASSET MANAGEMENT, LLC | 07/30/2026 | 65.80 K | $701.45 K | 94.87% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 57.03 K | $607.92 K | 1.52% | 0.21% |
| QUARRY LP | 08/14/2026 | 43.52 K | $463.97 K | -63.88% | 0.16% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 40.10 K | $427.45 K | -29.16% | 0.15% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 39.78 K | $424.02 K | -20.95% | 0.15% |
| PROVISE MANAGEMENT GROUP, LLC | 08/03/2026 | 37.19 K | $396.39 K | -2.21% | 0.14% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 36.57 K | $389.79 K | -8.88% | 0.14% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 34.42 K | $366.89 K | 8.80% | 0.13% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 34.26 K | $365.16 K | 28.26% | 0.13% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 34.00 K | $363.46 K | 100.00% | 0.13% |
| PINNACLE ASSOCIATES LTD | 08/03/2026 | 27.88 K | $297.21 K | -1.70% | 0.10% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 25.10 K | $267.56 K | 1.85% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 23.52 K | $251.00 K | 0.10% | 0.09% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 21.76 K | $231.91 K | 0.11% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 21.20 K | $225.99 K | 100.00% | 0.08% |
| PRIVATE WEALTH MANAGEMENT GROUP, LLC | 07/27/2026 | 20.77 K | $221.41 K | 6,008.82% | 0.08% |
| IAMS WEALTH MANAGEMENT, LLC | 07/16/2026 | 20.00 K | $213.20 K | 0.00% | 0.07% |
| CENTRIC WEALTH MANAGEMENT | 08/06/2026 | 19.86 K | $215.67 K | 0.00% | 0.07% |
| KAPSTONE FINANCIAL ADVISORS LLC | 08/07/2026 | 19.83 K | $211.39 K | 0.00% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 19.44 K | $207.21 K | 100.00% | 0.07% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 17.88 K | $190.58 K | 2.98% | 0.07% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 07/08/2026 | 16.13 K | $171.92 K | -1.24% | 0.06% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 15.35 K | $163.64 K | 3.10% | 0.06% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 15.10 K | $160.92 K | 2.50% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 14.71 K | $156.81 K | 0.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 13.74 K | $146.51 K | -25.71% | 0.05% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/24/2026 | 13.41 K | $142.94 K | 2.01% | 0.05% |
BlackRock Floating Rate Income Trust institutional Ownership - FAQ's
During the previous two years, 117 institutional investors and hedge funds held shares of BlackRock Floating Rate Income Trust. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 1.26 M
Penserra Capital Management LLC: 845,288
LPL Financial LLC: 802,312
MORGAN STANLEY: 684,520
Advisors Asset Management, Inc.: 557,988
LOOMIS SAYLES & CO L P: 516,336
34.28% of BlackRock Floating Rate Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 11.54 M shares in the last 24 months. This purchase volume represents approximately $123.79 M in transactions.