BlackRock Core Bond Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 11.94 M | $109.50 M | 9.96% | 16.53% |
| MORGAN STANLEY | 08/13/2026 | 2.66 M | $24.35 M | -2.93% | 3.68% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 1.86 M | $17.04 M | -1.13% | 2.57% |
| UBS GROUP AG | 08/13/2026 | 1.36 M | $12.48 M | -1.10% | 1.88% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 1.30 M | $11.93 M | 272.86% | 1.80% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.06 M | $9.68 M | -6.45% | 1.46% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 899.40 K | $8.25 M | 25.02% | 1.25% |
| LPL FINANCIAL LLC | 08/07/2026 | 814.36 K | $7.47 M | -31.62% | 1.13% |
| INVESCO LTD. | 08/14/2026 | 702.57 K | $6.44 M | 3.46% | 0.97% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 485.53 K | $4.45 M | -10.20% | 0.67% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 479.51 K | $4.40 M | 10.60% | 0.66% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 366.52 K | $3.36 M | 13.05% | 0.51% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 366.04 K | $3.36 M | -16.62% | 0.51% |
| RHS FINANCIAL, LLC | 08/07/2026 | 270.76 K | $2.48 M | 336.20% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 258.16 K | $2.37 M | -26.21% | 0.36% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 250.98 K | $2.30 M | 7.03% | 0.35% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 194.04 K | $1.78 M | -42.86% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 186.71 K | $1.71 M | -38.81% | 0.26% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 182.34 K | $1.67 M | -2.42% | 0.25% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 08/07/2026 | 145.71 K | $1.34 M | 36.86% | 0.20% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 144.93 K | $1.33 M | 100.00% | 0.20% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 137.40 K | $1.26 M | -13.73% | 0.19% |
| SCOTIA CAPITAL INC. | 08/11/2026 | 124.09 K | $1.14 M | 393.36% | 0.17% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 122.73 K | $1.13 M | 0.00% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 120.56 K | $1.11 M | 19.96% | 0.17% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 114.01 K | $1.05 M | 100.00% | 0.16% |
| PROVISE MANAGEMENT GROUP, LLC | 08/03/2026 | 111.02 K | $1.02 M | -4.33% | 0.15% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 105.35 K | $966.06 K | 100.00% | 0.15% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 07/22/2026 | 92.01 K | $843.73 K | 23.98% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 91.81 K | $841.89 K | 58.04% | 0.13% |
| IBEX WEALTH ADVISORS | 07/27/2026 | 91.00 K | $834.46 K | -2.64% | 0.13% |
| ECLECTIC ASSOCIATES INC /ADV | 07/07/2026 | 89.52 K | $820.87 K | 2.82% | 0.12% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 84.08 K | $770.97 K | 0.00% | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 83.52 K | $754.14 K | -16.17% | 0.12% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 83.46 K | $765.34 K | 100.00% | 0.12% |
| COLONY GROUP, LLC | 08/12/2026 | 78.10 K | $716.14 K | 11.39% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 77.62 K | $711.80 K | -0.72% | 0.11% |
| ROYAL BANK OF CANADA | 08/14/2026 | 71.26 K | $654.00 K | 0.77% | 0.10% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 66.43 K | $609.00 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 66.15 K | $606.64 K | 11.93% | 0.09% |
| ODER INVESTMENT MANAGEMENT, LLC | 08/11/2026 | 64.76 K | $593.85 K | -3.81% | 0.09% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 64.05 K | $587.34 K | -1.69% | 0.09% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 60.68 K | $556.45 K | 0.00% | 0.08% |
| PRIVATE TRUST CO NA | 07/28/2026 | 59.92 K | $549.45 K | -47.86% | 0.08% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 58.64 K | $537.76 K | 9.66% | 0.08% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 55.31 K | $537.59 K | 0.00% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 51.31 K | $471.00 K | 100.00% | 0.07% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 46.86 K | $429.67 K | 70.50% | 0.06% |
| MAREX GROUP PLC | 08/14/2026 | 43.69 K | $400.59 K | 100.00% | 0.06% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 42.39 K | $388.69 K | -16.95% | 0.06% |
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BlackRock Core Bond Trust institutional Ownership - FAQ's
During the previous two years, 161 institutional investors and hedge funds held shares of BlackRock Core Bond Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 11.94 M
MORGAN STANLEY: 2.66 M
Karpus Management, Inc.: 1.86 M
UBS Group AG: 1.36 M
Allspring Global Investments Holdings, LLC: 1.3 M
GUGGENHEIM CAPITAL LLC: 1.06 M
40.28% of BlackRock Core Bond Trust stock is owned by institutional investors.
Institutional investors have bought a total of 33.15 M shares in the last 24 months. This purchase volume represents approximately $310.65 M in transactions.