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 | 05/13/2026 | 10.86 M | $99.47 M | 2.08% | 15.04% |
| MORGAN STANLEY | 05/15/2026 | 2.74 M | $25.06 M | 7.32% | 3.79% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 1.88 M | $17.22 M | -0.20% | 2.60% |
| UBS GROUP AG | 05/05/2026 | 1.38 M | $12.61 M | 9.70% | 1.91% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.19 M | $10.91 M | 14.16% | 1.65% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.13 M | $10.34 M | -3.56% | 1.56% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 719.42 K | $6.59 M | 15.42% | 1.00% |
| INVESCO LTD. | 05/12/2026 | 679.05 K | $6.22 M | -0.93% | 0.94% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 540.67 K | $4.95 M | 19.07% | 0.75% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 438.98 K | $4.02 M | 8.50% | 0.61% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 433.57 K | $3.97 M | 13.41% | 0.60% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 349.88 K | $3.20 M | -16.35% | 0.48% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 349.00 K | $3.20 M | 145.01% | 0.48% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 339.59 K | $3.11 M | 1.22% | 0.47% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 324.22 K | $2.97 M | 47.36% | 0.45% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 04/22/2026 | 316.95 K | $2.90 M | 0.00% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 305.13 K | $2.80 M | 53.05% | 0.42% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 234.50 K | $2.15 M | 129.96% | 0.32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 186.86 K | $1.71 M | 7.57% | 0.26% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 159.26 K | $1.46 M | -0.56% | 0.22% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 122.73 K | $1.12 M | 0.00% | 0.17% |
| PROVISE MANAGEMENT GROUP, LLC | 05/07/2026 | 116.05 K | $1.06 M | -1.53% | 0.16% |
| PRIVATE TRUST CO NA | 04/30/2026 | 114.92 K | $1.05 M | -11.55% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 100.51 K | $921.00 K | 2.46% | 0.14% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 99.62 K | $910.54 K | -13.60% | 0.14% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 93.46 K | $856.12 K | 0.55% | 0.13% |
| ECLECTIC ASSOCIATES INC /ADV | 04/08/2026 | 87.07 K | $797.53 K | 63.61% | 0.12% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 84.08 K | $770.13 K | 0.00% | 0.12% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 79.39 K | $727.18 K | -26.26% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 78.19 K | $716.20 K | -19.90% | 0.11% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 04/21/2026 | 74.22 K | $679.81 K | -13.45% | 0.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 70.71 K | $647.00 K | -3.41% | 0.10% |
| COLONY GROUP, LLC | 05/15/2026 | 70.11 K | $642.22 K | 0.03% | 0.10% |
| ODER INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 67.33 K | $616.71 K | 0.44% | 0.09% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 66.43 K | $609.00 K | 24.33% | 0.09% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 65.15 K | $596.77 K | 0.46% | 0.09% |
| RHS FINANCIAL, LLC | 04/28/2026 | 62.07 K | $568.59 K | 308.51% | 0.09% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 60.68 K | $555.84 K | -2.16% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 59.11 K | $541.41 K | 10.37% | 0.08% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 58.09 K | $532.14 K | 36.78% | 0.08% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 55.31 K | $537.59 K | 0.00% | 0.08% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 53.48 K | $489.86 K | 19.68% | 0.07% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 51.04 K | $467.51 K | 8.31% | 0.07% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 44.23 K | $405.10 K | -74.77% | 0.06% |
| ACCEL WEALTH MANAGEMENT | 04/08/2026 | 40.08 K | $367.09 K | -19.24% | 0.06% |
| FIFTH THIRD BANCORP | 05/01/2026 | 39.46 K | $361.44 K | 1,994.43% | 0.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 37.84 K | $346.61 K | 204.42% | 0.05% |
| 05/11/2026 | 35.28 K | $323.13 K | 100.00% | 0.05% | |
| CLARITY FINANCIAL LLC | 05/04/2026 | 34.51 K | $316.09 K | -13.75% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 34.25 K | $313.69 K | -78.12% | 0.05% |
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BlackRock Core Bond Trust institutional Ownership - FAQ's
During the previous two years, 162 institutional investors and hedge funds held shares of BlackRock Core Bond Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 10.86 M
MORGAN STANLEY: 2.74 M
Karpus Management, Inc.: 1.88 M
UBS Group AG: 1.38 M
LPL Financial LLC: 1.19 M
GUGGENHEIM CAPITAL LLC: 1.13 M
37.70% of BlackRock Core Bond Trust stock is owned by institutional investors.
Institutional investors have bought a total of 31.25 M shares in the last 24 months. This purchase volume represents approximately $292.81 M in transactions.