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 | 02/12/2026 | 10.64 M | $102.01 M | -1.41% | 14.73% |
| MORGAN STANLEY | 02/13/2026 | 2.55 M | $24.44 M | 15.74% | 3.53% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 1.88 M | $18.06 M | -2.77% | 2.61% |
| UBS GROUP AG | 01/29/2026 | 1.25 M | $12.03 M | -7.29% | 1.74% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.17 M | $11.23 M | 2.26% | 1.62% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.04 M | $10.00 M | 0.19% | 1.44% |
| INVESCO LTD. | 02/19/2026 | 685.46 K | $6.57 M | -22.86% | 0.95% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 623.31 K | $5.98 M | -5.44% | 0.86% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 498.11 K | $4.78 M | 100.00% | 0.69% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 454.09 K | $4.35 M | 100.00% | 0.63% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 418.25 K | $4.01 M | 1.70% | 0.58% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 404.61 K | $3.88 M | -12.47% | 0.56% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 382.31 K | $3.67 M | 3.88% | 0.53% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 335.48 K | $3.22 M | -16.58% | 0.46% |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 01/28/2026 | 316.95 K | $3.05 M | -9.12% | 0.44% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 220.02 K | $2.11 M | -41.22% | 0.30% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 199.37 K | $1.91 M | -8.67% | 0.28% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 175.26 K | $1.68 M | 100.00% | 0.24% |
| STONEX GROUP INC. | 02/12/2026 | 175.00 K | $1.68 M | 11.87% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 173.70 K | $1.67 M | -3.01% | 0.24% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 160.15 K | $1.54 M | -6.55% | 0.22% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 156.49 K | $1.50 M | -36.96% | 0.22% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 142.44 K | $1.37 M | 100.00% | 0.20% |
| PRIVATE TRUST CO NA | 01/26/2026 | 129.92 K | $1.25 M | 0.00% | 0.18% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 122.73 K | $1.18 M | 0.00% | 0.17% |
| PROVISE MANAGEMENT GROUP, LLC | 01/29/2026 | 117.85 K | $1.13 M | -1.83% | 0.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 115.30 K | $1.11 M | 17.12% | 0.16% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 107.65 K | $1.03 M | 100.00% | 0.15% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 101.98 K | $977.94 K | 100.00% | 0.14% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 100.39 K | $962.74 K | 100.00% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 98.10 K | $941.00 K | 1.23% | 0.14% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 97.61 K | $936.05 K | -9.94% | 0.14% |
| IBEX WEALTH ADVISORS | 02/17/2026 | 92.95 K | $891.43 K | -10.22% | 0.13% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 85.75 K | $822.36 K | 15.61% | 0.12% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 84.08 K | $806.28 K | 24.05% | 0.12% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 77.50 K | $743.21 K | 6.84% | 0.11% |
| BRAMSHILL INVESTMENTS, LLC | 02/17/2026 | 75.43 K | $723.39 K | 100.00% | 0.10% |
| ROYAL BANK OF CANADA | 02/17/2026 | 73.21 K | $702.00 K | -10.85% | 0.10% |
| COLONY GROUP, LLC | 02/13/2026 | 70.09 K | $672.17 K | 100.00% | 0.10% |
| ODER INVESTMENT MANAGEMENT, LLC | 02/12/2026 | 67.03 K | $642.85 K | 0.42% | 0.09% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 64.85 K | $621.91 K | -3.57% | 0.09% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 62.02 K | $594.78 K | -2.02% | 0.09% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 55.31 K | $537.59 K | 0.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 53.55 K | $513.59 K | 34.84% | 0.07% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 53.43 K | $513.00 K | 0.00% | 0.07% |
| ECLECTIC ASSOCIATES INC /ADV | 02/03/2026 | 53.22 K | $510.35 K | 100.00% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 51.31 K | $492.00 K | 0.01% | 0.07% |
| ACCEL WEALTH MANAGEMENT | 01/20/2026 | 49.63 K | $475.90 K | -20.58% | 0.07% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 47.12 K | $451.91 K | -25.76% | 0.07% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 45.83 K | $439.50 K | 100.00% | 0.06% |
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BlackRock Core Bond Trust institutional Ownership - FAQ's
During the previous two years, 169 institutional investors and hedge funds held shares of BlackRock Core Bond Trust. The most heavily invested institutionals were:
UBS Group AG: 1.38 M
Dynamic Advisor Solutions LLC: 433,567
Allspring Global Investments Holdings, LLC: 349,001
Private Advisor Group, LLC: 339,588
ABSOLUTE INVESTMENT ADVISERS, LLC: 316,951
COMMONWEALTH EQUITY SERVICES, LLC: 186,859
37.54% of BlackRock Core Bond Trust stock is owned by institutional investors.
Institutional investors have bought a total of 31.79 M shares in the last 24 months. This purchase volume represents approximately $297.91 M in transactions.