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% |
| UBS GROUP AG | 01/29/2026 | 1.25 M | $12.03 M | -7.29% | 1.74% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.04 M | $10.00 M | 0.19% | 1.44% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 623.31 K | $5.98 M | -5.44% | 0.86% |
| 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% |
| 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% |
| 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% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/05/2026 | 85.75 K | $822.36 K | 15.61% | 0.12% |
| 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% |
| 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% |
| 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% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 44.68 K | $428.51 K | 52.27% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 42.47 K | $407.33 K | 170.97% | 0.06% |
| CLARITY FINANCIAL LLC | 01/28/2026 | 40.01 K | $383.68 K | 0.00% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 36.78 K | $352.73 K | -11.61% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 35.93 K | $344.52 K | 36.16% | 0.05% |
| INTELLUS ADVISORS LLC | 02/06/2026 | 32.43 K | $310.96 K | 12.07% | 0.04% |
| PATTEN GROUP, INC. | 01/23/2026 | 30.70 K | $294.37 K | -53.61% | 0.04% |
| RAMIAH INVESTMENT GROUP | 01/28/2026 | 25.97 K | $249.07 K | -1.16% | 0.04% |
| MORSE ASSET MANAGEMENT, INC | 02/03/2026 | 25.87 K | $248.07 K | 10.86% | 0.04% |
| FIERA CAPITAL CORP | 02/11/2026 | 24.34 K | $233.39 K | -90.91% | 0.03% |
| SCOTIA CAPITAL INC. | 02/12/2026 | 23.89 K | $229.11 K | 8.35% | 0.03% |
| MAREX GROUP PLC | 02/12/2026 | 22.90 K | $219.62 K | 10.68% | 0.03% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 20.28 K | $194.49 K | 1.73% | 0.03% |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 01/23/2026 | 19.70 K | $188.96 K | 4.37% | 0.03% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 19.50 K | $187.02 K | 100.00% | 0.03% |
| COMERICA BANK | 01/29/2026 | 16.92 K | $162.25 K | -80.05% | 0.02% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 16.09 K | $154.29 K | -4.99% | 0.02% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 15.61 K | $149.66 K | 17.51% | 0.02% |
| RHS FINANCIAL, LLC | 01/16/2026 | 15.20 K | $145.72 K | 100.00% | 0.02% |
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BlackRock Core Bond Trust institutional Ownership - FAQ's
During the previous two years, 143 institutional investors and hedge funds held shares of BlackRock Core Bond Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 10.64 M
MORGAN STANLEY: 2.55 M
UBS Group AG: 1.25 M
LPL Financial LLC: 1.04 M
WELLS FARGO & COMPANY/MN: 623,305
Dynamic Advisor Solutions LLC: 382,305
4.92% of BlackRock Core Bond Trust stock is owned by institutional investors.
Institutional investors have bought a total of 25.74 M shares in the last 24 months. This purchase volume represents approximately $248.66 M in transactions.