BlackRock Multi-Sector Income Trust
BIT- Exchange
- NYSE
- SEC CIK
- 0001562818
No open-market purchases or sales by BlackRock Multi-Sector Income Trust insiders were filed in the last 90 days; 100 institutions reported holding it in 13F filings for Q2 2026, worth $224.0M in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in BlackRock Multi-Sector Income Trust as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 83
- +8 vs. Q3 2022
- Shares held
- 5.87M
- +189.1K (+3.3%) vs. Q3 2022
- Total value
- $82.6M
- +$1.68M (+2.1%) vs. Q3 2022
- New holders
- 17
- 25 more added
- Sold out
- 9
- 29 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BIT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 100 | $224.0M |
| Q1 2026 | 100 | $229.4M |
| Q4 2025 | 107 | $227.5M |
| Q3 2025 | 105 | $227.0M |
| Q2 2025 | 73 | $103.9M |
| Q1 2025 | 79 | $104.9M |
| Q4 2024 | 87 | $101.4M |
| Q3 2024 | 79 | $97.3M |
| Q2 2024 | 80 | $90.8M |
| Q1 2024 | 76 | $100.8M |
| Q4 2023 | 79 | $97.6M |
| Q3 2023 | 77 | $91.5M |
| Q2 2023 | 73 | $91.1M |
| Q1 2023 | 70 | $87.6M |
| Q4 2022 | 83 | $82.6M |
| Q3 2022 | 77 | $81.7M |
| Q2 2022 | 73 | $83.4M |
| Q1 2022 | 66 | $92.9M |
| Q4 2021 | 68 | $96.5M |
| Q3 2021 | 72 | $102.2M |
| Q2 2021 | 73 | $118.0M |
| Q1 2021 | 76 | $132.5M |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,213,143 | $17.2M | 0.00% | −151,759−11.1% | Reduced |
| Invesco Ltd. | 444,672 | $6.32M | 0.00% | +35,860+8.8% | Added |
| UBS Group AG | 443,945 | $6.31M | 0.00% | −41,257−8.5% | Reduced |
| Ameriprise Financial Inc | 319,091 | $4.50M | 0.00% | +47,554+17.5% | Added |
| Penserra Capital Management LLC | 256,894 | $3.65M | 0.08% | +23,075+9.9% | Added |
| Royal Bank of Canada | 197,072 | $2.80M | 0.00% | −14,491−6.8% | Reduced |
| Cohen & Steers, Inc. | 191,884 | $2.73M | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 167,350 | $2.38M | 0.10% | +693+0.4% | Added |
| Raymond James & Associates | 166,319 | $2.36M | 0.00% | +4,546+2.8% | Added |
| Thrivent Financial for Lutherans | 156,182 | $2.22M | 0.01% | −3,600−2.3% | Reduced |
| Bank of America Corp | 139,818 | $1.99M | 0.00% | −16,296−10.4% | Reduced |
| LPL Financial LLC | 135,720 | $1.93M | 0.00% | −25,418−15.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 126,539 | $1.80M | 0.21% | +126,539 | New |
| Ramiah Investment Group | 124,097 | $1.76M | 3.39% | +95,644+336.1% | Added |
| Wealthspire Advisors, LLC | 98,694 | $1.40M | 0.03% | −26,306−21.0% | Reduced |
| E&G Advisors, LP | 90,315 | $1.28M | 0.48% | −500−0.6% | Reduced |
| Evoke Wealth, LLC | 87,966 | $1.25M | 0.05% | −4,228−4.6% | Reduced |
| Envestnet Asset Management Inc | 87,200 | $1.24M | 0.00% | −3,318−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 81,237 | $1.15M | 0.01% | +42,719+110.9% | Added |
| First Trust Advisors LP | 77,967 | $1.11M | 0.00% | −1,472−1.9% | Reduced |
| Mariner, LLC | 72,917 | $1.04M | 0.00% | +72,917 | New |
| Semus Wealth Partners LLC | 63,772 | $906.2K | 1.10% | +63,772 | New |
| Davenport & Co LLC | 62,563 | $889.0K | 0.01% | +1,813+3.0% | Added |
| GWM Advisors LLC | 60,525 | $826.5K | 0.02% | +1,810+3.1% | Added |
| Wells Fargo & Company | 56,289 | $799.9K | 0.00% | +2,222+4.1% | Added |
| Cetera Advisor Networks LLC | 56,049 | $796.5K | 0.01% | +2,167+4.0% | Added |
| Apollon Wealth Management, LLC | 53,770 | $764.1K | 0.05% | −8,907−14.2% | Reduced |
| Janney Montgomery Scott LLC | 53,073 | $754.0K | 0.00% | −124−0.2% | Reduced |
| Cerity Partners LLC | 52,703 | $748.9K | 0.00% | +52,703 | New |
| Raymond James Financial Services Advisors, Inc. | 50,479 | $717.3K | 0.00% | −7,504−12.9% | Reduced |
| Guggenheim Capital LLC | 50,122 | $712.2K | 0.01% | −19,522−28.0% | Reduced |
| Advisors Asset Management, Inc. | 49,327 | $700.9K | 0.01% | −4,552−8.4% | Reduced |
| Advisor Group Holdings, Inc. | 45,764 | $650.4K | 0.00% | +2,532+5.9% | Added |
| Commonwealth Equity Services, LLC | 35,139 | $499.0K | 0.00% | +603+1.7% | Added |
| Midwest Heritage Bank, FSB | 24,180 | $343.6K | 0.33% | −443−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 20,825 | $296.0K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 20,247 | $287.7K | 0.42% | −2,086−9.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 19,963 | $283.0K | 0.13% | +19,963 | New |
| Atria Wealth Solutions, Inc. | 19,782 | $281.1K | 0.00% | +2,948+17.5% | Added |
| Stratos Wealth Partners, LTD. | 19,485 | $276.9K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 18,890 | $268.4K | 0.04% | 00.0% | Unchanged |
| Weiss Asset Management LP | 18,063 | $256.7K | 0.01% | +18,063 | New |
| Independent Financial Group, LLC | 17,663 | $251.0K | 0.02% | +3,350+23.4% | Added |
| Advisory Services Network, LLC | 17,168 | $244.0K | 0.01% | +1,000+6.2% | Added |
| Oppenheimer & Co Inc | 16,782 | $238.5K | 0.01% | −2,500−13.0% | Reduced |
| Western Wealth Management, LLC | 16,558 | $235.3K | 0.02% | −15,438−48.2% | Reduced |
| First Citizens Financial Corp | 15,603 | $222.0K | 0.19% | +2,115+15.7% | Added |
| Stifel Financial Corp | 14,955 | $212.5K | 0.00% | +334+2.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 14,379 | $204.3K | 0.10% | +171+1.2% | Added |
| HighTower Advisors, LLC | 14,152 | $201.0K | 0.00% | −5,000−26.1% | Reduced |
| Clear Creek Financial Management, LLC | 13,751 | $195.4K | 0.04% | +130+1.0% | Added |
| CoreCap Advisors, LLC | 12,925 | $183.7K | 0.01% | +925+7.7% | Added |
| Cresset Asset Management, LLC | 12,731 | $180.9K | 0.00% | +1,836+16.9% | Added |
| Virtu Financial LLC | 12,028 | $171.0K | 0.02% | −13−0.1% | Reduced |
| Wintrust Investments LLC | 11,139 | $158.0K | 0.02% | −408−3.5% | Reduced |
| ELCO Management Co., LLC | 10,100 | $143.5K | 0.11% | +10,100 | New |
| Coastal Bridge Advisors, LLC | 10,013 | $142.3K | 0.04% | +10,013 | New |
| Founders Financial Alliance, LLC | 10,005 | $142.2K | 0.07% | −377−3.6% | Reduced |
| Elequin Capital LP | 9,300 | $132.2K | 0.04% | +9,300 | New |
| Rockefeller Capital Management L.P. | 8,944 | $127.0K | 0.00% | +224+2.6% | Added |
| IFP Advisors, Inc | 7,000 | $120.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,700 | $95.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,700 | $81.0K | 0.00% | +5,200+1,040.0% | Added |
| Sugarloaf Wealth Management, LLC | 4,652 | $66.1K | 0.02% | +4,652 | New |
| Private Trust Co NA | 4,309 | $61.0K | 0.01% | +794+22.6% | Added |
| West Oak Capital, LLC | 3,500 | $50.0K | 0.03% | −600−14.6% | Reduced |
| Hoey Investments, Inc | 3,478 | $49.4K | 0.02% | −4,971−58.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,043 | $43.2K | 0.00% | −368−10.8% | Reduced |
| Webster Bank, N. A. | 2,255 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 2,115 | $30.1K | 0.00% | +2,115 | New |
| Harbour Investments, Inc. | 1,276 | $18.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $14.2K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,000 | $14.2K | 0.00% | +1,000 | New |
| Estabrook Capital Management | 600 | $8.53K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 416 | $5.91K | 0.00% | +416 | New |
| Allworth Financial LP | 400 | $5.68K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 344 | $4.88K | 0.00% | −1,753−83.6% | Reduced |
| Carolinas Wealth Consulting LLC | 330 | $4.70K | 0.00% | +330 | New |
| Private Advisor Group, LLC | 53,358 | $758 | 0.00% | −7,193−11.9% | Reduced |
| BlackRock Inc. | 10 | $142 | 0.00% | +10 | New |
| FMR LLC | 1 | $14 | 0.00% | +1 | New |
| Tower Research Capital LLC (TRC) | 4 | $0 | 0.00% | +4 | New |
| Bridge Advisory, LLC | 0 | $0 | 0.00% | −85,493−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,016−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −10,145−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −311−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Covington Capital Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |