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, Q1 2023
Institutional positions in BlackRock Multi-Sector Income Trust as of Mar 31, 2023. 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
- 70
- −10 vs. Q4 2022
- Shares held
- 5.98M
- +144.9K (+2.5%) vs. Q4 2022
- Total value
- $87.6M
- +$5.42M (+6.6%) vs. Q4 2022
- New holders
- 4
- 33 more added
- Sold out
- 14
- 16 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,251,641 | $18.3M | 0.00% | +38,498+3.2% | Added |
| Ameriprise Financial Inc | 446,331 | $6.80M | 0.00% | +127,240+39.9% | Added |
| UBS Group AG | 432,318 | $6.31M | 0.00% | −11,627−2.6% | Reduced |
| Invesco Ltd. | 428,350 | $6.25M | 0.00% | −16,322−3.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 248,504 | $3.63M | 0.39% | +121,965+96.4% | Added |
| Royal Bank of Canada | 234,962 | $3.43M | 0.00% | +37,890+19.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 204,477 | $2.98M | 0.01% | +153,998+305.1% | Added |
| Cohen & Steers, Inc. | 191,884 | $2.80M | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 186,148 | $2.72M | 0.11% | +18,798+11.2% | Added |
| Raymond James & Associates | 170,789 | $2.49M | 0.00% | +4,470+2.7% | Added |
| Thrivent Financial for Lutherans | 159,182 | $2.32M | 0.01% | +3,000+1.9% | Added |
| Bank of America Corp | 143,629 | $2.10M | 0.00% | +3,811+2.7% | Added |
| LPL Financial LLC | 136,637 | $1.99M | 0.00% | +917+0.7% | Added |
| Ramiah Investment Group | 122,594 | $1.79M | 1.62% | −1,503−1.2% | Reduced |
| Envestnet Asset Management Inc | 117,806 | $1.72M | 0.00% | +30,606+35.1% | Added |
| E&G Advisors, LP | 89,815 | $1.31M | 0.49% | −500−0.6% | Reduced |
| Evoke Wealth, LLC | 87,966 | $1.28M | 0.05% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 82,151 | $1.20M | 0.01% | +914+1.1% | Added |
| Mariner, LLC | 81,084 | $1.18M | 0.00% | +8,167+11.2% | Added |
| Private Advisor Group, LLC | 74,158 | $1.08M | 0.01% | +20,800+39.0% | Added |
| Wealthspire Advisors, LLC | 65,000 | $948.4K | 0.02% | −33,694−34.1% | Reduced |
| Davenport & Co LLC | 62,601 | $913.3K | 0.01% | +38+0.1% | Added |
| Guggenheim Capital LLC | 61,675 | $899.8K | 0.01% | +11,553+23.0% | Added |
| Semus Wealth Partners LLC | 61,063 | $890.9K | 0.96% | −2,709−4.2% | Reduced |
| Cetera Advisor Networks LLC | 61,008 | $890.1K | 0.01% | +4,959+8.8% | Added |
| First Trust Advisors LP | 59,836 | $873.0K | 0.00% | −18,131−23.3% | Reduced |
| GWM Advisors LLC | 60,121 | $871.4K | 0.01% | −404−0.7% | Reduced |
| Janney Montgomery Scott LLC | 53,373 | $779.0K | 0.00% | +300+0.6% | Added |
| Cerity Partners LLC | 52,703 | $768.9K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 50,855 | $742.0K | 0.00% | −5,434−9.7% | Reduced |
| Advisor Group Holdings, Inc. | 49,284 | $719.1K | 0.00% | +3,520+7.7% | Added |
| Commonwealth Equity Services, LLC | 35,788 | $522.0K | 0.00% | +649+1.8% | Added |
| Rockefeller Capital Management L.P. | 35,539 | $518.0K | 0.00% | +26,595+297.4% | Added |
| Atria Wealth Solutions, Inc. | 32,788 | $478.4K | 0.01% | +13,006+65.7% | Added |
| Sunesis Advisors, LLC | 27,240 | $397.4K | 0.29% | +27,240 | New |
| Midwest Heritage Bank, FSB | 22,812 | $332.8K | 0.27% | −1,368−5.7% | Reduced |
| Peapack Gladstone Financial Corp | 20,825 | $304.0K | 0.01% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 19,922 | $290.0K | 0.13% | −41−0.2% | Reduced |
| Advisory Services Network, LLC | 19,868 | $289.9K | 0.01% | +2,700+15.7% | Added |
| Stratos Wealth Partners, LTD. | 19,485 | $284.3K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 18,890 | $275.6K | 0.04% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 17,718 | $261.0K | 1.55% | −2,529−12.5% | Reduced |
| JPMorgan Chase & Co | 17,847 | $260.0K | 0.00% | +17,847 | New |
| Independent Financial Group, LLC | 17,663 | $257.7K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 17,376 | $253.5K | 0.01% | +4,645+36.5% | Added |
| Western Wealth Management, LLC | 16,573 | $241.8K | 0.02% | +15+0.1% | Added |
| Stifel Financial Corp | 14,489 | $211.4K | 0.00% | −466−3.1% | Reduced |
| HighTower Advisors, LLC | 14,152 | $207.0K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 13,321 | $194.4K | 0.04% | −430−3.1% | Reduced |
| Wintrust Investments LLC | 11,228 | $164.0K | 0.02% | +89+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,202 | $148.8K | 0.07% | −4,177−29.0% | Reduced |
| Coastal Bridge Advisors, LLC | 10,106 | $147.5K | 0.04% | +93+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 6,720 | $98.0K | 0.00% | +20+0.3% | Added |
| The PNC Financial Services Group, Inc. | 5,700 | $83.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,652 | $67.9K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,309 | $62.9K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,100 | $59.8K | 0.03% | +600+17.1% | Added |
| Northwestern Mutual Wealth Management Co | 3,545 | $51.7K | 0.00% | +502+16.5% | Added |
| Webster Bank, N. A. | 2,255 | $32.9K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,200 | $32.1K | 0.01% | −1,278−36.7% | Reduced |
| Syverson Strege & Co | 2,147 | $31.3K | 0.01% | +1,803+524.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.7K | 0.01% | +1,900 | New |
| Harbour Investments, Inc. | 1,276 | $18.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $8.75K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 580 | $8.46K | 0.00% | +580 | New |
| Umb Bank N A | 500 | $7.29K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 499 | $7.27K | 0.00% | +498+49,800.0% | Added |
| Allworth Financial LP | 400 | $5.84K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 339 | $4.94K | 0.00% | +9+2.7% | Added |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −256,894−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −53,770−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −49,327−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,063−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −16,782−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,028−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −10,005−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| First Citizens Financial Corp | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |