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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 339 | $4.94K | 0.00% | +9+2.7% | Added |
| Allworth Financial LP | 400 | $5.84K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 499 | $7.27K | 0.00% | +498+49,800.0% | Added |
| Umb Bank N A | 500 | $7.29K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 580 | $8.46K | 0.00% | +580 | New |
| Estabrook Capital Management | 600 | $8.75K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,276 | $18.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.7K | 0.01% | +1,900 | New |
| Syverson Strege & Co | 2,147 | $31.3K | 0.01% | +1,803+524.1% | Added |
| Hoey Investments, Inc | 2,200 | $32.1K | 0.01% | −1,278−36.7% | Reduced |
| Webster Bank, N. A. | 2,255 | $32.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,545 | $51.7K | 0.00% | +502+16.5% | Added |
| West Oak Capital, LLC | 4,100 | $59.8K | 0.03% | +600+17.1% | Added |
| Private Trust Co NA | 4,309 | $62.9K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,652 | $67.9K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,700 | $83.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,720 | $98.0K | 0.00% | +20+0.3% | Added |
| Coastal Bridge Advisors, LLC | 10,106 | $147.5K | 0.04% | +93+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 10,202 | $148.8K | 0.07% | −4,177−29.0% | Reduced |
| Wintrust Investments LLC | 11,228 | $164.0K | 0.02% | +89+0.8% | Added |
| Clear Creek Financial Management, LLC | 13,321 | $194.4K | 0.04% | −430−3.1% | Reduced |
| HighTower Advisors, LLC | 14,152 | $207.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,489 | $211.4K | 0.00% | −466−3.1% | Reduced |
| Western Wealth Management, LLC | 16,573 | $241.8K | 0.02% | +15+0.1% | Added |
| Cresset Asset Management, LLC | 17,376 | $253.5K | 0.01% | +4,645+36.5% | Added |
| Independent Financial Group, LLC | 17,663 | $257.7K | 0.02% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 17,847 | $260.0K | 0.00% | +17,847 | New |
| SMH Capital Advisors Inc | 17,718 | $261.0K | 1.55% | −2,529−12.5% | Reduced |
| Fiduciary Group LLC | 18,890 | $275.6K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,485 | $284.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,868 | $289.9K | 0.01% | +2,700+15.7% | Added |
| LaSalle St. Investment Advisors, LLC | 19,922 | $290.0K | 0.13% | −41−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 20,825 | $304.0K | 0.01% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 22,812 | $332.8K | 0.27% | −1,368−5.7% | Reduced |
| Sunesis Advisors, LLC | 27,240 | $397.4K | 0.29% | +27,240 | New |
| Atria Wealth Solutions, Inc. | 32,788 | $478.4K | 0.01% | +13,006+65.7% | Added |
| Rockefeller Capital Management L.P. | 35,539 | $518.0K | 0.00% | +26,595+297.4% | Added |
| Commonwealth Equity Services, LLC | 35,788 | $522.0K | 0.00% | +649+1.8% | Added |
| Advisor Group Holdings, Inc. | 49,284 | $719.1K | 0.00% | +3,520+7.7% | Added |
| Wells Fargo & Company | 50,855 | $742.0K | 0.00% | −5,434−9.7% | Reduced |
| Cerity Partners LLC | 52,703 | $768.9K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 53,373 | $779.0K | 0.00% | +300+0.6% | Added |
| GWM Advisors LLC | 60,121 | $871.4K | 0.01% | −404−0.7% | Reduced |
| First Trust Advisors LP | 59,836 | $873.0K | 0.00% | −18,131−23.3% | Reduced |
| Cetera Advisor Networks LLC | 61,008 | $890.1K | 0.01% | +4,959+8.8% | Added |
| Semus Wealth Partners LLC | 61,063 | $890.9K | 0.96% | −2,709−4.2% | Reduced |
| Guggenheim Capital LLC | 61,675 | $899.8K | 0.01% | +11,553+23.0% | Added |
| Davenport & Co LLC | 62,601 | $913.3K | 0.01% | +38+0.1% | Added |
| Wealthspire Advisors, LLC | 65,000 | $948.4K | 0.02% | −33,694−34.1% | Reduced |
| Private Advisor Group, LLC | 74,158 | $1.08M | 0.01% | +20,800+39.0% | Added |
| Mariner, LLC | 81,084 | $1.18M | 0.00% | +8,167+11.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 82,151 | $1.20M | 0.01% | +914+1.1% | Added |
| Evoke Wealth, LLC | 87,966 | $1.28M | 0.05% | 00.0% | Unchanged |
| E&G Advisors, LP | 89,815 | $1.31M | 0.49% | −500−0.6% | Reduced |
| Envestnet Asset Management Inc | 117,806 | $1.72M | 0.00% | +30,606+35.1% | Added |
| Ramiah Investment Group | 122,594 | $1.79M | 1.62% | −1,503−1.2% | Reduced |
| LPL Financial LLC | 136,637 | $1.99M | 0.00% | +917+0.7% | Added |
| Bank of America Corp | 143,629 | $2.10M | 0.00% | +3,811+2.7% | Added |
| Thrivent Financial for Lutherans | 159,182 | $2.32M | 0.01% | +3,000+1.9% | Added |
| Raymond James & Associates | 170,789 | $2.49M | 0.00% | +4,470+2.7% | Added |
| Snowden Capital Advisors LLC | 186,148 | $2.72M | 0.11% | +18,798+11.2% | Added |
| Cohen & Steers, Inc. | 191,884 | $2.80M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 204,477 | $2.98M | 0.01% | +153,998+305.1% | Added |
| Royal Bank of Canada | 234,962 | $3.43M | 0.00% | +37,890+19.2% | Added |
| Cyndeo Wealth Partners, LLC | 248,504 | $3.63M | 0.39% | +121,965+96.4% | Added |
| Invesco Ltd. | 428,350 | $6.25M | 0.00% | −16,322−3.7% | Reduced |
| UBS Group AG | 432,318 | $6.31M | 0.00% | −11,627−2.6% | Reduced |
| Ameriprise Financial Inc | 446,331 | $6.80M | 0.00% | +127,240+39.9% | Added |
| Morgan Stanley | 1,251,641 | $18.3M | 0.00% | +38,498+3.2% | 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 |