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, Q2 2023
Institutional positions in BlackRock Multi-Sector Income Trust as of Jun 30, 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
- 73
- +4 vs. Q1 2023
- Shares held
- 6.34M
- +383.3K (+6.4%) vs. Q1 2023
- Total value
- $91.1M
- +$3.93M (+4.5%) vs. Q1 2023
- New holders
- 8
- 27 more added
- Sold out
- 4
- 21 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,236,629 | $17.8M | 0.00% | −15,012−1.2% | Reduced |
| Ameriprise Financial Inc | 459,232 | $6.60M | 0.00% | +12,901+2.9% | Added |
| UBS Group AG | 429,666 | $6.17M | 0.00% | −2,652−0.6% | Reduced |
| Invesco Ltd. | 393,916 | $5.66M | 0.00% | −34,434−8.0% | Reduced |
| LPL Financial LLC | 299,616 | $4.31M | 0.00% | +162,979+119.3% | Added |
| Cyndeo Wealth Partners, LLC | 255,135 | $3.67M | 0.38% | +6,631+2.7% | Added |
| Bank of America Corp | 242,054 | $3.48M | 0.00% | +98,425+68.5% | Added |
| Royal Bank of Canada | 240,174 | $3.45M | 0.00% | +5,212+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 199,986 | $2.87M | 0.01% | −4,491−2.2% | Reduced |
| Snowden Capital Advisors LLC | 199,201 | $2.86M | 0.10% | +13,053+7.0% | Added |
| Cohen & Steers, Inc. | 191,884 | $2.76M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 168,598 | $2.42M | 0.00% | −2,191−1.3% | Reduced |
| Foundations Investment Advisors, LLC | 168,226 | $2.42M | 0.08% | +168,226 | New |
| Thrivent Financial for Lutherans | 159,182 | $2.29M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 120,302 | $1.73M | 0.00% | +2,496+2.1% | Added |
| Cresset Asset Management, LLC | 109,751 | $1.58M | 0.01% | +92,375+531.6% | Added |
| E&G Advisors, LP | 89,715 | $1.29M | 0.45% | −100−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,366 | $1.20M | 0.01% | +1,215+1.5% | Added |
| Evoke Wealth, LLC | 81,501 | $1.17M | 0.04% | −6,465−7.3% | Reduced |
| Private Advisor Group, LLC | 70,542 | $1.01M | 0.01% | −3,616−4.9% | Reduced |
| GWM Advisors LLC | 66,182 | $951.0K | 0.01% | +6,061+10.1% | Added |
| Wealthspire Advisors, LLC | 65,000 | $934.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 63,536 | $913.0K | 0.01% | +2,528+4.1% | Added |
| Semus Wealth Partners LLC | 61,711 | $886.8K | 0.81% | +648+1.1% | Added |
| Davenport & Co LLC | 59,242 | $851.3K | 0.01% | −3,359−5.4% | Reduced |
| First Trust Advisors LP | 56,086 | $806.0K | 0.00% | −3,750−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 54,555 | $784.0K | 0.00% | +5,271+10.7% | Added |
| Janney Montgomery Scott LLC | 53,873 | $774.0K | 0.00% | +500+0.9% | Added |
| Cerity Partners LLC | 52,703 | $757.3K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 51,208 | $735.9K | 0.00% | +353+0.7% | Added |
| Ramiah Investment Group | 44,144 | $634.3K | 0.62% | −78,450−64.0% | Reduced |
| Guggenheim Capital LLC | 43,480 | $624.8K | 0.00% | −18,195−29.5% | Reduced |
| Atria Wealth Solutions, Inc. | 42,749 | $614.3K | 0.01% | +9,961+30.4% | Added |
| Rockefeller Capital Management L.P. | 36,462 | $524.0K | 0.00% | +923+2.6% | Added |
| Commonwealth Equity Services, LLC | 33,197 | $477.0K | 0.00% | −2,591−7.2% | Reduced |
| Stratos Wealth Partners, LTD. | 21,359 | $306.9K | 0.01% | +1,874+9.6% | Added |
| Midwest Heritage Bank, FSB | 20,200 | $290.3K | 0.22% | −2,612−11.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 19,200 | $281.0K | 0.01% | +19,200 | New |
| Advisory Services Network, LLC | 19,468 | $279.8K | 0.01% | −400−2.0% | Reduced |
| Fiduciary Group LLC | 18,890 | $271.4K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 17,876 | $257.0K | 0.00% | −2,949−14.2% | Reduced |
| Independent Financial Group, LLC | 17,663 | $253.8K | 0.02% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 17,511 | $252.0K | 0.55% | −207−1.2% | Reduced |
| Western Wealth Management, LLC | 16,587 | $238.4K | 0.02% | +14+0.1% | Added |
| First Citizens Financial Corp | 15,603 | $224.2K | 0.15% | +15,603 | New |
| LaSalle St. Investment Advisors, LLC | 15,462 | $222.0K | 0.10% | −4,460−22.4% | Reduced |
| Stifel Financial Corp | 15,366 | $220.8K | 0.00% | +877+6.1% | Added |
| HighTower Advisors, LLC | 15,273 | $220.0K | 0.00% | +1,121+7.9% | Added |
| Consolidated Portfolio Review Corp | 14,698 | $211.2K | 0.05% | +14,698 | New |
| Clear Creek Financial Management, LLC | 13,248 | $190.4K | 0.03% | −73−0.5% | Reduced |
| Wintrust Investments LLC | 11,541 | $166.0K | 0.02% | +313+2.8% | Added |
| Truist Financial Corp | 11,332 | $162.8K | 0.00% | +11,332 | New |
| Mariner, LLC | 11,250 | $161.7K | 0.00% | −69,834−86.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,384 | $149.2K | 0.07% | +182+1.8% | Added |
| Coastal Bridge Advisors, LLC | 10,204 | $146.6K | 0.04% | +98+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 7,241 | $104.1K | 0.00% | +521+7.8% | Added |
| Northwestern Mutual Wealth Management Co | 6,278 | $90.2K | 0.00% | +2,733+77.1% | Added |
| The PNC Financial Services Group, Inc. | 5,700 | $81.9K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,652 | $66.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,309 | $61.9K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,100 | $58.9K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 3,260 | $47.1K | 0.01% | +3,260 | New |
| Webster Bank, N. A. | 2,255 | $32.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,276 | $18.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $8.62K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 503 | $7.23K | 0.00% | +503 | New |
| Umb Bank N A | 500 | $7.18K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $5.75K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 348 | $5.00K | 0.00% | +9+2.7% | Added |
| Farther Finance Advisors, LLC | 209 | $3.00K | 0.00% | +209 | New |
| Hoey Investments, Inc | 100 | $1.44K | 0.00% | −2,100−95.5% | Reduced |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −17,847−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Sunesis Advisors, LLC | – | – | – | – | Not filed |