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, Q3 2023
Institutional positions in BlackRock Multi-Sector Income Trust as of Sep 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
- 77
- +4 vs. Q2 2023
- Shares held
- 6.32M
- −16.9K (−0.3%) vs. Q2 2023
- Total value
- $91.5M
- +$410.0K (+0.4%) vs. Q2 2023
- New holders
- 8
- 27 more added
- Sold out
- 4
- 22 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,184,365 | $17.1M | 0.00% | −52,264−4.2% | Reduced |
| Ameriprise Financial Inc | 489,564 | $7.12M | 0.00% | +30,332+6.6% | Added |
| Invesco Ltd. | 413,657 | $5.99M | 0.00% | +19,741+5.0% | Added |
| LPL Financial LLC | 405,230 | $5.86M | 0.00% | +105,614+35.2% | Added |
| UBS Group AG | 385,876 | $5.58M | 0.00% | −43,790−10.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 262,135 | $3.79M | 0.40% | +7,000+2.7% | Added |
| Bank of America Corp | 254,763 | $3.69M | 0.00% | +12,709+5.3% | Added |
| Royal Bank of Canada | 229,926 | $3.33M | 0.00% | −10,248−4.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 205,017 | $2.97M | 0.01% | +5,031+2.5% | Added |
| Foundations Investment Advisors, LLC | 195,791 | $2.83M | 0.09% | +27,565+16.4% | Added |
| Cohen & Steers, Inc. | 191,884 | $2.78M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 174,452 | $2.52M | 0.00% | +5,854+3.5% | Added |
| Thrivent Financial for Lutherans | 155,182 | $2.25M | 0.01% | −4,000−2.5% | Reduced |
| Envestnet Asset Management Inc | 125,846 | $1.82M | 0.00% | +5,544+4.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 103,425 | $1.50M | 0.01% | +20,059+24.1% | Added |
| E&G Advisors, LP | 89,515 | $1.30M | 0.47% | −200−0.2% | Reduced |
| Cresset Asset Management, LLC | 85,898 | $1.24M | 0.01% | −23,853−21.7% | Reduced |
| Evoke Wealth, LLC | 81,501 | $1.18M | 0.04% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 80,759 | $1.17M | 0.00% | +26,204+48.0% | Added |
| Private Advisor Group, LLC | 73,872 | $1.07M | 0.01% | +3,330+4.7% | Added |
| Guggenheim Capital LLC | 70,000 | $1.01M | 0.01% | +26,520+61.0% | Added |
| Wealthspire Advisors, LLC | 65,000 | $940.5K | 0.02% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 61,736 | $893.3K | 0.83% | +250.0% | Added |
| GWM Advisors LLC | 59,014 | $853.9K | 0.01% | −7,168−10.8% | Reduced |
| Cetera Advisor Networks LLC | 55,976 | $810.0K | 0.01% | −7,560−11.9% | Reduced |
| Janney Montgomery Scott LLC | 54,373 | $787.0K | 0.00% | +500+0.9% | Added |
| First Trust Advisors LP | 53,376 | $772.4K | 0.00% | −2,710−4.8% | Reduced |
| Cerity Partners LLC | 52,700 | $762.6K | 0.00% | −30.0% | Reduced |
| Ramiah Investment Group | 48,386 | $700.1K | 0.73% | +4,242+9.6% | Added |
| Davenport & Co LLC | 43,082 | $623.4K | 0.00% | −16,160−27.3% | Reduced |
| Wells Fargo & Company | 42,612 | $616.6K | 0.00% | −8,596−16.8% | Reduced |
| Rockefeller Capital Management L.P. | 37,393 | $541.1K | 0.00% | +931+2.6% | Added |
| Commonwealth Equity Services, LLC | 34,518 | $499.0K | 0.00% | +1,321+4.0% | Added |
| Atria Wealth Solutions, Inc. | 27,980 | $404.9K | 0.01% | −14,769−34.5% | Reduced |
| Sunesis Advisors, LLC | 24,490 | $354.4K | 0.25% | +24,490 | New |
| HighTower Advisors, LLC | 20,659 | $298.0K | 0.00% | +5,386+35.3% | Added |
| Midwest Heritage Bank, FSB | 20,200 | $292.3K | 0.22% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,718 | $285.3K | 0.01% | +250+1.3% | Added |
| Stratos Wealth Partners, LTD. | 19,485 | $281.9K | 0.01% | −1,874−8.8% | Reduced |
| Fiduciary Group LLC | 18,890 | $273.3K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,663 | $255.6K | 0.02% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 17,266 | $250.0K | 0.00% | −610−3.4% | Reduced |
| Western Wealth Management, LLC | 16,596 | $240.1K | 0.02% | +9+0.1% | Added |
| Stifel Financial Corp | 16,226 | $234.8K | 0.00% | +860+5.6% | Added |
| First Citizens Financial Corp | 15,603 | $225.8K | 0.16% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,339 | $207.5K | 0.01% | −184,862−92.8% | Reduced |
| Northern Trust Corp | 14,196 | $205.4K | 0.00% | +14,196 | New |
| LaSalle St. Investment Advisors, LLC | 14,190 | $205.0K | 0.10% | −1,272−8.2% | Reduced |
| Consolidated Portfolio Review Corp | 13,696 | $198.2K | 0.05% | −1,002−6.8% | Reduced |
| Truist Financial Corp | 13,245 | $191.7K | 0.00% | +1,913+16.9% | Added |
| SMH Capital Advisors Inc | 12,884 | $186.0K | 0.43% | −4,627−26.4% | Reduced |
| Clear Creek Financial Management, LLC | 12,836 | $185.7K | 0.03% | −412−3.1% | Reduced |
| Mariner, LLC | 12,750 | $184.5K | 0.00% | +1,500+13.3% | Added |
| Primoris Wealth Advisors, LLC | 12,000 | $173.6K | 0.21% | +12,000 | New |
| Wintrust Investments LLC | 11,211 | $162.0K | 0.02% | −330−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 10,568 | $152.9K | 0.07% | +184+1.8% | Added |
| Kestra Advisory Services, LLC | 10,356 | $149.9K | 0.00% | +10,356 | New |
| Steward Partners Investment Advisory, LLC | 9,463 | $136.9K | 0.00% | +2,222+30.7% | Added |
| Comerica Bank | 7,950 | $115.0K | 0.00% | +7,950 | New |
| JPMorgan Chase & Co | 7,533 | $109.0K | 0.00% | +7,533 | New |
| NBC Securities, Inc. | 5,796 | $83.0K | 0.01% | +5,796 | New |
| The PNC Financial Services Group, Inc. | 5,700 | $82.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,595 | $81.0K | 0.00% | −683−10.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,652 | $67.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,309 | $62.4K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 4,100 | $59.0K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 3,260 | $47.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,900 | $42.0K | 0.00% | +2,900 | New |
| Webster Bank, N. A. | 2,255 | $32.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,276 | $18.5K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $8.68K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 536 | $7.76K | 0.00% | +327+156.5% | Added |
| Umb Bank N A | 500 | $7.24K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $1.45K | 0.00% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −10,204−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |