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