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, Q4 2023
Institutional positions in BlackRock Multi-Sector Income Trust as of Dec 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
- 79
- +2 vs. Q3 2023
- Shares held
- 6.50M
- +177.0K (+2.8%) vs. Q3 2023
- Total value
- $97.6M
- +$6.10M (+6.7%) vs. Q3 2023
- New holders
- 9
- 20 more added
- Sold out
- 7
- 32 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,110,020 | $16.7M | 0.00% | −74,345−6.3% | Reduced |
| Ameriprise Financial Inc | 621,363 | $9.32M | 0.00% | +131,799+26.9% | Added |
| LPL Financial LLC | 438,564 | $6.58M | 0.00% | +33,334+8.2% | Added |
| UBS Group AG | 382,391 | $5.74M | 0.00% | −3,485−0.9% | Reduced |
| Invesco Ltd. | 368,498 | $5.53M | 0.00% | −45,159−10.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 316,477 | $4.75M | 0.44% | +54,342+20.7% | Added |
| Bank of America Corp | 250,820 | $3.76M | 0.00% | −3,943−1.5% | Reduced |
| Foundations Investment Advisors, LLC | 219,801 | $3.42M | 0.09% | +24,010+12.3% | Added |
| Royal Bank of Canada | 220,312 | $3.31M | 0.00% | −9,614−4.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 200,924 | $3.01M | 0.00% | −4,093−2.0% | Reduced |
| Cohen & Steers, Inc. | 191,884 | $2.88M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 178,986 | $2.68M | 0.00% | +53,140+42.2% | Added |
| Raymond James & Associates | 174,028 | $2.61M | 0.00% | −424−0.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 161,377 | $2.42M | 0.09% | +161,377 | New |
| Thrivent Financial for Lutherans | 124,182 | $1.86M | 0.00% | −31,000−20.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,467 | $1.54M | 0.01% | −958−0.9% | Reduced |
| E&G Advisors, LP | 83,665 | $1.25M | 0.44% | −5,850−6.5% | Reduced |
| Private Advisor Group, LLC | 81,132 | $1.22M | 0.01% | +7,260+9.8% | Added |
| Advisor Group Holdings, Inc. | 79,290 | $1.19M | 0.00% | −1,469−1.8% | Reduced |
| GWM Advisors LLC | 72,214 | $1.09M | 0.01% | +13,200+22.4% | Added |
| Guggenheim Capital LLC | 70,516 | $1.06M | 0.01% | +516+0.7% | Added |
| Wealthspire Advisors, LLC | 65,000 | $975.0K | 0.01% | 00.0% | Unchanged |
| GTS Securities LLC | 62,173 | $932.6K | 0.02% | +62,173 | New |
| Semus Wealth Partners LLC | 62,100 | $931.5K | 0.76% | +364+0.6% | Added |
| Janney Montgomery Scott LLC | 53,033 | $795.0K | 0.00% | −1,340−2.5% | Reduced |
| Cerity Partners LLC | 52,703 | $790.6K | 0.00% | +30.0% | Added |
| Steward Partners Investment Advisory, LLC | 51,780 | $776.7K | 0.01% | +42,317+447.2% | Added |
| Atria Wealth Solutions, Inc. | 49,007 | $735.1K | 0.01% | +21,027+75.2% | Added |
| First Trust Advisors LP | 48,738 | $731.1K | 0.00% | −4,638−8.7% | Reduced |
| Cetera Advisor Networks LLC | 47,926 | $718.9K | 0.00% | −8,050−14.4% | Reduced |
| Davenport & Co LLC | 39,724 | $595.9K | 0.00% | −3,358−7.8% | Reduced |
| Rockefeller Capital Management L.P. | 38,348 | $575.2K | 0.00% | +955+2.6% | Added |
| Wells Fargo & Company | 38,260 | $573.9K | 0.00% | −4,352−10.2% | Reduced |
| Commonwealth Equity Services, LLC | 31,976 | $480.0K | 0.00% | −2,542−7.4% | Reduced |
| Sunesis Advisors, LLC | 24,490 | $367.4K | 0.22% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 22,250 | $333.8K | 0.31% | +10,250+85.4% | Added |
| Stratos Wealth Partners, LTD. | 19,485 | $292.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,246 | $288.7K | 0.01% | −472−2.4% | Reduced |
| Midwest Heritage Bank, FSB | 19,162 | $287.4K | 0.20% | −1,038−5.1% | Reduced |
| Fiduciary Group LLC | 18,890 | $283.4K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 17,663 | $264.9K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 16,009 | $240.1K | 0.00% | −217−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 15,697 | $235.0K | 0.00% | −1,569−9.1% | Reduced |
| First Citizens Financial Corp | 15,603 | $234.0K | 0.15% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 14,438 | $216.6K | 0.01% | +99+0.7% | Added |
| SMH Capital Advisors Inc | 12,682 | $190.2K | 0.41% | −202−1.6% | Reduced |
| HRT Financial LP | 12,726 | $190.0K | 0.00% | +12,726 | New |
| Western Wealth Management, LLC | 12,604 | $189.1K | 0.01% | −3,992−24.1% | Reduced |
| Jane Street Group, LLC | 12,550 | $188.3K | 0.00% | +12,550 | New |
| Clear Creek Financial Management, LLC | 12,531 | $188.0K | 0.03% | −305−2.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 12,064 | $180.9K | 0.12% | −2,126−15.0% | Reduced |
| Truist Financial Corp | 11,955 | $179.3K | 0.00% | −1,290−9.7% | Reduced |
| Virtu Financial LLC | 11,708 | $176.0K | 0.01% | +11,708 | New |
| Consolidated Portfolio Review Corp | 11,583 | $173.7K | 0.04% | −2,113−15.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,441 | $171.6K | 0.04% | +873+8.3% | Added |
| Wintrust Investments LLC | 11,384 | $171.0K | 0.02% | +173+1.5% | Added |
| Mariner, LLC | 11,250 | $168.8K | 0.00% | −1,500−11.8% | Reduced |
| Kestra Advisory Services, LLC | 10,557 | $158.4K | 0.00% | +201+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 6,469 | $97.0K | 0.00% | +874+15.6% | Added |
| Comerica Bank | 6,450 | $96.8K | 0.00% | −1,500−18.9% | Reduced |
| Principal Securities, Inc. | 6,205 | $93.1K | 0.00% | +6,205 | New |
| NBC Securities, Inc. | 6,170 | $92.0K | 0.01% | +374+6.5% | Added |
| The PNC Financial Services Group, Inc. | 5,700 | $85.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,652 | $69.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 4,309 | $64.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 3,100 | $47.0K | 0.02% | −1,000−24.4% | Reduced |
| Webster Bank, N. A. | 2,255 | $33.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $28.5K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,392 | $20.9K | 0.01% | +1,392 | New |
| Harbour Investments, Inc. | 1,276 | $19.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $7.50K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 209 | $3.13K | 0.00% | −327−61.0% | Reduced |
| JPMorgan Chase & Co | 154 | $2.31K | 0.00% | −7,379−98.0% | Reduced |
| Coppell Advisory Solutions LLC | 104 | $1.56K | 0.00% | +104 | New |
| Hoey Investments, Inc | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 100 | $1.50K | 0.00% | +100 | New |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −85,898−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −81,501−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −48,386−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −20,659−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −14,196−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |