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