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, Q1 2024
Institutional positions in BlackRock Multi-Sector Income Trust as of Mar 31, 2024. 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
- 76
- −2 vs. Q4 2023
- Shares held
- 6.35M
- −154.4K (−2.4%) vs. Q4 2023
- Total value
- $100.8M
- +$3.15M (+3.2%) vs. Q4 2023
- New holders
- 10
- 23 more added
- Sold out
- 12
- 20 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,095,484 | $17.4M | 0.00% | −14,536−1.3% | Reduced |
| Ameriprise Financial Inc | 617,531 | $9.82M | 0.00% | −3,832−0.6% | Reduced |
| LPL Financial LLC | 475,442 | $7.55M | 0.00% | +36,878+8.4% | Added |
| Invesco Ltd. | 345,781 | $5.49M | 0.00% | −22,717−6.2% | Reduced |
| UBS Group AG | 344,652 | $5.47M | 0.00% | −37,739−9.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 316,477 | $5.03M | 0.42% | 00.0% | Unchanged |
| Bank of America Corp | 264,586 | $4.20M | 0.00% | +13,766+5.5% | Added |
| Foundations Investment Advisors, LLC | 228,141 | $3.62M | 0.09% | +8,340+3.8% | Added |
| Royal Bank of Canada | 208,992 | $3.32M | 0.00% | −11,320−5.1% | Reduced |
| Cohen & Steers, Inc. | 191,884 | $3.05M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 178,654 | $2.84M | 0.00% | +4,626+2.7% | Added |
| Mesirow Financial Investment Management, Inc. | 161,378 | $2.56M | 0.06% | +10.0% | Added |
| Envestnet Asset Management Inc | 141,892 | $2.25M | 0.00% | −37,094−20.7% | Reduced |
| Thrivent Financial for Lutherans | 119,182 | $1.89M | 0.00% | −5,000−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 109,332 | $1.74M | 0.01% | +6,865+6.7% | Added |
| E&G Advisors, LP | 83,065 | $1.32M | 0.41% | −600−0.7% | Reduced |
| Private Advisor Group, LLC | 81,419 | $1.29M | 0.01% | +287+0.4% | Added |
| Evoke Wealth, LLC | 79,343 | $1.26M | 0.04% | +79,343 | New |
| Advisor Group Holdings, Inc. | 76,608 | $1.22M | 0.00% | −2,682−3.4% | Reduced |
| Atria Wealth Solutions, Inc. | 70,192 | $1.11M | 0.01% | +21,185+43.2% | Added |
| GWM Advisors LLC | 69,564 | $1.10M | 0.01% | −2,650−3.7% | Reduced |
| Wealthspire Advisors, LLC | 65,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 60,342 | $958.2K | 0.03% | +45,904+317.9% | Added |
| Northern Trust Corp | 59,568 | $945.9K | 0.00% | +59,568 | New |
| Semus Wealth Partners LLC | 57,638 | $915.3K | 0.77% | −4,462−7.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 54,224 | $861.1K | 0.00% | −146,700−73.0% | Reduced |
| Janney Montgomery Scott LLC | 54,153 | $860.0K | 0.00% | +1,120+2.1% | Added |
| Cetera Investment Advisers | 54,134 | $859.7K | 0.00% | +54,134 | New |
| Cerity Partners LLC | 52,703 | $836.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 52,621 | $835.6K | 0.01% | +841+1.6% | Added |
| Guggenheim Capital LLC | 52,616 | $835.5K | 0.01% | −17,900−25.4% | Reduced |
| First Trust Advisors LP | 47,956 | $761.5K | 0.00% | −782−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 39,273 | $623.7K | 0.00% | +925+2.4% | Added |
| Davenport & Co LLC | 38,265 | $607.6K | 0.00% | −1,459−3.7% | Reduced |
| Wells Fargo & Company | 36,931 | $586.5K | 0.00% | −1,329−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 32,691 | $519.0K | 0.00% | +715+2.2% | Added |
| Primoris Wealth Advisors, LLC | 20,750 | $329.5K | 0.26% | −1,500−6.7% | Reduced |
| Advisory Services Network, LLC | 19,215 | $305.1K | 0.01% | −31−0.2% | Reduced |
| Midwest Heritage Bank, FSB | 19,162 | $304.3K | 0.16% | 00.0% | Unchanged |
| Fiduciary Group LLC | 18,890 | $300.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,368 | $291.7K | 0.01% | +705+4.0% | Added |
| Stifel Financial Corp | 17,154 | $272.4K | 0.00% | +1,145+7.2% | Added |
| First Citizens Financial Corp | 15,603 | $247.8K | 0.15% | 00.0% | Unchanged |
| Principal Securities, Inc. | 15,544 | $246.8K | 0.01% | +9,339+150.5% | Added |
| Wedbush Securities Inc | 15,327 | $243.0K | 0.01% | +15,327 | New |
| SMH Capital Advisors Inc | 14,652 | $232.7K | 0.63% | +1,970+15.5% | Added |
| Wintrust Investments LLC | 12,963 | $206.0K | 0.02% | +1,579+13.9% | Added |
| Western Wealth Management, LLC | 12,609 | $200.2K | 0.02% | +50.0% | Added |
| Clear Creek Financial Management, LLC | 12,542 | $199.2K | 0.03% | +11+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 12,064 | $191.0K | 0.11% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,624 | $184.6K | 0.03% | +183+1.6% | Added |
| Mariner, LLC | 11,250 | $178.7K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,753 | $170.8K | 0.00% | +196+1.9% | Added |
| Concurrent Investment Advisors, LLC | 10,329 | $164.0K | 0.01% | +10,329 | New |
| Northwestern Mutual Wealth Management Co | 6,469 | $102.7K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 6,450 | $102.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,170 | $97.0K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 5,789 | $91.9K | 0.03% | +5,789 | New |
| CoreCap Advisors, LLC | 4,400 | $69.9K | 0.00% | +4,400 | New |
| Private Trust Co NA | 4,309 | $68.4K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3,782 | $60.1K | 0.03% | +3,782 | New |
| Allworth Financial LP | 3,448 | $54.8K | 0.00% | +3,048+762.0% | Added |
| ORG Partners LLC | 3,260 | $51.3K | 0.10% | +3,260 | New |
| West Oak Capital, LLC | 3,100 | $49.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,782 | $44.2K | 0.01% | −1,870−40.2% | Reduced |
| Webster Bank, N. A. | 2,255 | $35.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $30.2K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,392 | $22.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,276 | $20.3K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $9.53K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $7.94K | 0.00% | −5,200−91.2% | Reduced |
| Umb Bank N A | 500 | $7.94K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 209 | $3.29K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3 | $48 | 0.00% | +3 | New |
| GTS Securities LLC | 0 | $0 | 0.00% | −62,173−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −47,926−100.0% | Sold out |
| Sunesis Advisors, LLC | 0 | $0 | 0.00% | −24,490−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −19,485−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −15,697−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,726−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,955−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,708−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −11,583−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |