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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 3 | $48 | 0.00% | +3 | New |
| Voisard Asset Management Group, Inc. | 100 | $1.59K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 209 | $3.29K | 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 |
| Estabrook Capital Management | 600 | $9.53K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $15.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,276 | $20.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,392 | $22.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $30.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,255 | $35.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,782 | $44.2K | 0.01% | −1,870−40.2% | Reduced |
| West Oak Capital, LLC | 3,100 | $49.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 3,260 | $51.3K | 0.10% | +3,260 | New |
| Allworth Financial LP | 3,448 | $54.8K | 0.00% | +3,048+762.0% | Added |
| Anfield Capital Management, LLC | 3,782 | $60.1K | 0.03% | +3,782 | New |
| Private Trust Co NA | 4,309 | $68.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,400 | $69.9K | 0.00% | +4,400 | New |
| Gilliland Jeter Wealth Management LLC | 5,789 | $91.9K | 0.03% | +5,789 | New |
| NBC Securities, Inc. | 6,170 | $97.0K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 6,450 | $102.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,469 | $102.7K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,329 | $164.0K | 0.01% | +10,329 | New |
| Kestra Advisory Services, LLC | 10,753 | $170.8K | 0.00% | +196+1.9% | Added |
| Mariner, LLC | 11,250 | $178.7K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,624 | $184.6K | 0.03% | +183+1.6% | Added |
| LaSalle St. Investment Advisors, LLC | 12,064 | $191.0K | 0.11% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,542 | $199.2K | 0.03% | +11+0.1% | Added |
| Western Wealth Management, LLC | 12,609 | $200.2K | 0.02% | +50.0% | Added |
| Wintrust Investments LLC | 12,963 | $206.0K | 0.02% | +1,579+13.9% | Added |
| SMH Capital Advisors Inc | 14,652 | $232.7K | 0.63% | +1,970+15.5% | Added |
| Wedbush Securities Inc | 15,327 | $243.0K | 0.01% | +15,327 | New |
| Principal Securities, Inc. | 15,544 | $246.8K | 0.01% | +9,339+150.5% | Added |
| First Citizens Financial Corp | 15,603 | $247.8K | 0.15% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,154 | $272.4K | 0.00% | +1,145+7.2% | Added |
| Independent Financial Group, LLC | 18,368 | $291.7K | 0.01% | +705+4.0% | Added |
| Fiduciary Group LLC | 18,890 | $300.0K | 0.03% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 19,162 | $304.3K | 0.16% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,215 | $305.1K | 0.01% | −31−0.2% | Reduced |
| Primoris Wealth Advisors, LLC | 20,750 | $329.5K | 0.26% | −1,500−6.7% | Reduced |
| Commonwealth Equity Services, LLC | 32,691 | $519.0K | 0.00% | +715+2.2% | Added |
| Wells Fargo & Company | 36,931 | $586.5K | 0.00% | −1,329−3.5% | Reduced |
| Davenport & Co LLC | 38,265 | $607.6K | 0.00% | −1,459−3.7% | Reduced |
| Rockefeller Capital Management L.P. | 39,273 | $623.7K | 0.00% | +925+2.4% | Added |
| First Trust Advisors LP | 47,956 | $761.5K | 0.00% | −782−1.6% | Reduced |
| Guggenheim Capital LLC | 52,616 | $835.5K | 0.01% | −17,900−25.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 52,621 | $835.6K | 0.01% | +841+1.6% | Added |
| Cerity Partners LLC | 52,703 | $836.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 54,134 | $859.7K | 0.00% | +54,134 | New |
| Janney Montgomery Scott LLC | 54,153 | $860.0K | 0.00% | +1,120+2.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,224 | $861.1K | 0.00% | −146,700−73.0% | Reduced |
| Semus Wealth Partners LLC | 57,638 | $915.3K | 0.77% | −4,462−7.2% | Reduced |
| Northern Trust Corp | 59,568 | $945.9K | 0.00% | +59,568 | New |
| Snowden Capital Advisors LLC | 60,342 | $958.2K | 0.03% | +45,904+317.9% | Added |
| Wealthspire Advisors, LLC | 65,000 | $1.03M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 69,564 | $1.10M | 0.01% | −2,650−3.7% | Reduced |
| Atria Wealth Solutions, Inc. | 70,192 | $1.11M | 0.01% | +21,185+43.2% | Added |
| Advisor Group Holdings, Inc. | 76,608 | $1.22M | 0.00% | −2,682−3.4% | Reduced |
| Evoke Wealth, LLC | 79,343 | $1.26M | 0.04% | +79,343 | New |
| Private Advisor Group, LLC | 81,419 | $1.29M | 0.01% | +287+0.4% | Added |
| E&G Advisors, LP | 83,065 | $1.32M | 0.41% | −600−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 109,332 | $1.74M | 0.01% | +6,865+6.7% | Added |
| Thrivent Financial for Lutherans | 119,182 | $1.89M | 0.00% | −5,000−4.0% | Reduced |
| Envestnet Asset Management Inc | 141,892 | $2.25M | 0.00% | −37,094−20.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 161,378 | $2.56M | 0.06% | +10.0% | Added |
| Raymond James & Associates | 178,654 | $2.84M | 0.00% | +4,626+2.7% | Added |
| Cohen & Steers, Inc. | 191,884 | $3.05M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 208,992 | $3.32M | 0.00% | −11,320−5.1% | Reduced |
| Foundations Investment Advisors, LLC | 228,141 | $3.62M | 0.09% | +8,340+3.8% | Added |
| Bank of America Corp | 264,586 | $4.20M | 0.00% | +13,766+5.5% | Added |
| Cyndeo Wealth Partners, LLC | 316,477 | $5.03M | 0.42% | 00.0% | Unchanged |
| UBS Group AG | 344,652 | $5.47M | 0.00% | −37,739−9.9% | Reduced |
| Invesco Ltd. | 345,781 | $5.49M | 0.00% | −22,717−6.2% | Reduced |
| LPL Financial LLC | 475,442 | $7.55M | 0.00% | +36,878+8.4% | Added |
| Ameriprise Financial Inc | 617,531 | $9.82M | 0.00% | −3,832−0.6% | Reduced |
| Morgan Stanley | 1,095,484 | $17.4M | 0.00% | −14,536−1.3% | Reduced |
| 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 |