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, Q2 2024
Institutional positions in BlackRock Multi-Sector Income Trust as of Jun 30, 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
- 80
- +4 vs. Q1 2024
- Shares held
- 6.23M
- −119.5K (−1.9%) vs. Q1 2024
- Total value
- $90.8M
- −$10.0M (−9.9%) vs. Q1 2024
- New holders
- 9
- 32 more added
- Sold out
- 5
- 18 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,159,987 | $16.9M | 0.00% | +64,503+5.9% | Added |
| Ameriprise Financial Inc | 632,354 | $9.22M | 0.00% | +14,823+2.4% | Added |
| LPL Financial LLC | 470,203 | $6.86M | 0.00% | −5,239−1.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 360,208 | $5.25M | 0.41% | +43,731+13.8% | Added |
| Invesco Ltd. | 331,315 | $4.83M | 0.00% | −14,466−4.2% | Reduced |
| UBS Group AG | 304,606 | $4.44M | 0.00% | −40,046−11.6% | Reduced |
| Bank of America Corp | 275,815 | $4.02M | 0.00% | +11,229+4.2% | Added |
| Royal Bank of Canada | 228,375 | $3.33M | 0.00% | +19,383+9.3% | Added |
| Envestnet Asset Management Inc | 205,703 | $3.00M | 0.00% | +63,811+45.0% | Added |
| Cohen & Steers, Inc. | 191,884 | $2.80M | 0.01% | 00.0% | Unchanged |
| Raymond James & Associates | 171,582 | $2.50M | 0.00% | −7,072−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 120,937 | $1.76M | 0.01% | +11,605+10.6% | Added |
| Thrivent Financial for Lutherans | 113,182 | $1.65M | 0.00% | −6,000−5.0% | Reduced |
| Private Advisor Group, LLC | 90,760 | $1.32M | 0.01% | +9,341+11.5% | Added |
| Mariner, LLC | 82,450 | $1.20M | 0.00% | +71,200+632.9% | Added |
| E&G Advisors, LP | 82,365 | $1.20M | 0.35% | −700−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 78,203 | $1.14M | 0.01% | +8,011+11.4% | Added |
| GWM Advisors LLC | 72,704 | $1.06M | 0.01% | +3,140+4.5% | Added |
| Wealthspire Advisors, LLC | 65,000 | $947.7K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 64,176 | $935.7K | 0.00% | −12,432−16.2% | Reduced |
| Landscape Capital Management, L.L.C. | 59,492 | $867.4K | 0.07% | +59,492 | New |
| Snowden Capital Advisors LLC | 59,180 | $862.8K | 0.03% | −1,162−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 58,843 | $857.9K | 0.01% | +6,222+11.8% | Added |
| Cetera Investment Advisers | 55,236 | $805.3K | 0.00% | +1,102+2.0% | Added |
| Janney Montgomery Scott LLC | 54,353 | $792.0K | 0.00% | +200+0.4% | Added |
| Wolverine Asset Management LLC | 54,242 | $790.8K | 0.01% | +54,242 | New |
| Raymond James Financial Services Advisors, Inc. | 54,183 | $790.0K | 0.00% | −41−0.1% | Reduced |
| Cerity Partners LLC | 52,703 | $768.4K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 52,560 | $766.3K | 0.00% | +4,604+9.6% | Added |
| Semus Wealth Partners LLC | 50,776 | $740.3K | 0.57% | −6,862−11.9% | Reduced |
| Rockefeller Capital Management L.P. | 40,257 | $587.0K | 0.00% | +984+2.5% | Added |
| Guggenheim Capital LLC | 40,024 | $583.5K | 0.00% | −12,592−23.9% | Reduced |
| Wells Fargo & Company | 39,003 | $568.7K | 0.00% | +2,072+5.6% | Added |
| Davenport & Co LLC | 38,308 | $558.5K | 0.00% | +43+0.1% | Added |
| Marex Group plc | 34,422 | $501.9K | 0.01% | +34,422 | New |
| Commonwealth Equity Services, LLC | 33,297 | $485.0K | 0.00% | +606+1.9% | Added |
| Primoris Wealth Advisors, LLC | 20,750 | $302.5K | 0.24% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,715 | $302.0K | 0.01% | +1,500+7.8% | Added |
| Fiduciary Group LLC | 19,190 | $279.8K | 0.03% | +300+1.6% | Added |
| Independent Financial Group, LLC | 18,368 | $267.8K | 0.01% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 17,851 | $260.3K | 0.13% | −1,311−6.8% | Reduced |
| Evoke Wealth, LLC | 17,700 | $258.1K | 0.38% | −61,643−77.7% | Reduced |
| Stifel Financial Corp | 17,159 | $250.2K | 0.00% | +50.0% | Added |
| First Citizens Financial Corp | 15,603 | $227.5K | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 15,585 | $227.2K | 0.01% | +41+0.3% | Added |
| Wintrust Investments LLC | 15,085 | $220.0K | 0.02% | +2,122+16.4% | Added |
| Wedbush Securities Inc | 14,420 | $210.0K | 0.01% | −907−5.9% | Reduced |
| SMH Capital Advisors Inc | 13,419 | $195.7K | 0.60% | −1,233−8.4% | Reduced |
| Western Wealth Management, LLC | 12,609 | $183.8K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,553 | $183.0K | 0.02% | +11+0.1% | Added |
| Walleye Capital LLC | 12,172 | $177.5K | 0.00% | +12,172 | New |
| LaSalle St. Investment Advisors, LLC | 12,064 | $176.0K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 11,818 | $172.3K | 0.01% | +194+1.7% | Added |
| MML Investors Services, LLC | 10,800 | $157.0K | 0.00% | +10,800 | New |
| Concurrent Investment Advisors, LLC | 10,356 | $151.0K | 0.00% | +27+0.3% | Added |
| Comerica Bank | 6,450 | $94.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,170 | $89.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 6,074 | $88.6K | 0.00% | −395−6.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 5,934 | $86.5K | 0.03% | +145+2.5% | Added |
| CoreCap Advisors, LLC | 5,700 | $83.1K | 0.01% | +1,300+29.5% | Added |
| Private Trust Co NA | 4,309 | $62.8K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 4,125 | $60.1K | 0.00% | +4,125 | New |
| ORG Partners LLC | 3,260 | $47.3K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 3,100 | $45.2K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,782 | $40.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 2,255 | $32.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $27.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,505 | $21.9K | 0.00% | +1,005+201.0% | Added |
| Creekmur Asset Management LLC | 1,415 | $20.6K | 0.01% | +23+1.7% | Added |
| Harbour Investments, Inc. | 1,276 | $18.6K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 667 | $9.72K | 0.00% | +667 | New |
| Estabrook Capital Management | 600 | $8.75K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $7.29K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 400 | $5.83K | 0.00% | +400 | New |
| Farther Finance Advisors, LLC | 111 | $1.61K | 0.00% | −98−46.9% | Reduced |
| Coppell Advisory Solutions LLC | 104 | $1.52K | 0.00% | +104 | New |
| Voisard Asset Management Group, Inc. | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.46K | 0.00% | −3,348−97.1% | Reduced |
| Tower Research Capital LLC (TRC) | 13 | $190 | 0.00% | +10+333.3% | Added |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −228,141−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −161,378−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −59,568−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,753−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −3,782−100.0% | Sold out |