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