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, Q3 2024
Institutional positions in BlackRock Multi-Sector Income Trust as of Sep 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
- 79
- −1 vs. Q2 2024
- Shares held
- 6.41M
- +183.2K (+2.9%) vs. Q2 2024
- Total value
- $97.3M
- +$6.47M (+7.1%) vs. Q2 2024
- New holders
- 7
- 31 more added
- Sold out
- 8
- 19 more reduced
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,224,847 | $18.6M | 0.00% | +64,860+5.6% | Added |
| LPL Financial LLC | 505,397 | $7.68M | 0.00% | +35,194+7.5% | Added |
| Ameriprise Financial Inc | 468,087 | $7.11M | 0.00% | −164,267−26.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 437,880 | $6.66M | 0.46% | +77,672+21.6% | Added |
| Invesco Ltd. | 369,718 | $5.62M | 0.00% | +38,403+11.6% | Added |
| UBS Group AG | 299,995 | $4.56M | 0.00% | −4,611−1.5% | Reduced |
| Bank of America Corp | 232,604 | $3.54M | 0.00% | −43,211−15.7% | Reduced |
| Royal Bank of Canada | 232,537 | $3.54M | 0.00% | +4,162+1.8% | Added |
| Envestnet Asset Management Inc | 212,987 | $3.24M | 0.00% | +7,284+3.5% | Added |
| Raymond James & Associates | 196,029 | $2.98M | 0.00% | +24,447+14.2% | Added |
| Cohen & Steers, Inc. | 149,884 | $2.28M | 0.00% | −42,000−21.9% | Reduced |
| Thrivent Financial for Lutherans | 133,182 | $2.02M | 0.00% | +20,000+17.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 116,791 | $1.77M | 0.01% | −4,146−3.4% | Reduced |
| Landscape Capital Management, L.L.C. | 113,928 | $1.73M | 0.18% | +54,436+91.5% | Added |
| Wolverine Asset Management LLC | 95,566 | $1.45M | 0.03% | +41,324+76.2% | Added |
| Atria Wealth Solutions, Inc. | 94,513 | $1.44M | 0.02% | +16,310+20.9% | Added |
| Private Advisor Group, LLC | 83,047 | $1.26M | 0.01% | −7,713−8.5% | Reduced |
| Mariner, LLC | 82,550 | $1.25M | 0.00% | +100+0.1% | Added |
| E&G Advisors, LP | 81,700 | $1.24M | 0.34% | −665−0.8% | Reduced |
| GWM Advisors LLC | 81,620 | $1.24M | 0.01% | +8,916+12.3% | Added |
| Advisor Group Holdings, Inc. | 81,230 | $1.23M | 0.00% | +17,054+26.6% | Added |
| Evoke Wealth, LLC | 79,506 | $1.21M | 0.03% | +61,806+349.2% | Added |
| Wells Fargo & Company | 75,776 | $1.15M | 0.00% | +36,773+94.3% | Added |
| Wealthspire Advisors, LLC | 65,000 | $988.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 61,628 | $936.8K | 0.01% | +2,785+4.7% | Added |
| Janney Montgomery Scott LLC | 57,678 | $877.0K | 0.00% | +3,325+6.1% | Added |
| Cetera Investment Advisers | 56,566 | $859.8K | 0.00% | +1,330+2.4% | Added |
| First Trust Advisors LP | 53,370 | $811.2K | 0.00% | +810+1.5% | Added |
| Cerity Partners LLC | 52,703 | $801.1K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 51,091 | $776.6K | 0.00% | −3,092−5.7% | Reduced |
| Shaker Financial Services, LLC | 44,841 | $681.6K | 0.26% | +44,841 | New |
| Semus Wealth Partners LLC | 43,205 | $656.7K | 0.46% | −7,571−14.9% | Reduced |
| Rockefeller Capital Management L.P. | 38,469 | $584.7K | 0.00% | −1,788−4.4% | Reduced |
| Davenport & Co LLC | 36,952 | $561.7K | 0.00% | −1,356−3.5% | Reduced |
| Commonwealth Equity Services, LLC | 32,402 | $493.0K | 0.00% | −895−2.7% | Reduced |
| Snowden Capital Advisors LLC | 30,318 | $460.8K | 0.01% | −28,862−48.8% | Reduced |
| Guggenheim Capital LLC | 24,551 | $373.2K | 0.00% | −15,473−38.7% | Reduced |
| Primoris Wealth Advisors, LLC | 20,750 | $315.4K | 0.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 20,715 | $302.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Group LLC | 19,190 | $291.7K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,368 | $279.2K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,557 | $266.9K | 0.00% | +398+2.3% | Added |
| HighTower Advisors, LLC | 15,867 | $241.0K | 0.00% | +15,867 | New |
| Principal Securities, Inc. | 15,627 | $237.5K | 0.01% | +42+0.3% | Added |
| First Citizens Financial Corp | 15,603 | $237.2K | 0.13% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 15,230 | $231.5K | 0.11% | −2,621−14.7% | Reduced |
| Wedbush Securities Inc | 14,547 | $221.0K | 0.01% | +127+0.9% | Added |
| SMH Capital Advisors Inc | 12,877 | $195.7K | 0.60% | −542−4.0% | Reduced |
| Western Wealth Management, LLC | 12,609 | $191.7K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,565 | $191.0K | 0.02% | +12+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,017 | $182.7K | 0.00% | +199+1.7% | Added |
| Concurrent Investment Advisors, LLC | 10,711 | $162.8K | 0.00% | +355+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 9,680 | $147.1K | 0.00% | +3,606+59.4% | Added |
| CoreCap Advisors, LLC | 6,700 | $101.8K | 0.00% | +1,000+17.5% | Added |
| Comerica Bank | 6,450 | $98.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6,170 | $93.0K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,083 | $92.5K | 0.03% | +149+2.5% | Added |
| Private Trust Co NA | 4,309 | $65.5K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 3,260 | $49.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,127 | $47.5K | 0.00% | −998−24.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,782 | $42.3K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,500 | $38.0K | 0.01% | −600−19.4% | Reduced |
| Webster Bank, N. A. | 2,255 | $34.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,900 | $28.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,716 | $26.1K | 0.01% | +301+21.3% | Added |
| Jaffetilchin Investment Partners, LLC | 1,464 | $22.3K | 0.00% | +1,464 | New |
| CIBC Private Wealth Group, LLC | 1,437 | $21.8K | 0.00% | +1,437 | New |
| Estabrook Capital Management | 1,361 | $21.2K | 0.00% | +761+126.8% | Added |
| Harbour Investments, Inc. | 1,276 | $19.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,272 | $19.3K | 0.01% | +1,272 | New |
| Contravisory Investment Management, Inc. | 1,000 | $15.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 587 | $8.86K | 0.00% | +587 | New |
| The PNC Financial Services Group, Inc. | 500 | $7.60K | 0.00% | −1,005−66.8% | Reduced |
| Umb Bank N A | 500 | $7.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 111 | $1.69K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.52K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 104 | $1.51K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 13 | $198 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 10,868 | – | – | +10,868 | New |
| Marex Group plc | 0 | $0 | 0.00% | −34,422−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −15,085−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,172−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −12,064−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |