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