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, Q4 2024
Institutional positions in BlackRock Multi-Sector Income Trust as of Dec 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
- 87
- +10 vs. Q3 2024
- Shares held
- 6.95M
- +783.9K (+12.7%) vs. Q3 2024
- Total value
- $101.4M
- +$7.92M (+8.5%) vs. Q3 2024
- New holders
- 22
- 24 more added
- Sold out
- 12
- 21 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock Multi-Sector Income Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,251,017 | $18.3M | 0.00% | +26,170+2.1% | Added |
| LPL Financial LLC | 582,721 | $8.51M | 0.00% | +77,324+15.3% | Added |
| Cyndeo Wealth Partners, LLC | 563,880 | $8.23M | 0.56% | +126,000+28.8% | Added |
| Ameriprise Financial Inc | 490,059 | $7.15M | 0.00% | +21,972+4.7% | Added |
| Invesco Ltd. | 364,168 | $5.32M | 0.00% | −5,550−1.5% | Reduced |
| UBS Group AG | 281,600 | $4.11M | 0.00% | −18,395−6.1% | Reduced |
| Raymond James Financial Inc | 280,789 | $4.10M | 0.00% | +280,789 | New |
| Royal Bank of Canada | 243,328 | $3.55M | 0.00% | +10,791+4.6% | Added |
| Bank of America Corp | 228,738 | $3.34M | 0.00% | −3,866−1.7% | Reduced |
| Envestnet Asset Management Inc | 197,116 | $2.88M | 0.00% | −15,871−7.5% | Reduced |
| GraniteShares Advisors LLC | 168,754 | $2.46M | 1.56% | +168,754 | New |
| Thrivent Financial for Lutherans | 152,795 | $2.23M | 0.00% | +19,613+14.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 131,850 | $1.93M | 0.01% | +15,059+12.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 105,440 | $1.54M | 0.05% | +105,440 | New |
| Advisor Group Holdings, Inc. | 102,506 | $1.50M | 0.00% | +21,276+26.2% | Added |
| Atria Wealth Solutions, Inc. | 100,338 | $1.46M | 0.02% | +5,825+6.2% | Added |
| Wells Fargo & Company | 90,680 | $1.32M | 0.00% | +14,904+19.7% | Added |
| Guggenheim Capital LLC | 85,720 | $1.25M | 0.01% | +61,169+249.2% | Added |
| GWM Advisors LLC | 85,017 | $1.24M | 0.01% | +3,397+4.2% | Added |
| Mariner, LLC | 81,300 | $1.19M | 0.00% | −1,250−1.5% | Reduced |
| E&G Advisors, LP | 80,400 | $1.17M | 0.32% | −1,300−1.6% | Reduced |
| Evoke Wealth, LLC | 79,506 | $1.16M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68,814 | $1.00M | 0.01% | +7,186+11.7% | Added |
| Private Advisor Group, LLC | 68,484 | $999.9K | 0.01% | −14,563−17.5% | Reduced |
| Wolverine Asset Management LLC | 58,914 | $860.1K | 0.02% | −36,652−38.4% | Reduced |
| Janney Montgomery Scott LLC | 58,673 | $857.0K | 0.00% | +995+1.7% | Added |
| First Trust Advisors LP | 58,242 | $850.3K | 0.00% | +4,872+9.1% | Added |
| Landscape Capital Management, L.L.C. | 56,860 | $830.2K | 0.09% | −57,068−50.1% | Reduced |
| Cerity Partners LLC | 52,703 | $769.5K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 47,232 | $689.6K | 0.00% | −9,334−16.5% | Reduced |
| Readystate Asset Management LP | 45,248 | $660.6K | 0.03% | +45,248 | New |
| Ramiah Investment Group | 44,113 | $644.0K | 0.59% | +44,113 | New |
| Rockefeller Capital Management L.P. | 39,798 | $581.1K | 0.00% | +1,329+3.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 38,397 | $560.6K | 0.00% | +38,397 | New |
| Davenport & Co LLC | 35,298 | $515.4K | 0.00% | −1,654−4.5% | Reduced |
| Shaker Financial Services, LLC | 34,570 | $504.7K | 0.19% | −10,271−22.9% | Reduced |
| Commonwealth Equity Services, LLC | 33,348 | $487.0K | 0.00% | +946+2.9% | Added |
| Semus Wealth Partners LLC | 33,221 | $485.0K | 0.32% | −9,984−23.1% | Reduced |
| Snowden Capital Advisors LLC | 30,318 | $442.6K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,542 | $358.3K | 0.00% | +24,542 | New |
| Virtu Financial LLC | 24,508 | $358.0K | 0.02% | +24,508 | New |
| Elm3 Financial Group, LLC | 23,201 | $338.7K | 0.29% | +23,201 | New |
| GWN Securities Inc. | 22,620 | $332.1K | 0.09% | +22,620 | New |
| Primoris Wealth Advisors, LLC | 20,750 | $302.9K | 0.23% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,290 | $281.6K | 0.01% | −1,425−6.9% | Reduced |
| Marex Group plc | 18,622 | $271.9K | 0.00% | +18,622 | New |
| Stifel Financial Corp | 17,577 | $256.6K | 0.00% | +20+0.1% | Added |
| First Citizens Financial Corp | 15,603 | $227.8K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 15,193 | $221.8K | 0.01% | −3,175−17.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,500 | $197.1K | 0.04% | +13,500 | New |
| SMH Capital Advisors Inc | 12,930 | $188.8K | 0.46% | +53+0.4% | Added |
| HighTower Advisors, LLC | 12,804 | $186.9K | 0.00% | −3,063−19.3% | Reduced |
| Western Wealth Management, LLC | 12,609 | $184.1K | 0.01% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,578 | $183.6K | 0.02% | +13+0.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,226 | $178.5K | 0.00% | +209+1.7% | Added |
| Concurrent Investment Advisors, LLC | 12,190 | $178.0K | 0.00% | +1,479+13.8% | Added |
| EP Wealth Advisors, LLC | 11,629 | $169.8K | 0.00% | +11,629 | New |
| Wedbush Securities Inc | 10,792 | $158.0K | 0.01% | −3,755−25.8% | Reduced |
| StoneX Group Inc. | 10,331 | $150.8K | 0.01% | +10,331 | New |
| Spire Wealth Management | 10,000 | $146.0K | 0.00% | +10,000 | New |
| Northwestern Mutual Wealth Management Co | 9,680 | $141.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,071 | $132.4K | 0.00% | −6,556−42.0% | Reduced |
| Comerica Bank | 6,450 | $94.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,400 | $78.8K | 0.00% | −1,300−19.4% | Reduced |
| Private Trust Co NA | 4,309 | $62.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 3,343 | $48.8K | 0.01% | +83+2.5% | Added |
| Sugarloaf Wealth Management, LLC | 2,782 | $40.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,500 | $36.5K | 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 |
| Geneos Wealth Management Inc. | 1,835 | $26.8K | 0.00% | +1,835 | New |
| US Bancorp | 1,820 | $26.6K | 0.00% | −1,307−41.8% | Reduced |
| Creekmur Asset Management LLC | 1,760 | $25.7K | 0.01% | +44+2.6% | Added |
| Transce3nd, LLC | 1,380 | $20.2K | 0.01% | +1,380 | New |
| Harbour Investments, Inc. | 1,276 | $18.6K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,077 | $15.7K | 0.00% | +1,077 | New |
| Contravisory Investment Management, Inc. | 1,000 | $14.6K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $14.6K | 0.01% | +1,000 | New |
| Westside Investment Management, Inc. | 550 | $8.03K | 0.00% | +550 | New |
| Curio Wealth, LLC | 513 | $7.49K | 0.00% | +513 | New |
| The PNC Financial Services Group, Inc. | 500 | $7.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $7.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 111 | $1.62K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 104 | $1.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 100 | $1.47K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $292 | 0.00% | +20 | New |
| Tower Research Capital LLC (TRC) | 6 | $88 | 0.00% | −7−53.8% | Reduced |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −149,884−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −19,190−100.0% | Sold out |
| Midwest Heritage Bank, FSB | 0 | $0 | 0.00% | −15,230−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −6,083−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,464−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| Estabrook Capital Management | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,868−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |