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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 6 | $88 | 0.00% | −7−53.8% | Reduced |
| WPG Advisers, LLC | 20 | $292 | 0.00% | +20 | New |
| Allworth Financial LP | 100 | $1.47K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 104 | $1.51K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 111 | $1.62K | 0.00% | 00.0% | Unchanged |
| 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 |
| Curio Wealth, LLC | 513 | $7.49K | 0.00% | +513 | New |
| Westside Investment Management, Inc. | 550 | $8.03K | 0.00% | +550 | 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 |
| Golden State Wealth Management, LLC | 1,077 | $15.7K | 0.00% | +1,077 | New |
| Harbour Investments, Inc. | 1,276 | $18.6K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,380 | $20.2K | 0.01% | +1,380 | New |
| Creekmur Asset Management LLC | 1,760 | $25.7K | 0.01% | +44+2.6% | Added |
| US Bancorp | 1,820 | $26.6K | 0.00% | −1,307−41.8% | Reduced |
| Geneos Wealth Management Inc. | 1,835 | $26.8K | 0.00% | +1,835 | New |
| 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 |
| West Oak Capital, LLC | 2,500 | $36.5K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2,782 | $40.6K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 3,343 | $48.8K | 0.01% | +83+2.5% | Added |
| Private Trust Co NA | 4,309 | $62.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,400 | $78.8K | 0.00% | −1,300−19.4% | Reduced |
| Comerica Bank | 6,450 | $94.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 9,071 | $132.4K | 0.00% | −6,556−42.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,680 | $141.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10,000 | $146.0K | 0.00% | +10,000 | New |
| StoneX Group Inc. | 10,331 | $150.8K | 0.01% | +10,331 | New |
| Wedbush Securities Inc | 10,792 | $158.0K | 0.01% | −3,755−25.8% | Reduced |
| EP Wealth Advisors, LLC | 11,629 | $169.8K | 0.00% | +11,629 | New |
| Concurrent Investment Advisors, LLC | 12,190 | $178.0K | 0.00% | +1,479+13.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,226 | $178.5K | 0.00% | +209+1.7% | Added |
| Clear Creek Financial Management, LLC | 12,578 | $183.6K | 0.02% | +13+0.1% | Added |
| Western Wealth Management, LLC | 12,609 | $184.1K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 12,804 | $186.9K | 0.00% | −3,063−19.3% | Reduced |
| SMH Capital Advisors Inc | 12,930 | $188.8K | 0.46% | +53+0.4% | Added |
| Walkner Condon Financial Advisors LLC | 13,500 | $197.1K | 0.04% | +13,500 | New |
| Independent Financial Group, LLC | 15,193 | $221.8K | 0.01% | −3,175−17.3% | Reduced |
| First Citizens Financial Corp | 15,603 | $227.8K | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,577 | $256.6K | 0.00% | +20+0.1% | Added |
| Marex Group plc | 18,622 | $271.9K | 0.00% | +18,622 | New |
| Advisory Services Network, LLC | 19,290 | $281.6K | 0.01% | −1,425−6.9% | Reduced |
| Primoris Wealth Advisors, LLC | 20,750 | $302.9K | 0.23% | 00.0% | Unchanged |
| GWN Securities Inc. | 22,620 | $332.1K | 0.09% | +22,620 | New |
| Elm3 Financial Group, LLC | 23,201 | $338.7K | 0.29% | +23,201 | New |
| Virtu Financial LLC | 24,508 | $358.0K | 0.02% | +24,508 | New |
| Jane Street Group, LLC | 24,542 | $358.3K | 0.00% | +24,542 | New |
| Snowden Capital Advisors LLC | 30,318 | $442.6K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 33,221 | $485.0K | 0.32% | −9,984−23.1% | Reduced |
| Commonwealth Equity Services, LLC | 33,348 | $487.0K | 0.00% | +946+2.9% | Added |
| Shaker Financial Services, LLC | 34,570 | $504.7K | 0.19% | −10,271−22.9% | Reduced |
| Davenport & Co LLC | 35,298 | $515.4K | 0.00% | −1,654−4.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 38,397 | $560.6K | 0.00% | +38,397 | New |
| Rockefeller Capital Management L.P. | 39,798 | $581.1K | 0.00% | +1,329+3.5% | Added |
| Ramiah Investment Group | 44,113 | $644.0K | 0.59% | +44,113 | New |
| Readystate Asset Management LP | 45,248 | $660.6K | 0.03% | +45,248 | New |
| Cetera Investment Advisers | 47,232 | $689.6K | 0.00% | −9,334−16.5% | Reduced |
| Cerity Partners LLC | 52,703 | $769.5K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 56,860 | $830.2K | 0.09% | −57,068−50.1% | Reduced |
| First Trust Advisors LP | 58,242 | $850.3K | 0.00% | +4,872+9.1% | Added |
| Janney Montgomery Scott LLC | 58,673 | $857.0K | 0.00% | +995+1.7% | Added |
| Wolverine Asset Management LLC | 58,914 | $860.1K | 0.02% | −36,652−38.4% | Reduced |
| Private Advisor Group, LLC | 68,484 | $999.9K | 0.01% | −14,563−17.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 68,814 | $1.00M | 0.01% | +7,186+11.7% | Added |
| Evoke Wealth, LLC | 79,506 | $1.16M | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 80,400 | $1.17M | 0.32% | −1,300−1.6% | Reduced |
| Mariner, LLC | 81,300 | $1.19M | 0.00% | −1,250−1.5% | Reduced |
| GWM Advisors LLC | 85,017 | $1.24M | 0.01% | +3,397+4.2% | Added |
| Guggenheim Capital LLC | 85,720 | $1.25M | 0.01% | +61,169+249.2% | Added |
| Wells Fargo & Company | 90,680 | $1.32M | 0.00% | +14,904+19.7% | Added |
| Atria Wealth Solutions, Inc. | 100,338 | $1.46M | 0.02% | +5,825+6.2% | Added |
| Advisor Group Holdings, Inc. | 102,506 | $1.50M | 0.00% | +21,276+26.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 105,440 | $1.54M | 0.05% | +105,440 | New |
| Cambridge Investment Research Advisors, Inc. | 131,850 | $1.93M | 0.01% | +15,059+12.9% | Added |
| Thrivent Financial for Lutherans | 152,795 | $2.23M | 0.00% | +19,613+14.7% | Added |
| GraniteShares Advisors LLC | 168,754 | $2.46M | 1.56% | +168,754 | New |
| Envestnet Asset Management Inc | 197,116 | $2.88M | 0.00% | −15,871−7.5% | Reduced |
| Bank of America Corp | 228,738 | $3.34M | 0.00% | −3,866−1.7% | Reduced |
| Royal Bank of Canada | 243,328 | $3.55M | 0.00% | +10,791+4.6% | Added |
| Raymond James Financial Inc | 280,789 | $4.10M | 0.00% | +280,789 | New |
| UBS Group AG | 281,600 | $4.11M | 0.00% | −18,395−6.1% | Reduced |
| Invesco Ltd. | 364,168 | $5.32M | 0.00% | −5,550−1.5% | Reduced |
| Ameriprise Financial Inc | 490,059 | $7.15M | 0.00% | +21,972+4.7% | Added |
| Cyndeo Wealth Partners, LLC | 563,880 | $8.23M | 0.56% | +126,000+28.8% | Added |
| LPL Financial LLC | 582,721 | $8.51M | 0.00% | +77,324+15.3% | Added |
| Morgan Stanley | 1,251,017 | $18.3M | 0.00% | +26,170+2.1% | Added |
| 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 |