BIT
BlackRock Multi-Sector Income Trust
1W: +0.8%
1M: -3.9%
3M: -8.9%
YTD: -12.0%
1Y: -14.2%
3Y: -1.6%
5Y: -7.7%
$11.32
+0.05 (+0.44%)
Weekly Expected Move ±1.6%
$11
$11
$11
$12
$12
Institutional Ownership — BIT
111
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
218M
Total Invested
13
New Positions
34
Increased
42
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (127 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 4,333,909 | $49M | -347,138 | -7.4% | 4Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,708,261 | $19M | +343,666 | +25.2% | 54Q | SEC ↗ |
| 3 | Allspring Global Investments Holdings, | 1,094,660 | $12M | +722,128 | +193.8% | 2Q | SEC ↗ |
| 4 | TORONTO DOMINION BANK | 949,291 | $11M | — | +0.0% | 2Q | SEC ↗ |
| 5 | Cyndeo Wealth Partners, LLC | 915,131 | $10M | +35,250 | +4.0% | 15Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 833,190 | $9M | +47,117 | +6.0% | 54Q | SEC ↗ |
| 7 | GUGGENHEIM CAPITAL LLC | 687,218 | $8M | +112,444 | +19.6% | 47Q | SEC ↗ |
| 8 | Penserra Capital Management LLC | 636,349 | $7M | +24,248 | +4.0% | 4Q | SEC ↗ |
| 9 | LPL Financial LLC | 601,491 | $7M | +20,827 | +3.6% | 52Q | SEC ↗ |
| 10 | Invesco Ltd. | 556,064 | $6M | +10,719 | +2.0% | 53Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 553,891 | $6M | +31,963 | +6.1% | 16Q | SEC ↗ |
| 12 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 487,034 | $6M | -731,079 | -60.0% | 4Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 364,920 | $4M | -219,946 | -37.6% | 53Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 362,491 | $4M | -6,931 | -1.9% | 7Q | SEC ↗ |
| 15 | 1607 Capital Partners, LLC | 357,676 | $4M | -80,015 | -18.3% | 3Q | SEC ↗ |
| 16 | UBS Group AG | 259,561 | $3M | -41,735 | -13.9% | 47Q | SEC ↗ |
| 17 | Thrivent Financial for Lutherans | 211,679 | $2M | — | +0.0% | 25Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 168,984 | $2M | -107,880 | -39.0% | 23Q | SEC ↗ |
| 19 | Rareview Capital LLC | 162,069 | $2M | +14,306 | +9.7% | 4Q | SEC ↗ |
| 20 | Capital Investment Advisory Services, | 151,244 | $2M | -9,419 | -5.9% | 4Q | SEC ↗ |
| 21 | Cetera Investment Advisers | 150,247 | $2M | -21,416 | -12.5% | 10Q | SEC ↗ |
| 22 | Janney Montgomery Scott LLC | 139,116 | $2M | -502 | -0.4% | 26Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 121,976 | $1M | -6,828 | -5.3% | 15Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 121,974 | $1M | +18,333 | +17.7% | 26Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 114,983 | $1M | +21,342 | +22.8% | 29Q | SEC ↗ |
| 26 | FIRST TRUST ADVISORS LP | 114,174 | $1M | +9,588 | +9.2% | 48Q | SEC ↗ |
| 27 | NewEdge Advisors, LLC | 88,025 | $996K | -2,932 | -3.2% | 19Q | SEC ↗ |
| 28 | TRUIST FINANCIAL CORP | 85,895 | $972K | +1,606 | +1.9% | 6Q | SEC ↗ |
| 29 | Shaker Financial Services, LLC | 80,816 | $915K | -56,638 | -41.2% | 3Q | SEC ↗ |
| 30 | COHEN & STEERS, INC. | 80,000 | $906K | — | +0.0% | 4Q | SEC ↗ |
| 31 | E&G Advisors, LLC | 71,150 | $805K | -350 | -0.5% | 41Q | SEC ↗ |
| 32 | Cambridge Investment Research Advisors | 69,177 | $783K | -8,986 | -11.5% | 24Q | SEC ↗ |
| 33 | Wealth Care LLC | 67,909 | $769K | +16,026 | +30.9% | 2Q | SEC ↗ |
| 34 | Advisors Asset Management, Inc. | 58,762 | $665K | +2,075 | +3.7% | 2Q | SEC ↗ |
| 35 | Pekin Hardy Strauss, Inc. | 57,135 | $647K | -1,315 | -2.2% | 6Q | SEC ↗ |
| 36 | Significant Wealth Partners LLC | 53,455 | $605K | +939 | +1.8% | 2Q | SEC ↗ |
| 37 | Yakira Capital Management, Inc. | 47,371 | $536K | -125,057 | -72.5% | 4Q | SEC ↗ |
| 38 | ROBINSON CAPITAL MANAGEMENT, LLC | 46,524 | $527K | — | +0.0% | 4Q | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 45,973 | $520K | -680 | -1.5% | 29Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC NEW | 42,731 | $484K | — | +0.0% | 1Q | SEC ↗ |
| 41 | Marex Group Ltd NEW | 37,905 | $429K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Calamos Advisors LLC | 36,599 | $414K | +2,439 | +7.1% | 3Q | SEC ↗ |
| 43 | Ramiah Investment Group | 34,588 | $392K | +622 | +1.8% | 7Q | SEC ↗ |
| 44 | Advisory Services Network, LLC | 33,419 | $378K | +7,547 | +29.2% | 18Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 31,520 | $357K | +1,280 | +4.2% | 3Q | SEC ↗ |
| 46 | WCG Wealth Advisors LLC | 29,375 | $333K | — | +0.0% | 5Q | SEC ↗ |
| 47 | Founders Financial Alliance, LLC | 25,413 | $288K | +4,360 | +20.7% | 4Q | SEC ↗ |
| 48 | TrueMark Investments, LLC | 24,809 | $281K | +1,635 | +7.1% | 4Q | SEC ↗ |
| 49 | MAI Capital Management | 24,191 | $274K | +24,091 | +24091.0% | 4Q | SEC ↗ |
| 50 | STIFEL FINANCIAL CORP | 23,893 | $270K | +1,844 | +8.4% | 43Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 42,731 | $484K |
| Marex Group Ltd | 37,905 | $429K |
| XTX Topco Ltd | 22,228 | $252K |
| IMC-Chicago, LLC | 19,088 | $216K |
| Creative Planning | 13,003 | $147K |
| Virtu Financial LLC | 11,318 | $128K |
| EP Wealth Advisors, LLC | 11,148 | $126K |
| Global Retirement Partners, LLC | 2,277 | $26K |
| JONES FINANCIAL COMPANIES LLLP | 812 | $9K |
| COMPASS FINANCIAL MANAGEMENT LLC | 800 | $9K |
| Pinnacle Wealth Planning Services, | 788 | $9K |
| WPG Advisers, LLC | 345 | $4K |
| JFS WEALTH ADVISORS, LLC | 85 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Beta Wealth Group, Inc. | 142,579 | $2M |
| WOLVERINE ASSET MANAGEMENT LLC | 96,217 | $1M |
| READYSTATE ASSET MANAGEMENT LP | 71,364 | $808K |
| Cerity Partners LLC | 53,209 | $602K |
| Hamrick Investment Counsel, llc | 33,344 | $377K |
| RIVERBRIDGE PARTNERS LLC | 26,326 | $298K |
| EVOKE WEALTH, LLC | 25,491 | $289K |
| First Citizens Financial Corp | 15,603 | $177K |
| NOMURA HOLDINGS INC | 15,540 | $176K |
| TWO SIGMA SECURITIES, LLC | 14,669 | $166K |
| Walkner Condon Financial Advisors L | 14,243 | $161K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 13,751 | $156K |
| DAVENPORT & Co LLC | 12,364 | $140K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 11,281 | $128K |
| Private Advisor Group, LLC | 11,153 | $126K |
| Stratos Wealth Partners, LTD. | 10,653 | $121K |
| Integrity Advisory Solutions, LLC | 10,420 | $118K |
| Western Wealth Management, LLC | 8,790 | $100K |
| Cresta Advisors, Ltd. | 7,000 | $79K |
| Garton & Associates Financial Advis | 2,165 | $25K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Allspring Global Investments Holdin | +722,128 | +193.8% | 1,094,660 |
| MORGAN STANLEY | +343,666 | +25.2% | 1,708,261 |
| GUGGENHEIM CAPITAL LLC | +112,444 | +19.6% | 687,218 |
| WELLS FARGO & COMPANY/MN | +47,117 | +6.0% | 833,190 |
| Cyndeo Wealth Partners, LLC | +35,250 | +4.0% | 915,131 |
| AMERIPRISE FINANCIAL INC | +31,963 | +6.1% | 553,891 |
| Penserra Capital Management LLC | +24,248 | +4.0% | 636,349 |
| MAI Capital Management | +24,091 | +24091.0% | 24,191 |
| Steward Partners Investment Advisor | +21,342 | +22.8% | 114,983 |
| LPL Financial LLC | +20,827 | +3.6% | 601,491 |
| OSAIC HOLDINGS, INC. | +18,333 | +17.7% | 121,974 |
| Wealth Care LLC | +16,026 | +30.9% | 67,909 |
| Rareview Capital LLC | +14,306 | +9.7% | 162,069 |
| Invesco Ltd. | +10,719 | +2.0% | 556,064 |
| FIRST TRUST ADVISORS LP | +9,588 | +9.2% | 114,174 |
| Advisory Services Network, LLC | +7,547 | +29.2% | 33,419 |
| WEDBUSH SECURITIES INC | +4,682 | +31.6% | 19,514 |
| Founders Financial Alliance, LLC | +4,360 | +20.7% | 25,413 |
| CoreCap Advisors, LLC | +3,000 | +76.9% | 6,900 |
| Calamos Advisors LLC | +2,439 | +7.1% | 36,599 |