Vault-13

BLACKROCK INCOME TR INC BKT

COM NEW · Closed-End Fund · CUSIP 09247F209

60 institutional holders -3 vs Q4 2023
8,805,8408.8m shares reported held*
$104.8mreported value*
3 new 17 added 20 reduced 6 sold out net sold ≈ $2.0m (-170.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $11.90.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 3Q4 22: 60Q1 23: 63Q2 23: 58Q3 23: 56Q4 23: 63Q1 24: 6060Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 20223
Q4 202260
Q1 202363
Q2 202358
Q3 202356
Q4 202363
Q1 202460

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 55 bought or addedQ4 22: 3 cut or sold outQ4 22Q1 23: 35 bought or addedQ1 23: 25 cut or sold outQ1 23Q2 23: 23 bought or addedQ2 23: 29 cut or sold outQ2 23Q3 23: 27 bought or addedQ3 23: 26 cut or sold outQ3 23Q4 23: 29 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 26 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022553
Q1 20233525
Q2 20232329
Q3 20232726
Q4 20232925
Q1 20242026

Biggest buyers

MORGAN STANLEY Added +413,473+413.5k
GUGGENHEIM CAPITAL LLC Added +89,901+89.9k
RAYMOND JAMES & ASSOCIATES Added +86,684+86.7k
MELFA WEALTH MANAGEMENT, INC. Added +20,750+20.8k
VIRTUS ADVISERS, LLC Added +13,829+13.8k
JANE STREET GROUP, LLC New +13,404+13.4k
Private Advisor Group, LLC New +10,332+10.3k
Moors & Cabot, Inc. Added +10,000+10.0k
Raymond James Financial Services Advisors, Inc. Added +8,265+8.3k
Arkadios Wealth Advisors Added +3,978+4.0k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Reduced -425,278-425.3k
Relative Value Partners Group, LLC Reduced -125,366-125.4k
Invesco Ltd. Reduced -50,783-50.8k
Significant Wealth Partners LLC Sold out -40,990-41.0k
Accuvest Global Advisors Sold out -27,125-27.1k
Transform Wealth, LLC Sold out -23,755-23.8k
JPMORGAN CHASE & CO Sold out -19,428-19.4k
RIVERBRIDGE PARTNERS LLC Reduced -17,398-17.4k
ROYAL BANK OF CANADA Reduced -17,348-17.3k
LPL Financial LLC Reduced -16,761-16.8k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
SIT INVESTMENT ASSOCIATES INC 13D · may seek influence no change · filed 2025-03-26
Stated purposeThe Sit Entities have acquired the Issuer's Shares for investment purposes, and such purchases have been made in the ordinary course of business. The Issuer's Shares have been acquired on behalf of SIA's and SFI's clients. As of March 24, 2025, the Sit Entities no longer hold securities of the Issuer with a purpose or effect of changing or influencing control of the Issuer, or in connection with or as a participant in any transaction having that purpose or effect. Accordingly, the Sit Entities are filing this Amendment No. 1 to reflect certain changes since the filing of the Schedule 13D and intend to file a Schedule 13G substantially concurrently with the filing of this Amendment No. 1 pursuant to Rule 13d-1(b) of the Exchange Act in accordance with Rule 13d-1(h) of the Exchange Act. Full filing
 14.2% no change 3.4m≈ $36.9m 2025-03-26
Karpus Management, Inc. 13G · institution new · filed 2026-02-13 5.8% new 1.9m≈ $20.0m 2026-02-13
FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2025-07-16 5.2% new 1.3m≈ $13.4m 2025-07-16

Insider purchases and sales in Q1 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.70% of their portfolio Minneapolis, MN 2,556,3712.6m $30.4m $30.4m 0.70% Reduced -425.3k -425,278
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,420,6471.4m $16.9m $16.9m 0.00% Added +413.5k +413,473
3 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 1,282,4401.3m $15.3m $15.3m 0.02% Unchanged
4 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 484,820484.8k $5.8m $5.8m 0.01% Added +8.3k +8,265
5 Karpus Management, Inc. 0.14% of their portfolio Pittsford, NY 410,998411.0k $4.9m $4.9m 0.14% Reduced -12.3k -12,288
6 MELFA WEALTH MANAGEMENT, INC. 3.21% of their portfolio WESTBOROUGH, MA 373,843373.8k $4.4m $4.4m 3.21% Added +20.8k +20,750
7 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 315,766315.8k $3.8m $3.8m 0.03% Added +89.9k +89,901
8 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 284,205284.2k $3.4m $3.4m 0.00% Added +86.7k +86,684
9 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 165,667165.7k $2.0m $2.0m 0.00% Reduced -50.8k -50,783
10 Vectors Research Management, LLC 0.53% of their portfolio New York, NY 158,169158.2k $1.9m $1.9m 0.53% Reduced -13.2k -13,189
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 154,015154.0k $1.8m $1.8m 0.00% Reduced -16.8k -16,761
12 COURIER CAPITAL LLC 0.13% of their portfolio BUFFALO, NY 153,504153.5k $1.8m $1.8m 0.13% Reduced -10.1k -10,137
13 Rareview Capital LLC 1.23% of their portfolio LAS VEGAS, NV 104,825104.8k $1.2m $1.2m 1.23% Reduced -6.2k -6,241
14 Rock Point Advisors, LLC 0.33% of their portfolio BURLINGTON, VT 92,98793.0k $1.1m $1.1m 0.33% Reduced -731 -731
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 77,82277.8k $926.1k $926.1k 0.00% Reduced -6.2k -6,183
16 VIRTUS ADVISERS, LLC 0.35% of their portfolio HARTFORD, CT 54,93254.9k $653.7k $653.7k 0.35% Added +13.8k +13,829
17 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 49,49349.5k $588.0k $588.0k 0.00% Unchanged
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 47,31247.3k $563.0k $563.0k 0.00% Reduced -17.3k -17,348
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 46,21446.2k $550.0k $550.0k 0.00% Reduced -2.4k -2,444
20 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 45,41145.4k $540.4k $540.4k 0.01% Added +2.5k +2,500
21 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 42,14142.1k $501.5k $501.5k 0.04% Added +4.0k +3,978
22 RIVERBRIDGE PARTNERS LLC 0.00% of their portfolio MINNEAPOLIS, MN 31,77531.8k $378.1k $378.1k 0.00% Reduced -17.4k -17,398
23 Stonebrook Private Inc. 0.11% of their portfolio NORTHVILLE, MI 30,61430.6k $364.3k $364.3k 0.11% Reduced -4.1k -4,065
24 Moors & Cabot, Inc. 0.02% of their portfolio BOSTON, MA 30,46930.5k $362.6k $362.6k 0.02% Added +10.0k +10,000
25 Tolleson Wealth Management, Inc. 0.07% of their portfolio DALLAS, TX 29,75629.8k $354.0k $354.0k 0.07% Unchanged
26 Semus Wealth Partners LLC 0.27% of their portfolio Boca Raton, FL 26,92226.9k $320.4k $320.4k 0.27% Reduced -3.4k -3,374
27 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 25,50425.5k $303.5k $303.5k 0.00% Unchanged
28 Fortitude Advisory Group L.L.C. 0.15% of their portfolio GIG HARBOR, WA 22,84022.8k $271.8k $271.8k 0.15% Unchanged
29 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 21,78721.8k $259.3k $259.3k 0.00% Added +302 +302
30 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,47821.5k $255.6k $255.6k 0.00% Reduced -1.4k -1,387
31 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.02% of their portfolio Englewood, NJ 18,49318.5k $220.1k $220.1k 0.02% Added +398 +398
32 Aviance Capital Partners, LLC 0.03% of their portfolio NAPLES, FL 17,44617.4k $207.6k $207.6k 0.03% Added +118 +118
33 Meadow Creek Wealth Advisors LLC 0.14% of their portfolio ATLANTA, GA 17,09317.1k $203.4k $203.4k 0.14% Unchanged
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 16,34516.3k $195.0k $195.0k 0.00% Reduced -551 -551
35 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 16,26416.3k $198.1k $198.1k 0.01% Unchanged
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 15,28015.3k $181.8k $181.8k 0.00% Added +2.2k +2,227
37 WMG Financial Advisors, LLC 0.10% of their portfolio Knoxville, TN 14,71614.7k $175.1k $175.1k 0.10% Unchanged
38 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,40413.4k $159.5k $159.5k 0.00% New
39 Relative Value Partners Group, LLC 0.01% of their portfolio NORTHBROOK, IL 13,25513.3k $161.3k $161.3k 0.01% Reduced -125.4k -125,366
40 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 12,52912.5k $149.1k $149.1k 0.00% Reduced -6.5k -6,524
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,50212.5k $148.8k $148.8k 0.00% Added +2.1k +2,132
42 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 12,49512.5k $148.7k $148.7k 0.01% Reduced -5.4k -5,445
43 Cumberland Partners Ltd 0.01% of their portfolio TORONTO, A6 10,79410.8k $128.4k $128.4k 0.01% Unchanged
44 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,60010.6k $126.1k $126.1k 0.00% Unchanged
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,39310.4k $123.7k $123.7k 0.00% Added +300 +300
46 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,33210.3k $123.0k $123.0k 0.00% New
47 COMERICA BANK 0.00% of their portfolio DALLAS, TX 6,7916.8k $80.8k $80.8k 0.00% Added +101 +101
48 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6,7736.8k $80.6k $80.6k 0.00% Unchanged
49 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2,2992.3k $27.4k $27.4k 0.00% Added +51 +51
50 WEBSTER BANK, N. A. 0.00% of their portfolio WATERBURY, CT 997997 $11.9k $11.9k 0.00% Unchanged
51 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 766766 $9.1k $9.1k 0.00% Unchanged
52 Highlander Capital Management, LLC 0.00% of their portfolio SHORT HILLS, NJ 666666 $7.9k $7.9k 0.00% Unchanged
53 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 666666 $7.9k $7.9k 0.00% Unchanged
54 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 666666 $7.9k $7.9k 0.00% Unchanged
55 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 642642 $7.6k $7.6k 0.00% Unchanged
56 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 500500 $6.0k $6.0k 0.00% Unchanged
57 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 340340 $4.0k $4.0k 0.00% Reduced -87 -87
58 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 6666 $785 $785 0.00% Unchanged
59 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
60 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 00 $0 $0 0.00% New