Vault-13

BLACKROCK INCOME TR INC BKT

COM NEW · Closed-End Fund · CUSIP 09247F209

54 institutional holders +2 vs Q4 2024
8,668,4528.7m shares reported held*
$108.1mreported value*
11 new 15 added 12 reduced 7 sold out net bought ≈ $21.7m (+1.8m 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 ≈ $12.48.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 3Q4 22: 60Q1 23: 63Q2 23: 58Q3 23: 56Q4 23: 63Q1 24: 60Q2 24: 55Q3 24: 52Q4 24: 52Q1 25: 5454Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20223
Q4 202260
Q1 202363
Q2 202358
Q3 202356
Q4 202363
Q1 202460
Q2 202455
Q3 202452
Q4 202452
Q1 202554

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 23: 23 bought or addedQ2 23: 29 cut or sold outQ3 23: 27 bought or addedQ3 23: 26 cut or sold outQ3 23Q4 23: 29 bought or addedQ4 23: 25 cut or sold outQ1 24: 20 bought or addedQ1 24: 26 cut or sold outQ1 24Q2 24: 25 bought or addedQ2 24: 27 cut or sold outQ3 24: 20 bought or addedQ3 24: 24 cut or sold outQ3 24Q4 24: 18 bought or addedQ4 24: 22 cut or sold outQ1 25: 26 bought or addedQ1 25: 19 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232329
Q3 20232726
Q4 20232925
Q1 20242026
Q2 20242527
Q3 20242024
Q4 20241822
Q1 20252619

Biggest buyers

SIT INVESTMENT ASSOCIATES INC Added +1,489,662+1.5m
1607 Capital Partners, LLC New +188,072+188.1k
GUGGENHEIM CAPITAL LLC Added +151,896+151.9k
Fiera Capital Corp New +96,695+96.7k
Virtus Investment Advisers, LLC New +83,971+84.0k
Private Advisor Group, LLC New +62,192+62.2k
Consolidated Portfolio Review Corp New +47,894+47.9k
Chicago Partners Investment Group LLC New +47,284+47.3k
Ethos Financial Group, LLC New +45,561+45.6k
RAYMOND JAMES FINANCIAL INC Added +45,257+45.3k

Biggest sellers

Allspring Global Investments Holdings, LLC Reduced -361,080-361.1k
VIRTUS ADVISERS, LLC Sold out -65,189-65.2k
UBS Group AG Reduced -29,208-29.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -22,666-22.7k
World Investment Advisors Sold out -14,714-14.7k
COURIER CAPITAL LLC Reduced -14,130-14.1k
Vectors Research Management, LLC Reduced -11,464-11.5k
Semus Wealth Partners LLC Sold out -10,099-10.1k
Kestra Advisory Services, LLC Sold out -10,037-10.0k
Steward Partners Investment Advisory, LLC Reduced -7,014-7.0k

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 2025

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.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$1180——
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.96% of their portfolio Minneapolis, MN 3,438,0653.4m $40.7m $40.7m 0.96% Added +1.5m +1,489,662
2 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 1,157,6631.2m $13.7m $13.7m 0.01% Added +45.3k +45,257
3 GUGGENHEIM CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 941,125941.1k $11.2m $11.2m 0.10% Added +151.9k +151,896
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 541,424541.4k $6.4m $6.4m 0.00% Added +30.8k +30,751
5 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 401,376401.4k $4.8m $4.8m 0.01% Reduced -361.1k -361,080
6 MELFA WEALTH MANAGEMENT, INC. 3.09% of their portfolio WESTBOROUGH, MA 385,850385.9k $4.6m $4.6m 3.09% Added +14.3k +14,262
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 216,607216.6k $2.6m $2.6m 0.00% Added +4.0k +3,958
8 1607 Capital Partners, LLC 0.18% of their portfolio Richmond, VA 188,072188.1k $2.2m $2.2m 0.18% New
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 174,193174.2k $2.1m $2.1m 0.00% Added +11.5k +11,497
10 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 96,69596.7k $1.1m $1.1m 0.00% New
11 Rock Point Advisors, LLC 0.34% of their portfolio BURLINGTON, VT 93,83993.8k $1.1m $1.1m 0.34% Unchanged
12 Virtus Investment Advisers, LLC 0.27% of their portfolio HARTFORD, CT 83,97184.0k $995.1k $995.1k 0.27% New
13 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 66,49366.5k $788.0k $788.0k 0.00% Unchanged
14 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 62,19262.2k $737.0k $737.0k 0.00% New
15 Vectors Research Management, LLC 0.23% of their portfolio New York, NY 55,19955.2k $654.1k $654.1k 0.23% Reduced -11.5k -11,464
16 Consolidated Portfolio Review Corp 0.09% of their portfolio WOODBURY, NY 47,89447.9k $567.5k $567.5k 0.09% New
17 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 47,28447.3k $552.3k $552.3k 0.02% New
18 Ethos Financial Group, LLC 0.05% of their portfolio KING OF PRUSSIA, PA 45,56145.6k $539.9k $539.9k 0.05% New
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 44,62344.6k $528.8k $528.8k 0.00% Added +13.4k +13,371
20 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 43,59143.6k $516.6k $516.6k 0.02% Added +46 +46
21 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 43,59043.6k $517.0k $517.0k 0.00% Added +637 +637
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 39,65039.6k $469.9k $469.9k 0.00% Added +5.1k +5,094
23 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 39,50639.5k $468.1k $468.1k 0.03% Reduced -14.1k -14,130
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 39,05039.0k $462.7k $462.7k 0.00% Reduced -29.2k -29,208
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 38,87238.9k $460.6k $460.6k 0.00% Reduced -203 -203
26 Quadcap Wealth Management, LLC 0.05% of their portfolio Frisco, TX 28,84828.8k $341.8k $341.8k 0.05% New
27 Tolleson Wealth Management, Inc. 0.07% of their portfolio DALLAS, TX 28,48528.5k $337.5k $337.5k 0.07% Unchanged
28 Fortitude Advisory Group L.L.C. 0.23% of their portfolio GIG HARBOR, WA 28,14128.1k $321.6k $321.6k 0.23% Added +3.7k +3,684
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 26,91226.9k $318.9k $318.9k 0.00% Reduced -521 -521
30 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 20,40520.4k $242.0k $242.0k 0.00% Added +2.9k +2,908
31 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 19,78319.8k $234.4k $234.4k 0.00% Unchanged
32 Aviance Capital Partners, LLC 0.03% of their portfolio NAPLES, FL 18,01118.0k $213.4k $213.4k 0.03% Added +131 +131
33 WMG Financial Advisors, LLC 0.09% of their portfolio Knoxville, TN 17,74617.7k $210.3k $210.3k 0.09% Reduced -516 -516
34 Meadow Creek Wealth Advisors LLC 0.15% of their portfolio ATLANTA, GA 17,09317.1k $202.6k $202.6k 0.15% Unchanged
35 Canal Capital Management, LLC 0.03% of their portfolio Richmond, VA 16,05216.1k $190.2k $190.2k 0.03% Unchanged
36 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 15,31215.3k $181.4k $181.4k 0.00% Added +1.7k +1,671
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,82812.8k $152.0k $152.0k 0.00% Reduced -300 -300
38 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 11,98212.0k $142.0k $142.0k 0.00% Reduced -7.0k -7,014
39 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11,39711.4k $135.1k $135.1k 0.00% Reduced -4.6k -4,615
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,86110.9k $129.0k $129.0k 0.00% New
41 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,60010.6k $125.6k $125.6k 0.00% Unchanged
42 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,5619.6k $113.3k $113.3k 0.00% Reduced -122 -122
43 DT Investment Partners, LLC 0.01% of their portfolio CHADDS FORD, PA 8,6138.6k $102.1k $102.1k 0.01% Unchanged
44 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,3677.4k $87.3k $87.3k 0.00% Reduced -756 -756
45 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6,7736.8k $77.8k $77.8k 0.00% Unchanged
46 BDF-GESTION 0.61% of their portfolio PARIS, I0 5,8245.8k $5.5m $5.5m 0.61% Unchanged
47 Quarry LP 0.01% of their portfolio NEW YORK, NY 1,7031.7k $20.2k $20.2k 0.01% New
48 WEBSTER BANK, N. A. 0.00% of their portfolio WATERBURY, CT 997997 $11.8k $11.8k 0.00% Unchanged
49 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 642642 $7.6k $7.6k 0.00% Unchanged
50 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6666 $782 $782 0.00% Unchanged
51 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6464 $759 $759 0.00% Unchanged
52 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $12 $12 0.00% New
53 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
54 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 00 $0 $0 0.00% Unchanged