Vault-13

BLACKROCK INCOME TR INC BKT

COM NEW · Closed-End Fund · CUSIP 09247F209

61 institutional holders +7 vs Q1 2025
8,842,8438.8m shares reported held*
$103.9mreported value*
6 new 18 added 15 reduced 1 sold out net bought ≈ $2.0m (+172.6k 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 ≈ $11.75.

Trends to Q2 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: 54Q2 25: 6161Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202561

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 27 bought or addedQ3 23: 26 cut or sold outQ4 23: 29 bought or addedQ4 23: 25 cut or sold outQ4 23Q1 24: 20 bought or addedQ1 24: 26 cut or sold outQ2 24: 25 bought or addedQ2 24: 27 cut or sold outQ2 24Q3 24: 20 bought or addedQ3 24: 24 cut or sold outQ4 24: 18 bought or addedQ4 24: 22 cut or sold outQ4 24Q1 25: 26 bought or addedQ1 25: 19 cut or sold outQ2 25: 24 bought or addedQ2 25: 16 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232726
Q4 20232925
Q1 20242026
Q2 20242527
Q3 20242024
Q4 20241822
Q1 20252619
Q2 20252416

Biggest buyers

Consolidated Portfolio Review Corp Added +149,338+149.3k
MORGAN STANLEY Added +132,958+133.0k
GUGGENHEIM CAPITAL LLC Added +112,201+112.2k
RAYMOND JAMES FINANCIAL INC Added +77,724+77.7k
Invesco Ltd. Added +39,410+39.4k
AVANTAX ADVISORY SERVICES, INC. New +35,034+35.0k
ROYAL BANK OF CANADA Added +30,792+30.8k
Private Advisor Group, LLC Added +20,329+20.3k
M Holdings Securities, Inc. New +18,189+18.2k
LPL Financial LLC Added +12,722+12.7k

Biggest sellers

SIT INVESTMENT ASSOCIATES INC Reduced -426,952-427.0k
Virtus Investment Advisers, LLC Reduced -23,219-23.2k
MELFA WEALTH MANAGEMENT, INC. Reduced -17,846-17.8k
WMG Financial Advisors, LLC Reduced -4,650-4.7k
Fiera Capital Corp Reduced -4,511-4.5k
AMERIPRISE FINANCIAL INC Reduced -3,972-4.0k
OSAIC HOLDINGS, INC. Reduced -2,191-2.2k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -2,138-2.1k
WELLS FARGO & COMPANY/MN Reduced -1,112-1.1k
Ethos Financial Group, LLC Reduced -1,060-1.1k

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 Q2 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
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 0 sellingQ4 24: 1 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$1180——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 0.76% of their portfolio Minneapolis, MN 3,011,1133.0m $35.4m $35.4m 0.76% Reduced -427.0k -426,952
2 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 1,235,3871.2m $14.5m $14.5m 0.00% Added +77.7k +77,724
3 GUGGENHEIM CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 1,053,3261.1m $12.4m $12.4m 0.10% Added +112.2k +112,201
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 674,382674.4k $7.9m $7.9m 0.00% Added +133.0k +132,958
5 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 401,376401.4k $4.7m $4.7m 0.01% Unchanged
6 MELFA WEALTH MANAGEMENT, INC. 2.73% of their portfolio WESTBOROUGH, MA 368,004368.0k $4.3m $4.3m 2.73% Reduced -17.8k -17,846
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 256,017256.0k $3.0m $3.0m 0.00% Added +39.4k +39,410
8 Consolidated Portfolio Review Corp 0.32% of their portfolio WOODBURY, NY 197,232197.2k $2.3m $2.3m 0.32% Added +149.3k +149,338
9 1607 Capital Partners, LLC 0.18% of their portfolio Richmond, VA 188,490188.5k $2.2m $2.2m 0.18% Added +418 +418
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 186,915186.9k $2.2m $2.2m 0.00% Added +12.7k +12,722
11 Rock Point Advisors, LLC 0.31% of their portfolio BURLINGTON, VT 93,83993.8k $1.1m $1.1m 0.31% Unchanged
12 Fiera Capital Corp 0.00% of their portfolio MONTREAL, A8 92,18492.2k $1.1m $1.1m 0.00% Reduced -4.5k -4,511
13 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 82,52182.5k $969.6k $969.6k 0.01% Added +20.3k +20,329
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 74,38274.4k $874.0k $874.0k 0.00% Added +30.8k +30,792
15 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 66,49366.5k $781.0k $781.0k 0.00% Unchanged
16 Virtus Investment Advisers, LLC 0.24% of their portfolio HARTFORD, CT 60,75260.8k $713.8k $713.8k 0.24% Reduced -23.2k -23,219
17 Vectors Research Management, LLC 0.22% of their portfolio New York, NY 54,83954.8k $644.4k $644.4k 0.22% Reduced -360 -360
18 Chicago Partners Investment Group LLC 0.02% of their portfolio CHICAGO, IL 47,28447.3k $548.5k $548.5k 0.02% Unchanged
19 Ethos Financial Group, LLC 0.04% of their portfolio KING OF PRUSSIA, PA 44,50144.5k $522.9k $522.9k 0.04% Reduced -1.1k -1,060
20 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 43,63943.6k $512.8k $512.8k 0.02% Added +48 +48
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 42,43242.4k $498.6k $498.6k 0.00% Reduced -2.2k -2,191
22 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 40,08740.1k $471.0k $471.0k 0.00% Added +437 +437
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 39,75039.8k $467.1k $467.1k 0.00% Added +700 +700
24 COURIER CAPITAL LLC 0.03% of their portfolio BUFFALO, NY 39,15439.2k $460.1k $460.1k 0.03% Reduced -352 -352
25 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 35,03435.0k $411.6k $411.6k 0.00% New
26 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 34,90034.9k $410.1k $410.1k 0.00% Reduced -4.0k -3,972
27 Tolleson Wealth Management, Inc. 0.06% of their portfolio DALLAS, TX 28,48528.5k $334.7k $334.7k 0.06% Unchanged
28 Fortitude Advisory Group L.L.C. 0.19% of their portfolio GIG HARBOR, WA 28,14128.1k $330.7k $330.7k 0.19% Unchanged
29 Quadcap Wealth Management, LLC 0.04% of their portfolio Frisco, TX 27,87127.9k $327.5k $327.5k 0.04% Reduced -977 -977
30 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 26,91226.9k $316.2k $316.2k 0.00% Unchanged
31 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 19,78319.8k $232.4k $232.4k 0.00% Unchanged
32 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 19,64219.6k $230.8k $230.8k 0.00% Added +7.7k +7,660
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,01419.0k $223.0k $223.0k 0.00% Added +8.2k +8,153
34 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 18,26718.3k $215.0k $215.0k 0.00% Reduced -2.1k -2,138
35 M Holdings Securities, Inc. 0.04% of their portfolio PORTLAND, OR 18,18918.2k $213.0k $213.0k 0.04% New
36 Aviance Capital Partners, LLC 0.03% of their portfolio NAPLES, FL 18,14618.1k $213.2k $213.2k 0.03% Added +135 +135
37 Meadow Creek Wealth Advisors LLC 0.14% of their portfolio ATLANTA, GA 17,09317.1k $200.8k $200.8k 0.14% Unchanged
38 Canal Capital Management, LLC 0.03% of their portfolio Richmond, VA 16,17316.2k $190.0k $190.0k 0.03% Added +121 +121
39 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 16,17016.2k $190.0k $190.0k 0.00% Added +858 +858
40 WMG Financial Advisors, LLC 0.06% of their portfolio Knoxville, TN 13,09613.1k $153.9k $153.9k 0.06% Reduced -4.7k -4,650
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,72812.7k $149.6k $149.6k 0.00% Reduced -100 -100
42 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 10,60010.6k $124.5k $124.5k 0.00% Unchanged
43 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 10,50110.5k $123.4k $123.4k 0.00% New
44 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 10,28510.3k $120.8k $120.8k 0.00% Reduced -1.1k -1,112
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,5619.6k $112.3k $112.3k 0.00% Unchanged
46 DT Investment Partners, LLC 0.01% of their portfolio CHADDS FORD, PA 8,6138.6k $101.2k $101.2k 0.01% Unchanged
47 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,3677.4k $86.6k $86.6k 0.00% Unchanged
48 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6,9216.9k $81.3k $81.3k 0.00% Added +148 +148
49 BDF-GESTION 0.01% of their portfolio PARIS, I0 5,2515.3k $55.1k $55.1k 0.01% Reduced -573 -573
50 Elequin Capital, LP 0.01% of their portfolio NEW YORK, NY 3,9123.9k $46.0k $46.0k 0.01% New
51 Quarry LP 0.00% of their portfolio NEW YORK, NY 1,7031.7k $20.0k $20.0k 0.00% Unchanged
52 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio FLINT, MI 1,1601.2k $13.7k $13.7k 0.01% First filing
53 WEBSTER BANK, N. A. 0.00% of their portfolio WATERBURY, CT 997997 $11.7k $11.7k 0.00% Unchanged
54 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 780780 $9.2k $9.2k 0.00% New
55 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 666666 $7.8k $7.8k 0.00% First filing
56 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 642642 $7.5k $7.5k 0.00% Unchanged
57 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6666 $776 $776 0.00% Unchanged
58 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 6464 $753 $753 0.00% Unchanged
59 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1111 $129 $129 0.00% New
60 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged
61 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 00 $0 $0 0.00% Unchanged