Vault-13

BLACKROCK INCOME TR INC BKT

COM NEW · Closed-End Fund · CUSIP 09247F209

71 institutional holders -3 vs Q4 2025
13,948,46813.9m shares reported held*
$147.6mreported value*
10 new 22 added 23 reduced 10 sold out net sold ≈ $7.4m (-704.2k 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 ≈ $10.59.

Trends to Q1 2026

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: 61Q3 25: 68Q4 25: 74Q1 26: 7171Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q3 202568
Q4 202574
Q1 202671

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 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 25Q2 25: 24 bought or addedQ2 25: 16 cut or sold outQ3 25: 37 bought or addedQ3 25: 23 cut or sold outQ3 25Q4 25: 45 bought or addedQ4 25: 32 cut or sold outQ1 26: 32 bought or addedQ1 26: 33 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242527
Q3 20242024
Q4 20241822
Q1 20252619
Q2 20252416
Q3 20253723
Q4 20254532
Q1 20263233

Biggest buyers

MORGAN STANLEY Added +198,753+198.8k
FIRST TRUST ADVISORS LP Added +126,426+126.4k
WELLS FARGO & COMPANY/MN Added +45,002+45.0k
Savvy Advisors, Inc. New +42,717+42.7k
ENVESTNET ASSET MANAGEMENT INC New +38,499+38.5k
Cetera Investment Advisers Added +30,891+30.9k
Rareview Capital LLC Added +27,526+27.5k
Shulman DeMeo Asset Management LLC New +26,110+26.1k
Hamrick Investment Counsel, llc New +25,268+25.3k
Allspring Global Investments Holdings, LLC Added +22,123+22.1k

Biggest sellers

RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -702,554-702.6k
LPL Financial LLC Reduced -158,095-158.1k
SIT INVESTMENT ASSOCIATES INC Reduced -130,079-130.1k
Invesco Ltd. Reduced -83,839-83.8k
GUGGENHEIM CAPITAL LLC Reduced -56,093-56.1k
JANE STREET GROUP, LLC Reduced -55,403-55.4k
COHEN & STEERS, INC. Sold out -28,582-28.6k
RAYMOND JAMES FINANCIAL INC Reduced -26,306-26.3k
StoneX Group Inc. Sold out -23,837-23.8k
TrueMark Investments, LLC Sold out -20,000-20.0k

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 2026

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 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 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20240—0——
Q3 20240—0——
Q4 20241$1180——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 SIT INVESTMENT ASSOCIATES INC 1.06% of their portfolio Minneapolis, MN 4,920,1324.9m $52.0m $52.0m 1.06% Reduced -130.1k -130,079
2 Karpus Management, Inc. 0.61% of their portfolio Pittsford, NY 1,851,0521.9m $19.6m $19.6m 0.61% Reduced -10.6k -10,608
3 GUGGENHEIM CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 1,182,9191.2m $12.5m $12.5m 0.10% Reduced -56.1k -56,093
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 974,373974.4k $10.3m $10.3m 0.00% Added +198.8k +198,753
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 935,083935.1k $9.9m $9.9m 0.00% Reduced -26.3k -26,306
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 565,724565.7k $6.0m $6.0m 0.00% Reduced -158.1k -158,095
7 MELFA WEALTH MANAGEMENT, INC. 2.25% of their portfolio WESTBOROUGH, MA 370,302370.3k $3.9m $3.9m 2.25% Added +6.4k +6,369
8 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 323,215323.2k $3.4m $3.4m 0.00% Reduced -83.8k -83,839
9 1607 Capital Partners, LLC 0.21% of their portfolio Richmond, VA 277,822277.8k $2.9m $2.9m 0.21% Unchanged
10 Rock Point Advisors, LLC 0.77% of their portfolio BURLINGTON, VT 268,365268.4k $2.8m $2.8m 0.77% Added +18.3k +18,342
11 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 181,020181.0k $1.9m $1.9m 0.00% Added +126.4k +126,426
12 Rareview Capital LLC 1.10% of their portfolio LAS VEGAS, NV 159,882159.9k $1.9m $1.9m 1.10% Added +27.5k +27,526
13 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.08% of their portfolio WEST PALM BEACH, FL 154,493154.5k $1.6m $1.6m 0.08% Reduced -702.6k -702,554
14 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 147,457147.5k $1.6m $1.6m 0.00% Added +22.1k +22,123
15 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 132,363132.4k $1.4m $1.4m 0.00% Added +30.9k +30,891
16 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 110,547110.5k $1.2m $1.2m 0.01% Added +6.3k +6,262
17 RIVERBRIDGE PARTNERS LLC 0.03% of their portfolio MINNEAPOLIS, MN 108,500108.5k $1.1m $1.1m 0.03% Added +3.9k +3,938
18 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 100,656100.7k $1.1m $1.1m 0.00% Added +12.0k +12,000
19 Pavaki Capital Management LLC 0.47% of their portfolio PUEBLO, CO 63,81063.8k $674.5k $674.5k 0.47% Unchanged
20 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 58,57258.6k $619.1k $619.1k 0.00% Added +45.0k +45,002
21 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 56,94356.9k $601.9k $601.9k 0.00% Reduced -13.1k -13,090
22 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 51,77751.8k $547.3k $547.3k 0.00% Reduced -15.7k -15,683
23 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 47,28447.3k $507.4k $507.4k 0.01% Reduced -500 -500
24 Ethos Financial Group, LLC 0.04% of their portfolio KING OF PRUSSIA, PA 45,10845.1k $498.0k $498.0k 0.04% Unchanged
25 UBS Group AG 0.00% of their portfolio ZURICH, V8 44,67844.7k $472.2k $472.2k 0.00% Added +6.0k +6,038
26 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 43,42043.4k $458.9k $458.9k 0.01% Added +1.8k +1,830
27 Savvy Advisors, Inc. 0.01% of their portfolio NEW YORK, NY 42,71742.7k $451.5k $451.5k 0.01% New
28 Ramiah Investment Group 0.37% of their portfolio BROOKFIELD, WI 40,32140.3k $426.2k $426.2k 0.37% Reduced -1.0k -1,043
29 Noble Wealth Management PBC 0.21% of their portfolio GREENWOOD VILLAGE, CO 39,04539.0k $412.7k $412.7k 0.21% Reduced -5.2k -5,205
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 38,49938.5k $406.9k $406.9k 0.00% New
31 Virtus Investment Advisers, LLC 0.11% of their portfolio HARTFORD, CT 38,22938.2k $404.1k $404.1k 0.11% Reduced -7.5k -7,489
32 Vectors Research Management, LLC 0.11% of their portfolio New York, NY 36,62936.6k $387.2k $387.2k 0.11% Reduced -250 -250
33 Fortitude Advisory Group L.L.C. 0.14% of their portfolio GIG HARBOR, WA 28,87028.9k $305.2k $305.2k 0.14% Unchanged
34 Tolleson Wealth Management, Inc. 0.04% of their portfolio DALLAS, TX 28,48528.5k $301.1k $301.1k 0.04% Unchanged
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 28,47028.5k $301.0k $301.0k 0.00% Reduced -2.9k -2,869
36 Shulman DeMeo Asset Management LLC 0.06% of their portfolio LAKE SUCCESS, NY 26,11026.1k $276.0k $276.0k 0.06% New
37 Hamrick Investment Counsel, llc 0.15% of their portfolio SEATTLE, WA 25,26825.3k $267.1k $267.1k 0.15% New
38 COURIER CAPITAL LLC 0.01% of their portfolio BUFFALO, NY 24,65424.7k $260.6k $260.6k 0.01% Added +1 +1
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,02623.0k $243.4k $243.4k 0.00% Added +75 +75
40 Quadcap Wealth Management, LLC 0.03% of their portfolio Frisco, TX 22,68122.7k $239.7k $239.7k 0.03% Reduced -143 -143
41 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 22,10122.1k $233.6k $233.6k 0.00% Reduced -800 -800
42 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 21,98322.0k $232.4k $232.4k 0.00% Unchanged
43 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 21,50921.5k $227.3k $227.3k 0.00% Reduced -55.4k -55,403
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 20,14020.1k $212.9k $212.9k 0.00% Reduced -4.4k -4,367
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,87719.9k $210.0k $210.0k 0.00% Added +855 +855
46 CHOREO, LLC 0.00% of their portfolio ROCKFORD, IL 19,78319.8k $209.1k $209.1k 0.00% Unchanged
47 Aviance Capital Partners, LLC 0.02% of their portfolio NAPLES, FL 18,96719.0k $200.5k $200.5k 0.02% Added +533 +533
48 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 18,35218.4k $194.0k $194.0k 0.00% Added +459 +459
49 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 16,50316.5k $174.4k $174.4k 0.00% New
50 First Nebraska Trust Co 0.02% of their portfolio LINCOLN, NE 16,30316.3k $172.3k $172.3k 0.02% Added +750 +750
51 Meadow Creek Wealth Advisors LLC 0.11% of their portfolio ATLANTA, GA 15,57615.6k $164.6k $164.6k 0.11% Unchanged
52 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 13,89413.9k $146.9k $146.9k 0.00% Reduced -114 -114
53 ELCO Management Co., LLC 0.07% of their portfolio New York, NY 13,80013.8k $145.9k $145.9k 0.07% New
54 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 13,14113.1k $138.9k $138.9k 0.00% Reduced -800 -800
55 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 11,46811.5k $121.2k $121.2k 0.00% Reduced -333 -333
56 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 11,39211.4k $120.4k $120.4k 0.00% New
57 UHLMANN PRICE SECURITIES, LLC 0.01% of their portfolio SKOKIE, IL 11,01411.0k $116.4k $116.4k 0.01% Added +753 +753
58 Verdence Capital Advisors LLC 0.01% of their portfolio HUNT VALLEY, MD 10,29810.3k $108.9k $108.9k 0.01% Reduced -261 -261
59 MATAURO, LLC 0.02% of their portfolio NEW YORK, NY 10,22610.2k $108.1k $108.1k 0.02% New
60 DT Investment Partners, LLC 0.01% of their portfolio CHADDS FORD, PA 8,6138.6k $91.0k $91.0k 0.01% Unchanged
61 Sankala Group LLC 0.04% of their portfolio LYONS, CO 4,0964.1k $43.0k $43.0k 0.04% Unchanged
62 BDF-GESTION 0.01% of their portfolio PARIS, I0 4,0744.1k $39.2k $39.2k 0.01% Unchanged
63 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 3,7733.8k $39.9k $39.9k 0.00% Unchanged
64 WEBSTER BANK, N. A. 0.00% of their portfolio WATERBURY, CT 997997 $10.5k $10.5k 0.00% Unchanged
65 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 840840 $8.9k $8.9k 0.00% Added +840 +840
66 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 393393 $4.1k $4.1k 0.00% New
67 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 312312 $3.3k $3.3k 0.00% New
68 KERR FINANCIAL PLANNING Corp 0.00% of their portfolio FRESNO, CA 284284 $3.0k $3.0k 0.00% Added +2 +2
69 Godfrey Financial Associates, Inc. 0.00% of their portfolio GLENMONT, NY 108108 $1.1k $1.1k 0.00% Unchanged
70 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 8484 $889 $889 0.00% Unchanged
71 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 6666 $698 $698 0.00% Unchanged