Vault-13

BLACKROCK DEBT STRATEGIES FD DSU

COM NEW · Closed-End Fund · CUSIP 09255R202

100 institutional holders -4 vs Q4 2022
13,800,50713.8m shares reported held*
$131.3mreported value*
10 new 36 added 24 reduced 14 sold out net bought ≈ $3.6m (+374.8k 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 ≈ $9.51.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 104Q1 23: 100100Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022101
Q4 2022104
Q1 2023100

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q4 22: 41 bought or addedQ4 22: 40 cut or sold outQ4 22Q1 23: 46 bought or addedQ1 23: 38 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224140
Q1 20234638

Biggest buyers

Allspring Global Investments Holdings, LLC Added +355,374+355.4k
Raymond James Financial Services Advisors, Inc. Added +180,003+180.0k
GraniteShares Advisors LLC New +150,049+150.0k
Advisors Asset Management, Inc. Added +149,904+149.9k
KFA Private Wealth Group, LLC Added +61,489+61.5k
WELLS FARGO & COMPANY/MN Added +57,678+57.7k
Shaker Financial Services, LLC Added +47,383+47.4k
ROYAL BANK OF CANADA Added +46,891+46.9k
OTA Financial Group L.P. New +33,221+33.2k
BANK OF AMERICA CORP /DE/ Added +27,628+27.6k

Biggest sellers

GUGGENHEIM CAPITAL LLC Reduced -264,449-264.4k
RIVERNORTH CAPITAL MANAGEMENT, LLC Reduced -157,882-157.9k
Sowell Financial Services LLC Reduced -99,975-100.0k
Logan Stone Capital, LLC Sold out -90,577-90.6k
MORGAN STANLEY Reduced -90,016-90.0k
Pekin Hardy Strauss, Inc. Sold out -34,558-34.6k
UBS Group AG Reduced -28,307-28.3k
JANE STREET GROUP, LLC Sold out -23,039-23.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -16,248-16.2k
MATRIX PRIVATE CAPITAL GROUP LLC Reduced -12,861-12.9k

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
FIRST TRUST PORTFOLIOS LP 13G · institution new · filed 2026-04-27 5.2% new 3.3m≈ $31.7m 2026-04-27

Insider purchases and sales in Q1 2023

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 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,712,3014.7m $44.8m $44.8m 0.00% Reduced -90.0k -90,016
2 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 939,368939.4k $8.9m $8.9m 0.08% Reduced -264.4k -264,449
3 Advisors Asset Management, Inc. 0.15% of their portfolio Monument, CO 777,006777.0k $7.4m $7.4m 0.15% Added +149.9k +149,904
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 743,118743.1k $7.1m $7.1m 0.00% Reduced -1.6k -1,582
5 OAK HILL ADVISORS LP 0.45% of their portfolio New York, NY 648,048648.0k $6.2m $6.2m 0.45% Unchanged
6 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 576,984577.0k $5.5m $5.5m 0.01% Added +355.4k +355,374
7 Elevated Capital Advisors, LLC 1.87% of their portfolio SANDY, UT 547,439547.4k $5.2m $5.2m 1.87% Added +2.9k +2,873
8 Shaker Financial Services, LLC 1.82% of their portfolio Arlington, VA 438,950438.9k $4.2m $4.2m 1.82% Added +47.4k +47,383
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 349,354349.4k $3.3m $3.3m 0.00% Added +27.6k +27,628
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 335,901335.9k $3.2m $3.2m 0.00% Added +4.0k +3,979
11 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.21% of their portfolio London, X0 282,886282.9k $2.7m $2.7m 0.21% Added +18.0k +18,047
12 KFA Private Wealth Group, LLC 1.08% of their portfolio Tysons, VA 248,300248.3k $2.4m $2.4m 1.08% Added +61.5k +61,489
13 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 211,150211.2k $2.0m $2.0m 0.00% Added +180.0k +180,003
14 Foundations Investment Advisors, LLC 0.07% of their portfolio PHOENIX, AZ 208,132208.1k $2.0m $2.0m 0.07% Added +14.8k +14,798
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 197,026197.0k $1.9m $1.9m 0.00% Added +46.9k +46,891
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 164,622164.6k $1.6m $1.6m 0.00% Reduced -235 -235
17 GraniteShares Advisors LLC 1.26% of their portfolio NEW YORK, NY 150,049150.0k $1.4m $1.4m 1.26% New
18 MATRIX PRIVATE CAPITAL GROUP LLC 0.98% of their portfolio NEW YORK, NY 148,109148.1k $1.4m $1.4m 0.98% Reduced -12.9k -12,861
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 147,223147.2k $1.4m $1.4m 0.00% Reduced -28.3k -28,307
20 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 142,603142.6k $1.4m $1.4m 0.00% Unchanged
21 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.05% of their portfolio WEST PALM BEACH, FL 110,561110.6k $1.1m $1.1m 0.05% Reduced -157.9k -157,882
22 AQR Arbitrage LLC 0.03% of their portfolio Greenwich, CT 105,489105.5k $1.0m $1.0m 0.03% Added +6.3k +6,310
23 Congress Park Capital LLC 0.58% of their portfolio SARATOGA SPRINGS, NY 102,210102.2k $972.0k $972.0k 0.58% Added +5.0k +5,000
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 93,70893.7k $891.2k $891.2k 0.00% Added +57.7k +57,678
25 Wealth Management Solutions, LLC 0.46% of their portfolio EXTON, PA 84,51884.5k $803.8k $803.8k 0.46% Added +10.9k +10,918
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 72,19472.2k $686.6k $686.6k 0.00% Added +21.5k +21,496
27 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 67,51867.5k $642.1k $642.1k 0.02% Reduced -3.6k -3,610
28 AEGON USA Investment Management, LLC 0.18% of their portfolio CEDAR RAPIDS, IA 66,28866.3k $630.4k $630.4k 0.18% Unchanged
29 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 63,67263.7k $605.5k $605.5k 0.01% Added +1.3k +1,333
30 MELFA WEALTH MANAGEMENT, INC. 0.52% of their portfolio WESTBOROUGH, MA 54,74154.7k $520.6k $520.6k 0.52% Reduced -5.5k -5,503
31 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 49,50849.5k $470.8k $470.8k 0.00% Added +10.9k +10,929
32 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 46,16046.2k $439.0k $439.0k 0.00% Added +1.3k +1,300
33 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 44,37444.4k $422.0k $422.0k 0.00% Added +8.1k +8,110
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,11942.1k $400.6k $400.6k 0.00% Added +9.1k +9,068
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 41,93441.9k $398.8k $398.8k 0.00% Reduced -1.6k -1,616
36 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 40,74440.7k $391.4k $391.4k 0.00% Added +900 +900
37 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 39,51139.5k $376.0k $376.0k 0.03% Reduced -100.0k -99,975
38 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 37,65837.7k $358.1k $358.1k 0.01% Added +16.7k +16,654
39 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 34,99735.0k $332.8k $332.8k 0.00% Added +1 +1
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 34,31134.3k $326.0k $326.0k 0.00% Reduced -6.3k -6,283
41 VIRTUS ADVISERS, LLC 0.18% of their portfolio HARTFORD, CT 33,89033.9k $322.3k $322.3k 0.18% Added +469 +469
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,68833.7k $320.0k $320.0k 0.00% Reduced -814 -814
43 OTA Financial Group L.P. 0.30% of their portfolio PURCHASE, NY 33,22133.2k $315.0k $315.0k 0.30% New
44 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 31,11031.1k $296.0k $296.0k 0.00% Added +11.4k +11,380
45 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 30,34830.3k $288.6k $288.6k 0.00% Reduced -369 -369
46 Round Rock Advisors LLC 0.10% of their portfolio WILTON, CT 28,64828.6k $272.4k $272.4k 0.10% Reduced -10.9k -10,913
47 Laidlaw Wealth Management LLC 0.05% of their portfolio NEW YORK CITY, NY 28,04228.0k $266.7k $266.7k 0.05% Added +383 +383
48 Dorsey & Whitney Trust CO LLC 0.02% of their portfolio SIOUX FALLS, SD 25,84025.8k $245.7k $245.7k 0.02% Unchanged
49 Westchester Capital Management, LLC 0.01% of their portfolio VALHALLA, NY 25,08625.1k $238.6k $238.6k 0.01% Unchanged
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,41923.4k $222.7k $222.7k 0.00% Added +400 +400
51 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 22,68322.7k $215.7k $215.7k 0.00% Added +1.3k +1,268
52 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 20,83320.8k $198.1k $198.1k 0.02% Unchanged
53 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 19,86619.9k $189.0k $189.0k 0.01% Reduced -679 -679
54 SFMG, LLC 0.02% of their portfolio PLANO, TX 18,70818.7k $177.9k $177.9k 0.02% Unchanged
55 FourThought Financial Partners, LLC 0.02% of their portfolio VENICE, FL 18,06518.1k $171.8k $171.8k 0.02% Reduced -2.0k -2,015
56 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 17,31517.3k $164.7k $164.7k 0.00% Unchanged
57 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,73316.7k $159.1k $159.1k 0.00% Reduced -2.2k -2,215
58 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 15,31115.3k $146.0k $146.0k 0.00% Unchanged
59 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 13,81713.8k $131.4k $131.4k 0.00% Reduced -166 -166
60 Focused Wealth Management, Inc 0.03% of their portfolio Newburgh, NY 13,31013.3k $126.6k $126.6k 0.03% Added +2.5k +2,503
61 Moloney Securities Asset Management, LLC 0.02% of their portfolio MANCHESTER, MO 12,31512.3k $117.1k $117.1k 0.02% New
62 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11,82011.8k $112.4k $112.4k 0.00% Unchanged
63 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.01% of their portfolio Englewood, NJ 11,56911.6k $110.0k $110.0k 0.01% Reduced -11.2k -11,163
64 SeaCrest Wealth Management, LLC 0.01% of their portfolio PURCHASE, NY 11,34111.3k $107.9k $107.9k 0.01% Reduced -1.3k -1,331
65 Darwin Wealth Management, LLC 0.03% of their portfolio TAMPA, FL 10,93510.9k $104.2k $104.2k 0.03% Unchanged
66 Linscomb Wealth, Inc. 0.01% of their portfolio Houston, TX 10,68810.7k $101.6k $101.6k 0.01% Added +324 +324
67 CKW FINANCIAL GROUP 0.01% of their portfolio HONOLULU, HI 9,5189.5k $91.0k $91.0k 0.01% Unchanged
68 GPS Wealth Strategies Group, LLC 0.02% of their portfolio CENTENNIAL, CO 8,5478.5k $81.3k $81.3k 0.02% New
69 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,1408.1k $77.0k $77.0k 0.00% New
70 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 7,1377.1k $67.9k $67.9k 0.00% Added +5.5k +5,538
71 Elequin Capital, LP 0.03% of their portfolio NEW YORK, NY 4,9074.9k $46.7k $46.7k 0.03% Reduced -1.6k -1,594
72 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,1364.1k $39.3k $39.3k 0.00% Added +36 +36
73 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 3,6143.6k $34.0k $34.0k 0.00% Unchanged
74 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,0183.0k $28.7k $28.7k 0.00% Added +912 +912
75 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 2,6662.7k $25.4k $25.4k 0.00% Unchanged
76 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio FLINT, MI 2,0002.0k $19.0k $19.0k 0.01% New
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,9491.9k $19.0k $19.0k 0.00% Reduced -55 -55
78 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 1,2991.3k $12.4k $12.4k 0.00% Reduced -1.6k -1,614
79 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,0881.1k $10.3k $10.3k 0.00% Unchanged
80 Accel Wealth Management 0.00% of their portfolio WAVERLY, IA 1,0001.0k $9.5k $9.5k 0.00% Unchanged
81 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 955955 $9.1k $9.1k 0.00% Unchanged
82 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 843843 $8.0k $8.0k 0.00% Unchanged
83 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 550550 $5.2k $5.2k 0.00% Unchanged
84 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 506506 $4.8k $4.8k 0.00% Unchanged
85 Washington Trust Advisors, Inc. 0.00% of their portfolio WELLESLEY, MA 500500 $4.8k $4.8k 0.00% Unchanged
86 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 500500 $4.8k $4.8k 0.00% First filing
87 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 333333 $3.2k $3.2k 0.00% Unchanged
88 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 300300 $2.9k $2.9k 0.00% New
89 Caldwell Trust Co 0.00% of their portfolio Venice, FL 275275 $2.6k $2.6k 0.00% Unchanged
90 BDO Wealth Advisors, LLC 0.00% of their portfolio JACKSONVILLE, FL 269269 $2.6k $2.6k 0.00% New
91 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 243243 $2.3k $2.3k 0.00% Unchanged
92 Antonetti Capital Management LLC 0.00% of their portfolio NAPLES, FL 166166 $1.6k $1.6k 0.00% Unchanged
93 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 160160 $1.5k $1.5k 0.00% Unchanged
94 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 4545 $428 $428 0.00% Unchanged
95 Bramshill Investments, LLC 0.00% of their portfolio NAPLES, FL 3333 $314 $314 0.00% Unchanged
96 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2020 $0 $0 0.00% Added +11 +11
97 CENTRAL TRUST Co 0.00% of their portfolio JEFFERSON CITY, MO 1818 $171 $171 0.00% Added +1 +1
98 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 77 $78 $78 0.00% New
99 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 11 $10 $10 0.00% New
100 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged