Vault-13

BLACKROCK DEBT STRATEGIES FD DSU

COM NEW · Closed-End Fund · CUSIP 09255R202

89 institutional holders -11 vs Q1 2023
13,083,12713.1m shares reported held*
$128.6mreported value*
4 new 31 added 25 reduced 15 sold out net sold ≈ $6.6m (-717.4k 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 ≈ $9.83.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 104Q1 23: 100Q2 23: 8989Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022101
Q4 2022104
Q1 2023100
Q2 202389

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 23Q2 23: 35 bought or addedQ2 23: 40 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224140
Q1 20234638
Q2 20233540

Biggest buyers

Strategic Wealth Partners, Ltd. New +112,802+112.8k
Alpine Global Management, LLC New +92,192+92.2k
Advisors Asset Management, Inc. Added +73,411+73.4k
GUGGENHEIM CAPITAL LLC Added +70,503+70.5k
LAZARD ASSET MANAGEMENT LLC Added +47,672+47.7k
Allspring Global Investments Holdings, LLC Added +44,700+44.7k
LPL Financial LLC Added +32,559+32.6k
Thrivent Financial for Lutherans Added +22,190+22.2k
Moloney Securities Asset Management, LLC Added +18,784+18.8k
Walleye Capital LLC Added +16,180+16.2k

Biggest sellers

MORGAN STANLEY Reduced -424,017-424.0k
Foundations Investment Advisors, LLC Sold out -208,132-208.1k
KFA Private Wealth Group, LLC Reduced -139,336-139.3k
RIVERNORTH CAPITAL MANAGEMENT, LLC Sold out -110,561-110.6k
Elevated Capital Advisors, LLC Reduced -110,308-110.3k
OTA Financial Group L.P. Sold out -33,221-33.2k
AEGON USA Investment Management, LLC Reduced -33,144-33.1k
MATRIX PRIVATE CAPITAL GROUP LLC Reduced -30,255-30.3k
Shaker Financial Services, LLC Reduced -29,340-29.3k
Cambridge Investment Research Advisors, Inc. Reduced -17,036-17.0k

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
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 Q2 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 Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,288,2844.3m $42.0m $42.0m 0.00% Reduced -424.0k -424,017
2 GUGGENHEIM CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 1,009,8711.0m $9.9m $9.9m 0.08% Added +70.5k +70,503
3 Advisors Asset Management, Inc. 0.17% of their portfolio Monument, CO 850,417850.4k $8.3m $8.3m 0.17% Added +73.4k +73,411
4 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 727,186727.2k $7.1m $7.1m 0.00% Reduced -15.9k -15,932
5 OAK HILL ADVISORS LP 0.52% of their portfolio New York, NY 648,048648.0k $6.3m $6.3m 0.52% Unchanged
6 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 621,684621.7k $6.1m $6.1m 0.01% Added +44.7k +44,700
7 Elevated Capital Advisors, LLC 1.42% of their portfolio SANDY, UT 437,131437.1k $4.3m $4.3m 1.42% Reduced -110.3k -110,308
8 Shaker Financial Services, LLC 1.75% of their portfolio Arlington, VA 409,610409.6k $4.0m $4.0m 1.75% Reduced -29.3k -29,340
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 368,460368.5k $3.6m $3.6m 0.00% Added +32.6k +32,559
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 348,572348.6k $3.4m $3.4m 0.00% Reduced -782 -782
11 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.22% of their portfolio London, X0 282,886282.9k $2.8m $2.8m 0.22% Unchanged
12 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 214,322214.3k $2.1m $2.1m 0.00% Added +3.2k +3,172
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 193,532193.5k $1.9m $1.9m 0.00% Reduced -3.5k -3,494
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 167,059167.1k $1.6m $1.6m 0.00% Added +2.4k +2,437
15 GraniteShares Advisors LLC 1.31% of their portfolio NEW YORK, NY 148,470148.5k $1.5m $1.5m 1.31% Reduced -1.6k -1,579
16 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 142,603142.6k $1.4m $1.4m 0.00% Unchanged
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 132,197132.2k $1.3m $1.3m 0.00% Reduced -15.0k -15,026
18 MATRIX PRIVATE CAPITAL GROUP LLC 0.84% of their portfolio NEW YORK, NY 117,854117.9k $1.2m $1.2m 0.84% Reduced -30.3k -30,255
19 Strategic Wealth Partners, Ltd. 0.14% of their portfolio INDEPENDENCE, OH 112,802112.8k $1.1m $1.1m 0.14% New
20 AQR Arbitrage LLC 0.05% of their portfolio Greenwich, CT 111,402111.4k $1.1m $1.1m 0.05% Added +5.9k +5,913
21 KFA Private Wealth Group, LLC 0.44% of their portfolio Tysons, VA 108,964109.0k $1.1m $1.1m 0.44% Reduced -139.3k -139,336
22 Congress Park Capital LLC 0.57% of their portfolio SARATOGA SPRINGS, NY 104,710104.7k $1.0m $1.0m 0.57% Added +2.5k +2,500
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 104,320104.3k $1.0m $1.0m 0.00% Added +10.6k +10,612
24 Alpine Global Management, LLC 0.13% of their portfolio NEW YORK, NY 92,19292.2k $902.6k $902.6k 0.13% New
25 Wealth Management Solutions, LLC 0.47% of their portfolio EXTON, PA 74,18574.2k $726.3k $726.3k 0.47% Reduced -10.3k -10,333
26 Capital Investment Advisors, LLC 0.02% of their portfolio ATLANTA, GA 65,66965.7k $642.9k $642.9k 0.02% Reduced -1.8k -1,849
27 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 64,39764.4k $630.4k $630.4k 0.00% Reduced -7.8k -7,797
28 RIVERBRIDGE PARTNERS LLC 0.01% of their portfolio MINNEAPOLIS, MN 59,05259.1k $578.1k $578.1k 0.01% Reduced -4.6k -4,620
29 MELFA WEALTH MANAGEMENT, INC. 0.55% of their portfolio WESTBOROUGH, MA 55,88955.9k $547.2k $547.2k 0.55% Added +1.1k +1,148
30 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 53,83853.8k $527.1k $527.1k 0.01% Added +16.2k +16,180
31 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 53,30053.3k $522.0k $522.0k 0.00% Added +22.2k +22,190
32 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 51,84751.8k $507.6k $507.6k 0.00% Added +2.3k +2,339
33 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 51,28651.3k $502.0k $502.0k 0.00% Added +47.7k +47,672
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 47,49847.5k $465.0k $465.0k 0.00% Added +5.6k +5,564
35 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 46,43846.4k $455.0k $455.0k 0.00% Added +278 +278
36 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 43,38343.4k $424.7k $424.7k 0.00% Added +8.4k +8,386
37 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 41,54441.5k $406.7k $406.7k 0.00% Added +800 +800
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 39,71739.7k $388.8k $388.8k 0.00% Reduced -4.7k -4,657
39 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 39,51139.5k $387.0k $387.0k 0.02% Unchanged
40 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 38,15938.2k $373.6k $373.6k 0.00% Reduced -4.0k -3,960
41 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,75533.8k $330.0k $330.0k 0.00% Added +67 +67
42 AEGON USA Investment Management, LLC 0.19% of their portfolio CEDAR RAPIDS, IA 33,14433.1k $324.5k $324.5k 0.19% Reduced -33.1k -33,144
43 Moloney Securities Asset Management, LLC 0.05% of their portfolio MANCHESTER, MO 31,09931.1k $304.5k $304.5k 0.05% Added +18.8k +18,784
44 VIRTUS ADVISERS, LLC 0.17% of their portfolio HARTFORD, CT 29,13629.1k $285.2k $285.2k 0.17% Reduced -4.8k -4,754
45 Laidlaw Wealth Management LLC 0.06% of their portfolio NEW YORK CITY, NY 28,78928.8k $281.8k $281.8k 0.06% Added +747 +747
46 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 28,74128.7k $281.4k $281.4k 0.00% Reduced -1.6k -1,607
47 Round Rock Advisors LLC 0.10% of their portfolio WILTON, CT 28,64828.6k $280.5k $280.5k 0.10% Unchanged
48 Dorsey & Whitney Trust CO LLC 0.02% of their portfolio SIOUX FALLS, SD 25,84025.8k $253.0k $253.0k 0.02% Unchanged
49 Westchester Capital Management, LLC 0.01% of their portfolio VALHALLA, NY 25,08625.1k $245.6k $245.6k 0.01% Unchanged
50 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 24,43224.4k $239.0k $239.0k 0.01% Added +4.6k +4,566
51 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 23,61923.6k $231.2k $231.2k 0.00% Added +200 +200
52 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 21,46221.5k $210.1k $210.1k 0.00% Reduced -1.2k -1,221
53 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 20,83320.8k $204.0k $204.0k 0.02% Unchanged
54 SFMG, LLC 0.02% of their portfolio PLANO, TX 18,70818.7k $183.2k $183.2k 0.02% Unchanged
55 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,84317.8k $174.7k $174.7k 0.00% Added +4.0k +4,026
56 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,54917.5k $171.8k $171.8k 0.00% Added +816 +816
57 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 17,31517.3k $169.5k $169.5k 0.00% Unchanged
58 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,27517.3k $169.0k $169.0k 0.00% Reduced -17.0k -17,036
59 RAYMOND JAMES TRUST N.A. 0.00% of their portfolio ST. PETERSBURG, FL 15,31115.3k $150.0k $150.0k 0.00% Unchanged
60 Focused Wealth Management, Inc 0.02% of their portfolio Newburgh, NY 13,38813.4k $131.1k $131.1k 0.02% Added +78 +78
61 SeaCrest Wealth Management, LLC 0.02% of their portfolio PURCHASE, NY 12,45212.5k $121.9k $121.9k 0.02% Added +1.1k +1,111
62 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11,82011.8k $115.7k $115.7k 0.00% Unchanged
63 FourThought Financial Partners, LLC 0.02% of their portfolio VENICE, FL 11,74511.7k $115.0k $115.0k 0.02% Reduced -6.3k -6,320
64 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 10,18310.2k $99.7k $99.7k 0.00% Added +3.0k +3,046
65 CKW FINANCIAL GROUP 0.01% of their portfolio HONOLULU, HI 9,5189.5k $93.0k $93.0k 0.01% Unchanged
66 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 7,4487.4k $72.9k $72.9k 0.01% Reduced -1.1k -1,099
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,5794.6k $44.8k $44.8k 0.00% Added +443 +443
68 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,3344.3k $42.4k $42.4k 0.00% Reduced -3.8k -3,806
69 Elequin Capital, LP 0.02% of their portfolio NEW YORK, NY 4,0944.1k $40.1k $40.1k 0.02% Reduced -813 -813
70 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 3,0283.0k $29.6k $29.6k 0.00% Added +10 +10
71 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 2,6662.7k $26.1k $26.1k 0.00% Unchanged
72 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,0092.0k $20.0k $20.0k 0.00% Added +60 +60
73 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.01% of their portfolio FLINT, MI 2,0002.0k $19.6k $19.6k 0.01% Unchanged
74 McIlrath & Eck, LLC 0.00% of their portfolio ARLINGTON, WA 1,2991.3k $12.7k $12.7k 0.00% Unchanged
75 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,0881.1k $10.7k $10.7k 0.00% Unchanged
76 Sugarloaf Wealth Management, LLC 0.00% of their portfolio DULUTH, GA 955955 $9.3k $9.3k 0.00% Unchanged
77 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 938938 $9.9k $9.9k 0.00% New
78 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 843843 $8.3k $8.3k 0.00% Unchanged
79 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 550550 $5.4k $5.4k 0.00% Unchanged
80 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 506506 $5.0k $5.0k 0.00% Unchanged
81 Washington Trust Advisors, Inc. 0.00% of their portfolio WELLESLEY, MA 500500 $4.9k $4.9k 0.00% Unchanged
82 Cape Investment Advisory, Inc. 0.00% of their portfolio MCDONOUGH, GA 500500 $4.9k $4.9k 0.00% Unchanged
83 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 333333 $3.3k $3.3k 0.00% Unchanged
84 Caldwell Trust Co 0.00% of their portfolio Venice, FL 275275 $2.7k $2.7k 0.00% Unchanged
85 AMERICAN NATIONAL BANK & TRUST 0.00% of their portfolio WICHITA FALLS, TX 250250 $2.4k $2.4k 0.00% New
86 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 160160 $1.6k $1.6k 0.00% Unchanged
87 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 4545 $441 $441 0.00% Unchanged
88 Bramshill Investments, LLC 0.00% of their portfolio NAPLES, FL 3333 $323 $323 0.00% Unchanged
89 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged