Vault-13

BLACKROCK DEBT STRATEGIES FD DSU

COM NEW · Closed-End Fund · CUSIP 09255R202

87 institutional holders -4 vs Q4 2024
11,461,77811.5m shares reported held*
$121.4mreported value*
13 new 36 added 18 reduced 14 sold out net sold ≈ $1.4m (-289.4k 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 ≈ $10.59.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 101Q4 22: 104Q1 23: 100Q2 23: 89Q3 23: 87Q4 23: 82Q1 24: 83Q2 24: 76Q3 24: 86Q4 24: 91Q1 25: 8787Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022101
Q4 2022104
Q1 2023100
Q2 202389
Q3 202387
Q4 202382
Q1 202483
Q2 202476
Q3 202486
Q4 202491
Q1 202587

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q2 23: 35 bought or addedQ2 23: 40 cut or sold outQ3 23: 31 bought or addedQ3 23: 40 cut or sold outQ3 23Q4 23: 31 bought or addedQ4 23: 39 cut or sold outQ1 24: 35 bought or addedQ1 24: 32 cut or sold outQ1 24Q2 24: 30 bought or addedQ2 24: 37 cut or sold outQ3 24: 43 bought or addedQ3 24: 20 cut or sold outQ3 24Q4 24: 49 bought or addedQ4 24: 22 cut or sold outQ1 25: 49 bought or addedQ1 25: 32 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233540
Q3 20233140
Q4 20233139
Q1 20243532
Q2 20243037
Q3 20244320
Q4 20244922
Q1 20254932

Biggest buyers

MORGAN STANLEY Added +174,681+174.7k
GUGGENHEIM CAPITAL LLC Added +163,607+163.6k
Virtus Investment Advisers, LLC New +93,851+93.9k
Invesco Ltd. Added +89,515+89.5k
Ethos Financial Group, LLC New +89,404+89.4k
LPL Financial LLC Added +32,916+32.9k
KELLEHER FINANCIAL ADVISORS New +20,469+20.5k
Virtu Financial LLC New +19,454+19.5k
PNC Financial Services Group, Inc. Added +16,435+16.4k
J.W. COLE ADVISORS, INC. New +15,042+15.0k

Biggest sellers

Penserra Capital Management LLC Sold out -493,927-493.9k
Whipplewood Advisors, LLC Reduced -159,196-159.2k
WELLS FARGO & COMPANY/MN Reduced -99,246-99.2k
VIRTUS ADVISERS, LLC Sold out -70,013-70.0k
Advisors Asset Management, Inc. Reduced -67,134-67.1k
Janney Montgomery Scott LLC Sold out -52,254-52.3k
Compound Planning, Inc. Sold out -41,585-41.6k
READYSTATE ASSET MANAGEMENT LP Sold out -31,050-31.1k
Elevated Capital Advisors, LLC Reduced -30,456-30.5k
Focus Partners Wealth Sold out -22,102-22.1k

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
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 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$1080——
Q1 20250—0——

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 3,921,4333.9m $40.9m $40.9m 0.00% Added +174.7k +174,681
2 GUGGENHEIM CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 1,216,9911.2m $12.7m $12.7m 0.12% Added +163.6k +163,607
3 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 651,266651.3k $6.8m $6.8m 0.00% Added +89.5k +89,515
4 OAK HILL ADVISORS LP 1.32% of their portfolio New York, NY 597,004597.0k $6.2m $6.2m 1.32% Unchanged
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 552,974553.0k $5.8m $5.8m 0.00% Added +32.9k +32,916
6 Advisors Asset Management, Inc. 0.11% of their portfolio Monument, CO 542,622542.6k $5.7m $5.7m 0.11% Reduced -67.1k -67,134
7 Elevated Capital Advisors, LLC 1.21% of their portfolio SANDY, UT 413,571413.6k $4.3m $4.3m 1.21% Reduced -30.5k -30,456
8 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 346,626346.6k $3.6m $3.6m 0.00% Added +14.8k +14,840
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 255,962256.0k $2.7m $2.7m 0.00% Added +11.1k +11,071
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 249,457249.5k $2.6m $2.6m 0.00% Added +1.3k +1,322
11 GraniteShares Advisors LLC 1.62% of their portfolio NEW YORK, NY 244,095244.1k $2.5m $2.5m 1.62% Added +14.8k +14,790
12 Smith Asset Management Co., LLC 1.78% of their portfolio Chiefland, FL 180,905180.9k $1.9m $1.9m 1.78% Added +8.8k +8,840
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 177,116177.1k $1.8m $1.8m 0.00% Reduced -99.2k -99,246
14 Moloney Securities Asset Management, LLC 0.19% of their portfolio MANCHESTER, MO 136,541136.5k $1.4m $1.4m 0.19% Added +11.7k +11,655
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 122,590122.6k $1.3m $1.3m 0.00% Added +374 +374
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 110,286110.3k $1.2m $1.2m 0.00% Reduced -5.4k -5,434
17 Modern Wealth Management, LLC 0.03% of their portfolio KANSAS CITY, MO 99,62799.6k $1.0m $1.0m 0.03% Added +2.4k +2,432
18 MATRIX PRIVATE CAPITAL GROUP LLC 0.59% of their portfolio NEW YORK, NY 95,01495.0k $991.9k $991.9k 0.59% Reduced -1.9k -1,880
19 Virtus Investment Advisers, LLC 0.27% of their portfolio HARTFORD, CT 93,85193.9k $979.8k $979.8k 0.27% New
20 Ethos Financial Group, LLC 0.09% of their portfolio KING OF PRUSSIA, PA 89,40489.4k $933.4k $933.4k 0.09% New
21 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 84,37984.4k $880.9k $880.9k 0.01% Added +5.5k +5,530
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 80,91880.9k $844.8k $844.8k 0.00% Added +7.2k +7,226
23 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 73,05873.1k $762.7k $762.7k 0.07% Added +9.6k +9,589
24 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 71,30971.3k $744.5k $744.5k 0.00% Added +587 +587
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 69,94869.9k $730.0k $730.0k 0.00% Added +3.9k +3,879
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 60,07560.1k $627.2k $627.2k 0.00% Added +1.6k +1,624
27 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 60,07160.1k $627.1k $627.1k 0.00% Added +5.7k +5,718
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 51,51251.5k $537.8k $537.8k 0.00% Added +3.0k +3,040
29 MELFA WEALTH MANAGEMENT, INC. 0.35% of their portfolio WESTBOROUGH, MA 49,52749.5k $517.1k $517.1k 0.35% Unchanged
30 Capital Investment Advisors, LLC 0.01% of their portfolio ATLANTA, GA 48,64848.6k $507.9k $507.9k 0.01% Reduced -6.8k -6,823
31 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 42,46542.5k $443.3k $443.3k 0.00% Added +16.4k +16,435
32 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 34,88834.9k $364.2k $364.2k 0.00% Added +880 +880
33 Everstar Asset Management, LLC 0.24% of their portfolio MOORESVILLE, NC 34,68834.7k $362.1k $362.1k 0.24% Reduced -1.3k -1,286
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 34,55334.6k $360.7k $360.7k 0.00% Reduced -5.4k -5,419
35 Register Financial Advisors LLC 0.17% of their portfolio ATLANTA, GA 31,56031.6k $329.5k $329.5k 0.17% Added +5.2k +5,220
36 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 28,33828.3k $295.8k $295.8k 0.00% Added +73 +73
37 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 27,11927.1k $283.1k $283.1k 0.00% Added +2.6k +2,560
38 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 27,01127.0k $282.0k $282.0k 0.01% Reduced -367 -367
39 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 25,50025.5k $266.2k $266.2k 0.01% Unchanged
40 SeaCrest Wealth Management, LLC 0.03% of their portfolio PURCHASE, NY 24,54324.5k $256.2k $256.2k 0.03% Added +9.1k +9,144
41 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 24,43224.4k $255.0k $255.0k 0.01% Unchanged
42 Jackson Hole Capital Partners, LLC 0.05% of their portfolio TULSA, OK 21,90521.9k $228.7k $228.7k 0.05% Reduced -9.2k -9,200
43 KFA Private Wealth Group, LLC 0.08% of their portfolio Tysons, VA 21,19921.2k $221.3k $221.3k 0.08% Added +389 +389
44 Trek Financial, LLC 0.02% of their portfolio Scottsdale, AZ 20,75420.8k $216.7k $216.7k 0.02% Unchanged
45 KELLEHER FINANCIAL ADVISORS 0.09% of their portfolio NEW YORK, NY 20,46920.5k $213.3k $213.3k 0.09% New
46 Virtu Financial LLC 0.01% of their portfolio New York, NY 19,45419.5k $203.0k $203.0k 0.01% New
47 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 19,16919.2k $200.1k $200.1k 0.00% Added +29 +29
48 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.03% of their portfolio INDIANAPOLIS, IN 18,50418.5k $193.2k $193.2k 0.03% Added +505 +505
49 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 16,43316.4k $172.0k $172.0k 0.00% Reduced -3.5k -3,500
50 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 16,08416.1k $167.9k $167.9k 0.00% Added +5.8k +5,845
51 J.W. COLE ADVISORS, INC. 0.00% of their portfolio TAMPA, FL 15,04215.0k $157.0k $157.0k 0.00% New
52 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 14,46114.5k $151.0k $151.0k 0.00% Unchanged
53 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,21914.2k $148.0k $148.0k 0.00% Reduced -1.8k -1,823
54 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 12,92912.9k $135.0k $135.0k 0.01% Unchanged
55 Focused Wealth Management, Inc 0.02% of their portfolio Newburgh, NY 12,71212.7k $132.7k $132.7k 0.02% Added +235 +235
56 COMERICA BANK 0.00% of their portfolio DALLAS, TX 12,50012.5k $130.5k $130.5k 0.00% Reduced -2.0k -2,000
57 Astoria Portfolio Advisors LLC. 0.04% of their portfolio NEW YORK, NY 11,87911.9k $119.3k $119.3k 0.04% New
58 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 11,82011.8k $120.1k $120.1k 0.00% Unchanged
59 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 11,12711.1k $119.2k $119.2k 0.00% Added +1.0k +1,000
60 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% of their portfolio CONCORD, MA 10,51510.5k $110.6k $110.6k 0.02% Reduced -268 -268
61 Beaumont Asset Management, L.L.C. 0.07% of their portfolio BEAUMONT, TX 10,48210.5k $109.4k $109.4k 0.07% New
62 COHEN & STEERS, INC. 0.00% of their portfolio NEW YORK, NY 10,00010.0k $104.0k $104.0k 0.00% New
63 Darwin Wealth Management, LLC 0.04% of their portfolio TAMPA, FL 9,7769.8k $105.2k $105.2k 0.04% Unchanged
64 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 8,5998.6k $82.5k $82.5k 0.00% Reduced -1.8k -1,759
65 CKW FINANCIAL GROUP 0.01% of their portfolio HONOLULU, HI 7,7117.7k $80.0k $80.0k 0.01% Unchanged
66 GPS Wealth Strategies Group, LLC 0.01% of their portfolio CENTENNIAL, CO 7,1167.1k $74.3k $74.3k 0.01% Unchanged
67 Cape Investment Advisory, Inc. 0.02% of their portfolio MCDONOUGH, GA 5,6005.6k $58.5k $58.5k 0.02% Added +2.3k +2,300
68 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,9094.9k $51.2k $51.2k 0.00% Added +52 +52
69 N.E.W. Advisory Services LLC 0.00% of their portfolio DE PERE, WI 2,1212.1k $22.1k $22.1k 0.00% New
70 Creekmur Asset Management LLC 0.00% of their portfolio MORTON, IL 1,8191.8k $19.0k $19.0k 0.00% Added +1.8k +1,806
71 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,7581.8k $18.4k $18.4k 0.00% New
72 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,5001.5k $15.7k $15.7k 0.00% Reduced -1.4k -1,400
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,2021.2k $13.0k $13.0k 0.00% Reduced -260 -260
74 Financial Gravity Asset Management, Inc. 0.00% of their portfolio Lakeway, TX 1,0051.0k $10.5k $10.5k 0.00% First filing
75 Fourth Dimension Wealth, LLC 0.00% of their portfolio MIDDLEBURG HEIGHTS, OH 970970 $10.1k $10.1k 0.00% Unchanged
76 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 965965 $10.1k $10.1k 0.00% Unchanged
77 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 786786 $8.2k $8.2k 0.00% Unchanged
78 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 485485 $5.1k $5.1k 0.00% New
79 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 469469 $4.9k $4.9k 0.00% Unchanged
80 Kiker Wealth Management, LLC 0.00% of their portfolio JASPER, GA 433433 $4.5k $4.5k 0.00% New
81 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 333333 $3.5k $3.5k 0.00% Unchanged
82 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 330330 $3.4k $3.4k 0.00% Unchanged
83 Caldwell Trust Co 0.00% of their portfolio Venice, FL 275275 $2.9k $2.9k 0.00% Unchanged
84 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 5252 $538 $538 0.00% Added +2 +2
85 Whipplewood Advisors, LLC 1.00% of their portfolio LITTLETON, CO 2929 $1.7m $1.7m 1.00% Reduced -159.2k -159,196
86 Avenir Tech Ltd 0.00% of their portfolio CENTRAL, HONG KONG, K3 11 $10 $10 0.00% New
87 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged