BLACKROCK MULTI SECTOR INC T BIT
COM · Closed-End Fund · CUSIP 09258A107
74
institutional holders
-7 vs Q1 2025
7.3m
shares reported held*
$107.7mreported value*
8 new
24 added
22 reduced
16 sold out
net bought ≈ $1.5m (+99.6k 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 ≈ $14.66.
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 78 |
| Q4 2022 | 83 |
| Q1 2023 | 70 |
| Q2 2023 | 74 |
| Q3 2023 | 78 |
| Q4 2023 | 80 |
| Q1 2024 | 77 |
| Q2 2024 | 81 |
| Q3 2024 | 80 |
| Q4 2024 | 88 |
| Q1 2025 | 81 |
| Q2 2025 | 74 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 33 | 26 |
| Q4 2023 | 27 | 38 |
| Q1 2024 | 34 | 31 |
| Q2 2024 | 39 | 24 |
| Q3 2024 | 38 | 27 |
| Q4 2024 | 38 | 33 |
| Q1 2025 | 37 | 37 |
| Q2 2025 | 32 | 38 |
Biggest buyers
| LPL Financial LLC | Added | +215.4k |
| ROYAL BANK OF CANADA | Added | +206.6k |
| Bank of New York Mellon Corp | New | +132.3k |
| GUGGENHEIM CAPITAL LLC | Added | +107.9k |
| Rockefeller Capital Management L.P. | Added | +51.5k |
| Pekin Hardy Strauss, Inc. | Added | +46.1k |
| WCG Wealth Advisors LLC | New | +29.4k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +24.5k |
| Mariner, LLC | Added | +21.7k |
| GWN SECURITIES INC. | New | +14.6k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -177.0k |
| Atria Wealth Solutions, Inc. | Sold out | -114.8k |
| U.S. Capital Wealth Advisors, LLC | Sold out | -105.4k |
| MORGAN STANLEY | Reduced | -65.1k |
| Cyndeo Wealth Partners, LLC | Reduced | -65.1k |
| Cambridge Investment Research Advisors, Inc. | Reduced | -53.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold out | -45.4k |
| READYSTATE ASSET MANAGEMENT LP | Sold out | -39.3k |
| RAYMOND JAMES FINANCIAL INC | Reduced | -32.6k |
| Shaker Financial Services, LLC | Sold out | -30.3k |
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.
| Holder | Stake |
|---|---|
| SIT INVESTMENT ASSOCIATES INC 13G · institution new · filed 2025-10-02 | 8.9% |
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
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 1 | $148 | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $18.8m | Reduced -65.1k |
| Cyndeo Wealth Partners, LLC 0.58% of their portfolio | 668.8k $9.8m | Reduced -65.1k |
| LPL Financial LLC 0.00% of their portfolio | 514.7k $7.5m | Added +215.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 436.0k $6.4m | Reduced -177.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 434.9k $6.3m | Added +206.6k |
| Invesco Ltd. 0.00% of their portfolio | 351.5k $5.1m | Reduced -3.5k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 344.5k $5.0m | Reduced -32.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 291.0k $4.2m | Added +24.5k |
| UBS Group AG 0.00% of their portfolio | 280.7k $4.1m | Reduced -573 |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 271.4k $4.0m | Added +107.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 216.5k $3.2m | Reduced -4.3k |
| GraniteShares Advisors LLC 1.72% of their portfolio | 191.6k $2.8m | Added +12.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 152.8k $2.2m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 132.3k $1.9m | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 119.6k $1.7m | Reduced -4.1k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 116.8k $1.7m | Added +8.7k |
| Mariner, LLC 0.00% of their portfolio | 103.7k $1.5m | Added +21.7k |
| Steward Partners Investment Advisory, LLC 0.01% of their portfolio | 100.2k $1.5m | Added +11.9k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 93.0k $1.4m | Added +51.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 89.1k $1.3m | Reduced -13.9k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 84.4k $1.2m | Added +1.7k |
| EVOKE WEALTH, LLC 0.03% of their portfolio | 79.5k $1.2m | Unchanged |
| E&G Advisors, LLC 0.30% of their portfolio | 78.4k $1.1m | Reduced -1.1k |
| Pekin Hardy Strauss, Inc. 0.12% of their portfolio | 70.4k $1.0m | Added +46.1k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 67.7k $989.0k | Reduced -53.4k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 65.5k $956.0k | Added +6.8k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 61.5k $897.6k | Added +4.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 59.4k $867.9k | Added +1.9k |
| Private Advisor Group, LLC 0.00% of their portfolio | 54.1k $789.3k | Reduced -11.2k |
| Cerity Partners LLC 0.00% of their portfolio | 53.2k $776.8k | Added +6 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 33.7k $492.0k | Added +1.3k |
| Ramiah Investment Group 0.52% of their portfolio | 33.1k $483.7k | Reduced -1.1k |
| Snowden Capital Advisors LLC 0.01% of their portfolio | 29.7k $433.4k | Reduced -630 |
| WCG Wealth Advisors LLC 0.03% of their portfolio | 29.4k $428.9k | New |
| DAVENPORT & Co LLC 0.00% of their portfolio | 29.3k $428.4k | Reduced -2.9k |
| Elm3 Financial Group, LLC 0.33% of their portfolio | 27.3k $398.0k | Added +1.7k |
| Semus Wealth Partners LLC 0.25% of their portfolio | 26.1k $381.3k | Reduced -1.2k |
| Advisory Services Network, LLC 0.01% of their portfolio | 21.5k $315.2k | Reduced -1.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 18.3k $267.3k | Added +226 |
| First Citizens Financial Corp 0.13% of their portfolio | 15.6k $227.8k | Unchanged |
| INDEPENDENT FINANCIAL GROUP, LLC 0.01% of their portfolio | 15.4k $225.2k | Unchanged |
| GWN SECURITIES INC. 0.04% of their portfolio | 14.6k $213.5k | New |
| WEDBUSH SECURITIES INC 0.01% of their portfolio | 14.5k $212.0k | New |
| Stratos Wealth Partners, LTD. 0.00% of their portfolio | 14.4k $210.0k | New |
| Walkner Condon Financial Advisors LLC 0.04% of their portfolio | 14.2k $207.9k | Unchanged |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 14.1k $205.4k | Added +1.8k |
| &PARTNERS 0.00% of their portfolio | 13.1k $191.4k | Added +812 |
| HighTower Advisors, LLC 0.00% of their portfolio | 12.5k $182.6k | Reduced -599 |
| SMH CAPITAL ADVISORS INC 0.41% of their portfolio | 12.4k $181.3k | Reduced -198 |
| Western Wealth Management, LLC 0.01% of their portfolio | 11.6k $169.5k | Unchanged |
| EP Wealth Advisors, LLC 0.00% of their portfolio | 10.5k $153.0k | Reduced -500 |
| Spire Wealth Management 0.01% of their portfolio | 10.0k $146.0k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 10.0k $145.7k | Unchanged |
| PRINCIPAL SECURITIES, INC. 0.00% of their portfolio | 9.2k $133.8k | Added +94 |
| COMERICA BANK 0.00% of their portfolio | 7.0k $101.5k | Added +500 |
| PRIVATE TRUST CO NA 0.01% of their portfolio | 5.2k $76.5k | Unchanged |
| Creekmur Asset Management LLC 0.01% of their portfolio | 4.7k $68.9k | Added +2.9k |
| CoreCap Advisors, LLC 0.00% of their portfolio | 4.4k $64.2k | Reduced -1.0k |
| Ascentis Wealth Management, LLC 0.01% of their portfolio | 3.3k $49.0k | Unchanged |
| WEBSTER BANK, N. A. 0.00% of their portfolio | 2.3k $32.9k | Unchanged |
| GPS Wealth Strategies Group, LLC 0.00% of their portfolio | 1.9k $27.7k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.3k $18.6k | Unchanged |
| Golden State Wealth Management, LLC 0.00% of their portfolio | 1.1k $16.4k | Added +22 |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 1.0k $15.3k | New |
| Fourth Dimension Wealth, LLC 0.01% of their portfolio | 1.0k $14.6k | Unchanged |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 580 $8.5k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 500 $7.3k | Unchanged |
| UMB Bank, n.a. 0.00% of their portfolio | 500 $7.3k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 500 $7.3k | Reduced -500 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 391 $5.7k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 100 $1.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 7 $102 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio | 0 $0 | Unchanged |
| Boreal Capital Management LLC 0.38% of their portfolio | 0 $455.3k | First filing |