BlackRock Multi-Sector Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 4.68 M | $58.61 M | -5.66% | 8.98% |
| MORGAN STANLEY | 05/15/2026 | 1.36 M | $17.08 M | 2.88% | 2.62% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.22 M | $15.25 M | -30.93% | 2.34% |
| TORONTO DOMINION BANK | 05/15/2026 | 949.29 K | $11.89 M | 100.00% | 1.82% |
| CYNDEO WEALTH PARTNERS, LLC | 04/13/2026 | 879.88 K | $11.02 M | 5.05% | 1.69% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 786.07 K | $9.84 M | 65.78% | 1.51% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 612.10 K | $7.66 M | 19.91% | 1.17% |
| ROYAL BANK OF CANADA | 05/15/2026 | 584.87 K | $7.32 M | -14.20% | 1.12% |
| LPL FINANCIAL LLC | 05/06/2026 | 580.66 K | $7.27 M | 10.78% | 1.11% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 574.77 K | $7.20 M | 22.59% | 1.10% |
| INVESCO LTD. | 05/12/2026 | 545.35 K | $6.83 M | -19.03% | 1.05% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 521.93 K | $6.53 M | -2.10% | 1.00% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 437.69 K | $5.48 M | 163.86% | 0.84% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 372.53 K | $4.66 M | 100.00% | 0.71% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 369.42 K | $4.63 M | 5.39% | 0.71% |
| UBS GROUP AG | 05/05/2026 | 301.30 K | $3.77 M | 16.19% | 0.58% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 276.86 K | $3.47 M | 5.88% | 0.53% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 211.68 K | $2.65 M | 3.90% | 0.41% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 172.43 K | $2.16 M | -43.37% | 0.33% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 171.66 K | $2.15 M | 8.88% | 0.33% |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 05/05/2026 | 160.66 K | $2.01 M | 43.60% | 0.31% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 147.76 K | $2.16 M | 20.80% | 0.28% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 139.62 K | $1.75 M | 16.83% | 0.27% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 137.45 K | $1.72 M | -17.67% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 128.80 K | $1.61 M | -26.81% | 0.25% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 104.59 K | $1.31 M | 23.23% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 103.64 K | $1.30 M | -7.38% | 0.20% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 96.22 K | $1.20 M | 36.36% | 0.18% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 93.64 K | $1.17 M | -1.94% | 0.18% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 90.96 K | $1.14 M | 5.18% | 0.17% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 84.29 K | $1.06 M | -4.30% | 0.16% |
| COHEN & STEERS, INC. | 05/15/2026 | 80.00 K | $1.00 M | 0.00% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 78.16 K | $979.00 K | 4.62% | 0.15% |
| E&G ADVISORS, LP | 04/21/2026 | 71.50 K | $896.37 K | -3.12% | 0.14% |
| PEKIN HARDY STRAUSS, INC. | 05/07/2026 | 58.45 K | $731.79 K | 4.66% | 0.11% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 56.69 K | $709.72 K | 100.00% | 0.11% |
| ELCO MANAGEMENT CO., LLC | 04/24/2026 | 53.78 K | $673.26 K | 14.77% | 0.10% |
| SIGNIFICANT WEALTH PARTNERS LLC | 04/08/2026 | 52.52 K | $657.50 K | 100.00% | 0.10% |
| 04/24/2026 | 51.88 K | $649.58 K | 100.00% | 0.10% | |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 46.65 K | $584.10 K | -6.18% | 0.09% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 46.52 K | $595.97 K | 0.00% | 0.09% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 34.16 K | $427.68 K | 13.51% | 0.07% |
| RAMIAH INVESTMENT GROUP | 04/21/2026 | 33.97 K | $425.25 K | -1.97% | 0.07% |
| 05/11/2026 | 33.34 K | $417.47 K | 100.00% | 0.06% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 30.24 K | $378.61 K | -3.73% | 0.06% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 29.38 K | $367.78 K | 0.00% | 0.06% |
| RIVERBRIDGE PARTNERS LLC | 04/17/2026 | 26.33 K | $329.61 K | -45.91% | 0.05% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 25.87 K | $323.92 K | -8.06% | 0.05% |
| EVOKE WEALTH, LLC | 05/15/2026 | 25.49 K | $319.15 K | -7.94% | 0.05% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 23.17 K | $290.14 K | -44.76% | 0.04% |
BlackRock Multi-Sector Income Trust institutional Ownership - FAQ's
During the previous two years, 137 institutional investors and hedge funds held shares of BlackRock Multi-Sector Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 4.68 M
MORGAN STANLEY: 1.36 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 1.22 M
TORONTO DOMINION BANK: 949,291
Cyndeo Wealth Partners, LLC: 879,881
WELLS FARGO & COMPANY/MN: 786,073
35.05% of BlackRock Multi-Sector Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.08 M shares in the last 24 months. This purchase volume represents approximately $268.78 M in transactions.