BlackRock Income TR-RTPreferred / convertible 13F holders, Q3 2025 (September 30) 45 holders
$0.06 avg. 13F price*
At the end of Q3 2025 , 45 institutions reported holding BlackRock Income TR-RT in their 13F filings. The largest holders were Sit Investment Associates Inc. ($135K), Morgan Stanley ($42K) and LPL Financial LLC ($23K).
Company BlackRock Income TR-RT
CUSIP 09247F118
Latest filing quarter Q3 2025
Total Exit/New Position Q3 2025 Institutions Total Value New Positions 13 $33K Exits 0 $0
Ownership 45 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Sit Investment Associates Inc. — Reduce -24.0% 2,288,774 $135K Morgan Stanley — Add +4.5% 704,855 $42K LPL Financial LLC — Add +107.9% 388,625 $23K Melfa Wealth Management, Inc. — Reduce -0.5% 366,362 $22K Invesco Ltd. — Reduce -7.5% 236,683 $14K Yakira Capital Management, Inc. — New 169,404 $10K 1607 Capital Partners, LLC — Reduce -24.6% 142,110 $8K Alpine Global Management, LLC — New 115,500 $7K Cetera Investment Advisers — Add +142.2% 97,088 $6K Boothbay Fund Management, LLC — New 95,500 $6K Rock Point Advisors, LLC — Reduce -1.8% 92,173 $5K Chicago Partners Investment Group LLC — Add +1.1% 47,784 $5K Private Advisor Group, LLC — Reduce -0.4% 82,210 $5K Thrivent Financial for Lutherans — No change 66,493 $4K Virtus Investment Advisers, LLC — Reduce -3.4% 58,703 $3K Verdence Capital Advisors LLC — New 26,714 $3K Arkadios Wealth Advisors — Reduce -4.5% 41,671 $2K UBS Group AG — Reduce -2.4% 38,802 $2K Quarry LP — Add +2130.8% 37,990 $2K Ameriprise Financial Inc. — Reduce -3.3% 33,763 $2K Wealth Enhancement Advisory Services, LLC — New 22,972 $2K Raymond James Financial Inc. — Reduce -98.8% 14,885 $2K Tolleson Wealth Management, Inc. — No change 28,485 $2K Concurrent Investment Advisors, LLC — Add +75.8% 28,424 $2K Bank of America Corp. — Add +1.6% 27,337 $2K HBK Sorce Advisory LLC — New 12,977 $1K Jane Street Group, LLC — New 20,654 $1K Cohen & Steers, Inc. — New 15,000 $1K Cambridge Investment Research Advisors, Inc. — No change 19,016 $1K First Nebraska Trust Co — New 14,103 $832 NewEdge Advisors, LLC — Add +5.0% 13,362 $788 Almitas Capital LLC — New 13,000 $767 Wells Fargo & Company — Add +24.8% 12,833 $757 Northwestern Mutual Wealth Management Co. — Add +15.0% 10,993 $649 Baird Financial Group, Inc. — New 10,703 $631 Osaic Holdings, Inc. — Reduce -99.6% 164 $9 Advisory Services Network, LLC — New 36 $2 MAI Capital Management — No change 64 $0 Shaker Financial Services, LLC — New 24,402 $0 DT Investment Partners, LLC — No change 8,613 $0 Aviance Capital Partners, LLC — Add +0.5% 18,237 $0 Allworth Financial LP — No change 6,921 $0 WMG Financial Advisors, LLC — Reduce -11.4% 11,596 $0 Ethos Financial Group, LLC — Reduce -8.6% 40,677 $0 Consolidated Portfolio Review Corp — Add +17.0% 230,762 $0
"% of holder's portfolio" is BLACKROCK INCOME TR-RT's weight in each manager's 13F, not the share of BlackRock Income TR-RT the manager owns.