NewEdge Advisors, LLC
Position in BIT — BlackRock Multi-Sector Income Trust
CIK 1633516
NEW ORLEANS, LA
Position in BIT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,102,073
-$36,708 QoQ
Shares Held
88,025
-3.2% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#27
of 99 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BIT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,700,436 across 298 Asset Management names. BIT ranks #83 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
|
62,393 | $5,726,429 |
All Filings in BIT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,102,073 | 88,025 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,138,781 | 90,957 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,129,350 | 86,474 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,148,795 | 85,795 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,268,410 | 84,429 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,232,983 | 82,751 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,277,244 | 85,017 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,276,602 | 81,620 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,090,765 | 72,704 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,136,711 | 69,564 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,114,623 | 72,214 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $878,696 | 59,014 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $978,615 | 66,182 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $902,603 | 60,121 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $885,001 | 60,525 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $860,348 | 58,715 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $838,810 | 57,366 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $912,607 | 53,816 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $851,545 | 45,620 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||