Institutional Ownership Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $337 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
4,947,390
shares
|
$52.6 Million
1.25% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,935,394
shares
|
$52.5 Million
0.0% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,310,009
shares
|
$35.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
3,198,642
shares
|
$34 Million
0.06% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,281,502
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,215,036
shares
|
$12.9 Million
0.1% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,010,587
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,004,445
shares
|
$10.7 Million
0.22% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
930,022
shares
|
$9.9 Million
0.0% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
861,536
shares
|
$9.17 Million
0.0% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
809,960
shares
|
$8.62 Million
0.3% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
628,009
shares
|
$6.68 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
543,641
shares
|
$5.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.92%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
521,112
shares
|
$5.54 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
437,420
shares
|
$4.65 Million
0.11% of portfolio
|
Q3 2024
Reduced 65.5%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
420,630
shares
|
$4.48 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
382,831
shares
|
$4.07 Million
0.08% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
331,022
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2022
Reduced 6.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,281
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
281,022
shares
|
$2.99 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
259,111
shares
|
$2.76 Million
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
209,897
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
205,601
shares
|
$2.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
180,378
shares
|
$1.92 Million
0.54% of portfolio
|
Q4 2022
Reduced 2.42%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
174,503
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2024
Added 6.39%
|