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 160 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
174,503
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
163,139
shares
|
$1.72 Million
0.07% of portfolio
|
Q1 2025
Reduced 68.97%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
May 07, 2025 Q1 2025 |
154,048
shares
|
$1.63 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
133,110
shares
|
$1.4 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
123,825
shares
|
$1.31 Million
0.14% of portfolio
|
Q1 2025
Added 2.49%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
113,556
shares
|
$1.2 Million
0.17% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
110,503
shares
|
$1.17 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
107,812
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
97,838
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
90,148
shares
|
$951,061
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
89,797
shares
|
$947,358
0.05% of portfolio
|
Q4 2024
Reduced 34.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
88,863
shares
|
$937,504
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
85,116
shares
|
$897,973
0.0% of portfolio
|
Q1 2025
Added 56.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
84,164
shares
|
$887,930
0.0% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
83,501
shares
|
$880,935
0.06% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,500
shares
|
$870,375
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
75,549
shares
|
$797,041
0.27% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
75,286
shares
|
$794,267
0.0% of portfolio
|
Q1 2025
Reduced 10.45%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
64,808
shares
|
$683,724
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Riverbridge Partners LLC
|
Apr 21, 2025 Q1 2025 |
63,268
shares
|
$667,477
0.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
59,597
shares
|
$628,748
0.0% of portfolio
|
Q1 2025
Added 46.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
57,437
shares
|
$605,960
0.08% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
57,056
shares
|
$601,940
0.02% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
55,657
shares
|
$587,181
0.17% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
51,023
shares
|
$538,292
0.01% of portfolio
|
Q3 2024
Added 25.57%
|