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 147 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $340 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
142,518
shares
|
$1.54 Million
1.2% of portfolio
|
Q3 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
139,907
shares
|
$1.51 Million
0.39% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
136,634
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
122,121
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
117,293
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
117,247
shares
|
$1.27 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
110,503
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
97,838
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
95,604
shares
|
$1.03 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
90,000
shares
|
$972,000
0.0% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
87,232
shares
|
$942,105
0.03% of portfolio
|
Q2 2023
Reduced 0.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
86,351
shares
|
$932,590
0.0% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,500
shares
|
$891,000
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
79,800
shares
|
$861,840
0.06% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,649
shares
|
$827,809
0.0% of portfolio
|
Q3 2024
Added 33.2%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
75,180
shares
|
$811,944
0.09% of portfolio
|
Q3 2024
Added 10004.84%
|
|
|
Stolper CO
|
Jan 14, 2025 Q4 2024 |
74,602
shares
|
$805,701
0.26% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
70,539
shares
|
$761,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
68,408
shares
|
$738,806
0.09% of portfolio
|
Q3 2024
Reduced 46.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,317
shares
|
$662,223
0.0% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
59,583
shares
|
$643,496
0.61% of portfolio
|
Q3 2024
Added 25.65%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
56,700
shares
|
$612,360
0.01% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
56,277
shares
|
$607,791
0.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
51,346
shares
|
$554,536
0.08% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
51,023
shares
|
$551,048
0.01% of portfolio
|
Q3 2024
Added 25.57%
|