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 162 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $377 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
180,378
shares
|
$1.95 Million
0.54% of portfolio
|
Q4 2022
Reduced 2.42%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
180,294
shares
|
$1.95 Million
1.2% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
176,549
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
134,849
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2025
Added 12.52%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
125,891
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 42.79%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 12, 2025 Q3 2025 |
116,103
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
109,855
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2025
Reduced 15.49%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
97,838
shares
|
$1.06 Million
0.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,500
shares
|
$891,000
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stolper CO
|
Oct 10, 2025 Q3 2025 |
80,296
shares
|
$867,196
0.27% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
80,226
shares
|
$866,440
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
79,987
shares
|
$863,859
0.0% of portfolio
|
Q3 2025
Reduced 9.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
79,470
shares
|
$858,276
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
77,664
shares
|
$838,771
0.01% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
76,004
shares
|
$820,843
0.0% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
73,791
shares
|
$796,942
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
66,816
shares
|
$721,612
0.0% of portfolio
|
Q3 2025
Reduced 25.76%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
57,056
shares
|
$616,204
0.02% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
55,926
shares
|
$604,000
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
55,500
shares
|
$599,400
0.02% of portfolio
|
Q3 2025
Reduced 18.38%
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
54,094
shares
|
$584,215
0.14% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
52,055
shares
|
$562,194
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
50,313
shares
|
$543,380
0.07% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
49,844
shares
|
$538,315
0.19% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 17, 2025 Q3 2025 |
49,680
shares
|
$536,544
0.44% of portfolio
|
Q2 2025
Reduced 0.96%
|
|