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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
50,879
shares
|
$549,493
0.0% of portfolio
|
Q3 2024
Added 22.21%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
49,351
shares
|
$532,990
0.16% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
42,013
shares
|
$453,740
0.0% of portfolio
|
Q3 2024
Added 90.04%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
40,076
shares
|
$432,820
0.08% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Wela Strategies, Inc.
|
Jan 13, 2025 Q4 2024 |
39,799
shares
|
$429,829
0.17% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,535
shares
|
$405,378
0.21% of portfolio
|
Q2 2023
Added 20.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
37,115
shares
|
$400,842
0.01% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,429
shares
|
$393,433
0.0% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
34,258
shares
|
$369,986
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
33,504
shares
|
$361,843
0.03% of portfolio
|
Q3 2024
Reduced 78.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
33,352
shares
|
$360,201
0.0% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
33,113
shares
|
$357,620
0.15% of portfolio
|
Q2 2023
Reduced 4.58%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
30,920
shares
|
$333,936
0.03% of portfolio
|
Q4 2024
Reduced 91.92%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,354
shares
|
$306,223
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
27,832
shares
|
$300,585
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
26,817
shares
|
$289,623
0.02% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
26,817
shares
|
$289,623
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
24,934
shares
|
$269,287
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
24,895
shares
|
$268,866
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
24,772
shares
|
$267,537
0.0% of portfolio
|
Q3 2024
Reduced 26.38%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,664
shares
|
$244,771
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
22,466
shares
|
$242,632
1.59% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,976
shares
|
$237,340
0.04% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
21,890
shares
|
$236,412
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
21,383
shares
|
$230,936
0.17% of portfolio
|
Q4 2024
Reduced 2.57%
|