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 |
|---|---|---|---|---|---|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
48,202
shares
|
$520,581
0.14% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
44,524
shares
|
$480,859
0.16% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
43,627
shares
|
$471,171
0.01% of portfolio
|
Q3 2025
Reduced 33.38%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 14, 2025 Q3 2025 |
40,534
shares
|
$437,767
0.01% of portfolio
|
Q3 2025
Reduced 20.56%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,535
shares
|
$405,378
0.21% of portfolio
|
Q2 2023
Added 20.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
36,054
shares
|
$389,383
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
35,119
shares
|
$379,285
0.1% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
34,719
shares
|
$374,965
0.07% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
33,755
shares
|
$364,554
0.0% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
33,030
shares
|
$356,724
0.0% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
33,000
shares
|
$356,400
0.13% of portfolio
|
Q3 2025
Added 83.33%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
32,500
shares
|
$351,000
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
31,920
shares
|
$344,736
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
31,801
shares
|
$343,450
0.0% of portfolio
|
Q3 2025
Reduced 13.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
31,689
shares
|
$342,241
0.0% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
30,986
shares
|
$334,648
0.01% of portfolio
|
Q3 2025
Added 38.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
29,885
shares
|
$322,758
0.0% of portfolio
|
Q3 2025
Added 3.82%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
29,366
shares
|
$317,152
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
29,079
shares
|
$314,053
0.09% of portfolio
|
Q3 2025
Reduced 24.32%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
27,832
shares
|
$300,585
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
27,544
shares
|
$297,475
0.0% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
26,498
shares
|
$286,178
0.0% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
26,424
shares
|
$285,379
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
25,649
shares
|
$277,009
0.01% of portfolio
|
Q3 2025
Reduced 10.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
25,411
shares
|
$274,438
0.0% of portfolio
|
Q3 2025
Reduced 8.22%
|
|