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 |
|---|---|---|---|---|---|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,970
shares
|
$258,876
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
23,813
shares
|
$257,180
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
23,376
shares
|
$252,460
0.01% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
22,123
shares
|
$238,928
0.94% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
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
|
Nov 05, 2025 Q3 2025 |
21,890
shares
|
$236,412
0.01% of portfolio
|
Q2 2024
Reduced 23.34%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
21,733
shares
|
$234,716
0.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Nov 04, 2025 Q3 2025 |
21,610
shares
|
$233,388
0.16% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
21,322
shares
|
$230,277
0.0% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
19,799
shares
|
$213,829
0.0% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,915
shares
|
$204,282
0.22% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
180 Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
18,416
shares
|
$198,892
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
17,654
shares
|
$190,663
0.0% of portfolio
|
Q3 2025
Added 12.78%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,195
shares
|
$185,706
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
17,001
shares
|
$183,610
0.0% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
17,000
shares
|
$183,600
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
16,617
shares
|
$179,463
0.0% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
16,428
shares
|
$177,422
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
15,692
shares
|
$169,473
0.04% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
15,125
shares
|
$163,350
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
15,000
shares
|
$162,000
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Nov 12, 2025 Q3 2025 |
14,617
shares
|
$157,863
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Affiance Financial, LLC
|
Oct 14, 2025 Q3 2025 |
14,100
shares
|
$152,280
0.03% of portfolio
|
Q3 2025
Reduced 29.5%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,000
shares
|
$151,200
0.02% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
13,996
shares
|
$151,156
0.0% of portfolio
|
Q3 2025
Added 10.17%
|
|