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 160 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
14,617
shares
|
$154,209
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,119
shares
|
$148,955
0.0% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,000
shares
|
$147,700
0.02% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
13,970
shares
|
$147,383
0.01% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
13,500
shares
|
$142,425
0.07% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,500
shares
|
$142,425
0.02% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
13,236
shares
|
$139,639
0.1% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,189
shares
|
$139,143
0.0% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,124
shares
|
$138,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
13,093
shares
|
$138,131
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
13,000
shares
|
$137,150
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
12,400
shares
|
$130,820
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
12,093
shares
|
$127,581
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,929
shares
|
$125,850
0.04% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
11,651
shares
|
$122,918
0.07% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
11,558
shares
|
$121,936
0.02% of portfolio
|
Q1 2025
Added 89.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
11,080
shares
|
$116,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
11,000
shares
|
$116,050
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,474
shares
|
$110,500
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,324
shares
|
$108,918
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
10,324
shares
|
$108,918
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
10,297
shares
|
$108,633
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,000
shares
|
$105,500
0.01% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
10,000
shares
|
$105,500
0.02% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
9,584
shares
|
$101,111
0.0% of portfolio
|
Q1 2025
New holding
|