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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,660
shares
|
$136,728
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
12,482
shares
|
$134,805
0.09% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jan 27, 2025 Q4 2024 |
12,400
shares
|
$133,920
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,119
shares
|
$130,885
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
12,000
shares
|
$129,600
0.01% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Oak Family Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
11,929
shares
|
$128,833
0.05% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
11,845
shares
|
$127,926
0.02% of portfolio
|
Q3 2024
Reduced 19.33%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
11,678
shares
|
$126,122
0.01% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
11,610
shares
|
$125,388
0.07% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,395
shares
|
$123,066
0.01% of portfolio
|
Q3 2024
Reduced 8.37%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
11,000
shares
|
$118,800
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
10,297
shares
|
$111,207
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,670
shares
|
$61,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,654
shares
|
$61,063
0.0% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,512
shares
|
$59,529
0.0% of portfolio
|
Q2 2020
Added 1.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,380
shares
|
$58,104
0.0% of portfolio
|
Q3 2023
Added 7.19%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,629
shares
|
$49,993
0.0% of portfolio
|
Q3 2024
Added 113.71%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
4,344
shares
|
$46,915
0.0% of portfolio
|
Q3 2024
Reduced 85.81%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$43,200
0.0% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,964
shares
|
$32,011
0.01% of portfolio
|
Q2 2024
Added 196.4%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
2,718
shares
|
$29,354
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,671
shares
|
$28,846
0.05% of portfolio
|
Q1 2022
Reduced 3.61%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,419
shares
|
$26,125
0.0% of portfolio
|
Q3 2024
Added 77.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,250
shares
|
$24,300
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$21,600
0.0% of portfolio
|
Q3 2024
New holding
|