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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
13,970
shares
|
$150,876
0.01% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
13,905
shares
|
$150,174
0.02% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
13,542
shares
|
$146,253
0.0% of portfolio
|
Q3 2025
Added 1.32%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 23, 2025 Q3 2025 |
13,500
shares
|
$145,800
0.07% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
13,500
shares
|
$145,800
0.02% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
13,445
shares
|
$145,206
0.1% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Oct 21, 2025 Q3 2025 |
13,400
shares
|
$144,720
0.12% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
13,236
shares
|
$142,948
0.09% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
13,000
shares
|
$140,400
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
12,806
shares
|
$138,304
0.06% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
12,803
shares
|
$138,272
0.01% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 20, 2025 Q3 2025 |
11,558
shares
|
$124,826
0.02% of portfolio
|
Q1 2025
Added 89.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,449
shares
|
$123,649
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
11,234
shares
|
$121,327
0.03% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
11,199
shares
|
$120,949
0.0% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
11,000
shares
|
$118,800
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Oak Family Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
10,929
shares
|
$118,033
0.03% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
10,927
shares
|
$118,011
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
10,517
shares
|
$113,583
0.01% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,474
shares
|
$113,119
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
10,216
shares
|
$110,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$108,000
0.02% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,316
shares
|
$100,612
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
7,830
shares
|
$84,564
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
6,969
shares
|
$75,265
0.01% of portfolio
|
Q2 2025
New holding
|
|