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 |
|---|---|---|---|---|---|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
6,441
shares
|
$69,562
0.05% of portfolio
|
Q3 2025
Reduced 38.5%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,060
shares
|
$65,448
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
6,024
shares
|
$65,059
0.05% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,670
shares
|
$61,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
5,300
shares
|
$57,240
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,063
shares
|
$43,880
0.0% of portfolio
|
Q3 2025
Added 136.5%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
4,000
shares
|
$43,200
0.0% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,937
shares
|
$42,519
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
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 15, 2025 Q3 2025 |
2,419
shares
|
$26,125
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
2,250
shares
|
$24,300
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,942
shares
|
$20,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
1,840
shares
|
$19,872
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,707
shares
|
$18,435
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
1,700
shares
|
$18,360
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,617
shares
|
$17,463
0.0% of portfolio
|
Q3 2025
Reduced 63.84%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
1,378
shares
|
$14,882
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
1,233
shares
|
$13,316
0.0% of portfolio
|
Q4 2020
Reduced 52.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,086
shares
|
$11,728
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,016
shares
|
$10,972
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$10,800
0.0% of portfolio
|
Q1 2025
Added 99900.0%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
919
shares
|
$9,925
0.0% of portfolio
|
Q3 2025
Added 224.73%
|
|