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 156 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,770,839
shares
|
$64.3 Million
1.35% of portfolio
|
Q2 2025
Added 3.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
5,348,264
shares
|
$59.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,571,453
shares
|
$50.9 Million
0.0% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
2,117,805
shares
|
$23.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,739,889
shares
|
$19.4 Million
0.15% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,483,929
shares
|
$16.5 Million
0.01% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,260,485
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,049,646
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,010,587
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 5.07%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
974,134
shares
|
$10.9 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
872,075
shares
|
$9.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
671,953
shares
|
$7.49 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.54%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
661,541
shares
|
$7.37 Million
0.31% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
563,792
shares
|
$6.28 Million
0.0% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
491,558
shares
|
$5.48 Million
0.07% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
351,042
shares
|
$3.91 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
331,022
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2022
Reduced 6.47%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
297,832
shares
|
$3.32 Million
3.01% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,281
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
266,474
shares
|
$2.97 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
246,064
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
237,111
shares
|
$2.64 Million
0.01% of portfolio
|
Q1 2025
Added 159.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
227,263
shares
|
$2.53 Million
0.0% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
226,837
shares
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
180,378
shares
|
$2.01 Million
0.54% of portfolio
|
Q4 2022
Reduced 2.42%
|