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 |
|---|---|---|---|---|---|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
170,957
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
167,502
shares
|
$1.87 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
163,129
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2025
Added 83.57%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Aug 05, 2025 Q2 2025 |
159,518
shares
|
$1.78 Million
1.1% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
129,990
shares
|
$1.45 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
126,780
shares
|
$1.41 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.29%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
119,849
shares
|
$1.34 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 07, 2025 Q2 2025 |
114,752
shares
|
$1.28 Million
0.14% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
97,838
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
90,002
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
88,322
shares
|
$983,907
0.0% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
88,168
shares
|
$982,191
0.0% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
82,500
shares
|
$919,050
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
81,108
shares
|
$903,543
0.02% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
80,493
shares
|
$896,692
0.29% of portfolio
|
Q2 2025
Added 6.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
79,470
shares
|
$885,295
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
75,647
shares
|
$842,707
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
68,000
shares
|
$757,520
0.03% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
65,486
shares
|
$729,514
0.01% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
57,056
shares
|
$635,603
0.02% of portfolio
|
Q1 2025
Reduced 34.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
55,987
shares
|
$623,695
0.0% of portfolio
|
Q2 2025
Added 16.51%
|
|
|
Shulman De Meo Asset Management LLC
|
Jul 15, 2025 Q2 2025 |
54,367
shares
|
$605,648
0.15% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
51,023
shares
|
$568,396
0.01% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
50,937
shares
|
$567,438
0.07% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
49,680
shares
|
$553,435
0.45% of portfolio
|
Q2 2025
Reduced 0.96%
|