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 159 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 $383 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
51,023
shares
|
$558,701
0.01% of portfolio
|
Q3 2024
Added 25.57%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
50,163
shares
|
$549,284
0.4% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
48,632
shares
|
$532,520
0.16% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
46,078
shares
|
$504,554
0.05% of portfolio
|
Q1 2025
Added 66.18%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
43,449
shares
|
$475,766
0.2% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
May 09, 2025 Q1 2025 |
42,500
shares
|
$465,374
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
40,930
shares
|
$448,183
0.19% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
38,917
shares
|
$426,141
0.0% of portfolio
|
Q1 2025
Reduced 32.52%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,535
shares
|
$411,008
0.21% of portfolio
|
Q2 2023
Added 20.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
37,249
shares
|
$407,876
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
35,063
shares
|
$383,939
0.13% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
33,960
shares
|
$371,862
0.08% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
33,611
shares
|
$368,040
0.0% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
32,500
shares
|
$355,875
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
31,920
shares
|
$349,524
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
31,084
shares
|
$340,369
0.15% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
29,662
shares
|
$324,798
0.0% of portfolio
|
Q1 2025
Added 32.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
29,601
shares
|
$324,130
0.0% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
29,467
shares
|
$322,663
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
27,832
shares
|
$304,760
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
25,444
shares
|
$278,611
0.0% of portfolio
|
Q1 2025
Reduced 52.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,795
shares
|
$260,555
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
23,495
shares
|
$257,270
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
22,419
shares
|
$245,488
0.01% of portfolio
|
Q1 2025
Added 7.91%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
22,059
shares
|
$241,546
1.31% of portfolio
|
Q1 2025
Reduced 2.2%
|