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 |
|---|---|---|---|---|---|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
48,465
shares
|
$539,900
0.15% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
48,216
shares
|
$537,126
0.2% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
43,406
shares
|
$483,542
0.19% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
38,424
shares
|
$428,043
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
37,535
shares
|
$418,139
0.21% of portfolio
|
Q2 2023
Added 20.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
36,949
shares
|
$411,611
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
35,876
shares
|
$399,658
0.12% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
34,341
shares
|
$382,558
0.08% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
32,599
shares
|
$363,152
0.0% of portfolio
|
Q2 2025
Reduced 16.23%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
32,500
shares
|
$362,050
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
32,496
shares
|
$362,005
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
31,920
shares
|
$355,588
0.03% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
31,753
shares
|
$353,728
0.0% of portfolio
|
Q2 2025
Added 24.8%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
30,979
shares
|
$345,106
0.0% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
29,631
shares
|
$330,089
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Aug 05, 2025 Q2 2025 |
29,366
shares
|
$327,137
0.13% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
28,785
shares
|
$320,664
0.0% of portfolio
|
Q2 2025
Added 20.97%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
28,772
shares
|
$320,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
28,525
shares
|
$317,768
0.0% of portfolio
|
Q2 2025
Reduced 15.13%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
28,270
shares
|
$314,927
0.0% of portfolio
|
Q4 2024
Reduced 34.91%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
27,832
shares
|
$310,048
0.0% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
27,687
shares
|
$308,433
0.0% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
27,097
shares
|
$301,860
0.01% of portfolio
|
Q2 2025
Reduced 93.34%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
22,845
shares
|
$254,493
0.0% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
22,375
shares
|
$249,257
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|