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 148 institutions that hold shares in the stock, with a total of 33.6 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 01, 2024 Q1 2024 |
20,305
shares
|
$215,029
0.17% of portfolio
|
Q1 2024
Added 17.34%
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 09, 2024 Q1 2024 |
20,253
shares
|
$214,479
0.03% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
20,073
shares
|
$212,573
0.0% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
19,375
shares
|
$205,181
0.0% of portfolio
|
Q1 2024
Added 0.87%
|
|
Mayflower Financial Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
19,026
shares
|
$201,485
0.02% of portfolio
|
Q4 2023
New holding
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,915
shares
|
$200,309
0.22% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
Wedbush Securities Inc
|
May 14, 2024 Q1 2024 |
18,888
shares
|
$200,023
0.01% of portfolio
|
Q1 2024
Reduced 5.7%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
18,565
shares
|
$196,603
0.0% of portfolio
|
Q1 2024
Reduced 7.88%
|
|
Stonebrook Private Inc.
Northville, MI |
May 07, 2024 Q1 2024 |
18,239
shares
|
$193,151
0.06% of portfolio
|
Q1 2024
Reduced 14.51%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
17,950
shares
|
$190,090
0.0% of portfolio
|
Q1 2024
Reduced 47.67%
|
|
Dakota Wealth Management
|
Apr 24, 2024 Q1 2024 |
17,206
shares
|
$182,211
0.0% of portfolio
|
Q3 2023
Reduced 3.37%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
17,000
shares
|
$180,030
0.14% of portfolio
|
Q4 2023
New holding
|
|
E&G Advisors, LP
|
Apr 19, 2024 Q1 2024 |
16,892
shares
|
$178,886
0.06% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
15,998
shares
|
$169,418
0.01% of portfolio
|
Q1 2024
Added 5.26%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
15,634
shares
|
$165,564
0.01% of portfolio
|
Q1 2024
Reduced 23.21%
|
|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
15,150
shares
|
$160,438
0.01% of portfolio
|
Q1 2024
New holding
|
|
Wetherby Asset Management Inc
San Francisco, CA |
May 15, 2024 Q1 2024 |
15,125
shares
|
$160,173
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
15,100
shares
|
$159,909
0.02% of portfolio
|
Q3 2023
Reduced 11.7%
|
|
Uma Financial Services, Inc.
|
Apr 17, 2024 Q1 2024 |
14,684
shares
|
$155,503
0.03% of portfolio
|
Q2 2023
Added 14.37%
|
|
Cutter & CO Brokerage, Inc.
|
Apr 30, 2024 Q1 2024 |
13,972
shares
|
$147,963
0.04% of portfolio
|
Q1 2024
Added 1.15%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
13,705
shares
|
$145,135
0.0% of portfolio
|
Q1 2024
New holding
|
|
Crescent Grove Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
13,500
shares
|
$142,965
0.02% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
Investors Asset Management Of Georgia Inc
|
Apr 22, 2024 Q1 2024 |
13,500
shares
|
$142,965
0.07% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
13,245
shares
|
$140,264
0.1% of portfolio
|
Q1 2024
Added 0.52%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
12,660
shares
|
$134,069
0.0% of portfolio
|
Q1 2024
New holding
|