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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,976
shares
|
$240,637
0.04% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,890
shares
|
$239,695
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
21,653
shares
|
$237,100
0.12% of portfolio
|
Q1 2025
Added 48.17%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
21,457
shares
|
$234,954
0.18% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
20,000
shares
|
$219,000
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,915
shares
|
$207,119
0.22% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
18,416
shares
|
$201,655
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
18,400
shares
|
$201,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
18,000
shares
|
$197,100
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
17,814
shares
|
$195,063
0.0% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
17,799
shares
|
$194,899
0.0% of portfolio
|
Q1 2025
Added 56.9%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
17,000
shares
|
$186,150
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,513
shares
|
$180,817
0.0% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
16,418
shares
|
$179,777
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
16,192
shares
|
$177,302
0.05% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
15,654
shares
|
$171,411
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,628
shares
|
$171,126
0.01% of portfolio
|
Q1 2025
Added 6411.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
15,323
shares
|
$167,786
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,193
shares
|
$166,363
0.0% of portfolio
|
Q1 2025
Reduced 9.4%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,125
shares
|
$165,618
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
14,969
shares
|
$163,910
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
14,814
shares
|
$162,213
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
14,801
shares
|
$162,070
0.04% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
14,617
shares
|
$160,056
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
14,000
shares
|
$153,300
0.02% of portfolio
|
Q1 2025
Reduced 17.65%
|