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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,976
shares
|
$244,812
0.04% of portfolio
|
Q2 2024
Added 2.33%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
21,890
shares
|
$243,854
0.01% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Smh Capital Advisors Inc
|
Aug 06, 2025 Q2 2025 |
21,831
shares
|
$243,197
1.26% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
21,693
shares
|
$241,660
0.11% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
21,534
shares
|
$239,888
0.18% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Affiance Financial, LLC
|
Jul 10, 2025 Q2 2025 |
20,000
shares
|
$222,800
0.04% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
19,984
shares
|
$222,621
0.0% of portfolio
|
Q2 2025
Added 52.27%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,915
shares
|
$210,713
0.22% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
18,416
shares
|
$205,154
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
18,000
shares
|
$200,520
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
17,000
shares
|
$189,380
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
16,602
shares
|
$184,946
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
16,423
shares
|
$182,952
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,365
shares
|
$182,306
0.0% of portfolio
|
Q2 2025
Reduced 8.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
16,281
shares
|
$181,370
0.0% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
16,192
shares
|
$180,378
0.05% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 11, 2025 Q2 2025 |
15,745
shares
|
$175,399
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
15,654
shares
|
$174,385
0.0% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
15,313
shares
|
$170,586
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
15,125
shares
|
$168,492
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
14,834
shares
|
$165,250
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
14,617
shares
|
$162,833
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,170
shares
|
$157,853
0.01% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
14,007
shares
|
$156,037
0.12% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,000
shares
|
$155,960
0.02% of portfolio
|
Q1 2025
Reduced 17.65%
|