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 143 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $337 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
20,000
shares
|
$212,800
0.05% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
19,317
shares
|
$205,532
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
18,915
shares
|
$201,255
0.22% of portfolio
|
Q3 2022
Reduced 9.06%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,416
shares
|
$195,946
0.03% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
17,546
shares
|
$186,689
0.0% of portfolio
|
Q3 2024
Reduced 11.94%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
17,228
shares
|
$183,305
0.0% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
17,000
shares
|
$180,880
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,000
shares
|
$180,880
0.03% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
16,752
shares
|
$178,241
0.0% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
16,692
shares
|
$177,602
0.05% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
16,406
shares
|
$174,559
0.0% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,299
shares
|
$173,421
0.01% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,518
shares
|
$165,111
0.02% of portfolio
|
Q3 2024
Reduced 23.22%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
15,454
shares
|
$164,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,125
shares
|
$160,930
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
14,576
shares
|
$155,088
0.08% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
14,339
shares
|
$152,566
0.04% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,080
shares
|
$149,811
0.0% of portfolio
|
Q3 2024
Reduced 32.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
13,970
shares
|
$148,640
0.01% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,870
shares
|
$147,576
0.0% of portfolio
|
Q3 2024
Reduced 27.72%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
13,851
shares
|
$147,374
0.11% of portfolio
|
Q3 2024
Reduced 33.3%
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
13,500
shares
|
$143,640
0.07% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
13,500
shares
|
$143,640
0.01% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
13,245
shares
|
$140,926
0.09% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
12,848
shares
|
$136,702
0.0% of portfolio
|
Q3 2024
Reduced 37.84%
|