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 154 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
13,970
shares
|
$154,787
0.01% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
13,827
shares
|
$153,203
0.0% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Investors Asset Management Of Georgia Inc
|
Jul 22, 2025 Q2 2025 |
13,500
shares
|
$149,580
0.07% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
13,500
shares
|
$149,580
0.02% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
Jul 22, 2025 Q2 2025 |
13,400
shares
|
$148,472
0.12% of portfolio
|
Q2 2025
Added 8.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
13,366
shares
|
$148,095
0.0% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
13,236
shares
|
$146,654
0.09% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
13,000
shares
|
$144,040
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
12,803
shares
|
$141,857
0.02% of portfolio
|
Q2 2025
Reduced 2.21%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,704
shares
|
$140,760
0.0% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
12,674
shares
|
$140,427
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
12,092
shares
|
$133,979
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
11,762
shares
|
$130,322
0.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
11,558
shares
|
$128,062
0.02% of portfolio
|
Q1 2025
Added 89.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,449
shares
|
$126,854
0.0% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
11,000
shares
|
$121,880
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
10,982
shares
|
$121,680
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Family Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,929
shares
|
$121,093
0.04% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
10,517
shares
|
$116,528
0.01% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,474
shares
|
$116,051
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
10,280
shares
|
$113,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10,000
shares
|
$110,800
0.02% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,969
shares
|
$77,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
6,193
shares
|
$68,618
0.06% of portfolio
|
Q2 2025
Reduced 16.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,980
shares
|
$66,258
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|