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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
13,970
shares
|
$152,971
0.01% of portfolio
|
Q3 2024
Reduced 4.88%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
13,500
shares
|
$147,825
0.02% of portfolio
|
Q3 2023
Reduced 40.0%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
13,500
shares
|
$147,825
0.07% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
13,236
shares
|
$144,934
0.1% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
13,189
shares
|
$144,419
0.0% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
13,124
shares
|
$143,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
13,093
shares
|
$143,368
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
13,009
shares
|
$142,448
0.02% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
13,000
shares
|
$142,350
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Elm3 Financial Group, LLC
Alpharetta, GA |
May 06, 2025 Q1 2025 |
12,400
shares
|
$135,780
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,322
shares
|
$134,925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
12,143
shares
|
$132,965
0.0% of portfolio
|
Q1 2025
Added 17.62%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
12,093
shares
|
$132,418
0.01% of portfolio
|
Q1 2025
Reduced 3.72%
|
|
|
Oak Family Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
11,929
shares
|
$130,622
0.04% of portfolio
|
Q4 2023
Reduced 7.73%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
11,762
shares
|
$128,793
0.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
11,558
shares
|
$126,560
0.02% of portfolio
|
Q1 2025
Added 89.94%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
11,000
shares
|
$120,449
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
10,982
shares
|
$120,252
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
10,474
shares
|
$114,690
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,324
shares
|
$113,047
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
10,297
shares
|
$112,752
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
10,000
shares
|
$109,500
0.02% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,000
shares
|
$109,500
0.01% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
9,584
shares
|
$104,944
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,371
shares
|
$102,612
0.0% of portfolio
|
Q1 2025
Added 112.64%
|