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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
7,400
shares
|
$81,030
0.07% of portfolio
|
Q1 2025
Added 48.59%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,980
shares
|
$65,480
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,670
shares
|
$62,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,512
shares
|
$60,356
0.0% of portfolio
|
Q2 2020
Added 1.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,380
shares
|
$58,910
0.0% of portfolio
|
Q3 2023
Added 7.19%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,697
shares
|
$51,432
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4,686
shares
|
$51,311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
4,000
shares
|
$43,800
0.0% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
2,718
shares
|
$29,762
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,671
shares
|
$29,247
0.05% of portfolio
|
Q1 2022
Reduced 3.61%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,419
shares
|
$26,488
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,250
shares
|
$24,637
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,964
shares
|
$21,505
0.01% of portfolio
|
Q2 2025
Reduced 33.74%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,700
shares
|
$18,615
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,378
shares
|
$15,089
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,233
shares
|
$13,501
0.0% of portfolio
|
Q4 2020
Reduced 52.9%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
1,150
shares
|
$12,592
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,086
shares
|
$11,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,083
shares
|
$11,858
0.01% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,016
shares
|
$11,125
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$10,950
0.0% of portfolio
|
Q1 2025
Added 99900.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
955
shares
|
$10,457
0.0% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
712
shares
|
$7,796
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
575
shares
|
$6,296
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
517
shares
|
$5,661
0.0% of portfolio
|
Q1 2025
Reduced 94.36%
|