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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,980
shares
|
$66,617
0.0% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
5,670
shares
|
$63,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,512
shares
|
$61,403
0.0% of portfolio
|
Q2 2020
Added 1.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,380
shares
|
$59,933
0.0% of portfolio
|
Q3 2023
Added 7.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,472
shares
|
$49,818
0.0% of portfolio
|
Q2 2025
Reduced 52.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
4,400
shares
|
$49,016
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,922
shares
|
$43,691
0.0% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
2,718
shares
|
$30,278
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,671
shares
|
$29,754
0.05% of portfolio
|
Q1 2022
Reduced 3.61%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,419
shares
|
$26,947
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,250
shares
|
$25,065
0.0% of portfolio
|
Q2 2023
Reduced 50.0%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,964
shares
|
$21,878
0.01% of portfolio
|
Q2 2025
Reduced 33.74%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$19,138
0.0% of portfolio
|
Q2 2025
Reduced 63.42%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,700
shares
|
$18,938
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
1,378
shares
|
$15,350
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,233
shares
|
$13,735
0.0% of portfolio
|
Q4 2020
Reduced 52.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,086
shares
|
$12,098
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,016
shares
|
$11,318
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$11,140
0.0% of portfolio
|
Q1 2025
Added 99900.0%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
999
shares
|
$11,128
0.0% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
812
shares
|
$9,045
0.0% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
575
shares
|
$6,405
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
517
shares
|
$5,759
0.0% of portfolio
|
Q1 2025
Reduced 94.36%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
413
shares
|
$4,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
283
shares
|
$3,152
0.0% of portfolio
|
Q1 2021
New holding
|