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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

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(As of 05/3/2024 08:52 PM ET)
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Institutional Ownership Changes (13F Filings) for BlackRock Credit Allocation Income Trust (NYSE:BTZ)

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$61.84M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$30.69M
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BTZ Institutional Buying and Selling by Quarter

BlackRock Credit Allocation Income Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024MRA Advisory Group11,444$122K0.1%N/A0.000%
5/2/2024 Valley Brook Capital Group Inc.20,305$217K0.2%+17.3%0.000%
4/30/2024 Allspring Global Investments Holdings LLC3,807,459$40.70M0.1%0.0%0.000%
4/26/2024 Riverbridge Partners LLC53,214$569K0.0%+4.3%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.920,467$9.84M0.0%+0.5%0.000%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV13,500$144K0.1%-15.6%0.000%
4/18/2024 Allspring Global Investments Holdings LLC3,807,459$40.70M0.1%0.0%0.000%
4/16/2024 180 Wealth Advisors LLC20,552$220K0.0%-5.0%0.000%
4/15/2024 Affiance Financial LLC10,000$107K0.0%N/A0.000%
4/10/2024 Park Avenue Securities LLC18,565$198K0.0%-7.9%0.000%
4/9/2024 Stolper Co73,965$791K0.3%+15.6%0.000%
3/27/2024Nomura Holdings Inc.26,458$273K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC133,142$1.37M0.0%-3.8%0.000%
2/15/2024Flow State Investments L.P.53,275$550K0.2%N/A0.000%
2/14/2024Vivaldi Capital Management LP41,489$446K0.1%N/A0.000%
2/14/2024Pin Oak Investment Advisors Inc.42,978$444K0.5%+26.2%0.000%
2/14/2024Connectus Wealth LLC82,500$851K0.0%N/A0.000%
2/13/2024Karpus Management Inc.957,867$9.89M0.3%+11.7%0.000%
2/13/2024Accuvest Global Advisors31,830$328K0.3%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp37,314$385K0.0%-17.1%0.000%
2/13/20241607 Capital Partners LLC562,466$5.81M0.4%+14.5%0.000%
2/12/2024Parallel Advisors LLC5,500$57K0.0%N/A0.000%
2/9/2024Johnson Financial Group Inc.193,274$2.00M0.1%-51.5%0.000%
2/9/2024ProVise Management Group LLC21,640$223K0.0%-8.8%0.000%
2/9/2024D.A. Davidson & CO.238,257$2.46M0.0%+109.8%0.000%
2/9/2024Wells Fargo & Company MN742,247$7.66M0.0%+4.5%0.000%
2/9/2024UBS Group AG753,500$7.78M0.0%-15.1%0.000%
2/7/2024Ieq Capital LLC13,050$135K0.0%-20.3%0.000%
2/7/2024Edgemoor Investment Advisors Inc.316,483$3.27M0.3%-4.5%0.000%
2/7/2024Shaker Financial Services LLC14,500$150K0.1%+39.2%0.000%
2/7/2024Principal Securities Inc.146,424$1.51M0.1%N/A0.000%
2/5/2024Stonebrook Private Inc.21,334$220K0.1%N/A0.000%
2/5/2024Transcend Capital Advisors LLC84,208$869K0.1%-15.5%0.000%
2/1/2024Wolverine Asset Management LLC59,175$611K0.0%+189.8%0.000%
1/31/2024 Investors Asset Management of Georgia Inc. GA ADV16,000$165K0.1%+18.5%0.000%
1/31/2024Waterfront Wealth Inc.144,168$1.49M0.4%-6.6%0.000%
1/30/2024 Tyche Wealth Partners LLC11,000$114K0.0%N/A0.000%
1/30/2024CTC Alternative Strategies Ltd.14,380$148K0.3%N/A0.000%
1/30/2024 Oak Family Advisors LLC11,929$123K0.1%-7.7%0.000%
1/25/2024 Allspring Global Investments Holdings LLC3,808,559$39.30M0.1%+46.3%0.000%
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1/25/2024 E&G Advisors LP16,992$175K0.1%-19.8%0.000%
1/25/2024 Investment Partners Asset Management Inc.12,073$125K0.1%N/A0.000%
1/24/2024Sowell Financial Services LLC661,161$6.82M0.4%+7.0%0.000%
1/24/2024 International Assets Investment Management LLC265,653$25.74M0.0%+843.7%0.000%
1/24/2024 Riverbridge Partners LLC51,016$526K0.0%+212.9%0.000%
1/23/2024 Arcus Capital Partners LLC94,635$977K0.3%-85.7%0.000%
1/23/2024Semus Wealth Partners LLC27,577$285K0.2%-14.8%0.000%
1/23/2024 WealthShield Partners LLC40,580$419K0.1%N/A0.000%
1/22/2024 Mayflower Financial Advisors LLC19,026$196K0.0%N/A0.000%
1/18/2024 Future Financial Wealth Managment LLC17,000$175K0.2%N/A0.000%
1/18/2024 McGlone Suttner Wealth Management Inc.2,941$30K0.0%N/A0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.916,217$9.46M0.0%+6.2%0.000%
1/16/2024 Raymond James & Associates315,735$3.26M0.0%-5.9%0.000%
1/12/2024 Stolper Co63,960$660K0.3%+5.6%0.000%
1/5/2024 Capital Investment Advisors LLC831,552$8.58M0.2%+1.5%0.000%
11/24/2023EP Wealth Advisors LLC138,382$1.34M0.0%+1,283.8%0.000%
11/16/2023Penserra Capital Management LLC237,146$2.30M0.0%-48.6%0.000%
11/15/2023Lido Advisors LLC51,718$501K0.0%N/A0.000%
11/15/2023Evergreen Capital Management LLC517,860$5.01M0.2%-3.7%0.000%
11/14/2023Lazard Asset Management LLC35,159$340K0.0%-29.7%0.000%
11/14/2023AQR Arbitrage LLC277,144$2.68M0.1%+153.0%0.000%
11/14/2023 Pegasus Partners Ltd.25,000$242K0.0%N/A0.000%
11/13/2023LPL Financial LLC569,365$5.51M0.0%+0.4%0.000%
11/13/2023Bramshill Investments LLC206,199$2.00M0.2%-39.4%0.000%
11/13/2023Invesco Ltd.1,117,862$10.82M0.0%+3.3%0.000%
11/13/2023Wolverine Asset Management LLC20,416$198K0.0%+73.6%0.000%
11/9/2023Karpus Management Inc.857,225$8.30M0.3%-0.2%0.000%
11/9/2023UBS Group AG887,536$8.59M0.0%-7.3%0.000%
11/8/2023ProVise Management Group LLC23,720$230K0.0%-4.5%0.000%
11/8/2023D.A. Davidson & CO.113,584$1.10M0.0%-4.3%0.000%
11/8/2023 Janney Montgomery Scott LLC20,608$199K0.0%+23.5%0.000%
11/8/2023Sowell Financial Services LLC617,694$5.98M0.4%+19.9%0.000%
11/8/2023Landscape Capital Management L.L.C.53,540$518K0.1%+47.3%0.000%
11/8/2023SMH Capital Advisors Inc.23,744$230K0.5%-21.6%0.000%
11/8/2023Moors & Cabot Inc.17,500$169K0.0%N/A0.000%
11/8/2023Oppenheimer & Co. Inc.21,757$211K0.0%-6.7%0.000%
11/8/2023Pinnacle Wealth Planning Services Inc.19,614$190K0.0%+6.6%0.000%
11/7/2023Sound View Wealth Advisors Group LLC15,100$146K0.0%-11.7%0.000%
11/6/2023Ieq Capital LLC16,380$159K0.0%N/A0.000%
11/1/2023Nwam LLC29,617$287K0.0%-4.6%0.000%
11/1/2023 180 Wealth Advisors LLC21,625$209K0.0%-9.1%0.000%
10/31/2023TCI Wealth Advisors Inc.25,067$243K0.0%N/A0.000%
10/27/2023 Allspring Global Investments Holdings LLC2,603,771$25.21M0.0%+9.4%0.000%
10/27/2023Oarsman Capital Inc.15,185$147K0.1%N/A0.000%
10/26/2023 Park Avenue Securities LLC27,308$264K0.0%+4.3%0.000%
10/25/2023 Crescent Grove Advisors LLC13,500$131K0.0%-40.0%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.862,384$8.35M0.0%+8.3%0.000%
10/24/2023 Raymond James & Associates335,661$3.25M0.0%-9.3%0.000%
10/23/2023Commonwealth Equity Services LLC30,178$292K0.0%-9.1%0.000%
10/20/2023 Oak Family Advisors LLC12,929$125K0.1%-10.4%0.000%
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10/16/2023 Riverbridge Partners LLC16,304$158K0.0%N/A0.000%
10/16/2023 Capital Investment Advisors LLC819,341$7.93M0.2%+9.7%0.000%
10/16/2023 Arcus Capital Partners LLC659,585$6.39M2.0%+2.3%0.000%
10/11/2023 Transform Wealth LLC87,717$849K0.1%-50.0%0.000%
8/14/2023Sowell Financial Services LLC515,293$5.23M0.3%+9.0%0.000%
8/14/2023 Mirador Capital Partners LP14,824$150K0.0%-42.6%0.000%
8/11/2023Karpus Management Inc.858,523$8.71M0.3%-1.7%0.000%
8/11/2023Landscape Capital Management L.L.C.36,342$369K0.0%-14.9%0.000%
8/11/2023Guggenheim Capital LLC573,214$5.82M0.0%-13.7%0.000%
8/11/2023D.A. Davidson & CO.118,660$1.20M0.0%+7.3%0.000%
(Data available from 1/1/2016 forward)

BTZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTZ shares?

During the previous two years, 143 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($61.10M), Bank of America Corp DE ($57.54M), Allspring Global Investments Holdings LLC ($40.70M), International Assets Investment Management LLC ($25.74M), Invesco Ltd. ($10.82M), Karpus Management Inc. ($9.89M), and Raymond James Financial Services Advisors Inc. ($9.84M).Learn more on BTZ's institutional investors.

Which institutional investors have been buying BlackRock Credit Allocation Income Trust stock?

Of the 116 institutional investors that purchased BlackRock Credit Allocation Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Allspring Global Investments Holdings LLC ($2.16M), Sit Investment Associates Inc. ($1.25M), Spectrum Asset Management Inc. ($723.14K), Penserra Capital Management LLC ($705.82K), Arcus Capital Partners LLC ($659.59K), Sowell Financial Services LLC ($651.46K), and Guggenheim Capital LLC ($632.20K).

How much institutional buying is happening at BlackRock Credit Allocation Income Trust?

Institutional investors have bought a total of 13,210,501 shares in the last 24 months. This purchase volume represents approximately $138.18M in transactions.

Which BlackRock Credit Allocation Income Trust major shareholders have been selling company stock?

Of the 77 institutional investors that sold BlackRock Credit Allocation Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($757.10K), Penserra Capital Management LLC ($750.33K), Bramshill Investments LLC ($677.53K), UBS Group AG ($640.12K), Arcus Capital Partners LLC ($564.95K), Sit Investment Associates Inc. ($464.79K), and Raymond James & Associates ($316.48K).

How much institutional selling is happening at BlackRock Credit Allocation Income Trust?

Institutional investors have sold a total of 5,919,215 shares in the last 24 months. This volume of shares sold represents approximately $62.87M in transactions.


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This page (NYSE:BTZ) was last updated on 5/6/2024 by MarketBeat.com Staff

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