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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

$10.97 -0.12 (-1.08%)
Closing price 10/10/2025 03:57 PM Eastern
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$10.98 +0.01 (+0.09%)
As of 10/10/2025 05:45 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Credit Allocation Income Trust (NYSE:BTZ)

Number of
Institutional Buyers
(last 12 months)
87
Total
Institutional Inflows
(last 12 months)
$87.28M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$46.08M
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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
9/4/2025Osaic Holdings Inc.55,987$611K0.0%-6.1%0.000%
8/19/2025Newbridge Financial Services Group Inc.7,830$86K0.0%N/A0.000%
8/16/2025Evergreen Capital Management LLC27,097$296K0.0%-93.3%0.000%
8/15/2025EP Wealth Advisors LLC79,470$868K0.0%-5.6%0.000%
8/15/2025Bank of America Corp DE4,571,453$49.92M0.0%+19.4%0.000%
8/15/2025Ameriprise Financial Inc.227,263$2.48M0.0%+0.7%0.000%
8/14/2025MGB Wealth Management LLC38,424$420K0.1%N/A0.000%
8/14/2025Raymond James Financial Inc.1,483,929$16.21M0.0%+8.6%0.000%
8/14/2025Karpus Management Inc.126,780$1.38M0.0%-22.3%0.000%
8/14/2025NewEdge Advisors LLC28,785$314K0.0%+21.0%0.000%
8/14/2025Cary Street Partners Financial LLC167,502$1.83M0.1%N/A0.000%
8/13/2025StoneX Group Inc.29,631$324K0.0%-55.9%0.000%
8/13/2025Cresset Asset Management LLC12,092$132K0.0%N/A0.000%
8/13/2025First Trust Advisors LP88,168$963K0.0%+3.6%0.000%
8/13/2025Guggenheim Capital LLC1,739,889$19M0.2%+6.8%0.000%
8/13/2025Invesco Ltd.1,260,485$13.76M0.0%-0.4%0.000%
8/13/2025Johnson Financial Group Inc.68,000$743K0.0%-15.2%0.000%
8/12/2025Advisors Asset Management Inc.351,042$3.83M0.1%-0.5%0.000%
8/12/2025Steward Partners Investment Advisory LLC246,064$2.69M0.0%+19.8%0.000%
8/12/2025Franklin Resources Inc.15,313$167K0.0%N/A0.000%
8/11/2025Alteri Wealth LLC48,216$527K0.2%+17.8%0.000%
8/11/2025Kingdom Financial Group LLC.15,745$172K0.2%N/A0.000%
8/8/2025Rockefeller Capital Management L.P.88,322$964K0.0%+4.9%0.000%
8/8/2025Cetera Investment Advisers163,129$1.78M0.0%+83.6%0.000%
8/8/2025WealthShield Partners LLC50,937$556K0.1%-11.3%0.000%
8/8/2025Fiera Capital Corp170,957$1.87M0.0%-2.0%0.000%
8/8/2025PNC Financial Services Group Inc.4,472$49K0.0%-52.3%0.000%
8/7/2025Ibex Wealth Advisors114,752$1.25M0.1%+1.1%0.000%
8/6/2025Prospera Financial Services Inc28,772$314K0.0%N/A0.000%
8/6/2025Penserra Capital Management LLC491,558$5.37M0.1%+3.0%0.000%
8/5/2025Rareview Capital LLC159,518$1.74M1.1%+3.6%0.000%
8/5/2025Palogic Value Management L.P.29,366$321K0.1%-5.5%0.000%
8/4/2025Waterfront Wealth Inc.129,990$1.42M0.3%-2.3%0.000%
8/1/2025Envestnet Asset Management Inc.31,753$347K0.0%+24.8%0.000%
7/30/2025D.A. Davidson & CO.226,837$2.48M0.0%+1.1%0.000%
7/29/2025Stratos Wealth Partners LTD.10,280$112K0.0%N/A0.000%
7/29/2025Private Trust Co. NA119,849$1.31M0.1%-3.2%0.000%
7/25/2025Allspring Global Investments Holdings LLC2,117,805$23.13M0.0%-14.8%0.000%
7/23/2025Elm3 Financial Group LLC13,400$146K0.1%+8.1%0.000%
7/21/2025Ameritas Advisory Services LLC6,969$76K0.0%N/A0.000%
7/17/2025Capital Investment Advisors LLC974,134$10.64M0.2%-4.5%0.000%
7/17/2025Oak Family Advisors LLC10,929$119K0.0%-8.4%0.000%
7/15/2025Riverbridge Partners LLC65,486$715K0.0%+3.5%0.000%
7/15/2025Shulman DeMeo Asset Management LLC54,367$594K0.1%-2.3%0.000%
7/14/2025Park Avenue Securities LLC16,365$179K0.0%-8.1%0.000%
7/10/2025 Stolper Co80,493$879K0.3%+6.5%0.000%
7/7/2025 Park Edge Advisors LLC10,982$120K0.0%N/A0.000%
5/21/2025Geneos Wealth Management Inc.15,628$168K0.0%+6,411.7%0.000%
5/20/2025Focus Partners Wealth74,498$799K0.0%-6.5%0.000%
5/19/2025Jane Street Group LLC17,799$191K0.0%+56.9%0.000%
5/19/2025Smith Asset Management Co. LLC297,832$3.19M3.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.352,794$3.78M0.1%-18.8%0.000%
5/15/2025EP Wealth Advisors LLC84,188$902K0.0%-21.9%0.000%
5/15/2025Royal Bank of Canada889,121$9.53M0.0%+1.4%0.000%
5/15/2025Pinnacle Wealth Planning Services Inc.13,009$139K0.0%-16.4%0.000%
5/15/2025Evergreen Capital Management LLC406,728$4.36M0.1%-1.3%0.000%
5/15/2025WPG Advisers LLC7,400$79K0.1%N/A0.000%
5/15/2025Landscape Capital Management L.L.C.46,078$494K0.0%+66.2%0.000%
5/15/2025Oarsman Capital Inc.11,558$124K0.0%+89.9%0.000%
5/14/2025Guggenheim Capital LLC1,629,233$17.47M0.2%+13.1%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.75,286$807K0.0%-10.5%0.000%
5/13/2025Raymond James Financial Inc.1,366,269$14.65M0.0%+0.8%0.000%
5/13/2025Sit Investment Associates Inc.5,581,167$59.83M1.4%+8.1%0.000%
5/12/2025Invesco Ltd.1,265,933$13.57M0.0%-2.9%0.000%
5/9/2025Chicago Partners Investment Group LLC57,056$604K0.0%-34.6%0.000%
5/9/2025WealthShield Partners LLC57,437$616K0.1%+11.1%0.000%
5/9/2025Shaker Financial Services LLC18,000$193K0.1%N/A0.000%
5/9/2025PNC Financial Services Group Inc.9,371$100K0.0%+112.6%0.000%
5/8/2025Moors & Cabot Inc.10,000$107K0.0%-16.7%0.000%
5/7/2025Creekside Partners21,653$232K0.1%+48.2%0.000%
5/7/2025Pin Oak Investment Advisors Inc.50,163$531K0.4%-15.8%0.000%
5/7/2025LPL Financial LLC953,632$10.22M0.0%+22.5%0.000%
5/7/2025Alteri Wealth LLC40,930$439K0.2%+5.4%0.000%
5/7/2025Rareview Capital LLC154,048$1.65M1.0%-1.6%0.000%
5/6/2025Cetera Investment Advisers88,863$953K0.0%+2.6%0.000%
5/5/2025Edgemoor Investment Advisors Inc.268,495$2.88M0.3%-1.7%0.000%
5/5/2025Private Advisor Group LLC16,513$177K0.0%-27.4%0.000%
5/2/2025Mayflower Financial Advisors LLC14,000$150K0.0%-17.6%0.000%
5/2/2025Cullen Frost Bankers Inc.9,584$103K0.0%N/A0.000%
5/2/2025Accredited Investor Services LLC14,814$159K0.1%N/A0.000%
5/1/2025CWM LLC2,419$26K0.0%-54.1%0.000%
4/29/2025Penserra Capital Management LLC477,029$5.11M0.1%+1.7%0.000%
4/29/2025Concurrent Investment Advisors LLC22,419$240K0.0%+7.9%0.000%
4/28/2025D.A. Davidson & CO.224,348$2.41M0.0%+9.8%0.000%
4/28/2025Private Trust Co. NA123,825$1.33M0.1%+2.5%0.000%
4/25/2025Waterfront Wealth Inc.133,110$1.43M0.3%-5.4%0.000%
4/24/2025Allspring Global Investments Holdings LLC2,486,405$26.65M0.0%-11.3%0.000%
4/23/2025International Assets Investment Management LLC31,920$342K0.0%+3.2%0.000%
4/23/2025Oppenheimer & Co. Inc.29,662$318K0.0%+32.2%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.38,917$417K0.0%-32.5%0.000%
4/22/2025Ellis Investment Partners LLC33,960$364K0.1%-15.3%0.000%
4/21/2025Riverbridge Partners LLC63,268$678K0.0%+11.6%0.000%
4/17/2025Sowell Financial Services LLC661,231$7.09M0.3%+0.2%0.000%
4/17/2025Sound Income Strategies LLC4,686$50K0.0%N/A0.000%
4/15/2025Ibex Wealth Advisors113,556$1.22M0.2%-3.1%0.000%
4/15/2025Wealthcare Advisory Partners LLC29,467$316K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC1,020,187$10.94M0.2%+1.6%0.000%
4/14/2025SOA Wealth Advisors LLC.13,093$140K0.0%N/A0.000%
4/9/2025Merit Financial Group LLC13,124$141K0.0%N/A0.000%
3/12/2025Northstar Financial Companies Inc.14,617$153K0.1%N/A0.000%
(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, 159 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($59.83M), Bank of America Corp DE ($49.92M), Allspring Global Investments Holdings LLC ($23.13M), Guggenheim Capital LLC ($19M), Raymond James Financial Inc. ($16.21M), Invesco Ltd. ($13.76M), and Capital Investment Advisors LLC ($10.64M).Learn more on BlackRock Credit Allocation Income Trust's institutional investors.

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

Of the 125 institutional investors that purchased BlackRock Credit Allocation Income Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.84M), Allspring Global Investments Holdings LLC ($1.57M), Bank of America Corp DE ($1.05M), Sit Investment Associates Inc. ($633.78K), International Assets Investment Management LLC ($595.40K), Guggenheim Capital LLC ($524.85K), and LPL Financial LLC ($412.00K).

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

Institutional investors have bought a total of 8,205,014 shares in the last 24 months. This purchase volume represents approximately $87.28M in transactions.

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

Of the 59 institutional investors that sold BlackRock Credit Allocation Income Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($1.83M), Penserra Capital Management LLC ($830.56K), Evergreen Capital Management LLC ($393.53K), International Assets Investment Management LLC ($351.72K), Landscape Capital Management L.L.C. ($99.26K), Advisors Asset Management Inc. ($83.21K), and Johnson Financial Group Inc. ($59.03K).

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

Institutional investors have sold a total of 4,216,843 shares in the last 24 months. This volume of shares sold represents approximately $46.08M in transactions.


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This page (NYSE:BTZ) was last updated on 10/11/2025 by MarketBeat.com Staff
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