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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

$11.06 +0.03 (+0.27%)
Closing price 03:58 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)
81
Total
Institutional Inflows
(last 12 months)
$74.13M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$41.11M
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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
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%
8/8/2025 Rockefeller Capital Management L.P.88,322$964K0.0%+4.9%0.000%
8/8/2025 Cetera Investment Advisers163,129$1.78M0.0%+83.6%0.000%
8/8/2025 WealthShield Partners LLC50,937$556K0.1%-11.3%0.000%
8/8/2025 Fiera Capital Corp170,957$1.87M0.0%-2.0%0.000%
8/8/2025 PNC Financial Services Group Inc.4,472$49K0.0%-52.3%0.000%
8/7/2025 Ibex Wealth Advisors114,752$1.25M0.1%+1.1%0.000%
8/6/2025 Prospera Financial Services Inc28,772$314K0.0%N/A0.000%
8/6/2025 Penserra Capital Management LLC491,558$5.37M0.1%+3.0%0.000%
8/5/2025 Rareview Capital LLC159,518$1.74M1.1%+3.6%0.000%
8/5/2025 Palogic Value Management L.P.29,366$321K0.1%-5.5%0.000%
8/4/2025 Waterfront Wealth Inc.129,990$1.42M0.3%-2.3%0.000%
8/1/2025 Envestnet Asset Management Inc.31,753$347K0.0%+24.8%0.000%
7/30/2025 D.A. Davidson & CO.226,837$2.48M0.0%+1.1%0.000%
7/29/2025 Stratos Wealth Partners LTD.10,280$112K0.0%N/A0.000%
7/29/2025 Private Trust Co. NA119,849$1.31M0.1%-3.2%0.000%
7/25/2025 Allspring Global Investments Holdings LLC2,117,805$23.13M0.0%-14.8%0.000%
7/23/2025 Elm3 Financial Group LLC13,400$146K0.1%+8.1%0.000%
7/21/2025 Ameritas Advisory Services LLC6,969$76K0.0%N/A0.000%
7/17/2025 Capital Investment Advisors LLC974,134$10.64M0.2%-4.5%0.000%
7/17/2025 Oak Family Advisors LLC10,929$119K0.0%-8.4%0.000%
7/15/2025 Riverbridge Partners LLC65,486$715K0.0%+3.5%0.000%
7/15/2025 Shulman DeMeo Asset Management LLC54,367$594K0.1%-2.3%0.000%
7/14/2025 Park 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%
5/15/2025 Oarsman Capital Inc.11,558$124K0.0%+89.9%0.000%
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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%
5/9/2025 Chicago Partners Investment Group LLC57,056$604K0.0%-34.6%0.000%
5/9/2025 WealthShield Partners LLC57,437$616K0.1%+11.1%0.000%
5/9/2025 Shaker Financial Services LLC18,000$193K0.1%N/A0.000%
5/9/2025 PNC Financial Services Group Inc.9,371$100K0.0%+112.6%0.000%
5/8/2025 Moors & Cabot Inc.10,000$107K0.0%-16.7%0.000%
5/7/2025 Creekside 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%
5/7/2025 Rareview Capital LLC154,048$1.65M1.0%-1.6%0.000%
5/6/2025 Cetera 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%
5/2/2025 Mayflower Financial Advisors LLC14,000$150K0.0%-17.6%0.000%
5/2/2025 Cullen Frost Bankers Inc.9,584$103K0.0%N/A0.000%
5/2/2025 Accredited Investor Services LLC14,814$159K0.1%N/A0.000%
5/1/2025 CWM LLC2,419$26K0.0%-54.1%0.000%
4/29/2025 Penserra Capital Management LLC477,029$5.11M0.1%+1.7%0.000%
4/29/2025 Concurrent Investment Advisors LLC22,419$240K0.0%+7.9%0.000%
4/28/2025 D.A. Davidson & CO.224,348$2.41M0.0%+9.8%0.000%
4/28/2025 Private Trust Co. NA123,825$1.33M0.1%+2.5%0.000%
4/25/2025 Waterfront Wealth Inc.133,110$1.43M0.3%-5.4%0.000%
4/24/2025 Allspring Global Investments Holdings LLC2,486,405$26.65M0.0%-11.3%0.000%
4/23/2025 International Assets Investment Management LLC31,920$342K0.0%+3.2%0.000%
4/23/2025 Oppenheimer & Co. Inc.29,662$318K0.0%+32.2%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.38,917$417K0.0%-32.5%0.000%
4/22/2025 Ellis Investment Partners LLC33,960$364K0.1%-15.3%0.000%
4/21/2025 Riverbridge Partners LLC63,268$678K0.0%+11.6%0.000%
4/17/2025 Sowell Financial Services LLC661,231$7.09M0.3%+0.2%0.000%
4/17/2025 Sound Income Strategies LLC4,686$50K0.0%N/A0.000%
4/15/2025 Ibex Wealth Advisors113,556$1.22M0.2%-3.1%0.000%
4/15/2025 Wealthcare Advisory Partners LLC29,467$316K0.0%N/A0.000%
4/14/2025 Capital Investment Advisors LLC1,020,187$10.94M0.2%+1.6%0.000%
4/14/2025 SOA Wealth Advisors LLC.13,093$140K0.0%N/A0.000%
4/9/2025 Merit Financial Group LLC13,124$141K0.0%N/A0.000%
3/12/2025Northstar Financial Companies Inc.14,617$153K0.1%N/A0.000%
3/12/2025 Palogic Value Management L.P.31,084$325K0.0%-6.1%0.000%
2/19/2025Parr Mcknight Wealth Management Group LLC56,499$591K0.1%N/A0.000%
2/18/2025Elequin Capital LP17,613$184K0.0%N/A0.000%
2/17/2025Waverly Advisors LLC23,595$247K0.0%N/A0.000%
2/17/2025Millennium Management LLC18,581$194K0.0%-73.7%0.000%
2/17/2025Focus Partners Wealth79,688$834K0.0%+102.1%0.000%
2/17/2025EP Wealth Advisors LLC107,812$1.13M0.0%-8.1%0.000%
2/17/2025 Cetera Investment Advisers86,633$906K0.0%+13.0%0.000%
2/17/2025Baird Financial Group Inc.11,080$116K0.0%N/A0.000%
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2/17/2025Bank of America Corp DE3,619,300$37.86M0.0%+9.3%0.000%
2/17/2025Ameriprise Financial Inc.199,969$2.09M0.0%-4.7%0.000%
2/17/2025Alteri Wealth LLC38,842$406K0.1%N/A0.000%
2/14/2025Jane Street Group LLC11,344$119K0.0%N/A0.000%
2/14/2025Johnson Financial Group Inc.89,797$970K0.0%-34.3%0.000%
2/14/2025Kovitz Investment Group Partners LLC18,400$192K0.0%N/A0.000%
2/14/2025First Trust Advisors LP54,339$568K0.0%N/A0.000%
2/14/2025Generation Capital Management LLC42,500$445K0.4%N/A0.000%
2/13/2025Evergreen Capital Management LLC412,237$4.31M0.1%-2.0%0.000%
2/13/2025Guggenheim Capital LLC1,440,215$15.07M0.1%+18.5%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, 153 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 ($37.86M), Allspring Global Investments Holdings LLC ($23.13M), Guggenheim Capital LLC ($17.47M), Raymond James Financial Inc. ($14.65M), Invesco Ltd. ($13.57M), 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 118 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. ($2.72M), Allspring Global Investments Holdings LLC ($1.57M), Sit Investment Associates Inc. ($633.78K), International Assets Investment Management LLC ($595.40K), Guggenheim Capital LLC ($414.20K), LPL Financial LLC ($412.00K), and Bank of America Corp DE ($309.29K).

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

Institutional investors have bought a total of 7,003,357 shares in the last 24 months. This purchase volume represents approximately $74.13M in transactions.

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

Of the 56 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), International Assets Investment Management LLC ($351.72K), Landscape Capital Management L.L.C. ($99.26K), Advisors Asset Management Inc. ($81.46K), Millennium Management LLC ($51.96K), and Johnson Financial Group Inc. ($46.84K).

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

Institutional investors have sold a total of 3,762,127 shares in the last 24 months. This volume of shares sold represents approximately $41.11M in transactions.


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This page (NYSE:BTZ) was last updated on 8/12/2025 by MarketBeat.com Staff
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