Free Trial
Final Hours! Save $100 on MarketBeat All Access Before 11:59 PM
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Lock In $149 Tonight
Claim MarketBeat All Access Sale Promotion

BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

BlackRock Credit Allocation Income Trust logo
$10.06 -0.01 (-0.05%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$10.06 0.00 (0.00%)
As of 05/22/2026 05:36 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for BlackRock Credit Allocation Income Trust (NYSE:BTZ)

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$67.37M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$48.64M
Get BTZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Credit Allocation Income Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BTZ Institutional Buying and Selling by Quarter

BlackRock Credit Allocation Income Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE4,594,698$46.41M0.0%-13.6%0.000%
5/18/2026 Readystate Asset Management LP100,594$1.02M0.0%N/A0.000%
5/18/2026 Royal Bank of Canada762,220$7.70M0.0%-12.4%0.000%
5/14/2026 Lido Advisors LLC51,815$523K0.0%-22.5%0.000%
5/13/2026 Cetera Investment Advisers236,069$2.38M0.0%+12.9%0.000%
5/13/2026 First Trust Advisors LP209,683$2.12M0.0%+59.8%0.000%
5/6/2026 Allspring Global Investments Holdings LLC617,201$6.23M0.0%+36.8%0.000%
5/5/2026 D.A. Davidson & CO.382,991$3.87M0.0%+60.4%0.000%
5/5/2026 Marks Group Wealth Management Inc89,273$902K0.1%-8.8%0.000%
5/5/2026 Northstar Financial Companies Inc.13,004$131K0.1%N/A0.000%
5/5/2026 Fell Capital Management ADV81,184$820K0.8%-4.1%0.000%
5/1/2026 Fifth Third Bancorp3,334$34K0.0%N/A0.000%
5/1/2026 WealthShield Partners LLC41,099$415K0.0%-16.7%0.000%
4/30/2026 Waterfront Wealth Inc.116,422$1.18M0.2%+4.0%0.000%
4/30/2026 Ibex Wealth Advisors108,640$1.10M0.1%+0.9%0.000%
4/28/2026 Stephens Inc. AR10,543$106K0.0%N/A0.000%
4/28/2026 Rareview Capital LLC367,912$4.02M2.3%+158.3%0.000%
4/27/2026 World Investment Advisors12,444$126K0.0%-61.3%0.000%
4/22/2026 Janney Montgomery Scott LLC15,787$159K0.0%-21.2%0.000%
4/20/2026 Kestra Private Wealth Services LLC13,813$140K0.0%N/A0.000%
3/17/2026 Rockefeller Capital Management L.P.77,504$839K0.0%-3.1%0.000%
3/13/2026 World Investment Advisors32,114$348K0.0%-10.9%0.000%
3/9/2026 Corient Private Wealth LLC78,006$845K0.0%N/A0.000%
2/19/2026 Invesco Ltd.995,409$10.78M0.0%-21.4%0.000%
2/19/2026 Corient Private Wealth LLC78,006$845K0.0%N/A0.000%
2/19/2026 Smith Asset Management Co. LLC279,316$3.03M2.5%-2.6%0.000%
2/18/2026 EP Wealth Advisors LLC46,277$501K0.0%N/A0.000%
2/18/2026 Millennium Management LLC12,580$136K0.0%N/A0.000%
2/18/2026 Evolve Private Wealth LLC11,253$122K0.0%N/A0.000%
2/17/2026 Guggenheim Capital LLC1,989,430$21.55M0.2%+4.3%0.000%
2/17/2026 Cetera Investment Advisers209,031$2.26M0.0%+18.4%0.000%
2/17/2026 Equitable Holdings Inc.11,830$128K0.0%+15.8%0.000%
2/17/2026 Osaic Holdings Inc.61,952$671K0.0%+10.8%0.000%
2/17/2026 Ibex Wealth Advisors107,648$1.17M0.1%-7.3%0.000%
2/17/2026 Royal Bank of Canada869,826$9.42M0.0%+1.4%0.000%
2/16/2026 MML Investors Services LLC31,823$345K0.0%-3.7%0.000%
2/16/2026 Landscape Capital Management L.L.C.13,190$143K0.0%N/A0.000%
2/13/2026 Morgan Stanley5,039,088$54.57M0.0%-4.2%0.000%
2/13/2026 First Trust Advisors LP131,186$1.42M0.0%+4.2%0.000%
2/13/2026 Wells Fargo & Company MN1,093,342$11.84M0.0%+3.2%0.000%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
2/12/2026 Advisors Asset Management Inc.194,313$2.10M0.0%-43.4%0.000%
2/12/2026 Johnson Financial Group Inc.53,707$582K0.0%-3.2%0.000%
2/12/2026 Jane Street Group LLC78,164$847K0.0%+5.9%0.000%
2/12/2026 HRT Financial LP30,915$334K0.0%+29.8%0.000%
2/12/2026 Commonwealth Equity Services LLC27,600$299K0.0%+4.2%0.000%
2/12/2026 Elevation Point Wealth Partners LLC81,558$883K0.0%+1.7%0.000%
2/12/2026 Steward Partners Investment Advisory LLC330,820$3.58M0.0%+17.3%0.000%
2/12/2026 Sit Investment Associates Inc.6,430,309$69.64M1.4%+8.3%0.000%
2/12/2026 Principal Securities Inc.70,053$759K0.0%-9.8%0.000%
2/11/2026 Janney Montgomery Scott LLC20,037$217K0.0%+13.5%0.000%
2/11/2026 Alteri Wealth LLC51,845$561K0.2%+4.0%0.000%
2/11/2026 LPL Financial LLC995,529$10.78M0.0%+2.4%0.000%
2/11/2026 Closed End Fund Advisors Inc.31,590$342K0.2%N/A0.000%
2/10/2026 Goldman Sachs Group Inc.13,205$143K0.0%N/A0.000%
2/10/2026 Mueller Wealth LLC14,196$154K0.1%N/A0.000%
2/10/2026 Edgemoor Investment Advisors Inc.260,315$2.82M0.2%-2.2%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.77,614$841K0.0%+2.1%0.000%
2/9/2026 M3 Wealth Management LLC14,617$158K0.1%N/A0.000%
2/9/2026 Integrity Advisory Solutions LLC10,747$116K0.0%N/A0.000%
2/9/2026 Cary Street Partners Financial LLC254,378$2.76M0.1%+9.6%0.000%
2/6/2026Global Retirement Partners LLC28,357$307K0.0%+28,543.4%0.000%
2/6/2026 Prevail Innovative Wealth Advisors LLC91,191$988K0.2%+75.2%0.000%
2/5/2026 Northwestern Mutual Wealth Management Co.1,513,798$16.39M0.0%+1,891.7%0.000%
2/5/2026 Thrivent Financial for Lutherans227,673$2.47M0.0%-4.0%0.000%
2/4/2026 World Investment Advisors32,114$348K0.0%-10.9%0.000%
2/4/2026 Nwam LLC19,267$205K0.0%-9.4%0.000%
2/3/2026 International Assets Investment Management LLC28,470$308K0.0%-10.8%0.000%
2/3/2026 WealthShield Partners LLC49,359$535K0.1%-1.9%0.000%
1/30/2026 Chapin Davis Inc.13,000$141K0.0%N/A0.000%
1/29/2026 Rareview Capital LLC142,441$1.56M1.0%-21.0%0.000%
1/29/2026 D.A. Davidson & CO.238,778$2.59M0.0%+14.9%0.000%
1/29/2026 UBS Group AG671,245$7.27M0.0%+0.4%0.000%
1/27/2026 Waterfront Wealth Inc.111,912$1.18M0.2%+1.9%0.000%
1/27/2026 Emissary Wealth LLC264,350$2.86M2.4%N/A0.000%
1/26/2026 Shaker Financial Services LLC53,561$580K0.2%+62.3%0.000%
1/26/2026 Merit Financial Group LLC18,390$199K0.0%-7.1%0.000%
1/23/2026 E&G Advisors LP13,892$150K0.0%-11.5%0.000%
1/23/2026 Valley Brook Capital Group Inc.18,220$197K0.1%-15.7%0.000%
1/22/2026 Elm3 Financial Group LLC11,400$123K0.1%-14.9%0.000%
1/21/2026 Flagship Harbor Advisors LLC34,455$373K0.0%+57.4%0.000%
1/21/2026 Sowell Financial Services LLC654,542$7.09M0.3%-0.7%0.000%
1/20/2026 Stratos Wealth Partners LTD.10,502$114K0.0%N/A0.000%
1/16/2026 Park Edge Advisors LLC21,725$235K0.1%+93.4%0.000%
1/15/2026 Uncommon Cents Investing LLC46,591$505K0.1%-3.3%0.000%
1/15/2026 Allspring Global Investments Holdings LLC451,242$4.89M0.0%-39.8%0.000%
1/13/2026 Capital Investment Advisors LLC844,152$9.14M0.1%-7.2%0.000%
1/12/2026 Stolper Co82,079$889K0.3%+2.2%0.000%
1/8/2026 Sound View Wealth Advisors Group LLC10,970$119K0.0%-21.5%0.000%
1/6/2026 Canal Capital Management LLC11,138$121K0.0%-15.2%0.000%
1/5/2026 Park Avenue Securities LLC15,095$163K0.0%-11.2%0.000%
I was right about SpaceX (Ad)

Jeff Brown predicted Bitcoin before it climbed as high as 52,400%, Tesla before 2,150%, and Nvidia before 32,000%. Now he says SpaceX is shaping up to be the biggest IPO of the decade - and three key milestones just confirmed it. In the past 21 days: SpaceX crossed 10,000 active satellites, Elon filed confidential IPO paperwork with the SEC, and another rocket launched 25 more satellites. Two-thirds of every satellite in orbit now belongs to one company. The public filing could drop any day.tc pixel

See how to claim your stake in SpaceX before the public can
12/22/2025 PMG Family Office LLC10,927$121K0.1%N/A0.000%
11/18/2025 Advisory Services Network LLC9,316$103K0.0%N/A0.000%
11/17/2025 NewEdge Advisors LLC29,885$330K0.0%+3.8%0.000%
11/17/2025 Susquehanna International Group LLP26,424$292K0.0%N/A0.000%
11/17/2025 Mariner LLC27,544$304K0.0%-3.4%0.000%
11/17/2025 Lido Advisors LLC66,816$738K0.0%-25.8%0.000%
11/17/2025 Focus Partners Wealth72,771$804K0.0%-2.3%0.000%
11/17/2025 Elevation Point Wealth Partners LLC80,226$886K0.1%N/A0.000%
11/17/2025 Bank of America Corp DE4,904,167$54.19M0.0%+7.3%0.000%
11/17/2025 Ameriprise Financial Inc.252,201$2.75M0.0%+11.0%0.000%


BTZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 165 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($69.64M), Morgan Stanley ($54.57M), Bank of America Corp DE ($46.41M), Guggenheim Capital LLC ($21.55M), Raymond James Financial Inc. ($16.80M), Wells Fargo & Company MN ($11.84M), and LPL Financial LLC ($10.78M).Learn more on BlackRock Credit Allocation Income Trust's institutional investors.

Of the 127 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. ($2.88M), Northwestern Mutual Wealth Management Co. ($1.44M), Bank of America Corp DE ($1.38M), Sit Investment Associates Inc. ($1.13M), Guggenheim Capital LLC ($607.36K), LPL Financial LLC ($433.32K), and International Assets Investment Management LLC ($357.89K).

Institutional investors have bought a total of 6,247,452 shares in the last 24 months. This purchase volume represents approximately $67.37M in transactions.

Of the 55 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 ($2.04M), Bank of America Corp DE ($721.40K), Evergreen Capital Management LLC ($383.35K), Invesco Ltd. ($275.67K), Morgan Stanley ($222.73K), Capital Investment Advisors LLC ($176.04K), and Advisors Asset Management Inc. ($158.48K).

Institutional investors have sold a total of 4,518,240 shares in the last 24 months. This volume of shares sold represents approximately $48.64M in transactions.


Related Companies

This page (NYSE:BTZ) was last updated on 5/25/2026 by MarketBeat.com Staff.
From Our Partners
Elon Musk’s $1 Quadrillion AI IPO
$1 quadrillion would be enough to send a $2.8 million check to every man, woman, and child in America. That is...
Brownstone Research | Sponsoredtc pixel
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
SpaceX IPO hides a much bigger story
The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...
Weiss Ratings | Sponsoredtc pixel
SpaceX will mint billionaires. You won't be one of them.
By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...
Behind the Markets | Sponsoredtc pixel
Satellite Images Spot Potential $10 Trillion Discovery
'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...
Altimetry | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
SpaceX just filed. The clock is ticking.
Reuters reports Elon Musk filed secretly. Barron's says it's being finalized behind closed doors. CNBC just re...
The Oxford Club | Sponsoredtc pixel