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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

BlackRock Credit Allocation Income Trust logo
$9.96 -0.01 (-0.10%)
As of 09/4/2026 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)
73
Total
Institutional Inflows
(last 12 months)
$106.17M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$38.62M
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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
8/22/2026 Rareview Capital LLC420,186$4.59M2.3%+14.2%0.000%
8/22/2026 Concurrent Investment Advisors LLC29,844$305K0.0%-7.6%0.000%
8/20/2026 Nwam LLC14,048$144K0.0%-27.1%0.000%
8/20/2026 Susquehanna International Group LLP67,473$690K0.0%+28.1%0.000%
8/20/2026 IMC Chicago LLC41,558$425K0.0%N/A0.000%
8/18/2026 Beacon Pointe Advisors LLC12,098$124K0.0%N/A0.000%
8/18/2026 Pin Oak Investment Advisors Inc.49,680$508K0.3%N/A0.000%
8/18/2026 Equitable Holdings Inc.20,447$209K0.0%N/A0.000%
8/17/2026 Almitas Capital LLC18,660$191K0.0%N/A0.000%
8/17/2026 Palogic Value Management L.P.29,366$300K0.1%N/A0.000%
8/17/2026 Bank of America Corp DE4,748,810$48.53M0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC79,458$812K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.77,972$797K0.0%N/A0.000%
8/12/2026 EP Wealth Advisors LLC51,358$525K0.0%N/A0.000%
8/10/2026 Johnson Financial Group Inc.53,707$549K0.0%N/A0.000%
8/6/2026 Northstar Financial Companies Inc.13,004$133K0.1%N/A0.000%
8/6/2026 IMC Chicago LLC41,558$425K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC36,021$368K0.0%N/A0.000%
7/1/2026 Noble Wealth Management PBC52,533$537K0.2%+54.4%0.000%
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%
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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%
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%
2/6/2026 Global 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%
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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%


BTZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 166 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 ($48.53M), 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 128 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: Bank of America Corp DE ($6.13M), Raymond James Financial Inc. ($2.88M), Northwestern Mutual Wealth Management Co. ($1.52M), Sit Investment Associates Inc. ($1.13M), Guggenheim Capital LLC ($607.36K), LPL Financial LLC ($433.32K), and International Assets Investment Management LLC ($349.41K).

Institutional investors have bought a total of 10,147,698 shares in the last 24 months. This purchase volume represents approximately $106.17M in transactions.

Of the 46 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 ($1.67M), Bank of America Corp DE ($721.40K), Invesco Ltd. ($270.22K), Morgan Stanley ($222.73K), Advisors Asset Management Inc. ($156.73K), Capital Investment Advisors LLC ($129.98K), and Royal Bank of Canada ($107.61K).

Institutional investors have sold a total of 3,602,478 shares in the last 24 months. This volume of shares sold represents approximately $38.62M in transactions.


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Institutional ownership data for NYSE:BTZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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