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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

BlackRock Credit Allocation Income Trust logo
$9.96 -0.02 (-0.15%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$9.94 -0.02 (-0.15%)
As of 07/24/2026 07:34 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.
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Institutional Ownership Changes (13F Filings) for BlackRock Credit Allocation Income Trust (NYSE:BTZ)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$67.28M
Number of
Institutional Sellers
(last 12 months)
53
Total
Institutional Outflows
(last 12 months)
$44.06M
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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
7/1/2026 Noble Wealth Management PBC52,533$537K0.2%+54.4%0.000%
5/19/2026Bank of America Corp DE4,594,698$46.41M0.0%-13.6%0.000%
5/18/2026Readystate Asset Management LP100,594$1.02M0.0%N/A0.000%
5/18/2026Royal Bank of Canada762,220$7.70M0.0%-12.4%0.000%
5/14/2026Lido Advisors LLC51,815$523K0.0%-22.5%0.000%
5/13/2026Cetera Investment Advisers236,069$2.38M0.0%+12.9%0.000%
5/13/2026First Trust Advisors LP209,683$2.12M0.0%+59.8%0.000%
5/6/2026Allspring Global Investments Holdings LLC617,201$6.23M0.0%+36.8%0.000%
5/5/2026D.A. Davidson & CO.382,991$3.87M0.0%+60.4%0.000%
5/5/2026Marks Group Wealth Management Inc89,273$902K0.1%-8.8%0.000%
5/5/2026Northstar Financial Companies Inc.13,004$131K0.1%N/A0.000%
5/5/2026Fell Capital Management ADV81,184$820K0.8%-4.1%0.000%
5/1/2026Fifth Third Bancorp3,334$34K0.0%N/A0.000%
5/1/2026WealthShield Partners LLC41,099$415K0.0%-16.7%0.000%
4/30/2026Waterfront Wealth Inc.116,422$1.18M0.2%+4.0%0.000%
4/30/2026Ibex Wealth Advisors108,640$1.10M0.1%+0.9%0.000%
4/28/2026Stephens Inc. AR10,543$106K0.0%N/A0.000%
4/28/2026 Rareview Capital LLC367,912$4.02M2.3%+158.3%0.000%
4/27/2026World Investment Advisors12,444$126K0.0%-61.3%0.000%
4/22/2026Janney Montgomery Scott LLC15,787$159K0.0%-21.2%0.000%
4/20/2026Kestra Private Wealth Services LLC13,813$140K0.0%N/A0.000%
3/17/2026Rockefeller Capital Management L.P.77,504$839K0.0%-3.1%0.000%
3/13/2026World Investment Advisors32,114$348K0.0%-10.9%0.000%
3/9/2026Corient Private Wealth LLC78,006$845K0.0%N/A0.000%
2/19/2026Invesco Ltd.995,409$10.78M0.0%-21.4%0.000%
2/19/2026Corient 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%
2/18/2026EP Wealth Advisors LLC46,277$501K0.0%N/A0.000%
2/18/2026Millennium Management LLC12,580$136K0.0%N/A0.000%
2/18/2026Evolve Private Wealth LLC11,253$122K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC1,989,430$21.55M0.2%+4.3%0.000%
2/17/2026Cetera Investment Advisers209,031$2.26M0.0%+18.4%0.000%
2/17/2026Equitable Holdings Inc.11,830$128K0.0%+15.8%0.000%
2/17/2026Osaic Holdings Inc.61,952$671K0.0%+10.8%0.000%
2/17/2026Ibex Wealth Advisors107,648$1.17M0.1%-7.3%0.000%
2/17/2026Royal Bank of Canada869,826$9.42M0.0%+1.4%0.000%
2/16/2026MML Investors Services LLC31,823$345K0.0%-3.7%0.000%
2/16/2026Landscape Capital Management L.L.C.13,190$143K0.0%N/A0.000%
2/13/2026Morgan Stanley5,039,088$54.57M0.0%-4.2%0.000%
2/13/2026First Trust Advisors LP131,186$1.42M0.0%+4.2%0.000%
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2/13/2026Wells Fargo & Company MN1,093,342$11.84M0.0%+3.2%0.000%
2/12/2026Advisors Asset Management Inc.194,313$2.10M0.0%-43.4%0.000%
2/12/2026Johnson Financial Group Inc.53,707$582K0.0%-3.2%0.000%
2/12/2026Jane Street Group LLC78,164$847K0.0%+5.9%0.000%
2/12/2026HRT Financial LP30,915$334K0.0%+29.8%0.000%
2/12/2026Commonwealth Equity Services LLC27,600$299K0.0%+4.2%0.000%
2/12/2026Elevation Point Wealth Partners LLC81,558$883K0.0%+1.7%0.000%
2/12/2026Steward Partners Investment Advisory LLC330,820$3.58M0.0%+17.3%0.000%
2/12/2026Sit Investment Associates Inc.6,430,309$69.64M1.4%+8.3%0.000%
2/12/2026Principal Securities Inc.70,053$759K0.0%-9.8%0.000%
2/11/2026Janney Montgomery Scott LLC20,037$217K0.0%+13.5%0.000%
2/11/2026Alteri Wealth LLC51,845$561K0.2%+4.0%0.000%
2/11/2026LPL Financial LLC995,529$10.78M0.0%+2.4%0.000%
2/11/2026Closed End Fund Advisors Inc.31,590$342K0.2%N/A0.000%
2/10/2026Goldman Sachs Group Inc.13,205$143K0.0%N/A0.000%
2/10/2026Mueller Wealth LLC14,196$154K0.1%N/A0.000%
2/10/2026Edgemoor Investment Advisors Inc.260,315$2.82M0.2%-2.2%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.77,614$841K0.0%+2.1%0.000%
2/9/2026M3 Wealth Management LLC14,617$158K0.1%N/A0.000%
2/9/2026Integrity 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%
2/5/2026Northwestern Mutual Wealth Management Co.1,513,798$16.39M0.0%+1,891.7%0.000%
2/5/2026Thrivent Financial for Lutherans227,673$2.47M0.0%-4.0%0.000%
2/4/2026World 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%
2/3/2026WealthShield 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%
1/29/2026D.A. Davidson & CO.238,778$2.59M0.0%+14.9%0.000%
1/29/2026UBS Group AG671,245$7.27M0.0%+0.4%0.000%
1/27/2026Waterfront Wealth Inc.111,912$1.18M0.2%+1.9%0.000%
1/27/2026Emissary 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%
1/23/2026Valley Brook Capital Group Inc.18,220$197K0.1%-15.7%0.000%
1/22/2026Elm3 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%
1/20/2026Stratos 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%
1/15/2026Allspring Global Investments Holdings LLC451,242$4.89M0.0%-39.8%0.000%
1/13/2026Capital Investment Advisors LLC844,152$9.14M0.1%-7.2%0.000%
1/12/2026 Stolper Co82,079$889K0.3%+2.2%0.000%
1/8/2026Sound View Wealth Advisors Group LLC10,970$119K0.0%-21.5%0.000%
1/6/2026Canal Capital Management LLC11,138$121K0.0%-15.2%0.000%
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1/5/2026 Park Avenue Securities LLC15,095$163K0.0%-11.2%0.000%
12/22/2025 PMG Family Office LLC10,927$121K0.1%N/A0.000%
11/18/2025Advisory Services Network LLC9,316$103K0.0%N/A0.000%
11/17/2025NewEdge Advisors LLC29,885$330K0.0%+3.8%0.000%
11/17/2025Susquehanna International Group LLP26,424$292K0.0%N/A0.000%
11/17/2025Mariner LLC27,544$304K0.0%-3.4%0.000%
11/17/2025Lido Advisors LLC66,816$738K0.0%-25.8%0.000%
11/17/2025Focus Partners Wealth72,771$804K0.0%-2.3%0.000%
11/17/2025Elevation Point Wealth Partners LLC80,226$886K0.1%N/A0.000%
11/17/2025Bank of America Corp DE4,904,167$54.19M0.0%+7.3%0.000%


BTZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 163 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 124 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 6,239,839 shares in the last 24 months. This purchase volume represents approximately $67.28M in transactions.

Of the 53 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), Evergreen Capital Management LLC ($383.35K), Invesco Ltd. ($275.67K), Morgan Stanley ($222.73K), Advisors Asset Management Inc. ($158.48K), and Capital Investment Advisors LLC ($129.98K).

Institutional investors have sold a total of 4,099,848 shares in the last 24 months. This volume of shares sold represents approximately $44.06M in transactions.


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This page (NYSE:BTZ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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