Free Trial
→ Trump to unlock 15-figure fortune for America (May 3rd) ? (From Paradigm Press) (Ad) Buy BTZ Stock  Free BTZ Stock Alerts

BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

$10.22 +0.08 (+0.74%)
Closing price 04/17/2025 03:58 PM Eastern
Extended Trading
$10.23 +0.01 (+0.05%)
As of 04/17/2025 04:05 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 Polygon.io. Learn more.
Compare

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)
$64.06M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$31.69M
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.

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 to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/12/2025Palogic 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%
2/17/2025Cetera Investment Advisers86,633$906K0.0%+13.0%0.000%
2/17/2025Baird Financial Group Inc.11,080$116K0.0%N/A0.000%
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%
2/13/2025Broyhill Asset Management32,500$340K0.3%N/A0.000%
2/13/2025Mariner LLC31,909$334K0.0%-12.4%0.000%
2/13/2025Rockefeller Capital Management L.P.97,671$1.02M0.0%-20.0%0.000%
2/13/2025Raymond James Financial Inc.1,354,874$14.17M0.0%N/A0.000%
2/13/2025Invesco Ltd.1,303,897$13.64M0.0%+1.7%0.000%
2/13/2025Peapack Gladstone Financial Corp16,335$171K0.0%-6.9%0.000%
2/13/2025Envestnet Asset Management Inc.53,263$557K0.0%+26.8%0.000%
2/13/2025Wedbush Securities Inc.14,924$156K0.0%-22.7%0.000%
2/13/2025Sit Investment Associates Inc.5,161,376$53.99M1.2%+4.3%0.000%
2/13/2025Oarsman Capital Inc.6,085$64K0.0%+460.8%0.000%
2/13/2025Wells Fargo & Company MN1,012,548$10.59M0.0%+8.9%0.000%
2/12/2025Landscape Capital Management L.L.C.27,728$290K0.0%-59.5%0.000%
2/12/2025Huntington National Bank9,162$96K0.0%+458,000.0%0.000%
Trump Orders 'National Digital Asset Stockpile' (Ad)

‘Digital Asset Reserve’ for THIS Coin??? Get all the details before this story gains even more traction

SHOW ME THE #1 CRYPTO TO OWN RIGHT NOW
2/12/2025StoneX Group Inc.64,808$678K0.0%N/A0.000%
2/12/2025Physician Wealth Advisors Inc.10,000$105K0.0%-15.6%0.000%
2/12/2025Palogic Value Management L.P.31,084$325K0.1%-6.1%0.000%
2/11/2025LPL Financial LLC778,180$8.14M0.0%+43.1%0.000%
2/11/2025Virtu Financial LLC13,448$141K0.0%N/A0.000%
2/11/2025Palogic Value Management L.P.31,084$325K0.1%-6.1%0.000%
2/11/2025ProVise Management Group LLC12,560$131K0.0%-39.4%0.000%
2/10/2025Advisors Asset Management Inc.434,253$4.54M0.1%+13.4%0.000%
2/10/2025Thrivent Financial for Lutherans237,111$2.48M0.0%-8.5%0.000%
2/10/2025Edgemoor Investment Advisors Inc.273,243$2.86M0.3%-2.8%0.000%
2/10/2025GWN Securities Inc.43,472$463K0.1%N/A0.000%
2/10/2025Rareview Capital LLC156,604$1.77M1.3%+9.9%0.000%
2/10/2025Commonwealth Equity Services LLC31,353$328K0.0%-6.0%0.000%
2/7/2025HighTower Advisors LLC15,594$163K0.0%+10.8%0.000%
2/7/2025Miller Financial Services LLC13,000$136K0.1%N/A0.000%
2/7/2025Independent Advisor Alliance13,378$140K0.0%N/A0.000%
2/7/2025 Sowell Financial Services LLC660,122$6.91M0.4%+5.1%0.000%
2/7/2025Argentarii LLC10,324$108K0.1%N/A0.000%
2/6/2025Raymond James Financial Inc.1,354,874$14.17M0.0%N/A0.000%
2/5/2025 Noble Wealth Management PBC10,474$110K0.1%N/A0.000%
2/5/2025Private Trust Co. NA120,820$1.26M0.1%+60.7%0.000%
2/5/2025Oppenheimer & Co. Inc.22,440$235K0.0%-10.0%0.000%
2/3/2025Transcend Capital Advisors LLC83,501$873K0.1%+4.6%0.000%
2/3/2025Wolverine Asset Management LLC26,661$279K0.0%N/A0.000%
2/3/2025Concurrent Investment Advisors LLC20,776$217K0.0%+27.5%0.000%
1/31/2025Semus Wealth Partners LLC12,482$131K0.1%-9.9%0.000%
1/31/2025D.A. Davidson & CO.204,390$2.14M0.0%-0.6%0.000%
1/31/2025Truist Financial Corp27,832$291K0.0%-5.2%0.000%
1/30/2025Principal Securities Inc.110,503$1.16M0.0%-6.9%0.000%
1/30/2025Ellis Investment Partners LLC40,076$419K0.1%-2.9%0.000%
1/30/2025Ellis Investment Partners LLC40,076$419K0.1%-2.9%0.000%
1/30/2025Arcus Capital Partners LLC95,604$1.02M0.4%N/A0.000%
1/29/2025Allspring Global Investments Holdings LLC2,802,458$29.31M0.0%-12.4%0.000%
1/29/2025Kentucky Trust Co2,718$28K0.0%N/A0.000%
1/28/2025Mezzasalma Advisors LLC34,258$358K0.1%N/A0.000%
1/27/2025Elm3 Financial Group LLC12,400$130K0.1%N/A0.000%
1/23/2025 Ibex Wealth Advisors117,247$1.23M0.1%N/A0.000%
1/21/2025 Affiance Financial LLC20,000$209K0.0%+100.0%0.000%
1/17/2025 Janney Montgomery Scott LLC15,454$162K0.0%N/A0.000%
1/17/2025Bartlett & CO. Wealth Management LLC4,000$42K0.0%-25.7%0.000%
1/16/2025Uncommon Cents Investing LLC49,351$516K0.2%-3.5%0.000%
1/13/2025 Capital Investment Advisors LLC1,004,445$10.51M0.2%+5.3%0.000%
1/8/2025International Assets Investment Management LLC30,920$325K0.0%-91.9%0.000%
11/26/2024Peapack Gladstone Financial Corp17,546$198K0.0%-11.9%0.000%
11/15/2024EP Wealth Advisors LLC117,293$1.32M0.0%-1.8%0.000%
11/15/2024Stifel Financial Corp16,752$189K0.0%-6.8%0.000%
11/15/2024HighTower Advisors LLC14,080$158K0.0%-32.1%0.000%
11/14/2024Rockefeller Capital Management L.P.122,121$1.38M0.0%-3.9%0.000%
11/14/2024Pin Oak Investment Advisors Inc.59,583$672K0.6%+25.7%0.000%
11/13/2024Private Trust Co. NA75,180$848K0.1%+10,004.8%0.000%
The Crypto Market is About to Change Lives (Ad)

I've discovered something so significant about the 2025 crypto market that I had to put everything else aside and write a book about it. This isn't just another Bitcoin prediction – it's a complete roadmap for what I believe will be the biggest wealth-building opportunity of this decade. The evidence is so compelling, I'm doing something that probably seems insane: I'm giving away my entire book for free.

Claim your FREE copy of my controversial book before I change my mind.
11/13/2024Horizon Kinetics Asset Management LLC51,023$576K0.0%+25.6%0.000%
11/12/2024Penserra Capital Management LLC437,420$4.93M0.1%-65.5%0.000%
11/12/2024Nwam LLC26,817$302K0.0%-5.3%0.000%
11/9/2024Landscape Capital Management L.L.C.68,408$772K0.1%-46.1%0.000%
11/8/2024SMH Capital Advisors Inc.22,466$253K0.8%-5.9%0.000%
11/8/2024Advisors Asset Management Inc.382,831$4.32M0.1%+0.8%0.000%
11/7/2024Semus Wealth Partners LLC13,851$156K0.1%-33.3%0.000%
11/7/2024Thrivent Financial for Lutherans259,111$2.92M0.0%+1.3%0.000%
11/4/2024Mayflower Financial Advisors LLC17,000$192K0.0%-10.6%0.000%
11/1/2024Fiera Capital Corp174,503$1.97M0.0%+6.4%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, 152 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($53.99M), Bank of America Corp DE ($37.86M), Allspring Global Investments Holdings LLC ($29.31M), Guggenheim Capital LLC ($15.07M), Raymond James Financial Inc. ($14.17M), Invesco Ltd. ($13.64M), and Capital Investment Advisors LLC ($10.94M).Learn more on BTZ's institutional investors.

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

Of the 119 institutional investors that purchased BlackRock Credit Allocation Income Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.71M), Allspring Global Investments Holdings LLC ($1.76M), Sit Investment Associates Inc. ($1.03M), Arcus Capital Partners LLC ($755.19K), International Assets Investment Management LLC ($600.72K), Relative Value Partners Group LLC ($502.54K), 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 12,322,568 shares in the last 24 months. This purchase volume represents approximately $127.76M in transactions.

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

Of the 68 institutional investors that sold BlackRock Credit Allocation Income Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Penserra Capital Management LLC ($1.58M), Allspring Global Investments Holdings LLC ($1.15M), Guggenheim Capital LLC ($739.36K), Arcus Capital Partners LLC ($593.94K), International Assets Investment Management LLC ($356.04K), Bramshill Investments LLC ($297.42K), and Family Management Corp ($266.01K).

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

Institutional investors have sold a total of 6,460,535 shares in the last 24 months. This volume of shares sold represents approximately $68.02M in transactions.


Related Companies

This page (NYSE:BTZ) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
Trump’s Secret Weapon
Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...
American Alternative | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
100-year-old investment secret predicts what?!
A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust...
Weiss Ratings | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
How War with China Could Start in 128 Days
The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we...
Behind the Markets | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored