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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

BlackRock Credit Allocation Income Trust logo
$10.77
-0.01 (-0.09%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$42.60M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$25.57M
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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
11/1/2024Fiera Capital Corp174,503$1.97M0.0%+6.4%0.000%
10/31/2024 Valley Brook Capital Group Inc.21,946$248K0.2%+7.7%0.000%
10/30/2024 Catalina Capital Group LLC24,105$272K0.1%-4.4%0.000%
10/24/2024 Ellis Investment Partners LLC41,252$465K0.1%-5.8%0.000%
10/22/2024 International Assets Investment Management LLC382,636$43.16M0.0%+1,018.1%0.000%
10/22/2024 Eastern Bank5,670$64K0.0%N/A0.000%
10/19/2024 Allspring Global Investments Holdings LLC3,198,642$36.08M0.1%-19.0%0.000%
10/18/2024Raymond James & Associates281,281$3.17M0.0%-7.5%0.000%
10/18/2024Capital Investment Advisors LLC954,311$10.77M0.2%+5.2%0.000%
10/16/2024 Physician Wealth Advisors Inc.11,845$132K0.0%-19.3%0.000%
9/5/2024Sanctuary Advisors LLC23,900$241K0.0%N/A0.000%
8/30/2024Creekside Partners14,540$156K0.1%N/A0.000%
8/21/2024Truist Financial Corp29,831$319K0.0%-5.5%0.000%
8/19/2024EP Wealth Advisors LLC119,422$1.28M0.0%-5.2%0.000%
8/14/2024Evergreen Capital Management LLC451,484$4.84M0.2%-3.9%0.000%
8/13/2024Thrivent Financial for Lutherans255,758$2.74M0.0%+2.8%0.000%
8/12/2024SMH Capital Advisors Inc.23,868$256K0.8%-9.5%0.000%
8/8/2024 Stolper Co75,246$806K0.3%+1.7%0.000%
8/7/2024Edgemoor Investment Advisors Inc.287,551$3.08M0.3%-1.4%0.000%
8/7/2024Choreo LLC37,784$403K0.0%N/A0.000%
8/6/2024 Ellis Investment Partners LLC43,771$469K0.1%-22.4%0.000%
8/1/2024 Waterfront Wealth Inc.160,433$1.72M0.5%+4.8%0.000%
7/31/2024Semus Wealth Partners LLC20,765$222K0.2%-16.6%0.000%
7/31/2024Commonwealth Equity Services LLC32,989$353K0.0%+7.1%0.000%
7/30/2024 International Assets Investment Management LLC34,222$367K0.0%+32.9%0.000%
7/26/2024WealthShield Partners LLC52,351$561K0.1%+13.9%0.000%
7/26/2024 Allspring Global Investments Holdings LLC3,948,185$42.29M0.1%+3.7%0.000%
7/24/2024 Catalina Capital Group LLC25,214$270K0.1%N/A0.000%
7/24/2024Arcus Capital Partners LLC66,613$713K0.3%-30.3%0.000%
7/20/2024Raymond James Financial Services Advisors Inc.961,789$10.30M0.0%+4.5%0.000%
7/19/2024Raymond James & Associates304,125$3.26M0.0%-16.9%0.000%
7/17/2024 Atticus Wealth Management LLC2,964$32K0.0%+196.4%0.000%
7/12/2024Capital Investment Advisors LLC907,187$9.72M0.2%+5.2%0.000%
7/2/2024 Transcend Capital Advisors LLC80,851$866K0.1%-7.3%0.000%
5/24/2024Cetera Advisors LLC13,702$146K0.0%N/A0.000%
5/15/2024Lazard Asset Management LLC11,980$128K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.287,659$3.08M0.1%+138.6%0.000%
5/14/2024EP Wealth Advisors LLC126,029$1.35M0.0%-5.3%0.000%
5/14/2024Karpus Management Inc.954,672$10.21M0.3%-0.3%0.000%
5/11/2024Patten & Patten Inc. TN10,000$107K0.0%N/A0.000%
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5/10/2024Nwam LLC28,317$298K0.0%-4.4%0.000%
5/8/2024Semus Wealth Partners LLC24,909$266K0.2%-9.7%0.000%
5/7/2024 Concurrent Investment Advisors LLC15,634$167K0.0%-23.2%0.000%
5/7/2024Stonebrook Private Inc.18,239$195K0.1%-14.5%0.000%
5/7/2024Oppenheimer & Co. Inc.26,239$280K0.0%+32.3%0.000%
5/3/2024 MRA Advisory Group11,444$122K0.1%N/A0.000%
5/2/2024 Valley Brook Capital Group Inc.20,305$217K0.2%+17.3%0.000%
4/30/2024 Allspring Global Investments Holdings LLC3,807,459$40.70M0.1%0.0%0.000%
4/26/2024 Riverbridge Partners LLC53,214$569K0.0%+4.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.920,467$9.84M0.0%+0.5%0.000%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV13,500$144K0.1%-15.6%0.000%
4/18/2024 Allspring Global Investments Holdings LLC3,807,459$40.70M0.1%0.0%0.000%
4/16/2024180 Wealth Advisors LLC20,552$220K0.0%-5.0%0.000%
4/15/2024 Affiance Financial LLC10,000$107K0.0%N/A0.000%
4/10/2024 Park Avenue Securities LLC18,565$198K0.0%-7.9%0.000%
4/9/2024 Stolper Co73,965$791K0.3%+15.6%0.000%
3/27/2024Nomura Holdings Inc.26,458$273K0.0%N/A0.000%
2/28/2024EP Wealth Advisors LLC133,142$1.37M0.0%-3.8%0.000%
2/15/2024Flow State Investments L.P.53,275$550K0.2%N/A0.000%
2/14/2024Vivaldi Capital Management LP41,489$446K0.1%N/A0.000%
2/14/2024Pin Oak Investment Advisors Inc.42,978$444K0.5%+26.2%0.000%
2/14/2024Connectus Wealth LLC82,500$851K0.0%N/A0.000%
2/13/2024Karpus Management Inc.957,867$9.89M0.3%+11.7%0.000%
2/13/2024Accuvest Global Advisors31,830$328K0.3%N/A0.000%
2/13/2024Peapack Gladstone Financial Corp37,314$385K0.0%-17.1%0.000%
2/13/20241607 Capital Partners LLC562,466$5.81M0.4%+14.5%0.000%
2/12/2024Parallel Advisors LLC5,500$57K0.0%N/A0.000%
2/9/2024Johnson Financial Group Inc.193,274$2.00M0.1%-51.5%0.000%
2/9/2024ProVise Management Group LLC21,640$223K0.0%-8.8%0.000%
2/9/2024D.A. Davidson & CO.238,257$2.46M0.0%+109.8%0.000%
2/9/2024Wells Fargo & Company MN742,247$7.66M0.0%+4.5%0.000%
2/9/2024UBS Group AG753,500$7.78M0.0%-15.1%0.000%
2/7/2024Ieq Capital LLC13,050$135K0.0%-20.3%0.000%
2/7/2024Edgemoor Investment Advisors Inc.316,483$3.27M0.3%-4.5%0.000%
2/7/2024 Shaker Financial Services LLC14,500$150K0.1%+39.2%0.000%
2/7/2024 Principal Securities Inc.146,424$1.51M0.1%N/A0.000%
2/5/2024Stonebrook Private Inc.21,334$220K0.1%N/A0.000%
2/5/2024 Transcend Capital Advisors LLC84,208$869K0.1%-15.5%0.000%
2/1/2024Wolverine Asset Management LLC59,175$611K0.0%+189.8%0.000%
1/31/2024 Investors Asset Management of Georgia Inc. GA ADV16,000$165K0.1%+18.5%0.000%
1/31/2024 Waterfront Wealth Inc.144,168$1.49M0.4%-6.6%0.000%
1/30/2024 Tyche Wealth Partners LLC11,000$114K0.0%N/A0.000%
1/30/2024CTC Alternative Strategies Ltd.14,380$148K0.3%N/A0.000%
1/30/2024Oak Family Advisors LLC11,929$123K0.1%-7.7%0.000%
1/25/2024 Allspring Global Investments Holdings LLC3,808,559$39.30M0.1%+46.3%0.000%
1/25/2024E&G Advisors LP16,992$175K0.1%-19.8%0.000%
1/25/2024 Investment Partners Asset Management Inc.12,073$125K0.1%N/A0.000%
1/24/2024 Sowell Financial Services LLC661,161$6.82M0.4%+7.0%0.000%
1/24/2024 International Assets Investment Management LLC265,653$25.74M0.0%+843.7%0.000%
1/24/2024 Riverbridge Partners LLC51,016$526K0.0%+212.9%0.000%
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1/23/2024Arcus Capital Partners LLC94,635$977K0.3%-85.7%0.000%
1/23/2024Semus Wealth Partners LLC27,577$285K0.2%-14.8%0.000%
1/23/2024WealthShield Partners LLC40,580$419K0.1%N/A0.000%
1/22/2024Mayflower Financial Advisors LLC19,026$196K0.0%N/A0.000%
1/18/2024 Future Financial Wealth Managment LLC17,000$175K0.2%N/A0.000%
1/18/2024 McGlone Suttner Wealth Management Inc.2,941$30K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.916,217$9.46M0.0%+6.2%0.000%
1/16/2024Raymond James & Associates315,735$3.26M0.0%-5.9%0.000%
1/12/2024 Stolper Co63,960$660K0.3%+5.6%0.000%
1/5/2024Capital Investment Advisors LLC831,552$8.58M0.2%+1.5%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, 139 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were Sit Investment Associates Inc. ($61.10M), International Assets Investment Management LLC ($43.16M), Allspring Global Investments Holdings LLC ($36.08M), Invesco Ltd. ($10.82M), Capital Investment Advisors LLC ($10.77M), Raymond James Financial Services Advisors Inc. ($10.30M), and Karpus Management Inc. ($10.21M).Learn more on BTZ's institutional investors.

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

Of the 107 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: Allspring Global Investments Holdings LLC ($2.07M), Sit Investment Associates Inc. ($1.25M), Penserra Capital Management LLC ($705.82K), Arcus Capital Partners LLC ($659.59K), Capital Investment Advisors LLC ($656.15K), Sowell Financial Services LLC ($651.46K), and International Assets Investment Management LLC ($629.53K).

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

Institutional investors have bought a total of 11,294,181 shares in the last 24 months. This purchase volume represents approximately $114.79M in transactions.

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

Of the 70 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: Guggenheim Capital LLC ($757.10K), Allspring Global Investments Holdings LLC ($751.74K), Penserra Capital Management LLC ($750.33K), Arcus Capital Partners LLC ($593.94K), Raymond James & Associates ($379.47K), Johnson Financial Group Inc. ($301.88K), and Bramshill Investments LLC ($297.42K).

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

Institutional investors have sold a total of 5,223,686 shares in the last 24 months. This volume of shares sold represents approximately $53.97M in transactions.


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This page (NYSE:BTZ) was last updated on 11/2/2024 by MarketBeat.com Staff
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