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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

$10.74 -0.07 (-0.60%)
As of 02/21/2025 04:00 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)
70
Total
Institutional Inflows
(last 12 months)
$63.57M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$31.71M
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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
2/19/2025 Parr Mcknight Wealth Management Group LLC56,499$591K0.1%N/A0.000%
2/18/2025 Elequin Capital LP17,613$184K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC23,595$247K0.0%N/A0.000%
2/17/2025 Millennium Management LLC18,581$194K0.0%-73.7%0.000%
2/17/2025 Focus Partners Wealth79,688$834K0.0%+102.1%0.000%
2/17/2025 EP Wealth Advisors LLC107,812$1.13M0.0%-8.1%0.000%
2/17/2025 Cetera Investment Advisers86,633$906K0.0%+13.0%0.000%
2/17/2025 Baird Financial Group Inc.11,080$116K0.0%N/A0.000%
2/17/2025 Bank of America Corp DE3,619,300$37.86M0.0%+9.3%0.000%
2/17/2025 Ameriprise Financial Inc.199,969$2.09M0.0%-4.7%0.000%
2/17/2025 Alteri Wealth LLC38,842$406K0.1%N/A0.000%
2/14/2025 Jane Street Group LLC11,344$119K0.0%N/A0.000%
2/14/2025 Johnson Financial Group Inc.89,797$970K0.0%-34.3%0.000%
2/14/2025 Kovitz Investment Group Partners LLC18,400$192K0.0%N/A0.000%
2/14/2025 First Trust Advisors LP54,339$568K0.0%N/A0.000%
2/14/2025 Generation Capital Management LLC42,500$445K0.4%N/A0.000%
2/13/2025 Evergreen Capital Management LLC412,237$4.31M0.1%-2.0%0.000%
2/13/2025 Guggenheim Capital LLC1,440,215$15.07M0.1%+18.5%0.000%
2/13/2025 Broyhill Asset Management32,500$340K0.3%N/A0.000%
2/13/2025 Mariner LLC31,909$334K0.0%-12.4%0.000%
2/13/2025 Rockefeller Capital Management L.P.97,671$1.02M0.0%-20.0%0.000%
2/13/2025 Raymond James Financial Inc.1,354,874$14.17M0.0%N/A0.000%
2/13/2025 Invesco Ltd.1,303,897$13.64M0.0%+1.7%0.000%
2/13/2025 Peapack Gladstone Financial Corp16,335$171K0.0%-6.9%0.000%
2/13/2025 Envestnet Asset Management Inc.53,263$557K0.0%+26.8%0.000%
2/13/2025 Wedbush Securities Inc.14,924$156K0.0%-22.7%0.000%
2/13/2025 Sit Investment Associates Inc.5,161,376$53.99M1.2%+4.3%0.000%
2/13/2025 Oarsman Capital Inc.6,085$64K0.0%+460.8%0.000%
2/13/2025 Wells Fargo & Company MN1,012,548$10.59M0.0%+8.9%0.000%
2/12/2025 Landscape Capital Management L.L.C.27,728$290K0.0%-59.5%0.000%
2/12/2025 Huntington National Bank9,162$96K0.0%+458,000.0%0.000%
2/12/2025 StoneX Group Inc.64,808$678K0.0%N/A0.000%
2/12/2025 Physician Wealth Advisors Inc.10,000$105K0.0%-15.6%0.000%
2/12/2025 Palogic Value Management L.P.31,084$325K0.1%-6.1%0.000%
2/11/2025 LPL Financial LLC778,180$8.14M0.0%+43.1%0.000%
2/11/2025 Virtu Financial LLC13,448$141K0.0%N/A0.000%
2/11/2025 Palogic Value Management L.P.31,084$325K0.1%-6.1%0.000%
2/11/2025 ProVise Management Group LLC12,560$131K0.0%-39.4%0.000%
2/10/2025 Advisors Asset Management Inc.434,253$4.54M0.1%+13.4%0.000%
2/10/2025 Thrivent Financial for Lutherans237,111$2.48M0.0%-8.5%0.000%
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2/10/2025 Edgemoor Investment Advisors Inc.273,243$2.86M0.3%-2.8%0.000%
2/10/2025 GWN Securities Inc.43,472$463K0.1%N/A0.000%
2/10/2025 Rareview Capital LLC156,604$1.77M1.3%+9.9%0.000%
2/10/2025 Commonwealth Equity Services LLC31,353$328K0.0%-6.0%0.000%
2/7/2025 HighTower Advisors LLC15,594$163K0.0%+10.8%0.000%
2/7/2025 Miller Financial Services LLC13,000$136K0.1%N/A0.000%
2/7/2025 Independent Advisor Alliance13,378$140K0.0%N/A0.000%
2/7/2025 Sowell Financial Services LLC660,122$6.91M0.4%+5.1%0.000%
2/7/2025 Argentarii LLC10,324$108K0.1%N/A0.000%
2/6/2025 Raymond 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%
2/5/2025 Private Trust Co. NA120,820$1.26M0.1%+60.7%0.000%
2/5/2025 Oppenheimer & Co. Inc.22,440$235K0.0%-10.0%0.000%
2/3/2025 Transcend Capital Advisors LLC83,501$873K0.1%+4.6%0.000%
2/3/2025 Wolverine Asset Management LLC26,661$279K0.0%N/A0.000%
2/3/2025 Concurrent Investment Advisors LLC20,776$217K0.0%+27.5%0.000%
1/31/2025 Semus Wealth Partners LLC12,482$131K0.1%-9.9%0.000%
1/31/2025 D.A. Davidson & CO.204,390$2.14M0.0%-0.6%0.000%
1/31/2025 Truist Financial Corp27,832$291K0.0%-5.2%0.000%
1/30/2025 Principal Securities Inc.110,503$1.16M0.0%-6.9%0.000%
1/30/2025 Ellis Investment Partners LLC40,076$419K0.1%-2.9%0.000%
1/30/2025 Ellis Investment Partners LLC40,076$419K0.1%-2.9%0.000%
1/30/2025 Arcus Capital Partners LLC95,604$1.02M0.4%N/A0.000%
1/29/2025 Allspring Global Investments Holdings LLC2,802,458$29.31M0.0%-12.4%0.000%
1/29/2025 Kentucky Trust Co2,718$28K0.0%N/A0.000%
1/28/2025 Mezzasalma Advisors LLC34,258$358K0.1%N/A0.000%
1/27/2025 Elm3 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%
1/17/2025 Bartlett & CO. Wealth Management LLC4,000$42K0.0%-25.7%0.000%
1/16/2025 Uncommon 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%
1/8/2025 International Assets Investment Management LLC30,920$325K0.0%-91.9%0.000%
11/26/2024 Peapack Gladstone Financial Corp17,546$198K0.0%-11.9%0.000%
11/15/2024 EP Wealth Advisors LLC117,293$1.32M0.0%-1.8%0.000%
11/15/2024 Stifel Financial Corp16,752$189K0.0%-6.8%0.000%
11/15/2024 HighTower Advisors LLC14,080$158K0.0%-32.1%0.000%
11/14/2024 Rockefeller Capital Management L.P.122,121$1.38M0.0%-3.9%0.000%
11/14/2024 Pin Oak Investment Advisors Inc.59,583$672K0.6%+25.7%0.000%
11/13/2024 Private Trust Co. NA75,180$848K0.1%+10,004.8%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC51,023$576K0.0%+25.6%0.000%
11/12/2024 Penserra Capital Management LLC437,420$4.93M0.1%-65.5%0.000%
11/12/2024 Nwam LLC26,817$302K0.0%-5.3%0.000%
11/9/2024 Landscape Capital Management L.L.C.68,408$772K0.1%-46.1%0.000%
11/8/2024 SMH Capital Advisors Inc.22,466$253K0.8%-5.9%0.000%
11/8/2024 Advisors Asset Management Inc.382,831$4.32M0.1%+0.8%0.000%
11/7/2024 Semus Wealth Partners LLC13,851$156K0.1%-33.3%0.000%
11/7/2024 Thrivent Financial for Lutherans259,111$2.92M0.0%+1.3%0.000%
11/4/2024 Mayflower Financial Advisors LLC17,000$192K0.0%-10.6%0.000%
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11/1/2024 Fiera 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%
10/18/2024 Capital 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%
(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, 149 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 Wells Fargo & Company MN ($10.59M).Learn more on BTZ's institutional investors.

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

Of the 117 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 ($1.87M), 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 Raymond James Financial Services Advisors Inc. ($467.29K).

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

Institutional investors have bought a total of 12,894,173 shares in the last 24 months. This purchase volume represents approximately $133.61M 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 6,516,339 shares in the last 24 months. This volume of shares sold represents approximately $68.59M in transactions.


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This page (NYSE:BTZ) was last updated on 2/22/2025 by MarketBeat.com Staff
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