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BlackRock Credit Allocation Income Trust (BTZ) Institutional Ownership

$10.55 -0.01 (-0.07%)
As of 01/17/2025 03:59 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)
49
Total
Institutional Inflows
(last 12 months)
$37.94M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$34.79M
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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
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%
11/26/2024Peapack 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%
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%
10/31/2024Valley Brook Capital Group Inc.21,946$248K0.2%+7.7%0.000%
10/30/2024Catalina Capital Group LLC24,105$272K0.1%-4.4%0.000%
10/24/2024Ellis 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%
10/19/2024Allspring 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%
10/16/2024Physician 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%
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8/7/2024Choreo LLC37,784$403K0.0%N/A0.000%
8/6/2024Ellis Investment Partners LLC43,771$469K0.1%-22.4%0.000%
8/1/2024Waterfront 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%
7/26/2024Allspring Global Investments Holdings LLC3,948,185$42.29M0.1%+3.7%0.000%
7/24/2024Catalina 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%
7/17/2024Atticus Wealth Management LLC2,964$32K0.0%+196.4%0.000%
7/12/2024 Capital Investment Advisors LLC907,187$9.72M0.2%+5.2%0.000%
7/2/2024Transcend 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%
5/10/2024Nwam LLC28,317$298K0.0%-4.4%0.000%
5/8/2024Semus Wealth Partners LLC24,909$266K0.2%-9.7%0.000%
5/7/2024Concurrent 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%
5/2/2024Valley Brook Capital Group Inc.20,305$217K0.2%+17.3%0.000%
4/30/2024Allspring 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%
4/22/2024Investors Asset Management of Georgia Inc. GA ADV13,500$144K0.1%-15.6%0.000%
4/18/2024Allspring Global Investments Holdings LLC3,807,459$40.70M0.1%0.0%0.000%
4/16/2024 180 Wealth Advisors LLC20,552$220K0.0%-5.0%0.000%
4/15/2024Affiance 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%
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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%
2/7/2024Shaker Financial Services LLC14,500$150K0.1%+39.2%0.000%
2/7/2024Principal Securities Inc.146,424$1.51M0.1%N/A0.000%
2/5/2024Stonebrook Private Inc.21,334$220K0.1%N/A0.000%
2/5/2024Transcend Capital Advisors LLC84,208$869K0.1%-15.5%0.000%
2/1/2024Wolverine Asset Management LLC59,175$611K0.0%+189.8%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, 131 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), Allspring Global Investments Holdings LLC ($36.08M), Invesco Ltd. ($10.82M), Capital Investment Advisors LLC ($10.51M), Raymond James Financial Services Advisors Inc. ($10.30M), Karpus Management Inc. ($10.21M), and Relative Value Partners Group LLC ($8.15M).Learn more on BTZ's institutional investors.

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

Of the 97 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), Arcus Capital Partners LLC ($659.59K), Sowell Financial Services LLC ($651.46K), International Assets Investment Management LLC ($629.53K), Raymond James Financial Services Advisors Inc. ($503.51K), and Relative Value Partners Group LLC ($502.54K).

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

Institutional investors have bought a total of 9,670,241 shares in the last 24 months. This purchase volume represents approximately $99.32M 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 ($751.74K), Guggenheim Capital LLC ($739.36K), Arcus Capital Partners LLC ($593.94K), Raymond James & Associates ($379.47K), International Assets Investment Management LLC ($356.04K), and Johnson Financial Group Inc. ($301.88K).

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

Institutional investors have sold a total of 6,259,367 shares in the last 24 months. This volume of shares sold represents approximately $65.76M in transactions.


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This page (NYSE:BTZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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