BlackRock Credit Allocation Income Trust
BTZ- Exchange
- NYSE
- SEC CIK
- 0001379384
No open-market purchases or sales by BlackRock Credit Allocation Income Trust insiders were filed in the last 90 days; 156 institutions reported holding it in 13F filings for Q2 2026, worth $354.0M in total; no superinvestor holds it.
Q4 2021 vs. Q3 2021
How the institutions holding BlackRock Credit Allocation Income Trust changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 136 | 2 | 138 | +4 |
| Shares | 31.7M | 743.6K | 30.7M | −216.6K (−0.7%) |
| Value | $480.8M | $11.3M | $462.9M | −$6.60M (−1.4%) |
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (21)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 765,039 | $11.5M | 0.01% |
| Glassy Mountain Advisors, Inc. | 35,350 | $532.0K | 0.27% |
| Bank of New York Mellon Corp | 24,451 | $368.0K | 0.00% |
| Paradigm Financial Partners, LLC | 22,143 | $333.0K | 0.07% |
| GWM Advisors LLC | 21,434 | $323.0K | 0.00% |
| Doliver Advisors, LP | 19,386 | $263.0K | 0.08% |
| WealthShield Partners, LLC | 16,546 | $249.0K | 0.04% |
| Capital Investment Advisory Services, LLC | 14,740 | $222.0K | 0.03% |
| Creative Planning | 10,852 | $163.0K | 0.00% |
| Future Financial Wealth Managment LLC | 5,000 | $74.0K | 0.06% |
| Cambridge Trust Co | 3,500 | $53.0K | 0.00% |
| Fortitude Advisory Group L.L.C. | 2,750 | $41.0K | 0.02% |
| High Net Worth Advisory Group LLC | 2,000 | $30.0K | 0.01% |
| SJS Investment Consulting Inc. | 1,533 | $23.0K | 0.01% |
| Tilia Fiduciary Partners, Inc. | 1,464 | $22.0K | 0.02% |
| CoreCap Advisors, LLC | 979 | $15.0K | 0.00% |
| Andrew Hill Investment Advisors, Inc. | 900 | $13.0K | 0.01% |
| Rise Advisors, LLC | 694 | $10.4K | 0.01% |
| Stephens Consulting, LLC | 300 | $4.51K | 0.00% |
| Cornerstone Management, Inc. | 180 | $2.71K | 0.00% |
| First Personal Financial Services | 30 | $0 | 0.00% |
Sold out (17)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Kestra Advisory Services, LLC | 137,851 | $2.09M |
| Hennion & Walsh Asset Management, Inc. | 26,101 | $395.0K |
| Camden Capital, LLC | 16,636 | $252.0K |
| First Foundation Advisors | 14,204 | $215.0K |
| Raymond James Trust N.A. | 11,102 | $168.0K |
| United Capital Financial Advisers, LLC | 10,214 | $155.0K |
| FNY Investment Advisers, LLC | 5,000 | $75.0K |
| Kowal Investment Group, LLC | 3,818 | $58.0K |
| Arkadios Wealth Advisors | 2,377 | $36.0K |
| CX Institutional | 1,691 | $26.0K |
| Atlas Private Wealth Advisors | 1,650 | $25.0K |
| Bartlett & Co. Wealth Management LLC | 1,019 | $15.4K |
| Bartlett & Co. LLC | 1,019 | $15.0K |
| MV Capital Management, Inc. | 500 | $8.00K |
| Liberty Wealth Management LLC | 504 | $8.00K |
| Global Retirement Partners, LLC | 99 | $1.00K |
| FMR LLC | 1 | $0 |
Not filed for Q4 2021 yet (2)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Spectrum Asset Management, Inc. | 723,135 | $11.0M |
| Mid Atlantic Financial Management Inc | 20,500 | $311.0K |