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.
Q2 2023 vs. Q1 2023
How the institutions holding BlackRock Credit Allocation Income Trust changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 138 | 140 | +2 |
| Shares | 32.1M | 32.7M | +565.8K (+1.8%) |
| Value | $331.1M | $333.8M | +$2.71M (+0.8%) |
New holders (19)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| EP Wealth Advisors, LLC | 10,000 | $1.44M | 0.02% |
| Connectus Wealth, LLC | 129,740 | $1.32M | 0.03% |
| Susquehanna International Group, LLP | 44,759 | $454.3K | 0.00% |
| National Asset Management, Inc. | 36,138 | $366.8K | 0.01% |
| MML Investors Services, LLC | 26,777 | $272.0K | 0.00% |
| Oppenheimer & Co Inc | 23,329 | $236.8K | 0.00% |
| Crescent Grove Advisors, LLC | 22,500 | $228.4K | 0.02% |
| Janney Montgomery Scott LLC | 16,680 | $169.0K | 0.00% |
| Shaker Financial Services, LLC | 10,415 | $105.7K | 0.05% |
| Creative Planning | 10,336 | $104.9K | 0.00% |
| First Wilshire Securities Management Inc | 10,272 | $104.0K | 0.04% |
| Cullen/Frost Bankers, Inc. | 3,767 | $38.2K | 0.00% |
| Delta Asset Management LLC | 2,000 | $20.3K | 0.00% |
| Eagle Bay Advisors LLC | 2,000 | $20.3K | 0.01% |
| PCA Investment Advisory Services Inc. | 1,523 | $15.5K | 0.01% |
| Gradient Investments LLC | 644 | $6.54K | 0.00% |
| Sanctuary Wealth Management, L.L.C. | 281 | $2.85K | 0.00% |
| Tortoise Investment Management, LLC | 202 | $2.05K | 0.00% |
| FMR LLC | 1 | $10 | 0.00% |
Sold out (17)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Logan Stone Capital, LLC | 55,521 | $571.3K |
| OTA Financial Group L.P. | 28,325 | $291.0K |
| Jane Street Group, LLC | 21,285 | $219.0K |
| Millennium Management LLC | 19,521 | $201.0K |
| Sigma Planning Corp | 17,599 | $181.1K |
| Freestone Capital Holdings, LLC | 16,000 | $164.6K |
| Nomura Holdings Inc | 15,000 | $154.3K |
| Virtu Financial LLC | 14,198 | $146.0K |
| Axxcess Wealth Management, LLC | 11,412 | $117.4K |
| Ameritas Advisory Services, LLC | 7,763 | $79.9K |
| CWM, LLC | 4,000 | $41.0K |
| Cascade Investment Advisors, Inc. | 2,993 | $30.8K |
| Belpointe Asset Management LLC | 2,750 | $28.3K |
| Advisory Services Network, LLC | 1,148 | $11.8K |
| Rise Advisors, LLC | 777 | $8.00K |
| Beacon Capital Management, LLC | 762 | $7.84K |
| Cornerstone Management, Inc. | 180 | $1.85K |