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.
Q3 2023 vs. Q2 2023
How the institutions holding BlackRock Credit Allocation Income Trust changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 140 | 1 | 134 | −5 |
| Shares | 32.7M | 202 | 32.8M | +140.3K (+0.4%) |
| Value | $333.8M | $2.05K | $318.2M | −$15.7M (−4.7%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lido Advisors, LLC | 51,718 | $500.6K | 0.01% |
| TCI Wealth Advisors, Inc. | 25,067 | $242.6K | 0.03% |
| Pegasus Partners Ltd. | 25,000 | $242.0K | 0.03% |
| Moors & Cabot, Inc. | 17,500 | $169.4K | 0.01% |
| Ieq Capital, LLC | 16,380 | $158.6K | 0.00% |
| Riverbridge Partners LLC | 16,304 | $157.8K | 0.00% |
| Oarsman Capital, Inc. | 15,185 | $147.0K | 0.06% |
| Millennium Management LLC | 12,593 | $121.9K | 0.00% |
| Cetera Advisor Networks LLC | 10,486 | $101.5K | 0.00% |
| Elequin Capital LP | 6,835 | $66.2K | 0.01% |
| Comerica Bank | 2,646 | $25.6K | 0.00% |
| NBC Securities, Inc. | 1,000 | $9.00K | 0.00% |
| Fortis Group Advisors, LLC | 250 | $2.42K | 0.00% |
Sold out (18)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Connectus Wealth, LLC | 129,740 | $1.32M |
| National Asset Management, Inc. | 36,138 | $366.8K |
| Mackay Shields LLC | 24,340 | $247.1K |
| Mirador Capital Partners LP | 14,824 | $150.5K |
| Cetera Investment Advisers | 14,554 | $147.7K |
| Kestra Advisory Services, LLC | 12,078 | $122.6K |
| Creative Planning | 10,336 | $104.9K |
| First Wilshire Securities Management Inc | 10,272 | $104.0K |
| Clean Yield Group | 7,000 | $71.0K |
| Delta Asset Management LLC | 2,000 | $20.3K |
| PCA Investment Advisory Services Inc. | 1,523 | $15.5K |
| Tilia Fiduciary Partners, Inc. | 1,464 | $14.9K |
| EverSource Wealth Advisors, LLC | 963 | $9.77K |
| Central Trust Co | 750 | $7.61K |
| Gradient Investments LLC | 644 | $6.54K |
| Godsey & Gibb Associates | 400 | $4.06K |
| Sound Income Strategies, LLC | 224 | $2.27K |
| Hollencrest Capital Management | 134 | $1.36K |
Not filed for Q3 2023 yet (1)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Lansing Street Advisors | 202 | $2.05K |