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 2024 vs. Q1 2024
How the institutions holding BlackRock Credit Allocation Income Trust changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 141 | 1 | 140 | 0 |
| Shares | 33.3M | 82.5K | 33.4M | +150.5K (+0.5%) |
| Value | $356.2M | $881.9K | $357.9M | +$2.54M (+0.7%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (12)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Colony Group, LLC | 82,500 | $884.0K | 0.00% |
| RSM US Wealth Management LLC | 37,784 | $403.2K | 0.01% |
| Catalina Capital Group, LLC | 25,214 | $270.0K | 0.10% |
| Sanctuary Advisors, LLC | 23,900 | $241.2K | 0.00% |
| Clearstead Advisors, LLC | 20,668 | $221.4K | 0.00% |
| HighTower Advisors, LLC | 20,724 | $220.0K | 0.00% |
| Marex Group plc | 16,904 | $181.0K | 0.00% |
| Creekside Partners | 14,540 | $155.7K | 0.09% |
| Ashton Thomas Private Wealth, LLC | 1,575 | $16.9K | 0.00% |
| Redwood Wealth Management Group, LLC | 1,100 | $11.8K | 0.01% |
| Beaird Harris Wealth Management, LLC | 873 | $9.35K | 0.00% |
| Camelot Portfolios, LLC | 744 | $7.97K | 0.00% |
Sold out (12)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| HRT Financial LP | 49,012 | $523.0K |
| Stonebrook Private Inc. | 18,239 | $195.0K |
| Goldman Sachs Group Inc | 13,705 | $146.5K |
| Investment Partners Asset Management, Inc. | 12,073 | $129.1K |
| Shaker Financial Services, LLC | 12,000 | $128.3K |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $116.5K |
| Clear Street Markets LLC | 6,537 | $70.0K |
| SJS Investment Consulting Inc. | 1,649 | $17.6K |
| Tower Research Capital LLC (TRC) | 1,126 | $12.0K |
| CoreCap Advisors, LLC | 1,086 | $11.6K |
| FMR LLC | 1,025 | $11.0K |
| Assetmark, Inc | 145 | $1.55K |
Not filed for Q2 2024 yet (1)
Institutions that held BlackRock Credit Allocation Income Trust at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Connectus Wealth, LLC | 82,500 | $881.9K |