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.
13F holders, Q2 2024
Institutional positions in BlackRock Credit Allocation Income Trust as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 140
- 0 vs. Q1 2024
- Shares held
- 33.4M
- +150.5K (+0.5%) vs. Q1 2024
- Total value
- $357.9M
- +$2.54M (+0.7%) vs. Q1 2024
- New holders
- 12
- 42 more added
- Sold out
- 12
- 44 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BTZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 156 | $354.0M |
| Q1 2026 | 155 | $344.7M |
| Q4 2025 | 156 | $370.0M |
| Q3 2025 | 151 | $367.4M |
| Q2 2025 | 144 | $367.1M |
| Q1 2025 | 146 | $357.2M |
| Q4 2024 | 157 | $344.7M |
| Q3 2024 | 136 | $354.8M |
| Q2 2024 | 140 | $357.9M |
| Q1 2024 | 141 | $356.2M |
| Q4 2023 | 150 | $353.6M |
| Q3 2023 | 134 | $318.2M |
| Q2 2023 | 140 | $333.8M |
| Q1 2023 | 138 | $331.1M |
| Q4 2022 | 151 | $332.5M |
| Q3 2022 | 149 | $315.1M |
| Q2 2022 | 147 | $356.8M |
| Q1 2022 | 137 | $396.9M |
| Q4 2021 | 138 | $462.9M |
| Q3 2021 | 136 | $480.8M |
| Q2 2021 | 136 | $499.8M |
| Q1 2021 | 134 | $489.3M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding BlackRock Credit Allocation Income Trust; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 200 | $2.14K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 206 | $2.21K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 222 | $2.38K | 0.00% | +5+2.3% | Added |
| Sanctuary Wealth Management, L.L.C. | 281 | $3.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 283 | $3.03K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $3.21K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 414 | $4.43K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 575 | $6.16K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 744 | $7.97K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 744 | $7.97K | 0.00% | +744 | New |
| Beaird Harris Wealth Management, LLC | 873 | $9.35K | 0.00% | +873 | New |
| NBC Securities, Inc. | 1,000 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,010 | $10.8K | 0.00% | +31+3.2% | Added |
| Redwood Wealth Management Group, LLC | 1,100 | $11.8K | 0.01% | +1,100 | New |
| Harbour Investments, Inc. | 1,223 | $13.1K | 0.00% | −94−7.1% | Reduced |
| North Star Investment Management Corp. | 1,233 | $13.2K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,378 | $14.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,362 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 1,575 | $16.9K | 0.00% | +1,575 | New |
| First PREMIER Bank | 1,700 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,908 | $20.4K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,166 | $23.2K | 0.00% | −818−27.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,250 | $24.1K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,964 | $31.7K | 0.01% | +1,964+196.4% | Added |
| Citigroup Inc | 3,531 | $37.8K | 0.00% | +77+2.2% | Added |
| Bartlett & Co. Wealth Management LLC | 5,380 | $57.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,654 | $60.6K | 0.00% | 00.0% | Unchanged |
| Patten & Patten Inc | 10,000 | $107.1K | 0.01% | 00.0% | Unchanged |
| Affiance Financial, LLC | 10,000 | $107.1K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 10,297 | $110.3K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 11,000 | $117.8K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 11,130 | $119.2K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,467 | $122.8K | 0.01% | −4,531−28.3% | Reduced |
| Morris Retirement Advisors, LLC | 11,530 | $123.5K | 0.07% | +86+0.8% | Added |
| Oak Family Advisors, LLC | 11,929 | $127.8K | 0.05% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 12,436 | $133.2K | 0.01% | +26+0.2% | Added |
| Moors & Cabot, Inc. | 12,500 | $133.9K | 0.01% | −42,000−77.1% | Reduced |
| CIBC Private Wealth Group, LLC | 12,660 | $135.8K | 0.00% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 13,245 | $141.9K | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,273 | $142.2K | 0.00% | −56,506−81.0% | Reduced |
| Investors Asset Management of Georgia Inc | 13,500 | $144.6K | 0.07% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 13,500 | $144.6K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 14,140 | $151.4K | 0.04% | +168+1.2% | Added |
| Creekside Partners | 14,540 | $155.7K | 0.09% | +14,540 | New |
| Sound View Wealth Advisors Group, LLC | 14,686 | $157.3K | 0.02% | −414−2.7% | Reduced |
| UMA Financial Services, Inc. | 14,684 | $157.9K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 15,125 | $162.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,454 | $166.0K | 0.00% | −3,921−20.2% | Reduced |
| Concurrent Investment Advisors, LLC | 15,634 | $167.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,001 | $171.4K | 0.00% | +4,926+44.5% | Added |
| E&G Advisors, LP | 16,692 | $178.8K | 0.05% | −200−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 16,780 | $179.7K | 0.01% | +1,630+10.8% | Added |
| Marex Group plc | 16,904 | $181.0K | 0.00% | +16,904 | New |
| Future Financial Wealth Managment LLC | 17,000 | $182.1K | 0.16% | 00.0% | Unchanged |
| Dakota Wealth Management | 17,206 | $184.3K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,819 | $191.0K | 0.00% | −746−4.0% | Reduced |
| Stifel Financial Corp | 17,965 | $192.4K | 0.00% | −2,108−10.5% | Reduced |
| Mayflower Financial Advisors, LLC | 19,026 | $203.8K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $205.0K | 0.00% | – | – |
| Wedbush Securities Inc | 19,251 | $206.0K | 0.01% | +363+1.9% | Added |
| Peapack Gladstone Financial Corp | 19,924 | $213.0K | 0.00% | −1,355−6.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 20,210 | $216.4K | 0.03% | −43−0.2% | Reduced |
| Valley Brook Capital Group | 20,376 | $218.2K | 0.17% | +71+0.3% | Added |
| 180 Wealth Advisors, LLC | 19,987 | $218.9K | 0.04% | −565−2.7% | Reduced |
| HighTower Advisors, LLC | 20,724 | $220.0K | 0.00% | +20,724 | New |
| Clearstead Advisors, LLC | 20,668 | $221.4K | 0.00% | +20,668 | New |
| Semus Wealth Partners LLC | 20,765 | $222.4K | 0.17% | −4,144−16.6% | Reduced |
| ProVise Management Group, LLC | 21,140 | $226.4K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 21,976 | $235.4K | 0.04% | +500+2.3% | Added |
| Envestnet Asset Management Inc | 22,107 | $236.8K | 0.00% | −5,107−18.8% | Reduced |
| Sanctuary Advisors, LLC | 23,900 | $241.2K | 0.00% | +23,900 | New |
| Private Advisor Group, LLC | 22,577 | $241.8K | 0.00% | −2,167−8.8% | Reduced |
| GWM Advisors LLC | 23,450 | $251.2K | 0.00% | +5,500+30.6% | Added |
| SMH Capital Advisors Inc | 23,868 | $255.6K | 0.78% | −2,518−9.5% | Reduced |
| Oppenheimer & Co Inc | 24,898 | $266.7K | 0.00% | −1,341−5.1% | Reduced |
| Catalina Capital Group, LLC | 25,214 | $270.0K | 0.10% | +25,214 | New |
| SFI Advisors, LLC | 28,211 | $302.1K | 0.23% | +197+0.7% | Added |
| Nwam LLC | 28,317 | $303.3K | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 28,350 | $304.0K | 0.00% | +50.0% | Added |
| Truist Financial Corp | 29,831 | $319.5K | 0.00% | −1,728−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 30,622 | $328.0K | 0.00% | −1,438−4.5% | Reduced |
| Commonwealth Equity Services, LLC | 32,989 | $353.0K | 0.00% | +2,200+7.1% | Added |
| Palogic Value Management, L.P. | 33,113 | $354.6K | 0.15% | 00.0% | Unchanged |
| Mariner, LLC | 33,193 | $355.5K | 0.00% | +5,414+19.5% | Added |
| Kestra Advisory Services, LLC | 33,647 | $360.4K | 0.00% | +23,044+217.3% | Added |
| International Assets Investment Management, LLC | 34,222 | $366.5K | 0.03% | +8,480+32.9% | Added |
| RSM US Wealth Management LLC | 37,784 | $403.2K | 0.01% | +37,784 | New |
| Horizon Kinetics Asset Management LLC | 40,634 | $435.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 41,631 | $445.9K | 0.00% | −31,313−42.9% | Reduced |
| Ellis Investment Partners, LLC | 43,771 | $468.8K | 0.10% | −12,649−22.4% | Reduced |
| Pin Oak Investment Advisors Inc | 47,418 | $508.0K | 0.49% | +480+1.0% | Added |
| Uncommon Cents Investing LLC | 51,111 | $547.4K | 0.17% | +245+0.5% | Added |
| WealthShield Partners, LLC | 52,351 | $560.7K | 0.09% | +6,406+13.9% | Added |
| Riverbridge Partners LLC | 55,362 | $592.9K | 0.01% | +2,148+4.0% | Added |
| Shulman DeMeo Asset Management LLC | 56,239 | $602.3K | 0.16% | −131−0.2% | Reduced |
| Cetera Investment Advisers | 57,544 | $616.3K | 0.00% | +15,342+36.4% | Added |
| Wela Strategies, Inc. | 63,597 | $681.1K | 0.32% | +2,387+3.9% | Added |
| Arcus Capital Partners, LLC | 66,613 | $713.4K | 0.27% | −28,991−30.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 70,383 | $754.0K | 0.00% | +5,823+9.0% | Added |