BlackRock Credit Allocation Income Trust
BTZ- 交易所
- NYSE
- SEC CIK
- 0001379384
近 90 天，BlackRock Credit Allocation Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 156 家機構在 13F 申報持有，市值合計 $3.54 億；沒有大師持有。
2023 年第 3 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2023/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 134
- 較 2023 年第 2 季 −5 家
- 持有股數
- 3,285 萬
- 較 2023 年第 2 季 +14.0 萬 (+0.4%)
- 總市值
- $3.18 億
- 較 2023 年第 2 季 −$1,566 萬 (−4.7%)
- 新進機構
- 13
- 另有 44 家加碼
- 清倉機構
- 18
- 另有 39 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BTZ 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 156 | $3.54 億 |
| 2026 年第 1 季 | 155 | $3.45 億 |
| 2025 年第 4 季 | 156 | $3.70 億 |
| 2025 年第 3 季 | 151 | $3.67 億 |
| 2025 年第 2 季 | 144 | $3.67 億 |
| 2025 年第 1 季 | 146 | $3.57 億 |
| 2024 年第 4 季 | 157 | $3.45 億 |
| 2024 年第 3 季 | 136 | $3.55 億 |
| 2024 年第 2 季 | 140 | $3.58 億 |
| 2024 年第 1 季 | 141 | $3.56 億 |
| 2023 年第 4 季 | 150 | $3.54 億 |
| 2023 年第 3 季 | 134 | $3.18 億 |
| 2023 年第 2 季 | 140 | $3.34 億 |
| 2023 年第 1 季 | 138 | $3.31 億 |
| 2022 年第 4 季 | 151 | $3.33 億 |
| 2022 年第 3 季 | 149 | $3.15 億 |
| 2022 年第 2 季 | 147 | $3.57 億 |
| 2022 年第 1 季 | 137 | $3.97 億 |
| 2021 年第 4 季 | 138 | $4.63 億 |
| 2021 年第 3 季 | 136 | $4.81 億 |
| 2021 年第 2 季 | 136 | $5.00 億 |
| 2021 年第 1 季 | 134 | $4.89 億 |
2023 年第 3 季持有機構
每家機構持有 BlackRock Credit Allocation Income Trust 的股數、市值與佔組合比重；股數變化跟 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,047,576 | $5,854 萬 | 1.61% | +27,469+0.5% | 加碼 |
| Morgan Stanley | 4,680,318 | $4,531 萬 | 0.00% | +207,704+4.6% | 加碼 |
| Bank of America Corp | 3,403,331 | $3,294 萬 | 0.00% | +1,850+0.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,603,771 | $2,520 萬 | 0.04% | +223,066+9.4% | 加碼 |
| Invesco Ltd. | 1,117,862 | $1,082 萬 | 0.00% | +35,703+3.3% | 加碼 |
| UBS Group AG | 887,536 | $859.1 萬 | 0.00% | −69,506−7.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 862,384 | $834.8 萬 | 0.02% | +66,231+8.3% | 加碼 |
| Karpus Management, Inc. | 857,225 | $829.8 萬 | 0.28% | −1,298−0.2% | 減碼 |
| Capital Investment Advisors, LLC | 819,341 | $793.1 萬 | 0.22% | +72,147+9.7% | 加碼 |
| Royal Bank of Canada | 732,817 | $709.4 萬 | 0.00% | +12,761+1.8% | 加碼 |
| Spectrum Asset Management, Inc. | 723,135 | $700.0 萬 | 5.98% | 00.0% | 不變 |
| Wells Fargo & Company | 710,434 | $687.7 萬 | 0.00% | +13,176+1.9% | 加碼 |
| Arcus Capital Partners, LLC | 659,585 | $638.5 萬 | 1.96% | +14,742+2.3% | 加碼 |
| Guggenheim Capital LLC | 623,168 | $603.2 萬 | 0.05% | +49,954+8.7% | 加碼 |
| Sowell Financial Services LLC | 617,694 | $597.9 萬 | 0.38% | +102,401+19.9% | 加碼 |
| LPL Financial LLC | 569,365 | $551.1 萬 | 0.00% | +2,005+0.4% | 加碼 |
| Evergreen Capital Management LLC | 517,860 | $501.3 萬 | 0.22% | −20,125−3.7% | 減碼 |
| 1607 Capital Partners, LLC | 491,366 | $475.6 萬 | 0.36% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 398,210 | $385.5 萬 | 0.27% | −347,270−46.6% | 減碼 |
| Rivernorth Capital Management, LLC | 350,663 | $339.4 萬 | 0.18% | +7,412+2.2% | 加碼 |
| Raymond James & Associates | 335,661 | $324.9 萬 | 0.00% | −34,616−9.3% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 331,440 | $320.8 萬 | 0.38% | −22,734−6.4% | 減碼 |
| Cohen & Steers, Inc. | 331,022 | $320.4 萬 | 0.01% | 00.0% | 不變 |
| CNH Partners LLC | 277,144 | $268.3 萬 | 0.12% | +167,618+153.0% | 加碼 |
| Thrivent Financial for Lutherans | 248,758 | $240.8 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 237,146 | $229.5 萬 | 0.05% | −224,268−48.6% | 減碼 |
| Bramshill Investments, LLC | 206,199 | $199.6 萬 | 0.23% | −134,196−39.4% | 減碼 |
| Ameriprise Financial Inc | 168,728 | $163.3 萬 | 0.00% | +47,611+39.3% | 加碼 |
| Fiera Capital Corp | 163,069 | $157.9 萬 | 0.01% | −286−0.2% | 減碼 |
| Waterfront Wealth Inc. | 154,369 | $140.9 萬 | 0.46% | +12,373+8.7% | 加碼 |
| EP Wealth Advisors, LLC | 138,382 | $134.0 萬 | 0.02% | +128,382+1,283.8% | 加碼 |
| Rockefeller Capital Management L.P. | 130,864 | $126.7 萬 | 0.00% | +2,571+2.0% | 加碼 |
| D.A. Davidson & Co. | 113,584 | $109.9 萬 | 0.01% | −5,076−4.3% | 減碼 |
| Transcend Wealth Collective, LLC | 99,710 | $96.5 萬 | 0.09% | +420.0% | 加碼 |
| Advisor Group Holdings, Inc. | 96,097 | $93.0 萬 | 0.00% | −3,999−4.0% | 減碼 |
| Wela Strategies, Inc. | 95,068 | $92.0 萬 | 0.55% | +6,827+7.7% | 加碼 |
| Marks Group Wealth Management, Inc | 92,245 | $89.3 萬 | 0.11% | 00.0% | 不變 |
| Transform Wealth, LLC | 87,717 | $84.9 萬 | 0.09% | −87,683−50.0% | 減碼 |
| Chicago Partners Investment Group LLC | 87,232 | $79.6 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 81,473 | $78.9 萬 | 0.00% | −1,738−2.1% | 減碼 |
| Stolper Co | 60,596 | $58.7 萬 | 0.25% | −1,056−1.7% | 減碼 |
| Ellis Investment Partners, LLC | 60,050 | $58.1 萬 | 0.15% | −689−1.1% | 減碼 |
| Shulman DeMeo Asset Management LLC | 56,687 | $54.9 萬 | 0.18% | −30−0.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 56,254 | $54.5 萬 | 0.00% | −842−1.5% | 減碼 |
| Steward Partners Investment Advisory, LLC | 55,411 | $53.6 萬 | 0.01% | +14,762+36.3% | 加碼 |
| Landscape Capital Management, L.L.C. | 53,540 | $51.8 萬 | 0.07% | +17,198+47.3% | 加碼 |
| Lido Advisors, LLC | 51,718 | $50.1 萬 | 0.01% | +51,718 | 新進 |
| Uncommon Cents Investing LLC | 49,943 | $48.3 萬 | 0.18% | +572+1.2% | 加碼 |
| Peapack Gladstone Financial Corp | 44,984 | $43.5 萬 | 0.01% | −4,590−9.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 40,634 | $39.3 萬 | 0.01% | −3,723−8.4% | 減碼 |
| Stephens Inc | 40,560 | $39.3 萬 | 0.01% | −8,100−16.6% | 減碼 |
| Claybrook Capital, LLC | 37,535 | $36.3 萬 | 0.21% | 00.0% | 不變 |
| Lazard Asset Management LLC | – | $34.0 萬 | 0.00% | – | – |
| Pin Oak Investment Advisors Inc | 34,053 | $33.0 萬 | 0.37% | +33,570+6,950.3% | 加碼 |
| Palogic Value Management, L.P. | 33,113 | $32.1 萬 | 0.16% | 00.0% | 不變 |
| Semus Wealth Partners LLC | 32,385 | $31.3 萬 | 0.29% | −115−0.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 32,029 | $31.0 萬 | 0.00% | 00.0% | 不變 |
| Stifel Financial Corp | 31,325 | $30.3 萬 | 0.00% | −35,346−53.0% | 減碼 |
| Commonwealth Equity Services, LLC | 30,178 | $29.2 萬 | 0.00% | −3,007−9.1% | 減碼 |
| Truist Financial Corp | 29,953 | $29.0 萬 | 0.00% | −462−1.5% | 減碼 |
| Nwam LLC | 29,617 | $28.7 萬 | 0.03% | −1,429−4.6% | 減碼 |
| Mariner, LLC | 29,096 | $28.2 萬 | 0.00% | +1,644+6.0% | 加碼 |
| International Assets Investment Management, LLC | 28,149 | $27.1 萬 | 0.04% | −800−2.8% | 減碼 |
| MML Investors Services, LLC | 27,747 | $26.9 萬 | 0.00% | +970+3.6% | 加碼 |
| Park Avenue Securities LLC | 27,308 | $26.4 萬 | 0.00% | +1,122+4.3% | 加碼 |
| Private Advisor Group, LLC | 25,380 | $24.6 萬 | 0.00% | +143+0.6% | 加碼 |
| TCI Wealth Advisors, Inc. | 25,067 | $24.3 萬 | 0.03% | +25,067 | 新進 |
| Pegasus Partners Ltd. | 25,000 | $24.2 萬 | 0.03% | +25,000 | 新進 |
| GWM Advisors LLC | 24,750 | $24.0 萬 | 0.00% | −12,375−33.3% | 減碼 |
| SMH Capital Advisors Inc | 23,744 | $23.0 萬 | 0.54% | −6,547−21.6% | 減碼 |
| ProVise Management Group, LLC | 23,720 | $23.0 萬 | 0.02% | −1,108−4.5% | 減碼 |
| Wedbush Securities Inc | 22,339 | $21.6 萬 | 0.01% | +359+1.6% | 加碼 |
| Oppenheimer & Co Inc | 21,757 | $21.1 萬 | 0.00% | −1,572−6.7% | 減碼 |
| 180 Wealth Advisors, LLC | 21,625 | $20.9 萬 | 0.05% | −2,171−9.1% | 減碼 |
| E&G Advisors, LP | 21,192 | $20.5 萬 | 0.08% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 20,660 | $20.0 萬 | 0.04% | −525−2.5% | 減碼 |
| Janney Montgomery Scott LLC | 20,608 | $19.9 萬 | 0.00% | +3,928+23.5% | 加碼 |
| Wolverine Asset Management LLC | 20,416 | $19.8 萬 | 0.00% | +8,656+73.6% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 19,614 | $19.0 萬 | 0.03% | +1,209+6.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 19,269 | $18.7 萬 | 0.01% | −843−4.2% | 減碼 |
| Moors & Cabot, Inc. | 17,500 | $16.9 萬 | 0.01% | +17,500 | 新進 |
| Valley Brook Capital Group | 17,305 | $16.8 萬 | 0.17% | 00.0% | 不變 |
| Dakota Wealth Management | 17,206 | $16.7 萬 | 0.01% | −600−3.4% | 減碼 |
| Ieq Capital, LLC | 16,380 | $15.9 萬 | 0.00% | +16,380 | 新進 |
| Riverbridge Partners LLC | 16,304 | $15.8 萬 | 0.00% | +16,304 | 新進 |
| Oarsman Capital, Inc. | 15,185 | $14.7 萬 | 0.06% | +15,185 | 新進 |
| Sound View Wealth Advisors Group, LLC | 15,100 | $14.6 萬 | 0.02% | −2,000−11.7% | 減碼 |
| Susquehanna International Group, LLP | 14,881 | $14.4 萬 | 0.00% | −29,878−66.8% | 減碼 |
| We Are One Seven, LLC | 14,625 | $14.2 萬 | 0.01% | +945+6.9% | 加碼 |
| UMA Financial Services, Inc. | 14,684 | $14.2 萬 | 0.04% | 00.0% | 不變 |
| First Foundation Advisors | 14,615 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 13,778 | $13.3 萬 | 0.00% | +50.0% | 加碼 |
| Cutter & CO Brokerage, Inc. | 13,643 | $13.2 萬 | 0.04% | +163+1.2% | 加碼 |
| Crescent Grove Advisors, LLC | 13,500 | $13.1 萬 | 0.02% | −9,000−40.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $13.0 萬 | 0.07% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 13,102 | $12.7 萬 | 0.14% | +71+0.5% | 加碼 |
| Oak Family Advisors, LLC | 12,929 | $12.5 萬 | 0.06% | −1,500−10.4% | 減碼 |
| Millennium Management LLC | 12,593 | $12.2 萬 | 0.00% | +12,593 | 新進 |
| Family Management Corp | 12,119 | $11.7 萬 | 0.03% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 12,021 | $11.6 萬 | 0.02% | +8+0.1% | 加碼 |