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。
2024 年第 3 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2024/9/30 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
- 136
- 較 2024 年第 2 季 −4 家
- 持有股數
- 3,172 萬
- 較 2024 年第 2 季 −167.4 萬 (−5.0%)
- 總市值
- $3.55 億
- 較 2024 年第 2 季 −$313.9 萬 (−0.9%)
- 新進機構
- 11
- 另有 43 家加碼
- 清倉機構
- 15
- 另有 46 家減碼
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 |
2024 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $23 | 0.00% | – | – |
| Clear Street LLC | 56 | $632 | 0.00% | +56 | 新進 |
| Global Retirement Partners, LLC | 99 | $1,117 | 0.00% | −107−51.9% | 減碼 |
| Coppell Advisory Solutions LLC | 142 | $1,525 | 0.00% | +142 | 新進 |
| Wolff Wiese Magana LLC | 200 | $2,256 | 0.00% | 00.0% | 不變 |
| Sanctuary Wealth Management, L.L.C. | 281 | $3,170 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 283 | $3,192 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 300 | $3,384 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 414 | $4,670 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 575 | $6,176 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 750 | $8,460 | 0.00% | +750 | 新進 |
| Provenance Wealth Advisors, LLC | 806 | $9,092 | 0.00% | +806 | 新進 |
| NBC Securities, Inc. | 1,000 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,034 | $1.17 萬 | 0.00% | +24+2.4% | 加碼 |
| Oarsman Capital, Inc. | 1,085 | $1.22 萬 | 0.00% | +1,085 | 新進 |
| CoreCap Advisors, LLC | 1,086 | $1.23 萬 | 0.00% | +1,086 | 新進 |
| Harbour Investments, Inc. | 1,223 | $1.38 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,233 | $1.39 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.55 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 1,700 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,908 | $2.15 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Securities, LLC | 2,000 | $2.26 萬 | 0.00% | +2,000 | 新進 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.54 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,419 | $2.70 萬 | 0.00% | +1,057+77.6% | 加碼 |
| Atticus Wealth Management, LLC | 2,964 | $3.34 萬 | 0.01% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 4,344 | $4.90 萬 | 0.00% | −26,278−85.8% | 減碼 |
| Comerica Bank | 4,629 | $5.22 萬 | 0.00% | +2,463+113.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,380 | $6.07 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,654 | $6.38 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 5,670 | $6.40 萬 | 0.00% | +5,670 | 新進 |
| Affiance Financial, LLC | 10,000 | $11.3 萬 | 0.03% | 00.0% | 不變 |
| Lokken Investment Group LLC | 10,297 | $11.6 萬 | 0.05% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,000 | $12.4 萬 | 0.03% | 00.0% | 不變 |
| Stephens Inc | 11,130 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 11,395 | $12.9 萬 | 0.01% | −1,041−8.4% | 減碼 |
| Morris Retirement Advisors, LLC | 11,569 | $13.0 萬 | 0.07% | +39+0.3% | 加碼 |
| Level Four Advisory Services, LLC | 12,119 | $13.1 萬 | 0.01% | +12,119 | 新進 |
| UMA Financial Services, Inc. | 11,845 | $13.2 萬 | 0.02% | −2,839−19.3% | 減碼 |
| We Are One Seven, LLC | 11,678 | $13.2 萬 | 0.01% | +211+1.8% | 加碼 |
| Oak Family Advisors, LLC | 11,929 | $13.5 萬 | 0.05% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,000 | $13.5 萬 | 0.01% | −500−4.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 12,660 | $14.3 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 12,848 | $14.5 萬 | 0.00% | −7,820−37.8% | 減碼 |
| Melfa Wealth Management, LLC | 13,245 | $14.9 萬 | 0.10% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 13,500 | $15.2 萬 | 0.07% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 13,500 | $15.2 萬 | 0.02% | 00.0% | 不變 |
| Lazard Asset Management LLC | – | $15.6 萬 | 0.00% | – | – |
| Semus Wealth Partners LLC | 13,851 | $15.6 萬 | 0.11% | −6,914−33.3% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $15.8 萬 | 0.01% | −716−4.9% | 減碼 |
| HighTower Advisors, LLC | 14,080 | $15.8 萬 | 0.00% | −6,644−32.1% | 減碼 |
| Cutter & CO Brokerage, Inc. | 14,339 | $16.2 萬 | 0.04% | +199+1.4% | 加碼 |
| Creekside Partners | 14,576 | $16.4 萬 | 0.08% | +36+0.2% | 加碼 |
| Wetherby Asset Management Inc | 15,125 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 15,518 | $17.5 萬 | 0.02% | −4,692−23.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 16,299 | $18.4 萬 | 0.01% | +665+4.3% | 加碼 |
| Integrated Wealth Concepts LLC | 16,406 | $18.5 萬 | 0.00% | +405+2.5% | 加碼 |
| E&G Advisors, LP | 16,692 | $18.8 萬 | 0.05% | 00.0% | 不變 |
| Stifel Financial Corp | 16,752 | $18.9 萬 | 0.00% | −1,213−6.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 17,000 | $19.2 萬 | 0.03% | −2,026−10.6% | 減碼 |
| Future Financial Wealth Managment LLC | 17,000 | $19.2 萬 | 0.14% | 00.0% | 不變 |
| Dakota Wealth Management | 17,206 | $19.4 萬 | 0.00% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 17,546 | $19.8 萬 | 0.00% | −2,378−11.9% | 減碼 |
| Park Avenue Securities LLC | 17,811 | $20.1 萬 | 0.00% | −80.0% | 減碼 |
| 180 Wealth Advisors, LLC | 19,287 | $21.8 萬 | 0.03% | −700−3.5% | 減碼 |
| Wedbush Securities Inc | 19,317 | $21.8 萬 | 0.01% | +66+0.3% | 加碼 |
| ProVise Management Group, LLC | 20,740 | $23.4 萬 | 0.02% | −400−1.9% | 減碼 |
| Valley Brook Capital Group | 21,946 | $24.8 萬 | 0.18% | +1,570+7.7% | 加碼 |
| 9258 Wealth Management, LLC | 21,976 | $24.8 萬 | 0.04% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 22,390 | $25.3 萬 | 0.01% | +5,610+33.4% | 加碼 |
| SMH Capital Advisors Inc | 22,466 | $25.3 萬 | 0.78% | −1,402−5.9% | 減碼 |
| Private Advisor Group, LLC | 22,664 | $25.6 萬 | 0.00% | +87+0.4% | 加碼 |
| Catalina Capital Group, LLC | 24,105 | $27.2 萬 | 0.09% | −1,109−4.4% | 減碼 |
| Kestra Advisory Services, LLC | 24,772 | $27.9 萬 | 0.00% | −8,875−26.4% | 減碼 |
| GWM Advisors LLC | 24,895 | $28.1 萬 | 0.00% | +1,445+6.2% | 加碼 |
| Oppenheimer & Co Inc | 24,934 | $28.1 萬 | 0.00% | +36+0.1% | 加碼 |
| Nwam LLC | 26,817 | $30.2 萬 | 0.02% | −1,500−5.3% | 減碼 |
| MML Investors Services, LLC | 28,354 | $32.0 萬 | 0.00% | +40.0% | 加碼 |
| Truist Financial Corp | 29,361 | $33.1 萬 | 0.00% | −470−1.6% | 減碼 |
| Palogic Value Management, L.P. | 33,113 | $37.4 萬 | 0.15% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 33,352 | $37.6 萬 | 0.00% | +363+1.1% | 加碼 |
| 1607 Capital Partners, LLC | 33,504 | $37.8 萬 | 0.03% | −123,075−78.6% | 減碼 |
| Mariner, LLC | 36,429 | $41.1 萬 | 0.00% | +3,236+9.7% | 加碼 |
| RSM US Wealth Management LLC | 37,255 | $41.9 萬 | 0.01% | −529−1.4% | 減碼 |
| Wela Strategies, Inc. | 41,009 | $46.3 萬 | 0.20% | −22,588−35.5% | 減碼 |
| Ellis Investment Partners, LLC | 41,252 | $46.5 萬 | 0.09% | −2,519−5.8% | 減碼 |
| Envestnet Asset Management Inc | 42,013 | $47.4 萬 | 0.00% | +19,906+90.0% | 加碼 |
| Advisor Group Holdings, Inc. | 50,879 | $57.4 萬 | 0.00% | +9,248+22.2% | 加碼 |
| Horizon Kinetics Asset Management LLC | 51,023 | $57.6 萬 | 0.01% | +10,389+25.6% | 加碼 |
| Uncommon Cents Investing LLC | 51,130 | $57.7 萬 | 0.16% | +190.0% | 加碼 |
| WealthShield Partners, LLC | 51,346 | $57.9 萬 | 0.08% | −1,005−1.9% | 減碼 |
| Riverbridge Partners LLC | 56,153 | $63.3 萬 | 0.01% | +791+1.4% | 加碼 |
| Shulman DeMeo Asset Management LLC | 56,266 | $63.5 萬 | 0.16% | +270.0% | 加碼 |
| Pin Oak Investment Advisors Inc | 59,583 | $67.2 萬 | 0.61% | +12,165+25.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 61,317 | $69.2 萬 | 0.00% | −9,066−12.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 68,408 | $77.2 萬 | 0.08% | −58,582−46.1% | 減碼 |
| Millennium Management LLC | 70,539 | $79.6 萬 | 0.00% | +70,539 | 新進 |
| Private Trust Co NA | 75,180 | $84.8 萬 | 0.09% | +74,436+10,004.8% | 加碼 |
| Stolper Co | 75,437 | $85.1 萬 | 0.28% | +191+0.3% | 加碼 |
| Cetera Investment Advisers | 76,649 | $86.5 萬 | 0.00% | +19,105+33.2% | 加碼 |
| Transcend Wealth Collective, LLC | 79,800 | $90.0 萬 | 0.06% | −1,051−1.3% | 減碼 |