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 4 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2024/12/31 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
- 157
- 較 2024 年第 3 季 +24 家
- 持有股數
- 3,300 萬
- 較 2024 年第 3 季 +259.1 萬 (+8.5%)
- 總市值
- $3.45 億
- 較 2024 年第 3 季 +$476.9 萬 (+1.4%)
- 新進機構
- 38
- 另有 42 家加碼
- 清倉機構
- 14
- 另有 42 家減碼
另有 3 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 |
2024 年第 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 1 | $10 | 0.00% | −999−99.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 18 | $188 | 0.00% | +18 | 新進 |
| Global Retirement Partners, LLC | 99 | $1,036 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 200 | $2,092 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 240 | $2,510 | 0.00% | −174−42.0% | 減碼 |
| Sanctuary Wealth Management, L.L.C. | 281 | $2,939 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 283 | $2,960 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 300 | $3,138 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 351 | $3,791 | 0.00% | +351 | 新進 |
| IFP Advisors, Inc | 500 | $5,230 | 0.00% | +500 | 新進 |
| Gen-Wealth Partners Inc | 575 | $6,015 | 0.00% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 806 | $8,431 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 955 | $9,989 | 0.00% | −268−21.9% | 減碼 |
| Wingate Wealth Advisors, Inc. | 1,000 | $1.05 萬 | 0.01% | +1,000 | 新進 |
| Pacifica Partners Inc. | 1,058 | $1.11 萬 | 0.00% | +24+2.3% | 加碼 |
| CoreCap Advisors, LLC | 1,086 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,233 | $1.29 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.44 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 1,700 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.35 萬 | 0.00% | 00.0% | 不變 |
| Kentucky Trust Co | 2,718 | $2.84 萬 | 0.02% | +2,718 | 新進 |
| Atticus Wealth Management, LLC | 2,964 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Citigroup Inc | 3,514 | $3.68 萬 | 0.00% | +3,514 | 新進 |
| Bartlett & Co. Wealth Management LLC | 4,000 | $4.18 萬 | 0.00% | −1,380−25.7% | 減碼 |
| The PNC Financial Services Group, Inc. | 4,407 | $4.61 萬 | 0.00% | +63+1.5% | 加碼 |
| Comerica Bank | 4,697 | $4.91 萬 | 0.00% | +68+1.5% | 加碼 |
| WPG Advisers, LLC | 4,980 | $5.21 萬 | 0.05% | +4,980 | 新進 |
| CWM, LLC | 5,274 | $5.50 萬 | 0.00% | +2,855+118.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 5,654 | $5.91 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 5,670 | $5.93 萬 | 0.00% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 6,085 | $6.36 萬 | 0.01% | +5,000+460.8% | 加碼 |
| MAI Capital Management | 6,092 | $6.37 萬 | 0.00% | +6,092 | 新進 |
| Huntington National Bank | – | $9.58 萬 | 0.00% | – | – |
| UMA Financial Services, Inc. | 10,000 | $10.5 萬 | 0.02% | −1,845−15.6% | 減碼 |
| Lokken Investment Group LLC | 10,297 | $10.8 萬 | 0.05% | 00.0% | 不變 |
| Argentarii, LLC | 10,324 | $10.8 萬 | 0.05% | +10,324 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 10,324 | $10.9 萬 | 0.00% | +10,324 | 新進 |
| Noble Wealth Management PBC | 10,474 | $11.0 萬 | 0.08% | +10,474 | 新進 |
| Tyche Wealth Partners LLC | 11,000 | $11.5 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 11,080 | $11.6 萬 | 0.00% | +11,080 | 新進 |
| Jane Street Group, LLC | 11,344 | $11.9 萬 | 0.00% | +11,344 | 新進 |
| Morris Retirement Advisors, LLC | 11,610 | $12.1 萬 | 0.06% | +41+0.4% | 加碼 |
| Oak Family Advisors, LLC | 11,929 | $12.5 萬 | 0.05% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,000 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 12,204 | $12.8 萬 | 0.00% | +526+4.5% | 加碼 |
| Elm3 Financial Group, LLC | 12,400 | $13.0 萬 | 0.11% | +12,400 | 新進 |
| Semus Wealth Partners LLC | 12,482 | $13.1 萬 | 0.09% | −1,369−9.9% | 減碼 |
| ProVise Management Group, LLC | 12,560 | $13.1 萬 | 0.01% | −8,180−39.4% | 減碼 |
| Miller Financial Services LLC | 13,000 | $13.6 萬 | 0.11% | +13,000 | 新進 |
| Melfa Wealth Management, LLC | 13,245 | $13.9 萬 | 0.09% | 00.0% | 不變 |
| Independent Advisor Alliance | 13,378 | $14.0 萬 | 0.00% | +13,378 | 新進 |
| Virtu Financial LLC | 13,448 | $14.1 萬 | 0.01% | +13,448 | 新進 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.1 萬 | 0.07% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 13,500 | $14.1 萬 | 0.01% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Lazard Asset Management LLC | – | $14.7 萬 | 0.00% | – | – |
| Creekside Partners | 14,614 | $15.3 萬 | 0.08% | +38+0.3% | 加碼 |
| Northstar Financial Companies, Inc. | 14,617 | $15.3 萬 | 0.14% | +14,617 | 新進 |
| Cutter & CO Brokerage, Inc. | 14,626 | $15.3 萬 | 0.04% | +287+2.0% | 加碼 |
| Wedbush Securities Inc | 14,924 | $15.6 萬 | 0.01% | −4,393−22.7% | 減碼 |
| Clearstead Advisors, LLC | 14,972 | $15.7 萬 | 0.00% | +2,124+16.5% | 加碼 |
| Wetherby Asset Management Inc | 15,125 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 15,454 | $16.2 萬 | 0.00% | +15,454 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 15,553 | $16.3 萬 | 0.02% | +35+0.2% | 加碼 |
| HighTower Advisors, LLC | 15,594 | $16.3 萬 | 0.00% | +1,514+10.8% | 加碼 |
| E&G Advisors, LP | 16,192 | $16.9 萬 | 0.05% | −500−3.0% | 減碼 |
| Peapack Gladstone Financial Corp | 16,335 | $17.1 萬 | 0.00% | −1,211−6.9% | 減碼 |
| Integrated Wealth Concepts LLC | 16,413 | $17.2 萬 | 0.00% | +70.0% | 加碼 |
| Stifel Financial Corp | 16,769 | $17.5 萬 | 0.00% | +17+0.1% | 加碼 |
| Future Financial Wealth Managment LLC | 17,000 | $17.8 萬 | 0.13% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 17,000 | $17.8 萬 | 0.03% | 00.0% | 不變 |
| Park Avenue Securities LLC | 17,228 | $18.0 萬 | 0.00% | −583−3.3% | 減碼 |
| Elequin Capital LP | 17,613 | $18.4 萬 | 0.02% | +17,613 | 新進 |
| Kovitz Investment Group Partners, LLC | 18,400 | $19.2 萬 | 0.00% | +18,400 | 新進 |
| 180 Wealth Advisors, LLC | 18,416 | $19.3 萬 | 0.03% | −871−4.5% | 減碼 |
| Millennium Management LLC | 18,581 | $19.4 萬 | 0.00% | −51,958−73.7% | 減碼 |
| Affiance Financial, LLC | 20,000 | $20.9 萬 | 0.05% | +10,000+100.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 20,776 | $21.7 萬 | 0.01% | +4,477+27.5% | 加碼 |
| Valley Brook Capital Group | 21,383 | $22.4 萬 | 0.17% | −563−2.6% | 減碼 |
| Flagship Harbor Advisors, LLC | 21,890 | $22.9 萬 | 0.01% | −500−2.2% | 減碼 |
| Oppenheimer & Co Inc | 22,440 | $23.5 萬 | 0.00% | −2,494−10.0% | 減碼 |
| SMH Capital Advisors Inc | 22,555 | $23.6 萬 | 0.57% | +89+0.4% | 加碼 |
| Private Advisor Group, LLC | 22,749 | $23.8 萬 | 0.00% | +85+0.4% | 加碼 |
| Warren Averett Asset Management, LLC | 23,595 | $24.7 萬 | 0.00% | +23,595 | 新進 |
| GWM Advisors LLC | 23,995 | $25.1 萬 | 0.00% | −900−3.6% | 減碼 |
| Wolverine Asset Management LLC | 26,661 | $27.9 萬 | 0.00% | +26,661 | 新進 |
| Nwam LLC | 26,817 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 27,728 | $29.0 萬 | 0.03% | −40,680−59.5% | 減碼 |
| Truist Financial Corp | 27,832 | $29.1 萬 | 0.00% | −1,529−5.2% | 減碼 |
| International Assets Investment Management, LLC | 30,920 | $32.5 萬 | 0.03% | −351,716−91.9% | 減碼 |
| Palogic Value Management, L.P. | 31,084 | $32.5 萬 | 0.13% | −2,029−6.1% | 減碼 |
| Commonwealth Equity Services, LLC | 31,353 | $32.8 萬 | 0.00% | −1,999−6.0% | 減碼 |
| Mariner, LLC | 31,909 | $33.4 萬 | 0.00% | −4,520−12.4% | 減碼 |
| Broyhill Asset Management | 32,500 | $34.0 萬 | 0.30% | +32,500 | 新進 |
| Mezzasalma Advisors, LLC | 34,258 | $35.8 萬 | 0.12% | +34,258 | 新進 |
| RSM US Wealth Management LLC | 37,115 | $38.7 萬 | 0.01% | −140−0.4% | 減碼 |
| Alteri Wealth LLC | 38,842 | $40.6 萬 | 0.11% | +38,842 | 新進 |
| Ellis Investment Partners, LLC | 40,076 | $41.9 萬 | 0.08% | −1,176−2.9% | 減碼 |
| Generation Capital Management LLC | 42,500 | $44.5 萬 | 0.38% | +42,500 | 新進 |
| GWN Securities Inc. | 43,472 | $46.3 萬 | 0.12% | +43,472 | 新進 |