BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (BTZ)

CUSIP: 092508100

Q1 2018 13F Holders as of 31 Mar 2018

Security identity
Shares outstanding
92,426,020
Holder snapshot
Share change
+76,474
Reported price per share
$12.67
Number of holders
124
Value change
+$571,702
Number of buys
59
Number of sells
49

Security key

092508100

Report period

Q1 2018

Institutions

124

Top holders

10

Ownership snapshot

Top shareholders of BTZ - BLACKROCK CREDIT ALLOCATION INCOME TRUST - Common Stock (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Lead holder
WELLS FARGO & COMPANY/MN
13D/G signal
Evidence rows
50
Latest as of
31 Dec 2017
13F Lead comparable stake: 15% Showing first 8 of 50 holder rows. Open remaining rows
Holder Evidence Ownership % Position 12M Net Δ As of
WELLS FARGO & COMPANY/MN
13F
Company
13F
15%
$188,814,000
14,175,289 shares
31 Dec 2017
BANK OF AMERICA CORP /DE/
13F
Company
13F
4.1%
$50,444,000
3,787,081 shares
31 Dec 2017
SIT INVESTMENT ASSOCIATES INC
13F
Company
13F
4%
$49,497,000
3,715,994 shares
31 Dec 2017
Karpus Management, Inc.
13F
Company
13F
3.5%
$42,865,000
3,218,128 shares
31 Dec 2017
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
Company
13F
3.1%
$37,611,000
2,823,677 shares
31 Dec 2017
UBS Group AG
13F
Company
13F
2.7%
$33,106,000
2,485,465 shares
31 Dec 2017
Relative Value Partners Group, LLC
13F
Company
13F
2.2%
$26,591,000
1,996,284 shares
31 Dec 2017
MORGAN STANLEY
13F
Company
13F
1.5%
$17,875,000
1,342,041 shares
31 Dec 2017
Show 42 additional holder rows in the full holder list
Holder Evidence Ownership % Position 12M Net Δ As of
Invesco Ltd.
13F
Company
13F
1.3%
$15,942,000
1,196,875 shares
31 Dec 2017
Spectrum Asset Management, Inc.
13F
Company
13F
1%
$12,875,000
966,571 shares
31 Dec 2017
ROYAL BANK OF CANADA
13F
Company
13F
0.99%
$12,167,000
913,383 shares
31 Dec 2017
McGowan Group Asset Management, Inc.
13F
Company
13F
0.92%
$11,301,000
848,419 shares
31 Dec 2017
NWAM LLC
13F
Company
13F
0.85%
$10,452,000
784,692 shares
31 Dec 2017
Edgemoor Investment Advisors, Inc.
13F
Company
13F
0.81%
$9,836,000
745,694 shares
31 Dec 2017
Vident Investment Advisory, LLC
13F
Company
13F
0.72%
$8,872,000
666,095 shares
31 Dec 2017
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
13F
0.61%
$7,450,000
559,327 shares
31 Dec 2017
Johnson Financial Group, Inc.
13F
Company
13F
0.6%
$7,388,000
554,660 shares
31 Dec 2017
Capital Investment Advisors, LLC
13F
Company
13F
0.55%
$6,731,000
505,355 shares
31 Dec 2017
Raymond James Financial Services Advisors, Inc.
13F
Company
13F
0.36%
$4,442,000
333,514 shares
31 Dec 2017
Lehman Financial Resources, Inc.
13F
Company
13F
0.34%
$4,223,000
317,100 shares
31 Dec 2017
FIRST FOUNDATION ADVISORS
13F
Company
13F
0.34%
$4,208,000
315,925 shares
31 Dec 2017
M&R CAPITAL MANAGEMENT INC
13F
Company
13F
0.31%
$3,778,000
283,670 shares
31 Dec 2017
BlackRock Finance, Inc.
13F
Company
13F
0.28%
$3,391,000
254,587 shares
31 Dec 2017
Edmonds Duncan Registered Investment Advisors, LLC
13F
Company
13F
0.26%
$3,148,000
236,369 shares
31 Dec 2017
BANK OF MONTREAL /CAN/
13F
Company
13F
0.25%
$3,050,000
229,000 shares
31 Dec 2017
HighTower Advisors, LLC
13F
Company
13F
0.24%
$3,013,000
225,816 shares
31 Dec 2017
Proficio Capital Partners LLC
13F
Company
13F
0.23%
$2,784,000
208,989 shares
31 Dec 2017
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
13F
Company
13F
0.18%
$2,200,000
165,179 shares
31 Dec 2017
GUGGENHEIM CAPITAL LLC
13F
Company
13F
0.17%
$2,075,000
155,805 shares
31 Dec 2017
6 Meridian
13F
Company
13F
0.16%
$1,927,000
144,645 shares
31 Dec 2017
NEW VERNON INVESTMENT MANAGEMENT LLC
13F
Company
13F
0.15%
$1,869,000
140,284 shares
31 Dec 2017
ASHFORD CAPITAL MANAGEMENT INC
13F
Company
13F
0.14%
$1,782,000
133,755 shares
31 Dec 2017
LADENBURG THALMANN FINANCIAL SERVICES INC.
13F
Company
13F
0.13%
$1,562,000
117,276 shares
31 Dec 2017
Cambridge Investment Research Advisors, Inc.
13F
Company
13F
0.13%
$1,556,000
116,783 shares
31 Dec 2017
COMMONWEALTH EQUITY SERVICES, LLC
13F
Company
13F
0.13%
$1,548,000
116,240 shares
31 Dec 2017
RAYMOND JAMES & ASSOCIATES
13F
Company
13F
0.12%
$1,525,000
114,520 shares
31 Dec 2017
Nuveen Asset Management, LLC
13F
Company
13F
0.12%
$1,492,000
112,000 shares
31 Dec 2017
Jaffetilchin Investment Partners, LLC
13F
Company
13F
0.11%
$1,382,000
103,766 shares
31 Dec 2017
BESSEMER GROUP INC
13F
Company
13F
0.1%
$1,263,000
94,790 shares
31 Dec 2017
ProVise Management Group, LLC
13F
Company
13F
0.09%
$1,088,000
81,648 shares
31 Dec 2017
Advisor Group, Inc.
13F
Company
13F
0.08%
$1,006,000
75,454 shares
31 Dec 2017
Wela Strategies, Inc.
13F
Company
13F
0.08%
$947,000
71,107 shares
31 Dec 2017
Advisory Services Network, LLC
13F
Company
13F
0.07%
$890,000
66,851 shares
31 Dec 2017
WHITENER CAPITAL MANAGEMENT, INC.
13F
Company
13F
0.07%
$888,000
66,683 shares
31 Dec 2017
STIFEL FINANCIAL CORP
13F
Company
13F
0.07%
$876,000
66,312 shares
31 Dec 2017
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.
13F
Company
13F
0.07%
$856,000
64,298 shares
31 Dec 2017
LPL Financial LLC
13F
Company
13F
0.07%
$845,000
63,452 shares
31 Dec 2017
Point View Wealth Management, Inc.
13F
Company
13F
0.06%
$754,000
56,591 shares
31 Dec 2017
Horizon Kinetics LLC
13F
Company
13F
0.06%
$731,000
54,889 shares
31 Dec 2017
AMERIPRISE FINANCIAL INC
13F
Company
13F
0.06%
$687,000
51,581 shares
31 Dec 2017
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2018

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
124
Shares
47,103,196
Rows loaded
124
Investor Option Weight % Change % Reported value * Price Shares Share Change Activity Report Period

* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that failed the local validity check.

Compare Q1 2018 vs Q4 2017 Across Filers

Q4 2017 holders
128
Q1 2018 holders
124
Holder diff
-4
Investor Q4 2017 Shares Q1 2018 Shares Share Diff Share Chg % Q4 2017 value Q1 2018 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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