BlackRock Credit Allocation Income Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 5.94 M | $65.62 M | 2.90% | 6.36% |
| MORGAN STANLEY | 11/14/2025 | 5.26 M | $58.14 M | -1.62% | 5.64% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 4.90 M | $54.19 M | 7.28% | 5.26% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 1.91 M | $21.07 M | 9.60% | 2.04% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 1.52 M | $16.80 M | 2.48% | 1.63% |
| INVESCO LTD. | 11/13/2025 | 1.27 M | $13.99 M | 0.41% | 1.36% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1.06 M | $11.71 M | 0.95% | 1.14% |
| LPL FINANCIAL LLC | 11/12/2025 | 972.20 K | $10.74 M | 44.68% | 1.04% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 909.47 K | $10.05 M | -6.64% | 0.97% |
| ROYAL BANK OF CANADA | 11/14/2025 | 857.57 K | $9.48 M | -1.66% | 0.92% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 10/20/2025 | 749.99 K | $8.29 M | -64.59% | 0.80% |
| UBS GROUP AG | 11/13/2025 | 668.82 K | $7.39 M | 18.63% | 0.72% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 659.35 K | $7.29 M | -0.33% | 0.71% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 589.68 K | $6.52 M | 19.96% | 0.63% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 343.06 K | $3.79 M | -2.28% | 0.37% |
| COHEN & STEERS, INC. | 11/14/2025 | 331.02 K | $3.66 M | 0.00% | 0.35% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 286.82 K | $3.17 M | -2.62% | 0.31% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 282.15 K | $3.12 M | 14.66% | 0.30% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 11/06/2025 | 266.25 K | $2.94 M | -0.08% | 0.29% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 252.20 K | $2.75 M | 10.97% | 0.27% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 237.11 K | $2.62 M | 0.00% | 0.25% |
| CARY STREET PARTNERS FINANCIAL LLC | 11/10/2025 | 232.15 K | $2.57 M | 38.59% | 0.25% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 207.77 K | $2.30 M | -8.40% | 0.22% |
| RAREVIEW CAPITAL LLC | 11/14/2025 | 180.29 K | $1.97 M | 13.02% | 0.19% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 176.55 K | $1.95 M | 8.23% | 0.19% |
| PRIVATE TRUST CO NA | 10/15/2025 | 134.85 K | $1.49 M | 12.52% | 0.14% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 125.89 K | $1.39 M | 42.79% | 0.13% |
| IBEX WEALTH ADVISORS | 11/12/2025 | 116.10 K | $1.28 M | 1.18% | 0.12% |
| WATERFRONT WEALTH INC. | 11/06/2025 | 109.86 K | $1.22 M | -15.49% | 0.12% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 11/10/2025 | 97.84 K | $1.08 M | 0.00% | 0.10% |
| STOLPER CO | 10/10/2025 | 80.30 K | $887.00 K | -0.24% | 0.09% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 11/14/2025 | 80.23 K | $886.49 K | 100.00% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 79.99 K | $883.86 K | -9.44% | 0.09% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 77.66 K | $858.19 K | -4.25% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/14/2025 | 76.00 K | $839.84 K | 0.47% | 0.08% |
| JANE STREET GROUP, LLC | 11/14/2025 | 73.79 K | $815.39 K | 100.00% | 0.08% |
| COLONY GROUP, LLC | 11/14/2025 | 72.77 K | $804.12 K | -2.32% | 0.08% |
| LIDO ADVISORS, LLC | 11/14/2025 | 66.82 K | $738.32 K | -25.76% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 57.06 K | $634.46 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 55.93 K | $615.71 K | -0.11% | 0.06% |
| JOHNSON FINANCIAL GROUP, INC. | 11/13/2025 | 55.50 K | $613.28 K | -18.38% | 0.06% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 10/17/2025 | 54.09 K | $597.74 K | -0.50% | 0.06% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 11/13/2025 | 52.06 K | $575.21 K | 100.00% | 0.06% |
| WEALTHSHIELD PARTNERS, LLC | 10/31/2025 | 50.31 K | $555.96 K | -1.23% | 0.05% |
| ALTERI WEALTH LLC | 11/10/2025 | 49.84 K | $550.78 K | 3.38% | 0.05% |
| PIN OAK INVESTMENT ADVISORS INC | 11/17/2025 | 49.68 K | $548.96 K | 0.00% | 0.05% |
| UNCOMMON CENTS INVESTING LLC | 10/16/2025 | 48.20 K | $532.64 K | -0.54% | 0.05% |
| WELA STRATEGIES, INC. | 10/24/2025 | 44.52 K | $491.99 K | 2.58% | 0.05% |
| RIVERBRIDGE PARTNERS LLC | 10/14/2025 | 43.63 K | $482.08 K | -33.38% | 0.05% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 11/14/2025 | 40.53 K | $447.90 K | -20.56% | 0.04% |
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BlackRock Credit Allocation Income Trust institutional Ownership - FAQ's
During the previous two years, 175 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were:
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 1.51 M
Sowell Financial Services LLC: 654,542
Stolper Co: 82,079
Shulman DeMeo Asset Management LLC: 54,004
Mezzasalma Advisors, LLC: 35,930
Ellis Investment Partners, LLC: 34,647
35.63% of BlackRock Credit Allocation Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 47.89 M shares in the last 24 months. This purchase volume represents approximately $511.90 M in transactions.