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 | 02/12/2026 | 6.43 M | $69.64 M | 8.29% | 6.89% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 5.32 M | $57.57 M | 8.40% | 5.70% |
| MORGAN STANLEY | 02/13/2026 | 5.04 M | $54.57 M | -4.23% | 5.40% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.99 M | $21.55 M | 4.33% | 2.13% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.51 M | $16.39 M | -0.49% | 1.62% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1.09 M | $11.84 M | 3.19% | 1.17% |
| LPL FINANCIAL LLC | 02/11/2026 | 995.53 K | $10.78 M | 2.40% | 1.07% |
| INVESCO LTD. | 02/19/2026 | 995.41 K | $10.78 M | -21.35% | 1.07% |
| ROYAL BANK OF CANADA | 02/17/2026 | 869.83 K | $9.42 M | 1.43% | 0.93% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 844.15 K | $9.14 M | -7.18% | 0.90% |
| UBS GROUP AG | 01/29/2026 | 671.25 K | $7.27 M | 0.36% | 0.72% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 654.54 K | $7.09 M | -0.73% | 0.70% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 649.83 K | $7.04 M | 10.20% | 0.70% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 451.24 K | $4.89 M | -39.83% | 0.48% |
| COHEN & STEERS, INC. | 02/13/2026 | 331.02 K | $3.59 M | 0.00% | 0.35% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 330.82 K | $3.58 M | 17.25% | 0.35% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 325.58 K | $3.53 M | 29.10% | 0.35% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 279.32 K | $3.03 M | -2.62% | 0.30% |
| 01/27/2026 | 264.35 K | $2.86 B | 100.00% | 0.28% | |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 02/10/2026 | 260.32 K | $2.82 M | -2.23% | 0.28% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 254.38 K | $2.75 M | 9.58% | 0.27% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 238.78 K | $2.59 M | 14.92% | 0.26% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 227.67 K | $2.47 M | -3.98% | 0.24% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 209.03 K | $2.26 M | 18.40% | 0.22% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 194.31 K | $2.10 M | -43.36% | 0.21% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 142.44 K | $1.56 M | -21.00% | 0.15% |
| PRIVATE TRUST CO NA | 01/26/2026 | 134.85 K | $1.46 M | 0.00% | 0.14% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 131.19 K | $1.42 M | 4.21% | 0.14% |
| WATERFRONT WEALTH INC. | 01/27/2026 | 111.91 K | $1.18 M | 1.87% | 0.12% |
| 02/25/2026 | 108.17 K | $1.17 M | 100.00% | 0.12% | |
| IBEX WEALTH ADVISORS | 02/17/2026 | 107.65 K | $1.17 M | -7.28% | 0.12% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 02/11/2026 | 97.84 K | $1.06 M | 0.00% | 0.10% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 91.19 K | $987.60 K | 75.18% | 0.10% |
| STOLPER CO | 01/12/2026 | 82.08 K | $889.00 K | 2.22% | 0.09% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 02/06/2026 | 81.56 K | $883.27 K | 100.00% | 0.09% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 02/12/2026 | 81.56 K | $883.27 K | 1.66% | 0.09% |
| JANE STREET GROUP, LLC | 02/12/2026 | 78.16 K | $846.52 K | 5.93% | 0.08% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 78.01 K | $844.81 K | 100.00% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 77.61 K | $840.56 K | 2.12% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 77.50 K | $839.37 K | -3.10% | 0.08% |
| COLONY GROUP, LLC | 02/13/2026 | 72.50 K | $785.18 K | -0.37% | 0.08% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 70.05 K | $758.67 K | -9.80% | 0.08% |
| LIDO ADVISORS, LLC | 02/10/2026 | 66.82 K | $738.32 K | 0.00% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 61.95 K | $670.95 K | 10.78% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 57.06 K | $603.08 K | 0.00% | 0.06% |
| SHULMAN DEMEO ASSET MANAGEMENT LLC | 01/14/2026 | 54.00 K | $584.86 K | -0.17% | 0.06% |
| JOHNSON FINANCIAL GROUP, INC. | 02/12/2026 | 53.71 K | $581.65 K | -3.23% | 0.06% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 53.56 K | $580.07 K | 62.31% | 0.06% |
| ALTERI WEALTH LLC | 02/11/2026 | 51.85 K | $561.48 K | 4.01% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 51.28 K | $555.34 K | 94.06% | 0.05% |
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BlackRock Credit Allocation Income Trust institutional Ownership - FAQ's
During the previous two years, 216 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 6.43 M
BANK OF AMERICA CORP /DE/: 5.32 M
MORGAN STANLEY: 5.04 M
GUGGENHEIM CAPITAL LLC: 1.99 M
RAYMOND JAMES FINANCIAL INC: 1.51 M
WELLS FARGO & COMPANY/MN: 1.09 M
36.43% of BlackRock Credit Allocation Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 50.69 M shares in the last 24 months. This purchase volume represents approximately $537.80 M in transactions.