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 | 08/12/2026 | 6.99 M | $71.45 M | 0.71% | 7.49% |
| MORGAN STANLEY | 08/13/2026 | 5.31 M | $54.31 M | 3.85% | 5.69% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 4.75 M | $48.53 M | 3.35% | 5.09% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.85 M | $18.94 M | -3.47% | 1.99% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.49 M | $15.23 M | -1.43% | 1.60% |
| INVESCO LTD. | 08/14/2026 | 1.26 M | $12.86 M | 0.92% | 1.35% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 976.93 K | $9.98 M | -3.11% | 1.05% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 877.14 K | $8.96 M | 42.12% | 0.94% |
| ROYAL BANK OF CANADA | 08/14/2026 | 799.21 K | $8.17 M | 4.85% | 0.86% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 761.47 K | $7.78 M | 6.90% | 0.82% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 668.72 K | $6.83 M | -8.31% | 0.72% |
| UBS GROUP AG | 08/13/2026 | 571.84 K | $5.84 M | -3.94% | 0.61% |
| LPL FINANCIAL LLC | 08/07/2026 | 567.82 K | $5.80 M | -34.56% | 0.61% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 488.22 K | $4.99 M | 27.48% | 0.52% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 420.19 K | $4.59 M | 14.21% | 0.45% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 396.95 K | $4.06 M | 6.93% | 0.43% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 350.80 K | $3.59 M | 757.80% | 0.38% |
| COHEN & STEERS, INC. | 08/14/2026 | 331.02 K | $3.38 M | 0.00% | 0.35% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 324.99 K | $3.32 M | 1.46% | 0.35% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 324.82 K | $3.32 M | 7.64% | 0.35% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 273.34 K | $2.79 M | -1.07% | 0.29% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 245.32 K | $2.51 M | 100.00% | 0.26% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 08/07/2026 | 245.21 K | $2.51 M | -4.89% | 0.26% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 240.31 K | $2.46 M | 0.00% | 0.26% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 223.86 K | $2.29 M | 6.76% | 0.24% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 163.01 K | $1.67 M | -16.01% | 0.17% |
| EMISSARY WEALTH LLC | 07/28/2026 | 133.64 K | $1.37 M | -52.22% | 0.14% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 122.49 K | $1.25 M | 5.21% | 0.13% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 120.18 K | $1.23 M | -0.89% | 0.13% |
| IBEX WEALTH ADVISORS | 07/27/2026 | 106.09 K | $1.08 M | -2.35% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 96.63 K | $987.54 K | -59.07% | 0.10% |
| RIVERBRIDGE PARTNERS LLC | 07/13/2026 | 93.18 K | $952.30 K | 100.00% | 0.10% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 07/28/2026 | 89.27 K | $912.37 K | 0.00% | 0.10% |
| STOLPER CO | 07/14/2026 | 87.77 K | $897.00 K | 33.45% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 80.75 K | $825.30 K | 8.61% | 0.09% |
| FELL CAPITAL MANAGEMENT /ADV | 07/24/2026 | 80.18 K | $819.48 K | -1.23% | 0.09% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 79.46 K | $812.06 K | -2.57% | 0.09% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 78.66 K | $803.88 K | -3.55% | 0.08% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 77.97 K | $796.87 K | 0.73% | 0.08% |
| COLONY GROUP, LLC | 08/12/2026 | 75.42 K | $770.79 K | -28.73% | 0.08% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 72.35 K | $739.37 K | -43.58% | 0.08% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 67.47 K | $689.57 K | 28.09% | 0.07% |
| CHOREO, LLC | 08/04/2026 | 64.65 K | $660.73 K | 105.63% | 0.07% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 64.42 K | $658.39 K | -6.55% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 57.82 K | $576.44 K | 1.33% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 54.92 K | $561.34 K | 2.56% | 0.06% |
| PRIVATE TRUST CO NA | 07/28/2026 | 54.85 K | $560.56 K | -59.33% | 0.06% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 53.82 K | $550.08 K | -40.87% | 0.06% |
| JOHNSON FINANCIAL GROUP, INC. | 08/10/2026 | 53.71 K | $548.89 K | 0.00% | 0.06% |
| NOBLE WEALTH MANAGEMENT PBC | 07/01/2026 | 52.53 K | $536.89 K | 54.36% | 0.06% |
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BlackRock Credit Allocation Income Trust institutional Ownership - FAQ's
During the previous two years, 235 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 6.99 M
MORGAN STANLEY: 5.31 M
BANK OF AMERICA CORP /DE/: 4.75 M
GUGGENHEIM CAPITAL LLC: 1.85 M
RAYMOND JAMES FINANCIAL INC: 1.49 M
Invesco Ltd.: 1.26 M
37.09% of BlackRock Credit Allocation Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 51.69 M shares in the last 24 months. This purchase volume represents approximately $529.84 M in transactions.