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 | 05/13/2026 | 6.94 M | $70.11 M | 7.96% | 7.44% |
| MORGAN STANLEY | 05/15/2026 | 5.12 M | $51.68 M | 1.54% | 5.48% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 4.59 M | $46.41 M | -13.57% | 4.92% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.92 M | $19.39 M | -3.50% | 2.06% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.51 M | $15.27 M | -0.07% | 1.62% |
| INVESCO LTD. | 05/12/2026 | 1.25 M | $12.59 M | 25.23% | 1.34% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.01 M | $10.18 M | -7.78% | 1.08% |
| LPL FINANCIAL LLC | 05/06/2026 | 867.64 K | $8.76 M | -12.85% | 0.93% |
| ROYAL BANK OF CANADA | 05/15/2026 | 762.22 K | $7.70 M | -12.37% | 0.82% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 729.31 K | $7.37 M | -13.60% | 0.78% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 712.30 K | $7.19 M | 8.82% | 0.76% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 617.20 K | $6.23 M | 36.78% | 0.66% |
| UBS GROUP AG | 05/05/2026 | 595.27 K | $6.01 M | -11.32% | 0.64% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 382.99 K | $3.87 M | 60.40% | 0.41% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 371.22 K | $3.75 M | 14.02% | 0.40% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 367.91 K | $4.02 M | 158.29% | 0.39% |
| COHEN & STEERS, INC. | 05/15/2026 | 331.02 K | $3.34 M | 0.00% | 0.35% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 320.31 K | $3.24 M | -3.18% | 0.34% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 301.78 K | $3.05 M | 18.63% | 0.32% |
| 05/08/2026 | 279.69 K | $2.82 M | 5.80% | 0.30% | |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 276.29 K | $2.79 M | -1.08% | 0.30% |
| EDGEMOOR INVESTMENT ADVISORS, INC. | 05/13/2026 | 257.80 K | $2.60 M | -0.97% | 0.28% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 240.31 K | $2.43 M | 5.55% | 0.26% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 236.07 K | $2.38 M | 12.93% | 0.25% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 209.68 K | $2.12 M | 59.84% | 0.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 194.09 K | $1.96 M | 96,944.50% | 0.21% |
| PRIVATE TRUST CO NA | 04/30/2026 | 134.85 K | $1.36 M | 0.00% | 0.14% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 128.23 K | $1.30 M | -34.01% | 0.14% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 121.25 K | $1.22 M | 100.00% | 0.13% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 116.42 K | $1.18 M | 4.03% | 0.12% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 108.64 K | $1.10 M | 0.92% | 0.12% |
| COLONY GROUP, LLC | 05/15/2026 | 105.82 K | $1.07 M | 45.96% | 0.11% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 100.59 K | $1.02 M | 100.00% | 0.11% |
| JANE STREET GROUP, LLC | 05/12/2026 | 97.45 K | $984.25 K | 24.67% | 0.10% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 91.03 K | $919.36 K | 100.00% | 0.10% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 05/05/2026 | 89.27 K | $901.66 K | -8.75% | 0.10% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 81.56 K | $823.73 K | 0.00% | 0.09% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 81.56 K | $823.73 K | 0.00% | 0.09% |
| 05/04/2026 | 81.18 K | $819.96 K | -4.13% | 0.09% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 77.41 K | $781.83 K | -0.26% | 0.08% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 76.14 K | $769.00 K | 42.15% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 74.35 K | $750.96 K | -4.07% | 0.08% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 68.94 K | $696.26 K | -1.59% | 0.07% |
| STOLPER CO | 04/13/2026 | 65.77 K | $567.00 K | -19.87% | 0.07% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 57.06 K | $591.67 K | 0.00% | 0.06% |
| JOHNSON FINANCIAL GROUP, INC. | 05/07/2026 | 53.71 K | $542.44 K | 0.00% | 0.06% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 53.56 K | $540.91 K | -13.55% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 52.68 K | $532.02 K | 2.72% | 0.06% |
| ALTERI WEALTH LLC | 05/06/2026 | 52.15 K | $526.74 K | 0.59% | 0.06% |
| LIDO ADVISORS, LLC | 05/13/2026 | 51.82 K | $523.33 K | -22.45% | 0.06% |
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BlackRock Credit Allocation Income Trust institutional Ownership - FAQ's
During the previous two years, 222 institutional investors and hedge funds held shares of BlackRock Credit Allocation Income Trust. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 6.94 M
MORGAN STANLEY: 5.12 M
BANK OF AMERICA CORP /DE/: 4.59 M
GUGGENHEIM CAPITAL LLC: 1.92 M
RAYMOND JAMES FINANCIAL INC: 1.51 M
Invesco Ltd.: 1.25 M
36.54% of BlackRock Credit Allocation Income Trust stock is owned by institutional investors.
Institutional investors have bought a total of 50.72 M shares in the last 24 months. This purchase volume represents approximately $519.92 M in transactions.