BTZ
BlackRock Credit Allocation Income Trust• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Sowell Financial Services Llc | $15M | 1.61M | 0.24% | +6.0% |
D.A. Davidson & Co. | $7.2M | 769.4K | 0.04% | +57.6% |
Capital Investment Advisors, Llc | $5.8M | 621.0K | 0.07% | -7.1% |
Smith Asset Management Co., Llc | $2.5M | 269.6K | 2.05% | -1.4% |
Edgemoor Investment Advisors, Inc. | $2.2M | 240.6K | 0.16% | -1.9% |
Waterfront Wealth Inc. | $1.2M | 123.3K | 0.19% | +0.7% |
Kestra Advisory Services, Llc | $1M | 110.4K | 0.00% | New Position |
Stolper Co | $814K | 87.4K | 0.21% | -0.4% |
Fell Capital Management /Adv | $728K | 78.2K | 0.63% | -2.5% |
Chicago Partners Investment Group Llc | $540K | 57.1K | 0.01% | -1.3% |
Private Trust Co Na | $511K | 54.8K | 0.04% | Unchanged |
Shulman Demeo Asset Management Llc | $466K | 50.2K | 0.09% | -0.2% |
Uncommon Cents Investing Inc | $436K | 46.8K | 0.10% | -1.0% |
Farther Finance Advisors, Llc | $395K | 42.4K | 0.00% | +2312.7% |
Noble Wealth Management Pbc | $349K | 37.5K | 0.16% | -28.6% |
International Assets Investment Management, Llc | $338K | 63.1K | 0.01% | +61.6% |
Mezzasalma Advisors, Llc | $300K | 32.2K | 0.06% | -10.2% |
Flagship Harbor Advisors, Llc | $288K | 30.9K | 0.01% | -4.2% |
Concurrent Investment Advisors, Llc | $280K | 30.1K | 0.00% | +0.9% |
Choreo, Llc | $278K | 29.9K | 0.00% | -53.8% |
Ellis Investment Partners, Llc | $266K | 28.5K | 0.04% | -4.6% |
Truist Financial Corp | $259K | 27.8K | 0.00% | Unchanged |
Cambridge Investment Research Advisors, Inc. | $219K | 23.5K | 0.00% | +1.9% |
Evergreen Capital Management Llc | $215K | 23.1K | 0.00% | -3.0% |
Smh Capital Advisors Inc | $208K | 22.3K | 0.79% | +0.5% |
Park Edge Advisors, Llc | $182K | 19.5K | 0.04% | -20.8% |
Stonex Group Inc. | $178K | 17.9K | 0.01% | -33.3% |
180 Wealth Advisors, Llc | $171K | 18.4K | 0.02% | Unchanged |
Future Financial Wealth Managment Llc | $158K | 17.0K | 0.10% | Unchanged |
Commonwealth Equity Services, Llc | $157K | 16.9K | 0.00% | -5.6% |
Valley Brook Capital Group, Inc. | $156K | 16.7K | 0.09% | Unchanged |
Kestra Private Wealth Services, Llc | $139K | 14.9K | 0.00% | -4.6% |
Park Avenue Securities Llc | $129K | 13.9K | 0.00% | -7.6% |
Crescent Grove Advisors, Llc | $126K | 13.5K | 0.01% | Unchanged |
Investors Asset Management Of Georgia Inc /Ga/ /Adv | $126K | 13.5K | 0.05% | Unchanged |
Mra Advisory Group | $124K | 13.3K | 0.05% | +0.6% |
Oppenheimer & Co Inc | $124K | 13.3K | 0.00% | Unchanged |
E&G Advisors, Llc | $124K | 13.3K | 0.02% | -3.6% |
Chapin Davis, Inc. | $121K | 13.0K | 0.02% | Unchanged |
Miller Financial Services Llc | $121K | 13.0K | 0.09% | Unchanged |
First Bank & Trust | $109K | 11.7K | 0.02% | New Position |
Accredited Investor Services, Llc | $104K | 11.2K | 0.06% | -5.4% |
Oak Family Advisors, Llc | $102K | 10.9K | 0.03% | Unchanged |
Wedbush Securities Inc | $97K | 10.4K | 0.00% | -8.2% |
Pinnacle Wealth Planning Services, Inc. | $93K | 10.0K | 0.01% | -12.0% |
Wpg Advisers, Llc | $58K | 6.2K | 0.03% | -4.3% |
Eastern Bank | $53K | 5.7K | 0.00% | Unchanged |
Provenance Wealth Advisors, Llc | $30K | 3.2K | 0.00% | New Position |
Kentucky Trust Co | $25K | 2.7K | 0.01% | Unchanged |
First Premier Bank | $16K | 1.7K | 0.00% | Unchanged |