BLACKROCK CR ALLOCATION INCO BTZ
COM · Closed-End Fund · CUSIP 092508100
150
institutional holders
33.0m
shares reported held*
$315.1mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.55.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BANK OF AMERICA CORP /DE/ 13G · institution +0.1 pts · filed 2026-08-03 | 5.1% |
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q3 2022.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.01% of their portfolio | 5.5m $52.1m | — |
| SIT INVESTMENT ASSOCIATES INC 1.36% of their portfolio | 4.8m $45.6m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.3m $31.4m | — |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 2.0m $18.9m | — |
| GUGGENHEIM CAPITAL LLC 0.16% of their portfolio | 1.9m $17.8m | — |
| Invesco Ltd. 0.00% of their portfolio | 1.2m $11.3m | — |
| UBS Group AG 0.01% of their portfolio | 1.1m $10.9m | — |
| Johnson Financial Group, Inc. 0.80% of their portfolio | 914.3k $8.7m | — |
| Penserra Capital Management LLC 0.24% of their portfolio | 872.6k $8.3m | — |
| RIVERNORTH CAPITAL MANAGEMENT, LLC 0.33% of their portfolio | 764.9k $7.3m | — |
| Spectrum Asset Management, Inc. 5.53% of their portfolio | 723.1k $6.9m | — |
| 1607 Capital Partners, LLC 0.53% of their portfolio | 713.4k $6.8m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 700.5k $6.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 610.7k $5.8m | — |
| LPL Financial LLC 0.00% of their portfolio | 522.5k $5.0m | — |
| Bramshill Investments, LLC 0.70% of their portfolio | 518.2k $4.9m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 464.1k $4.4m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 419.5k $4.0m | — |
| Edgemoor Investment Advisors, Inc. 0.48% of their portfolio | 374.8k $3.6m | — |
| Karpus Management, Inc. 0.11% of their portfolio | 333.2k $3.2m | — |
| COHEN & STEERS, INC. 0.01% of their portfolio | 331.0k $3.2m | — |
| Family Manage LLC 0.73% of their portfolio | 284.5k $2.7m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 272.4k $2.6m | — |
| Capital Investment Advisors, LLC 0.09% of their portfolio | 267.5k $2.6m | — |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 253.8k $2.4m | — |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 250.0k $2.4m | — |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 214.9k $2.0m | — |
| Lehman & Derafelo Financial Resources LLC 0.56% of their portfolio | 184.9k $1.8m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 168.7k $1.6m | — |
| IBEX WEALTH ADVISORS 0.40% of their portfolio | 162.7k $1.6m | — |
| Fiera Capital Corp 0.01% of their portfolio | 157.5k $1.5m | — |
| Waterfront Wealth Inc. 0.56% of their portfolio | 151.0k $1.5m | — |
| Connectus Wealth, LLC 0.03% of their portfolio | 139.3k $1.3m | — |
| AQR Arbitrage LLC 0.03% of their portfolio | 132.2k $1.3m | — |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 121.7k $1.2m | — |
| Ellis Investment Partners, LLC 0.25% of their portfolio | 94.0k $897.0k | — |
| Advisors Asset Management, Inc. 0.02% of their portfolio | 87.4k $834.0k | — |
| Chicago Partners Investment Group LLC 0.06% of their portfolio | 87.2k $887.0k | — |
| TRANSCEND CAPITAL ADVISORS, LLC 0.09% of their portfolio | 85.9k $819.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 80.2k $765.0k | — |
| Relative Value Partners Group, LLC 0.06% of their portfolio | 73.7k $703.0k | — |
| Stolper Co 0.31% of their portfolio | 67.0k $639.0k | — |
| Shulman DeMeo Asset Management LLC 0.21% of their portfolio | 61.0k $582.0k | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio | 58.7k $560.0k | — |
| STEPHENS INC /AR/ 0.01% of their portfolio | 56.1k $535.0k | — |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.06% of their portfolio | 47.7k $455.0k | — |
| Uncommon Cents Investing LLC 0.19% of their portfolio | 47.3k $452.0k | — |
| HORIZON KINETICS ASSET MANAGEMENT LLC 0.01% of their portfolio | 44.4k $423.0k | — |
| ProVise Management Group, LLC 0.05% of their portfolio | 42.8k $409.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 41.5k $396.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 41.4k $395.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 39.2k $375.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 37.9k $362.0k | — |
| SMH CAPITAL ADVISORS INC 0.53% of their portfolio | 37.0k $353.0k | — |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 36.1k $344.0k | — |
| Spinnaker Investment Group, LLC 0.13% of their portfolio | 35.0k $334.0k | — |
| PARK AVENUE SECURITIES LLC 0.01% of their portfolio | 33.8k $323.0k | — |
| NWAM LLC 0.03% of their portfolio | 33.4k $319.0k | — |
| NewEdge Advisors, LLC 0.01% of their portfolio | 32.9k $313.0k | — |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 32.0k $306.0k | — |
| Mariner, LLC 0.00% of their portfolio | 31.8k $304.0k | — |
| Private Advisor Group, LLC 0.00% of their portfolio | 30.1k $288.0k | — |
| WEDBUSH SECURITIES INC 0.02% of their portfolio | 29.2k $278.0k | — |
| Pinnacle Wealth Planning Services, Inc. 0.05% of their portfolio | 28.6k $272.0k | — |
| Mirador Capital Partners LP 0.07% of their portfolio | 28.3k $270.0k | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 28.1k $269.0k | — |
| WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio | 27.5k $262.0k | — |
| Baird Financial Group, Inc. 0.00% of their portfolio | 26.9k $257.0k | — |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 26.7k $254.0k | — |
| Capital Investment Advisory Services, LLC 0.03% of their portfolio | 26.3k $251.0k | — |
| Logan Stone Capital, LLC 0.16% of their portfolio | 25.9k $247.0k | — |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 25.1k $239.0k | — |
| 9258 Wealth Management, LLC 0.06% of their portfolio | 25.0k $238.0k | — |
| MacKay Shields LLC 0.01% of their portfolio | 24.6k $235.0k | — |
| MGO ONE SEVEN LLC 0.01% of their portfolio | 24.3k $231.0k | — |
| E&G Advisors, LLC 0.08% of their portfolio | 24.1k $230.0k | — |
| Shaker Financial Services, LLC 0.11% of their portfolio | 22.9k $218.0k | — |
| 180 WEALTH ADVISORS, LLC 0.06% of their portfolio | 21.5k $205.0k | — |
| Oxbow Advisors, LLC 0.03% of their portfolio | 19.3k $184.0k | — |
| Sound View Wealth Advisors Group, LLC 0.04% of their portfolio | 19.1k $182.0k | — |
| Lloyd Park, LLC 0.22% of their portfolio | 18.9k $180.0k | — |
| Sigma Planning Corp 0.01% of their portfolio | 18.7k $178.0k | — |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 18.2k $174.0k | — |
| Valley Brook Capital Group, Inc. 0.19% of their portfolio | 18.2k $173.0k | — |
| HUB Investment Partners, LLC 0.05% of their portfolio | 17.0k $162.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 16.7k $159.0k | — |
| Advisory Services Network, LLC 0.01% of their portfolio | 16.6k $159.0k | — |
| &PARTNERS 0.08% of their portfolio | 15.3k $146.0k | — |
| FIRST FOUNDATION ADVISORS 0.01% of their portfolio | 14.6k $139.0k | — |
| OAK FAMILY ADVISORS, LLC 0.09% of their portfolio | 14.4k $138.0k | — |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 14.0k $134.0k | — |
| Cutter & CO Brokerage, Inc. 0.05% of their portfolio | 13.7k $131.0k | — |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 0.07% of their portfolio | 13.5k $129.0k | — |
| Physician Wealth Advisors, Inc. 0.04% of their portfolio | 12.8k $129.0k | — |
| RB Capital Management, LLC 0.05% of their portfolio | 12.8k $122.0k | — |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 12.3k $117.0k | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 12.2k $116.0k | — |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 12.1k $115.0k | — |
| Westbourne Investment Advisors, Inc. 0.06% of their portfolio | 11.3k $107.0k | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 11.2k $107.0k | — |