Paradigm Financial Partners, LLC Blackrock Credit Allocation Income Trust Transaction History

Paradigm Financial Partners, LLC

$778 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$12.04 - $14.87 $266,601 - $329,266	-22,143 Closed	0 $0
Q4 2021 Feb 18, 2022	SELL	$14.86 - $15.35 $658,089 - $679,790	-44,286 Reduced 66.67%	22,143 $333,000
Q4 2021 Feb 10, 2022	BUY	$14.86 - $15.35 $987,134 - $1.02 Million	66,429 New	66,429 $999,000

Others Institutions Holding BTZ

# of Institutions

162

Shares Held

34.2M

Call Options Held

0

Put Options Held

0

Sit Investment Associates Inc Minneapolis, MN

5.16M
Shares

$55.5 Million
1.23% of portfolio
Morgan Stanley New York, NY

4.95M
Shares

$53.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

3.62M
Shares

$38.9 Million
0.0% of portfolio
Allspring Global Investments Holdings, LLC

2.8M
Shares

$30.2 Million
0.05% of portfolio
Guggenheim Capital LLC Chicago, IL

1.44M
Shares

$15.5 Million
0.13% of portfolio

About BLACKROCK CREDIT ALLOCATION INCOME TRUST

Ticker BTZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BlackRock Credit Allocation Income Trust is a closed ended balanced mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock (Singapore) Limited. It invests in the fixed income markets across the globe. For the fixed income portion of the portfolio, the fund primarily invests in securities with an a...

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