Patriot Financial Group Insurance Agency, LLC Blackrock Credit Allocation Income Trust Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 14, 2018	SELL	$12.06 - $12.66 $16,884 - $17,724	-1,400 Closed	0 $0
Q4 2017 Feb 14, 2018	SELL	$13.06 - $13.64 $6,530 - $6,820	-500 Reduced 26.32%	1,400 $19,000
Q2 2017 Aug 08, 2017	BUY	N/A	1,900	1,900 $26,000

Others Institutions Holding BTZ

# of Institutions

144

Shares Held

32.1M

Call Options Held

Put Options Held

Sit Investment Associates Inc Minneapolis, MN

4.95M
Shares

$53.5 Million
1.25% of portfolio
Morgan Stanley New York, NY

4.94M
Shares

$53.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

3.31M
Shares

$35.8 Million
0.0% of portfolio
Allspring Global Investments Holdings, LLC

3.2M
Shares

$34.6 Million
0.06% of portfolio
Invesco Ltd. Atlanta, GA

1.28M
Shares

$13.9 Million
0.0% of portfolio

View Full List

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...

More about BTZ

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