Latest Institutional Transactions on Blackrock Credit Allocation Income Trust (BTZ)
This table provides information on the latest institutional transactions involving Blackrock Credit Allocation Income Trust (BTZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 9.88% |
$14.2K - $15.4K
|
12.5K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.21K- 0.59% |
$12.6K - $13.6K
|
204K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 5.21% |
$15.9K - $17.2K
|
27.8K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
95.6KNew |
$993K - $1.08M
|
95.6K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.18K- 2.85% |
$12.2K - $13.2K
|
40.1K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.25K- 6.94% |
$85.7K - $92.8K
|
111K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-396K- 12.39% |
$4.12M - $4.46M
|
2.8M
$30.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
2.72KNew |
$28.2K - $30.6K
|
2.72K
$29.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-563- 2.57% |
$5.85K - $6.33K
|
21.4K
$231K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$10.4K - $11.3K
|
1K
$10.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
34.3KNew |
$356K - $385K
|
34.3K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.4KNew |
$129K - $140K
|
12.4K
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-140- 0.38% |
$1.45K - $1.58K
|
37.1K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.0% |
$5.2K - $5.63K
|
16.2K
$175K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
117KNew |
$1.22M - $1.32M
|
117K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$10.4K - $11.2K
|
1
$10.8
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
10K+ 100.0% |
$104K - $113K
|
20K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-500- 2.23% |
$5.2K - $5.63K
|
21.9K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-174- 42.03% |
$1.81K - $1.96K
|
240
$2.59K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5KNew |
$161K - $174K
|
15.5K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.38K- 25.65% |
$14.3K - $15.5K
|
4K
$43.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
547+ 0.97% |
$5.68K - $6.15K
|
56.7K
$612K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.78K- 3.48% |
$18.5K - $20K
|
49.4K
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.02% |
$114 - $124
|
56.3K
$608K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-835- 1.11% |
$8.68K - $9.39K
|
74.6K
$806K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-583- 3.27% |
$6.06K - $6.56K
|
17.2K
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
50.1K+ 5.25% |
$521K - $564K
|
1M
$10.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.21K- 2.95% |
$12.6K - $13.6K
|
39.8K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-871- 4.52% |
$9.05K - $9.8K
|
18.4K
$199K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
24+ 2.32% |
$249 - $270
|
1.06K
$11.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.35% |
$426 - $461
|
11.6K
$125K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-352K- 91.92% |
$3.65M - $3.96M
|
30.9K
$334K
|
|
| Q3 2024 | |||||||
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.38K- 11.94% |
$25K - $26.8K
|
17.5K
$189K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.01% |
$42 - $45.1
|
28.4K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.1K+ 4.01% |
$85.1K - $91.3K
|
210K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$127K - $137K
|
12.1K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.45K+ 6.16% |
$15.2K - $16.3K
|
24.9K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 32.06% |
$69.8K - $74.9K
|
14.1K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
405+ 2.53% |
$4.26K - $4.57K
|
16.4K
$177K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.98K- 3.92% |
$52.3K - $56.1K
|
122K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.34K+ 0.26% |
$14.1K - $15.1K
|
521K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
56New |
$589 - $632
|
56
$605
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-30.9K- 6.83% |
$324K - $348K
|
421K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.21K- 6.75% |
$12.7K - $13.7K
|
16.8K
$181K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.1K- 0.66% |
$232K - $249K
|
3.31M
$35.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.13K- 1.78% |
$22.4K - $24K
|
117K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
142New |
$1.49K - $1.6K
|
142
$1.53K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
70.5KNew |
$741K - $796K
|
70.5K
$762K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.04K- 8.37% |
$10.9K - $11.7K
|
11.4K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-123K- 78.6% |
$1.29M - $1.39M
|
33.5K
$362K
|
|