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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.9K+ 1.07% |
$561K - $621K
|
5.35M
$59.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.87K+ 53.64% |
$97.3K - $108K
|
28.3K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 1.43% |
$146K - $161K
|
1.05M
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.5KNew |
$320K - $355K
|
32.5K
$360K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.99K+ 20.97% |
$49.2K - $54.5K
|
28.8K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-650- 2.77% |
$6.41K - $7.1K
|
22.8K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-380K- 93.34% |
$3.74M - $4.15M
|
27.1K
$300K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
61.3K+ 12.21% |
$605K - $670K
|
564K
$6.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
561+ 4.62% |
$5.53K - $6.13K
|
12.7K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
190K+ 3.4% |
$1.87M - $2.07M
|
5.77M
$63.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.03% |
$49.3 - $54.6
|
16.4K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.64K+ 0.73% |
$16.2K - $18K
|
227K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.09K+ 7.16% |
$10.7K - $11.9K
|
16.3K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
118K+ 8.61% |
$1.16M - $1.28M
|
1.48M
$16.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
38.4KNew |
$379K - $420K
|
38.4K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.09K- 15.13% |
$50.1K - $55.5K
|
28.5K
$316K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 1.92% |
$168K - $186K
|
872K
$9.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-36.4K- 22.29% |
$358K - $397K
|
127K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-873- 7.08% |
$8.61K - $9.53K
|
11.4K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.72K- 5.6% |
$46.5K - $51.5K
|
79.5K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
743K+ 19.4% |
$7.32M - $8.11M
|
4.57M
$50.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
361+ 0.48% |
$3.56K - $3.94K
|
75.6K
$838K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12.2K- 15.21% |
$120K - $133K
|
68K
$753K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.05K+ 3.59% |
$30.1K - $33.3K
|
88.2K
$977K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.5K- 19.37% |
$114K - $126K
|
48.1K
$532K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
111K+ 6.79% |
$1.09M - $1.21M
|
1.74M
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.6KNew |
$292K - $324K
|
29.6K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$119K - $132K
|
12.1K
$134K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
168KNew |
$1.65M - $1.83M
|
168K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.98K- 63.42% |
$29.4K - $32.5K
|
1.72K
$19K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.45K- 0.43% |
$53.7K - $59.5K
|
1.26M
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.3KNew |
$151K - $167K
|
15.3K
$170K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.6K+ 19.76% |
$400K - $443K
|
246K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.75K- 0.5% |
$17.3K - $19.1K
|
351K
$3.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-282K- 29.54% |
$2.78M - $3.08M
|
672K
$7.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-300- 0.81% |
$2.96K - $3.28K
|
36.9K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-2.02K- 0.75% |
$19.9K - $22.1K
|
266K
$2.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
89+ 0.54% |
$878 - $972
|
16.6K
$184K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 9.76% |
$14.8K - $16.3K
|
13.8K
$153K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-29.4K- 26.6% |
$290K - $321K
|
81.1K
$899K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-335- 2.58% |
$3.3K - $3.66K
|
12.7K
$140K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.21K- 16.31% |
$11.9K - $13.2K
|
6.19K
$68.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
413New |
$4.07K - $4.51K
|
413
$4.58K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-483- 0.96% |
$4.76K - $5.27K
|
49.7K
$550K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-146K- 61.4% |
$1.44M - $1.59M
|
91.5K
$1.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.29K+ 17.8% |
$71.8K - $79.6K
|
48.2K
$534K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
15.7KNew |
$155K - $172K
|
15.7K
$174K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.55K- 2.03% |
$35K - $38.7K
|
171K
$1.89M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 1.34% |
$1.75K - $1.93K
|
13.4K
$148K
|