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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
310+ 0.05% |
$3.06K - $3.39K
|
662K
$7.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
4.94K+ 6.54% |
$48.7K - $54K
|
80.5K
$881K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1K- 33.74% |
$9.86K - $10.9K
|
1.96K
$21.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
111+ 0.95% |
$1.09K - $1.21K
|
11.8K
$129K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
11KNew |
$108K - $120K
|
11K
$120K
|
|
| Q1 2025 | |||||||
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
298KNew |
$3.12M - $3.25M
|
298K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
338K+ 6.82% |
$3.54M - $3.69M
|
5.29M
$57.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-112- 1.84% |
$1.17K - $1.22K
|
5.98K
$65.5K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.38K+ 3.67% |
$24.9K - $26K
|
67.2K
$736K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.42% |
$1.05K - $1.09K
|
23.5K
$257K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 0.83% |
$2.09K - $2.18K
|
23.8K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.03% |
$52.4 - $54.6
|
16.4K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.51K- 1.34% |
$57.7K - $60.2K
|
407K
$4.45M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 27.78% |
$52.4 - $54.6
|
13
$142
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.82K+ 17.62% |
$19K - $19.9K
|
12.1K
$133K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.42K+ 48.59% |
$25.3K - $26.4K
|
7.4K
$81K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.54K- 16.36% |
$26.6K - $27.8K
|
13K
$142K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
210K+ 5.79% |
$2.19M - $2.29M
|
3.83M
$41.9M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$2.09K - $2.18K
|
200
$2.19K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3KNew |
$129K - $135K
|
12.3K
$135K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.6K- 21.91% |
$247K - $258K
|
84.2K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-81.5K- 18.76% |
$853K - $890K
|
353K
$3.86M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9.6K- 10.69% |
$101K - $105K
|
80.2K
$878K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 5.33% |
$17.8K - $18.6K
|
33.6K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 1.44% |
$132K - $138K
|
889K
$9.74M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-146- 0.16% |
$1.53K - $1.59K
|
90K
$986K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.65K- 94.36% |
$90.5K - $94.4K
|
517
$5.66K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.7K+ 12.83% |
$269K - $280K
|
226K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.5K- 13.83% |
$141K - $147K
|
84.2K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.79K- 10.45% |
$92K - $96K
|
75.3K
$824K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.4K+ 66.18% |
$192K - $200K
|
46.1K
$505K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
30.8K+ 56.64% |
$322K - $336K
|
85.1K
$932K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-363K- 68.97% |
$3.8M - $3.96M
|
163K
$1.79M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.46K+ 56.9% |
$67.6K - $70.5K
|
17.8K
$195K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
189K+ 13.12% |
$1.98M - $2.06M
|
1.63M
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.47K+ 89.94% |
$57.3K - $59.8K
|
11.6K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200K+ 3534.01% |
$2.09M - $2.18M
|
205K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 2.2% |
$234K - $244K
|
1.03M
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.78K- 11.91% |
$18.7K - $19.5K
|
13.2K
$144K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
420K+ 8.13% |
$4.4M - $4.58M
|
5.58M
$61.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.4K+ 0.84% |
$119K - $124K
|
1.37M
$15M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.6K- 1.3% |
$69K - $72K
|
502K
$5.5M
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
74+ 0.35% |
$775 - $808
|
21.5K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 9.4% |
$16.5K - $17.2K
|
15.2K
$166K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38K- 2.91% |
$397K - $415K
|
1.27M
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-271- 1.74% |
$2.84K - $2.96K
|
15.3K
$168K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.75K- 5.59% |
$18.3K - $19.1K
|
29.6K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.96K+ 112.64% |
$52K - $54.2K
|
9.37K
$103K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
712New |
$7.45K - $7.78K
|
712
$7.8K
|
|