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 |
|---|---|---|---|---|---|---|---|
|
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
|
Costello Asset Management, Inc
|
BUY
|
- |
712New |
$7.45K - $7.78K
|
712
$7.8K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10New |
$105 - $109
|
10
$110
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
18KNew |
$188K - $197K
|
18K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.73K+ 11.09% |
$60K - $62.6K
|
57.4K
$629K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.15KNew |
$12K - $12.6K
|
1.15K
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-30.2K- 34.59% |
$316K - $330K
|
57.1K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-467- 3.72% |
$4.89K - $5.1K
|
12.1K
$132K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2K- 16.67% |
$20.9K - $21.8K
|
10K
$110K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-496- 2.2% |
$5.19K - $5.42K
|
22.1K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-2.56K- 1.63% |
$26.8K - $27.9K
|
154K
$1.69M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.09K+ 5.38% |
$21.9K - $22.8K
|
40.9K
$448K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-9.42K- 15.81% |
$98.6K - $103K
|
50.2K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.04K+ 48.17% |
$73.7K - $76.9K
|
21.7K
$237K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.4K+ 6411.67% |
$161K - $168K
|
15.6K
$171K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 22.55% |
$1.84M - $1.92M
|
954K
$10.4M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.23K+ 2.57% |
$23.3K - $24.4K
|
88.9K
$973K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
45+ 0.3% |
$471 - $491
|
15K
$164K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
134+ 0.36% |
$1.4K - $1.46K
|
37.2K
$408K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.24K- 27.41% |
$65.3K - $68.1K
|
16.5K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.75K- 1.74% |
$49.7K - $51.8K
|
268K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9- 0.07% |
$94.2 - $98.3
|
13.2K
$145K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3K- 17.65% |
$31.4K - $32.8K
|
14K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.58KNew |
$100K - $105K
|
9.58K
$105K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
14.8KNew |
$155K - $162K
|
14.8K
$162K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.86K- 54.13% |
$29.9K - $31.2K
|
2.42K
$26.5K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
175+ 1.2% |
$1.83K - $1.91K
|
14.8K
$162K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.02K+ 1.71% |
$84K - $87.6K
|
477K
$5.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 7.91% |
$17.2K - $17.9K
|
22.4K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.8K- 52.23% |
$291K - $304K
|
25.4K
$279K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.01K+ 2.49% |
$31.5K - $32.8K
|
124K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
20K+ 9.76% |
$209K - $218K
|
224K
$2.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7.56K- 5.37% |
$79.2K - $82.6K
|
133K
$1.46M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-316K- 11.28% |
$3.31M - $3.45M
|
2.49M
$27.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1K+ 3.23% |
$10.5K - $10.9K
|
31.9K
$350K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.12K- 15.26% |
$64K - $66.8K
|
34K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.8K- 32.52% |
$196K - $205K
|
38.9K
$426K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-719- 1.46% |
$7.53K - $7.85K
|
48.6K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.22K+ 32.18% |
$75.6K - $78.9K
|
29.7K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
6.57K+ 11.58% |
$68.8K - $71.7K
|
63.3K
$693K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
805+ 2.35% |
$8.43K - $8.79K
|
35.1K
$384K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
200+ 1.29% |
$2.09K - $2.18K
|
15.7K
$171K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.69KNew |
$49.1K - $51.2K
|
4.69K
$51.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.69K- 3.15% |
$38.6K - $40.3K
|
114K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.1KNew |
$137K - $143K
|
13.1K
$143K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.7K+ 1.57% |
$165K - $172K
|
1.02M
$11.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.65K+ 9.17% |
$38.2K - $39.9K
|
43.4K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46New |
$482 - $502
|
46
$504
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.5KNew |
$309K - $322K
|
29.5K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.1KNew |
$137K - $143K
|
13.1K
$144K
|