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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$10.5K - $10.9K
|
1K
$11K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
25+ 2.36% |
$262 - $273
|
1.08K
$11.9K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.28K- 10.54% |
$65.2K - $70.7K
|
53.3K
$584K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
14.6KNew |
$152K - $164K
|
14.6K
$160K
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.03K- 6.13% |
$21.1K - $22.8K
|
31.1K
$340K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
351New |
$3.65K - $3.95K
|
351
$3.84K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
56.5KNew |
$587K - $636K
|
56.5K
$619K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-52K- 73.66% |
$540K - $585K
|
18.6K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.3KNew |
$502K - $544K
|
48.3K
$529K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.4KNew |
$191K - $207K
|
18.4K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1KNew |
$115K - $125K
|
11.1K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
526+ 4.5% |
$5.47K - $5.92K
|
12.2K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
68+ 1.47% |
$707 - $765
|
4.7K
$51.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
249+ 1.8% |
$2.59K - $2.8K
|
14.1K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
51.5KNew |
$535K - $579K
|
51.5K
$564K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.6KNew |
$183K - $198K
|
17.6K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.21K- 6.9% |
$12.6K - $13.6K
|
16.3K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
42.5KNew |
$442K - $478K
|
42.5K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
32.5KNew |
$338K - $366K
|
32.5K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.85K- 15.58% |
$19.2K - $20.8K
|
10K
$110K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
3.51KNew |
$36.5K - $39.5K
|
3.51K
$38.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
13.4KNew |
$140K - $151K
|
13.4K
$147K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-268- 21.91% |
$2.78K - $3.02K
|
955
$10.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
43.5KNew |
$452K - $489K
|
43.5K
$476K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22K- 8.49% |
$229K - $248K
|
237K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
13KNew |
$135K - $146K
|
13K
$142K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$139K - $151K
|
13.4K
$146K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$107K - $116K
|
10.3K
$113K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$109K - $118K
|
10.5K
$115K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$5.2K - $5.63K
|
500
$5.48K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 4.64% |
$38.5K - $41.6K
|
83.5K
$914K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.7KNew |
$277K - $300K
|
26.7K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 5.21% |
$15.9K - $17.2K
|
27.8K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 9.88% |
$14.2K - $15.4K
|
12.5K
$137K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.25K- 6.94% |
$85.7K - $92.8K
|
111K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
95.6KNew |
$993K - $1.08M
|
95.6K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
2.72KNew |
$28.2K - $30.6K
|
2.72K
$29.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$10.4K - $11.3K
|
1K
$11K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.4KNew |
$129K - $140K
|
12.4K
$136K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.0% |
$5.2K - $5.63K
|
16.2K
$177K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-500- 2.23% |
$5.2K - $5.63K
|
21.9K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
10K+ 100.0% |
$104K - $113K
|
20K
$219K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.38K- 25.65% |
$14.3K - $15.5K
|
4K
$43.8K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-871- 4.52% |
$9.05K - $9.8K
|
18.4K
$202K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
56New |
$589 - $632
|
56
$613
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.01% |
$42 - $45.1
|
28.4K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
142New |
$1.49K - $1.6K
|
142
$1.55K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-123K- 78.6% |
$1.29M - $1.39M
|
33.5K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$127K - $137K
|
12.1K
$133K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.04K- 8.37% |
$10.9K - $11.7K
|
11.4K
$125K
|
|