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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.88K- 26.38% |
$93.3K - $100K
|
24.8K
$271K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4K+ 25.57% |
$109K - $117K
|
51K
$559K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.5K- 5.3% |
$15.8K - $16.9K
|
26.8K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-716- 4.88% |
$7.53K - $8.08K
|
14K
$153K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.8KNew |
$282K - $302K
|
26.8K
$294K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$11.4K - $12.3K
|
1.09K
$11.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2KNew |
$21K - $22.6K
|
2K
$21.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.5K+ 6.39% |
$110K - $118K
|
175K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 4.4% |
$11.7K - $12.5K
|
24.1K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
446+ 0.46% |
$4.69K - $5.03K
|
97.8K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.67KNew |
$59.6K - $64K
|
5.67K
$62.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.8K+ 5.07% |
$513K - $550K
|
1.01M
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.8K- 7.51% |
$240K - $258K
|
281K
$3.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
750New |
$7.88K - $8.46K
|
750
$8.21K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-107- 51.94% |
$1.12K - $1.21K
|
99
$1.08K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
873New |
$8.74K - $9.45K
|
873
$9.56K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-262K- 69.3% |
$2.62M - $2.84M
|
116K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
197+ 0.7% |
$1.97K - $2.13K
|
28.2K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-18.8K- 12.89% |
$188K - $203K
|
127K
$1.39M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
744New |
$7.45K - $8.05K
|
744
$8.15K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$11K - $11.9K
|
1.1K
$12K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$15.8K - $17K
|
1.58K
$17.2K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
500+ 2.33% |
$5.01K - $5.41K
|
22K
$241K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.3% |
$50.1 - $54.1
|
222
$2.43K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.7KNew |
$142K - $152K
|
13.7K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
575New |
$5.96K - $6.39K
|
575
$6.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-22.5K- 66.86% |
$233K - $250K
|
11.1K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.1KNew |
$157K - $168K
|
15.1K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$105K - $113K
|
10.2K
$111K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7KNew |
$142K - $152K
|
13.7K
$150K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6.54KNew |
$67.7K - $72.7K
|
6.54K
$71.6K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49KNew |
$508K - $545K
|
49K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.7KNew |
$131K - $141K
|
12.7K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
10KNew |
$104K - $111K
|
10K
$110K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.1K- 14.51% |
$32.1K - $34.4K
|
18.2K
$200K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
145New |
$1.5K - $1.61K
|
145
$1.59K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2.5K- 15.63% |
$25.9K - $27.8K
|
13.5K
$148K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$2.28K - $2.61K
|
500
$5.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-201K- 97.68% |
$1.84M - $2.1M
|
4.79K
$52.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-13.4K- 3.81% |
$122K - $139K
|
337K
$3.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82.5KNew |
$752K - $861K
|
82.5K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
42.6KNew |
$389K - $445K
|
42.6K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
409New |
$3.73K - $4.27K
|
409
$4.48K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
26.5KNew |
$241K - $276K
|
26.5K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
31.8KNew |
$290K - $332K
|
31.8K
$349K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
53.3KNew |
$486K - $556K
|
53.3K
$583K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172New |
$1.57K - $1.8K
|
172
$1.88K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$114K - $131K
|
12.5K
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$50.2K - $57.4K
|
5.5K
$60.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65KNew |
$24.1K - $27.6K
|
2.65K
$29K
|
|