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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65KNew |
$24.1K - $27.6K
|
2.65K
$28.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.33K- 20.33% |
$30.4K - $34.8K
|
13.1K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.8K+ 189.85% |
$353K - $405K
|
59.2K
$643K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
14.4KNew |
$131K - $150K
|
14.4K
$156K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1K- 7.73% |
$9.12K - $10.4K
|
11.9K
$130K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11KNew |
$100K - $115K
|
11K
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$125K - $143K
|
13.7K
$148K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$9.27K - $10.6K
|
1.02K
$11K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 137.93% |
$2.19K - $2.51K
|
414
$4.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.1KNew |
$110K - $126K
|
12.1K
$131K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
17KNew |
$155K - $177K
|
17K
$185K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.94KNew |
$26.8K - $30.7K
|
2.94K
$31.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.02K- 2.3% |
$18.4K - $21.1K
|
85.7K
$931K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
361+ 7.19% |
$3.48K - $3.71K
|
5.38K
$58.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.9K- 66.75% |
$288K - $307K
|
14.9K
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
25KNew |
$241K - $257K
|
25K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-134Closed |
$1.29K - $1.38K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-843- 4.19% |
$8.12K - $8.67K
|
19.3K
$209K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-549- 22.34% |
$5.29K - $5.65K
|
1.91K
$20.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$9.63K - $10.3K
|
1K
$10.9K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25.1KNew |
$241K - $258K
|
25.1K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9K- 40.0% |
$86.7K - $92.6K
|
13.5K
$147K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-600- 3.37% |
$5.78K - $6.17K
|
17.2K
$187K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-7KClosed |
$67.4K - $72K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
361+ 7.19% |
$3.48K - $3.71K
|
5.38K
$58.4K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
163+ 1.52% |
$1.57K - $1.68K
|
10.9K
$118K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$15.2K - $16K
|
1.52K
$16.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-11K- 42.57% |
$110K - $115K
|
14.8K
$161K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.42K- 34.64% |
$64K - $67.4K
|
12.1K
$132K
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
10.3KNew |
$102K - $108K
|
10.3K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 1.0% |
$19.9 - $21
|
202
$2.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.59K- 4.58% |
$15.8K - $16.7K
|
33.1K
$360K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2KNew |
$19.9K - $21K
|
2K
$21.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$19.9K - $21K
|
2K
$21.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-826- 0.94% |
$8.24K - $8.66K
|
87.2K
$947K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.77KNew |
$37.6K - $39.5K
|
3.77K
$40.9K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
36.1KNew |
$360K - $379K
|
36.1K
$392K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3KNew |
$103K - $108K
|
10.3K
$112K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.25K- 50.0% |
$22.4K - $23.6K
|
2.25K
$24.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
6.47K+ 20.83% |
$64.5K - $67.9K
|
37.5K
$408K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
644New |
$6.42K - $6.76K
|
644
$6.99K
|
|
| Q1 2023 | |||||||
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.5KClosed |
$15.1K - $17.2K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$559K - $636K
|
55.5K
$603K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16KNew |
$161K - $183K
|
16K
$174K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
503K+ 2600.19% |
$5.06M - $5.76M
|
522K
$5.67M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.99KNew |
$30.1K - $34.3K
|
2.99K
$32.5K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-867- 4.7% |
$8.72K - $9.94K
|
17.6K
$191K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
28.3KNew |
$285K - $325K
|
28.3K
$308K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.63K+ 13.01% |
$16.4K - $18.7K
|
14.2K
$154K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.66K- 42.18% |
$57K - $64.9K
|
7.76K
$84.3K
|
|