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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-195Closed |
$2.6K - $2.82K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$27.7K - $30K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-6.15KClosed |
$82.1K - $88.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51+ 1.25% |
$582 - $725
|
4.13K
$45.3K
|
|
|
Aug 17, 2020
Q2 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2Closed |
$22.8 - $28.4
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.7KClosed |
$214K - $266K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-11.4KClosed |
$130K - $161K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-18.9KClosed |
$216K - $269K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.55KClosed |
$40.5K - $50.4K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-258KClosed |
$2.94M - $3.66M
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-998Closed |
$11.4K - $14.2K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$571 - $711
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-152KClosed |
$1.73M - $2.16M
|
0
$0
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-400Closed |
$4.57K - $5.68K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.9KClosed |
$193K - $240K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1K- 57.14% |
$11.4K - $14.2K
|
750
$8.21K
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-1.24KClosed |
$14.1K - $17.6K
|
0
$0
|
|
|
Jul 01, 2020
Q2 2020
|
M&R Capital Management Inc
|
SELL
|
- |
-1.95KClosed |
$22.3K - $27.7K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jul 01, 2020
Q1 2020
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.4KClosed |
$13.3K - $20.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-93.3KClosed |
$886K - $1.39M
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-87.8KClosed |
$834K - $1.31M
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-51.9KClosed |
$493K - $772K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-243K- 25.19% |
$2.31M - $3.62M
|
723K
$7.92M
|
|
|
May 12, 2020
Q1 2020
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-22.6KClosed |
$215K - $337K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.12KClosed |
$10.6K - $16.6K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-700Closed |
$6.65K - $10.4K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
18K+ 96.77% |
$171K - $268K
|
36.6K
$401K
|
|
|
Apr 30, 2020
Q1 2020
|
Narwhal Capital Management
|
SELL
|
- |
-11.5KClosed |
$109K - $171K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10.2KClosed |
$96.9K - $152K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$14.3K - $22.3K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.7KClosed |
$35.2K - $55.1K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Financial Services, Inc.
|
SELL
|
- |
-500Closed |
$4.75K - $7.44K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
First Command Bank
|
SELL
|
- |
-500Closed |
$4.75K - $7.44K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18.5KClosed |
$176K - $276K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
Robinson Capital Management, LLC
|
SELL
|
- |
-50KClosed |
$475K - $744K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-339KClosed |
$4.56M - $4.74M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-45.5KClosed |
$612K - $636K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
235New |
$3.16K - $3.29K
|
235
$2.57K
|
|
|
Feb 13, 2020
Q4 2019
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-26.5KClosed |
$357K - $371K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.5KClosed |
$33.7K - $35K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-1.04KClosed |
$14K - $14.5K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.83KClosed |
$23.8K - $25.4K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.04KClosed |
$26.5K - $28.2K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-798KClosed |
$10.4M - $11.1M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-10KClosed |
$130K - $139K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.13KClosed |
$27.6K - $29.5K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-12Closed |
$156 - $166
|
0
$0
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.58KClosed |
$33.4K - $35.7K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Webster Bank, N. A.
|
BUY
|
- |
1.38KNew |
$17.9K - $19.1K
|
1.38K
$15.1K
|
|
| Q2 2019 | |||||||
|
Aug 15, 2019
Q2 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-1.6KClosed |
$19.9K - $20.7K
|
0
$0
|
|