Latest Institutional Purchases of Blackrock Credit Allocation Income Trust (BTZ)
This list provides information on the latest institutional transactions involving Blackrock Credit Allocation Income Trust (BTZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
11KNew |
$108K - $120K
|
11K
$120K
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
4.94K+ 6.54% |
$48.7K - $54K
|
80.5K
$881K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
310+ 0.05% |
$3.06K - $3.39K
|
662K
$7.24M
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
111+ 0.95% |
$1.09K - $1.21K
|
11.8K
$129K
|
|
Q1 2025 | |||||||
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
420K+ 8.13% |
$4.4M - $4.58M
|
5.58M
$61.1M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
338K+ 6.82% |
$3.54M - $3.69M
|
5.29M
$57.9M
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
298KNew |
$3.12M - $3.25M
|
298K
$3.26M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
210K+ 5.79% |
$2.19M - $2.29M
|
3.83M
$41.9M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200K+ 3534.01% |
$2.09M - $2.18M
|
205K
$2.25M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
189K+ 13.12% |
$1.98M - $2.06M
|
1.63M
$17.8M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
175K+ 22.55% |
$1.84M - $1.92M
|
954K
$10.4M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
30.8K+ 56.64% |
$322K - $336K
|
85.1K
$932K
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.5KNew |
$309K - $322K
|
29.5K
$323K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.7K+ 12.83% |
$269K - $280K
|
226K
$2.47M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.3K+ 2.2% |
$234K - $244K
|
1.03M
$11.3M
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
20K+ 9.76% |
$209K - $218K
|
224K
$2.46M
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.4K+ 66.18% |
$192K - $200K
|
46.1K
$505K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
18KNew |
$188K - $197K
|
18K
$197K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.7K+ 1.57% |
$165K - $172K
|
1.02M
$11.2M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.4K+ 6411.67% |
$161K - $168K
|
15.6K
$171K
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
14.8KNew |
$155K - $162K
|
14.8K
$162K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.1KNew |
$137K - $143K
|
13.1K
$144K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13.1KNew |
$137K - $143K
|
13.1K
$143K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.6K+ 1.44% |
$132K - $138K
|
889K
$9.74M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3KNew |
$129K - $135K
|
12.3K
$135K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.4K+ 0.84% |
$119K - $124K
|
1.37M
$15M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.58KNew |
$100K - $105K
|
9.58K
$105K
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
8.02K+ 1.71% |
$84K - $87.6K
|
477K
$5.22M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.22K+ 32.18% |
$75.6K - $78.9K
|
29.7K
$325K
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
7.04K+ 48.17% |
$73.7K - $76.9K
|
21.7K
$237K
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
6.57K+ 11.58% |
$68.8K - $71.7K
|
63.3K
$693K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.46K+ 56.9% |
$67.6K - $70.5K
|
17.8K
$195K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.73K+ 11.09% |
$60K - $62.6K
|
57.4K
$629K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.47K+ 89.94% |
$57.3K - $59.8K
|
11.6K
$127K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.96K+ 112.64% |
$52K - $54.2K
|
9.37K
$103K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.69KNew |
$49.1K - $51.2K
|
4.69K
$51.3K
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.65K+ 9.17% |
$38.2K - $39.9K
|
43.4K
$476K
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.01K+ 2.49% |
$31.5K - $32.8K
|
124K
$1.36M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
2.42K+ 48.59% |
$25.3K - $26.4K
|
7.4K
$81K
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.38K+ 3.67% |
$24.9K - $26K
|
67.2K
$736K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.23K+ 2.57% |
$23.3K - $24.4K
|
88.9K
$973K
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.09K+ 5.38% |
$21.9K - $22.8K
|
40.9K
$448K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.82K+ 17.62% |
$19K - $19.9K
|
12.1K
$133K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.7K+ 5.33% |
$17.8K - $18.6K
|
33.6K
$368K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.64K+ 7.91% |
$17.2K - $17.9K
|
22.4K
$245K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.15KNew |
$12K - $12.6K
|
1.15K
$12.6K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1K+ 3.23% |
$10.5K - $10.9K
|
31.9K
$350K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$10.5K - $10.9K
|
1K
$11K
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
805+ 2.35% |
$8.43K - $8.79K
|
35.1K
$384K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
712New |
$7.45K - $7.78K
|
712
$7.8K
|