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 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
974KNew |
$9.6M - $10.6M
|
974K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
743K+ 19.4% |
$7.32M - $8.11M
|
4.57M
$50.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
190K+ 3.4% |
$1.87M - $2.07M
|
5.77M
$63.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
168KNew |
$1.65M - $1.83M
|
168K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
118K+ 8.61% |
$1.16M - $1.28M
|
1.48M
$16.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
111K+ 6.79% |
$1.09M - $1.21M
|
1.74M
$19.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.3K+ 83.57% |
$732K - $811K
|
163K
$1.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
61.3K+ 12.21% |
$605K - $670K
|
564K
$6.25M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.9K+ 1.07% |
$561K - $621K
|
5.35M
$59.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.6K+ 19.76% |
$400K - $443K
|
246K
$2.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
38.4KNew |
$379K - $420K
|
38.4K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.5KNew |
$320K - $355K
|
32.5K
$360K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.6KNew |
$292K - $324K
|
29.6K
$328K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
28.8KNew |
$284K - $314K
|
28.8K
$319K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
15.7KNew |
$155K - $172K
|
15.7K
$174K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.3KNew |
$151K - $167K
|
15.3K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 1.43% |
$146K - $161K
|
1.05M
$11.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
14.5K+ 3.05% |
$143K - $159K
|
492K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$119K - $132K
|
12.1K
$134K
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
11KNew |
$108K - $120K
|
11K
$122K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.3KNew |
$101K - $112K
|
10.3K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.87K+ 53.64% |
$97.3K - $108K
|
28.3K
$313K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.83KNew |
$77.2K - $85.5K
|
7.83K
$86.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
7.29K+ 17.8% |
$71.8K - $79.6K
|
48.2K
$534K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.97KNew |
$68.7K - $76.1K
|
6.97K
$77.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.86K+ 52.27% |
$67.6K - $74.9K
|
20K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.31K+ 24.8% |
$62.2K - $68.9K
|
31.8K
$352K
|
|
|
Aug 05, 2025
Q2 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
5.47K+ 3.55% |
$53.9K - $59.7K
|
160K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.99K+ 20.97% |
$49.2K - $54.5K
|
28.8K
$319K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
4.94K+ 6.54% |
$48.7K - $54K
|
80.5K
$892K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.16K+ 4.94% |
$41K - $45.4K
|
88.3K
$979K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.05K+ 3.59% |
$30.1K - $33.3K
|
88.2K
$977K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.49K+ 1.11% |
$24.5K - $27.2K
|
227K
$2.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.22K+ 3.51% |
$21.9K - $24.2K
|
65.5K
$726K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.64K+ 0.73% |
$16.2K - $18K
|
227K
$2.52M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.38K+ 4.66% |
$13.6K - $15K
|
31K
$343K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.2K+ 1.05% |
$11.8K - $13.1K
|
115K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.09K+ 7.16% |
$10.7K - $11.9K
|
16.3K
$180K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 8.06% |
$9.86K - $10.9K
|
13.4K
$148K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
813+ 2.32% |
$8.02K - $8.88K
|
35.9K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
561+ 4.62% |
$5.53K - $6.13K
|
12.7K
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
413New |
$4.07K - $4.51K
|
413
$4.58K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
400+ 10.0% |
$3.94K - $4.37K
|
4.4K
$48.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
381+ 1.12% |
$3.76K - $4.16K
|
34.3K
$380K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
361+ 0.48% |
$3.56K - $3.94K
|
75.6K
$838K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
310+ 0.05% |
$3.06K - $3.39K
|
662K
$7.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
177+ 1.34% |
$1.75K - $1.93K
|
13.4K
$148K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
111+ 0.95% |
$1.09K - $1.21K
|
11.8K
$130K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
89+ 0.54% |
$878 - $972
|
16.6K
$184K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
77+ 0.36% |
$759 - $841
|
21.5K
$239K
|