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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
27+ 0.05% |
$284 - $305
|
56.3K
$611K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
24+ 2.38% |
$252 - $271
|
1.03K
$11.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
19+ 0.04% |
$200 - $214
|
51.1K
$555K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.01% |
$42 - $45.1
|
28.4K
$308K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.47K+ 2.82% |
$24.7K - $26.7K
|
90K
$977K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.96K+ 196.4% |
$19.7K - $21.3K
|
2.96K
$32.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$15.8K - $17K
|
1.58K
$17.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$11K - $11.9K
|
1.1K
$11.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
873New |
$8.74K - $9.45K
|
873
$9.48K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
744New |
$7.45K - $8.05K
|
744
$8.08K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
500+ 2.33% |
$5.01K - $5.41K
|
22K
$239K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
197+ 0.7% |
$1.97K - $2.13K
|
28.2K
$306K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
77+ 2.23% |
$771 - $833
|
3.53K
$38.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.3% |
$50.1 - $54.1
|
222
$2.41K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
49KNew |
$508K - $545K
|
49K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.1KNew |
$157K - $168K
|
15.1K
$164K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.7KNew |
$142K - $152K
|
13.7K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7KNew |
$142K - $152K
|
13.7K
$149K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.7KNew |
$131K - $141K
|
12.7K
$137K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$105K - $113K
|
10.2K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
10KNew |
$104K - $111K
|
10K
$109K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
10KNew |
$104K - $111K
|
10K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6.54KNew |
$67.7K - $72.7K
|
6.54K
$71K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.13KNew |
$11.7K - $12.5K
|
1.13K
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
575New |
$5.96K - $6.39K
|
575
$6.24K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
145New |
$1.5K - $1.61K
|
145
$1.57K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
69+ 0.52% |
$715 - $767
|
13.2K
$144K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82.5KNew |
$752K - $861K
|
82.5K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
53.3KNew |
$486K - $556K
|
53.3K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
42.6KNew |
$389K - $445K
|
42.6K
$463K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.8K+ 189.85% |
$353K - $405K
|
59.2K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.1KNew |
$329K - $377K
|
36.1K
$392K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
31.8KNew |
$290K - $332K
|
31.8K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
26.5KNew |
$241K - $276K
|
26.5K
$287K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
17KNew |
$155K - $177K
|
17K
$185K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
14.4KNew |
$131K - $150K
|
14.4K
$156K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$125K - $143K
|
13.7K
$148K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$114K - $131K
|
12.5K
$136K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.1KNew |
$110K - $126K
|
12.1K
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11KNew |
$100K - $115K
|
11K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.35K+ 136.78% |
$85.3K - $97.6K
|
16.2K
$176K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$50.2K - $57.4K
|
5.5K
$59.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.94KNew |
$26.8K - $30.7K
|
2.94K
$31.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65KNew |
$24.1K - $27.6K
|
2.65K
$28.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$9.27K - $10.6K
|
1.02K
$11K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
409New |
$3.73K - $4.27K
|
409
$4.44K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$2.28K - $2.61K
|
500
$5.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 137.93% |
$2.19K - $2.51K
|
414
$4.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172New |
$1.57K - $1.8K
|
172
$1.87K
|
|