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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$559K - $636K
|
55.5K
$608K
|
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
28.3KNew |
$285K - $325K
|
28.3K
$310K
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16KNew |
$161K - $183K
|
16K
$175K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.99KNew |
$30.1K - $34.3K
|
2.99K
$32.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 2.37% |
$181 - $206
|
777
$8.51K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.8KNew |
$327K - $377K
|
34.8K
$382K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.3KNew |
$181K - $209K
|
19.3K
$211K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
12.8KNew |
$120K - $139K
|
12.8K
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.4KNew |
$107K - $124K
|
11.4K
$125K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.75KNew |
$25.8K - $29.8K
|
2.75K
$30.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.64K+ 7.54% |
$24.7K - $28.6K
|
37.6K
$412K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
400New |
$3.75K - $4.33K
|
400
$4.38K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
282New |
$2.64K - $3.05K
|
282
$3.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
281New |
$2.63K - $3.04K
|
281
$3.08K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 1.73% |
$262 - $303
|
1.65K
$18.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.1K+ 156261.11% |
$268K - $330K
|
28.1K
$308K
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
14.6KNew |
$139K - $172K
|
14.6K
$160K
|
|
|
Nov 02, 2022
Q3 2022
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
11.3KNew |
$107K - $132K
|
11.3K
$123K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
10.3KNew |
$98.2K - $121K
|
10.3K
$113K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
3KNew |
$28.6K - $35.3K
|
3K
$32.9K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
963New |
$9.19K - $11.3K
|
963
$10.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
350New |
$3.34K - $4.11K
|
350
$3.83K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
240New |
$2.29K - $2.82K
|
240
$2.63K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6+ 0.69% |
$57.2 - $70.5
|
874
$9.57K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
250KNew |
$2.58M - $3.25M
|
250K
$2.74M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
15KNew |
$155K - $195K
|
15K
$164K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
1.69KNew |
$17.4K - $22K
|
1.69K
$18.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.51KNew |
$15.5K - $19.6K
|
1.51K
$16.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
619New |
$6.38K - $8.05K
|
619
$6.78K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
281New |
$2.89K - $3.65K
|
281
$3.08K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$120K - $149K
|
10K
$110K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.24KNew |
$27K - $33.3K
|
2.24K
$24.5K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
762New |
$9.17K - $11.3K
|
762
$8.34K
|
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
180New |
$2.17K - $2.68K
|
180
$1.97K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
86New |
$1.04K - $1.28K
|
86
$942
|
|
| Q4 2021 | |||||||
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.56K+ 4.68% |
$97.4K - $101K
|
147K
$1.61M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2KNew |
$29.7K - $30.7K
|
2K
$21.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.46KNew |
$21.8K - $22.5K
|
1.46K
$16K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$4.46K - $4.61K
|
300
$3.29K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
16.6KNew |
$249K - $265K
|
16.6K
$182K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
493+ 6162.5% |
$7.37K - $7.85K
|
501
$5.49K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02KNew |
$14.7K - $15.9K
|
1.02K
$11.2K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
283New |
$3.98K - $4.28K
|
283
$3.1K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
723KNew |
$9.96M - $10.8M
|
723K
$7.92M
|
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
230New |
$3.17K - $3.45K
|
230
$2.52K
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
200New |
$2.75K - $3K
|
200
$2.19K
|
|
| Q3 2020 | |||||||
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1KNew |
$13.4K - $14.5K
|
1K
$11K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51+ 1.25% |
$582 - $725
|
4.13K
$45.3K
|
|