Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-24.5KClosed |
$294K - $364K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-22.1KClosed |
$267K - $329K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-14.7KClosed |
$177K - $219K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-13.9KClosed |
$167K - $206K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-10KClosed |
$120K - $149K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.2KClosed |
$14.4K - $17.8K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-900Closed |
$10.8K - $13.4K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-900Closed |
$10.8K - $13.4K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-800Closed |
$9.63K - $11.9K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-625Closed |
$7.52K - $9.29K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-100- 3.61% |
$1.2K - $1.49K
|
2.67K
$28.9K
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-30Closed |
$361 - $446
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.1KClosed |
$388K - $401K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.1KClosed |
$165K - $170K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.2KClosed |
$152K - $157K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5KClosed |
$74.3K - $76.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.82KClosed |
$56.7K - $58.6K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.38KClosed |
$35.3K - $36.5K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.65KClosed |
$24.5K - $25.3K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-504Closed |
$7.49K - $7.74K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-500Closed |
$7.43K - $7.68K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-64.8KClosed |
$968K - $1.03M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-10KClosed |
$150K - $159K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.58KClosed |
$98.4K - $105K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-184Closed |
$2.75K - $2.93K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-49- 0.45% |
$733 - $781
|
10.9K
$118K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-41Closed |
$613 - $653
|
0
$0
|
|
Q2 2021 | |||||||
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-90.9KClosed |
$1.31M - $1.42M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.31KClosed |
$76.5K - $82.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.42KClosed |
$20.5K - $22.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-492Closed |
$7.08K - $7.67K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-472Closed |
$6.8K - $7.36K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-285Closed |
$4.1K - $4.44K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-57Closed |
$821 - $889
|
0
$0
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.6KClosed |
$360K - $387K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.59KClosed |
$22.3K - $24K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.06KClosed |
$14.9K - $16K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-200Closed |
$2.81K - $3.02K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2Closed |
$28.1 - $30.2
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-108KClosed |
$1.48M - $1.61M
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-29.7KClosed |
$409K - $445K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-16.9KClosed |
$232K - $253K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.65KClosed |
$50.3K - $54.7K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.39K- 52.9% |
$19.1K - $20.7K
|
1.23K
$13.3K
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1KClosed |
$13.8K - $15K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-400Closed |
$5.51K - $5.99K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-55Closed |
$757 - $824
|
0
$0
|
|
Q3 2020 | |||||||
Nov 02, 2020
Q3 2020
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-10.4KClosed |
$138K - $150K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-6.15KClosed |
$82.1K - $88.9K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$27.7K - $30K
|
0
$0
|