Purchases and Sales Made in Q1 2023 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q1 2023. The information is specifically focused on institutions that hold shares of BLACKROCK CREDIT ALLOCATION INCOME TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
736K+ 14.13% |
$7.4M - $8.43M
|
5.94M
$65.2M
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
503K+ 2600.19% |
$5.06M - $5.76M
|
522K
$5.72M
|
|
May 09, 2023
Q1 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
355KNew |
$3.57M - $4.07M
|
355K
$3.89M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
302K+ 60.29% |
$3.03M - $3.46M
|
802K
$8.8M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
266K+ 8.3% |
$2.68M - $3.05M
|
3.47M
$38.1M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
146K+ 498.63% |
$1.47M - $1.67M
|
175K
$1.92M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
106K+ 4.87% |
$1.07M - $1.22M
|
2.29M
$25.1M
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
92.2KNew |
$928K - $1.06M
|
92.2K
$1.01M
|
|
Apr 10, 2023
Q1 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
90.4KNew |
$909K - $1.04M
|
90.4K
$991K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.3K+ 13.27% |
$879K - $1M
|
746K
$8.18M
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
79K+ 13.01% |
$795K - $906K
|
686K
$7.53M
|
|
May 15, 2023
Q1 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
55.5KNew |
$559K - $636K
|
55.5K
$609K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
45K+ 68.7% |
$453K - $516K
|
111K
$1.21M
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
31.1KNew |
$313K - $356K
|
31.1K
$341K
|
|
May 04, 2023
Q1 2023
|
Ota Financial Group L.P.
|
BUY
|
- |
28.3KNew |
$285K - $325K
|
28.3K
$311K
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
25K+ 60.67% |
$252K - $287K
|
66.3K
$727K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
25K+ 227.25% |
$252K - $287K
|
36K
$395K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.9K+ 3.37% |
$220K - $251K
|
672K
$7.37M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.3KNew |
$214K - $244K
|
21.3K
$233K
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.5KNew |
$196K - $224K
|
19.5K
$214K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
16.4K+ 19.76% |
$165K - $188K
|
99.5K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16KNew |
$161K - $183K
|
16K
$176K
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
15KNew |
$151K - $172K
|
15K
$165K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
9.7K+ 2.09% |
$97.6K - $111K
|
473K
$5.19M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.63K+ 31.28% |
$76.8K - $87.5K
|
32K
$352K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.72K+ 1.24% |
$67.6K - $77K
|
550K
$6.03M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.11K+ 0.95% |
$51.4K - $58.6K
|
542K
$5.95M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.5KNew |
$45.3K - $51.6K
|
4.5K
$49.4K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
4KNew |
$40.2K - $45.8K
|
4K
$43.9K
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
3.39K+ 0.39% |
$34.1K - $38.8K
|
874K
$9.58M
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
2.99KNew |
$30.1K - $34.3K
|
2.99K
$32.8K
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.63K+ 13.01% |
$16.4K - $18.7K
|
14.2K
$156K
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1K+ 5.24% |
$10.1K - $11.5K
|
20.1K
$220K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
826+ 0.95% |
$8.31K - $9.47K
|
88.1K
$966K
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
545+ 1.12% |
$5.48K - $6.25K
|
49.3K
$541K
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
277+ 1.98% |
$2.79K - $3.17K
|
14.3K
$157K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
80+ 0.27% |
$805 - $917
|
30.3K
$332K
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
63+ 0.49% |
$634 - $722
|
13K
$142K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
60+ 2.14% |
$604 - $688
|
2.86K
$31.4K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.19% |
$412 - $470
|
21.6K
$237K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
21+ 2.4% |
$211 - $241
|
895
$9.82K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 2.37% |
$181 - $206
|
777
$8.52K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-31- 0.22% |
$312 - $355
|
13.9K
$152K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-32- 0.11% |
$322 - $367
|
28.6K
$314K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-40- -0.0% |
$402 - $458
|
817K
$8.97M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-101- 0.14% |
$1.02K - $1.16K
|
74.4K
$817K
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-164- 0.29% |
$1.65K - $1.88K
|
57K
$625K
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-256- 1.04% |
$2.58K - $2.93K
|
24.3K
$267K
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-278- 1.94% |
$2.8K - $3.19K
|
14K
$154K
|