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 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-296- 0.51% |
$2.98K - $3.39K
|
57.7K
$633K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-312- 0.48% |
$3.14K - $3.58K
|
65K
$713K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-365- 1.03% |
$3.67K - $4.18K
|
35.1K
$385K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-680- 17.77% |
$6.84K - $7.79K
|
3.15K
$34.5K
|
|
|
May 04, 2023
Q1 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-850- 4.68% |
$8.55K - $9.74K
|
17.3K
$190K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-867- 4.7% |
$8.72K - $9.94K
|
17.6K
$193K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-970- 4.59% |
$9.76K - $11.1K
|
20.2K
$221K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-983- 3.79% |
$9.89K - $11.3K
|
25K
$274K
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-1K- 12.5% |
$10.1K - $11.5K
|
7K
$76.8K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1K- 0.39% |
$10.1K - $11.5K
|
253K
$2.77M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.08K- 2.88% |
$10.9K - $12.4K
|
36.4K
$399K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.1K- 26.74% |
$11K - $12.6K
|
3.01K
$33K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.19K- 3.75% |
$11.9K - $13.6K
|
30.4K
$334K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.31K- 5.8% |
$13.1K - $15K
|
21.2K
$232K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.4K- 5.14% |
$14.1K - $16K
|
25.8K
$283K
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.42K- 0.95% |
$14.3K - $16.2K
|
148K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.49K- 2.97% |
$15K - $17K
|
48.6K
$533K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-1.5KClosed |
$15.1K - $17.2K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-1.53K- 2.36% |
$15.4K - $17.5K
|
63.1K
$693K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.62K- 10.14% |
$16.3K - $18.5K
|
14.3K
$157K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.72K- 1.31% |
$17.3K - $19.7K
|
130K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.75K- 4.27% |
$17.6K - $20K
|
39.2K
$430K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.16K- 16.96% |
$21.7K - $24.7K
|
10.6K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.55K- 11.47% |
$25.6K - $29.2K
|
19.7K
$216K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.11K- 1.87% |
$31.2K - $35.6K
|
163K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.85K- 1.06% |
$38.7K - $44.1K
|
361K
$3.96M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.32K- 16.03% |
$43.5K - $49.5K
|
22.6K
$248K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.12K- 16.37% |
$51.5K - $58.7K
|
26.2K
$287K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.66K- 42.18% |
$57K - $64.9K
|
7.76K
$85.2K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.67K- 20.04% |
$57K - $65K
|
22.6K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-6.16K- 16.78% |
$62K - $70.6K
|
30.6K
$335K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-7.29K- 19.98% |
$73.3K - $83.5K
|
29.2K
$320K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.6K- 11.62% |
$107K - $121K
|
80.5K
$883K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.7K- 49.27% |
$107K - $122K
|
11K
$121K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.6K- 15.37% |
$116K - $133K
|
63.7K
$699K
|
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-11.7K- 12.61% |
$118K - $134K
|
81.1K
$890K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-12.9K- 23.14% |
$129K - $147K
|
42.7K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-20K- 36.56% |
$201K - $229K
|
34.7K
$381K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 21.2% |
$280K - $319K
|
103K
$1.13M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.1K- 50.63% |
$333K - $380K
|
32.3K
$354K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-56.4K- 11.99% |
$568K - $647K
|
414K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-91.5K- 7.7% |
$921K - $1.05M
|
1.1M
$12M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-97K- 8.9% |
$975K - $1.11M
|
993K
$10.9M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-150K- 23.14% |
$1.5M - $1.71M
|
497K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-159K- 32.0% |
$1.6M - $1.83M
|
338K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-163K- 32.47% |
$1.64M - $1.87M
|
339K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-266K- 93.48% |
$2.68M - $3.05M
|
18.5K
$203K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-284K- 6.18% |
$2.85M - $3.25M
|
4.31M
$47.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-526K- 54.87% |
$5.29M - $6.03M
|
433K
$4.75M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-648K- 49.38% |
$6.52M - $7.43M
|
664K
$7.29M
|