Purchases and Sales Made in Q1 2025 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q1 2025. 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, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$2.09K - $2.18K
|
200
$2.19K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
200+ 1.29% |
$2.09K - $2.18K
|
15.7K
$171K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
175+ 1.2% |
$1.83K - $1.91K
|
14.8K
$162K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
134+ 0.36% |
$1.4K - $1.46K
|
37.2K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
74+ 0.35% |
$775 - $808
|
21.5K
$235K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46New |
$482 - $502
|
46
$504
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
45+ 0.3% |
$471 - $491
|
15K
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.35% |
$429 - $448
|
11.7K
$128K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
25+ 2.36% |
$262 - $273
|
1.08K
$11.9K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10New |
$105 - $109
|
10
$110
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.03% |
$52.4 - $54.6
|
16.4K
$180K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 27.78% |
$52.4 - $54.6
|
13
$142
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9- 0.07% |
$94.2 - $98.3
|
13.2K
$145K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.42% |
$1.05K - $1.09K
|
23.5K
$257K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-112- 1.84% |
$1.17K - $1.22K
|
5.98K
$65.5K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-146- 0.16% |
$1.53K - $1.59K
|
90K
$986K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-200- 0.83% |
$2.09K - $2.18K
|
23.8K
$261K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-271- 1.74% |
$2.84K - $2.96K
|
15.3K
$168K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-467- 3.72% |
$4.89K - $5.1K
|
12.1K
$132K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-496- 2.2% |
$5.19K - $5.42K
|
22.1K
$242K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-620- 1.1% |
$6.49K - $6.77K
|
55.7K
$609K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-719- 1.46% |
$7.53K - $7.85K
|
48.6K
$533K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.58K- 9.4% |
$16.5K - $17.2K
|
15.2K
$166K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.75K- 5.59% |
$18.3K - $19.1K
|
29.6K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.78K- 11.91% |
$18.7K - $19.5K
|
13.2K
$144K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2K- 16.67% |
$20.9K - $21.8K
|
10K
$110K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.54K- 16.36% |
$26.6K - $27.8K
|
13K
$142K
|
|
|
May 07, 2025
Q1 2025
|
Rareview Capital LLC
Las Vegas, NV |
SELL
|
- |
-2.56K- 1.63% |
$26.8K - $27.9K
|
154K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.86K- 54.13% |
$29.9K - $31.2K
|
2.42K
$26.5K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3K- 17.65% |
$31.4K - $32.8K
|
14K
$153K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-3.69K- 3.15% |
$38.6K - $40.3K
|
114K
$1.24M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.75K- 1.74% |
$49.7K - $51.8K
|
268K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.51K- 1.34% |
$57.7K - $60.2K
|
407K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-6.12K- 15.26% |
$64K - $66.8K
|
34K
$372K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.24K- 27.41% |
$65.3K - $68.1K
|
16.5K
$181K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.6K- 1.3% |
$69K - $72K
|
502K
$5.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-7.56K- 5.37% |
$79.2K - $82.6K
|
133K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-8.65K- 94.36% |
$90.5K - $94.4K
|
517
$5.66K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.79K- 10.45% |
$92K - $96K
|
75.3K
$824K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-9.42K- 15.81% |
$98.6K - $103K
|
50.2K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9.6K- 10.69% |
$101K - $105K
|
80.2K
$878K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-13.5K- 13.83% |
$141K - $147K
|
84.2K
$922K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.8K- 32.52% |
$196K - $205K
|
38.9K
$426K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.6K- 21.91% |
$247K - $258K
|
84.2K
$922K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.8K- 52.23% |
$291K - $304K
|
25.4K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-30.2K- 34.59% |
$316K - $330K
|
57.1K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38K- 2.91% |
$397K - $415K
|
1.27M
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-81.5K- 18.76% |
$853K - $890K
|
353K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-316K- 11.28% |
$3.31M - $3.45M
|
2.49M
$27.2M
|