Purchases and Sales Made in Q2 2022 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2022
Q2 2022
|
Stolper CO
|
BUY
|
- |
380+ 0.59% |
$3.91K - $4.94K
|
64.3K
$691K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
281New |
$2.89K - $3.65K
|
281
$3.02K
|
|
|
Jul 06, 2022
Q2 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
167+ 1.12% |
$1.72K - $2.17K
|
15.1K
$162K
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
148+ 6.21% |
$1.52K - $1.92K
|
2.53K
$27.2K
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
136+ 0.91% |
$1.4K - $1.77K
|
15.1K
$162K
|
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
106+ 0.18% |
$1.09K - $1.38K
|
59.6K
$640K
|
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.17% |
$371 - $468
|
21.5K
$231K
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26+ 0.16% |
$268 - $338
|
16.8K
$180K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
18+ 2.22% |
$185 - $234
|
827
$8.88K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
16+ 2.26% |
$165 - $208
|
724
$7.78K
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
15+ 0.03% |
$155 - $195
|
56.1K
$602K
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8+ 0.02% |
$82.4 - $104
|
36.5K
$392K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-25- 0.1% |
$258 - $325
|
24.2K
$260K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-113- 2.05% |
$1.16K - $1.47K
|
5.4K
$58K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-139Closed |
$1.43K - $1.81K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-141- 0.42% |
$1.45K - $1.83K
|
33.7K
$362K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-214- 0.22% |
$2.2K - $2.78K
|
95.9K
$1.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-219- 0.49% |
$2.26K - $2.85K
|
44.4K
$476K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-236- 5.54% |
$2.43K - $3.07K
|
4.03K
$43.2K
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-316- 24.96% |
$3.25K - $4.11K
|
950
$10.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-384- 3.12% |
$3.96K - $4.99K
|
11.9K
$128K
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-560- 0.63% |
$5.77K - $7.28K
|
88K
$945K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-562- 96.9% |
$5.79K - $7.31K
|
18
$193
|
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-654- 1.06% |
$6.74K - $8.5K
|
61.2K
$658K
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-703- 2.41% |
$7.24K - $9.14K
|
28.5K
$306K
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-735- 60.34% |
$7.57K - $9.56K
|
483
$5.19K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-750Closed |
$7.73K - $9.75K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-790- 3.97% |
$8.14K - $10.3K
|
19.1K
$205K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-823- 2.71% |
$8.48K - $10.7K
|
29.6K
$318K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-890Closed |
$9.17K - $11.6K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-898- 2.57% |
$9.25K - $11.7K
|
34K
$365K
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.26K- 21.81% |
$12.9K - $16.3K
|
4.5K
$48.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.3KClosed |
$13.4K - $16.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.38K- 4.14% |
$14.2K - $18K
|
32K
$344K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.05K- 10.09% |
$21.1K - $26.7K
|
18.3K
$196K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.11K- 4.84% |
$21.8K - $27.5K
|
41.5K
$446K
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 0.78% |
$22.7K - $28.6K
|
281K
$3.02M
|
|
|
Jul 06, 2022
Q2 2022
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.61K- 3.27% |
$26.8K - $33.9K
|
77K
$827K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.75KClosed |
$28.3K - $35.8K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.77K- 17.76% |
$28.6K - $36K
|
12.8K
$138K
|
|
|
Aug 08, 2022
Q2 2022
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.81K- 13.41% |
$29K - $36.6K
|
18.2K
$195K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.42K- 99.59% |
$35.2K - $44.5K
|
14
$150
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.77K- 8.32% |
$38.9K - $49K
|
41.6K
$446K
|
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-4.69K- 1.64% |
$48.3K - $61K
|
282K
$3.02M
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.75K- 13.25% |
$48.9K - $61.8K
|
31.1K
$334K
|
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-5KClosed |
$51.5K - $65K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-5.18K- 8.62% |
$53.3K - $67.3K
|
54.9K
$590K
|
|
|
Aug 04, 2022
Q2 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.77K- 1.51% |
$59.4K - $74.9K
|
377K
$4.05M
|