Purchases and Sales Made in Q2 2023 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
290K+ 81.77% |
$2.89M - $3.04M
|
645K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
167K+ 3.87% |
$1.66M - $1.75M
|
4.47M
$48M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
130KNew |
$1.29M - $1.36M
|
130K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
95.6K+ 4.18% |
$953K - $1M
|
2.38M
$25.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
76.2K+ 1.28% |
$760K - $800K
|
6.02M
$64.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60.7K+ 8.84% |
$605K - $637K
|
747K
$8.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
46.7K+ 62.72% |
$465K - $490K
|
121K
$1.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.8KNew |
$446K - $470K
|
44.8K
$481K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42.4K+ 8.96% |
$423K - $445K
|
515K
$5.53M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
36.1KNew |
$360K - $379K
|
36.1K
$388K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.8K+ 6.65% |
$287K - $302K
|
461K
$4.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
28.4K+ 35.01% |
$283K - $298K
|
110K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.5K+ 70.27% |
$274K - $289K
|
66.7K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.8KNew |
$267K - $281K
|
26.8K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.7K+ 3.83% |
$256K - $270K
|
697K
$7.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
23.3KNew |
$233K - $245K
|
23.3K
$251K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
22.5KNew |
$224K - $236K
|
22.5K
$242K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 3.17% |
$174K - $183K
|
567K
$6.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.7KNew |
$166K - $175K
|
16.7K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
14K+ 38.89% |
$140K - $147K
|
50K
$537K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
10.4KNew |
$104K - $109K
|
10.4K
$112K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.3KNew |
$103K - $108K
|
10.3K
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
10.3KNew |
$102K - $108K
|
10.3K
$110K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10KNew |
$99.7K - $105K
|
10K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.61K+ 26.86% |
$85.8K - $90.3K
|
40.6K
$437K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.11K+ 7.33% |
$80.8K - $85.1K
|
119K
$1.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
6.47K+ 20.83% |
$64.5K - $67.9K
|
37.5K
$403K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.32K+ 27.93% |
$63K - $66.3K
|
28.9K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
4.78K+ 1.41% |
$47.6K - $50.1K
|
343K
$3.69M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4K+ 392.54% |
$39.9K - $42K
|
5.02K
$53.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4K+ 392.54% |
$39.9K - $42K
|
5.02K
$53.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.77KNew |
$37.6K - $39.5K
|
3.77K
$40.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.69K+ 3.34% |
$26.8K - $28.2K
|
83.2K
$894K
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 10.24% |
$22K - $23.2K
|
23.8K
$256K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$19.9K - $21K
|
2K
$21.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2KNew |
$19.9K - $21K
|
2K
$21.5K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 5.69% |
$19.9K - $21K
|
37.1K
$399K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.86K+ 6.37% |
$18.5K - $19.5K
|
31K
$333K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.85K+ 14.37% |
$18.4K - $19.4K
|
14.7K
$158K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$15.2K - $16K
|
1.52K
$16.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.09K+ 9.88% |
$10.8K - $11.4K
|
12.1K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
997+ 0.29% |
$9.94K - $10.5K
|
340K
$3.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
874+ 2.7% |
$8.71K - $9.17K
|
33.2K
$356K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
704+ 5.08% |
$7.02K - $7.38K
|
14.6K
$156K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
644New |
$6.42K - $6.76K
|
644
$6.92K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
460+ 2.34% |
$4.59K - $4.83K
|
20.1K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
231+ 8.07% |
$2.3K - $2.42K
|
3.09K
$33.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
202New |
$2.01K - $2.12K
|
202
$2.17K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
156+ 1.48% |
$1.56K - $1.64K
|
10.7K
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
122+ 0.12% |
$1.22K - $1.28K
|
99.7K
$1.07M
|