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 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
91+ 0.18% |
$907 - $955
|
49.4K
$530K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
68+ 0.52% |
$678 - $713
|
13K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
35+ 0.07% |
$349 - $367
|
48.7K
$523K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
22+ 2.46% |
$219 - $231
|
917
$9.85K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8+ 0.03% |
$79.8 - $83.9
|
26.2K
$281K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3+ 0.02% |
$29.9 - $31.5
|
13.8K
$148K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 1.0% |
$19.9 - $21
|
202
$2.17K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-10- 0.03% |
$99.7 - $105
|
30.4K
$327K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-133- 0.53% |
$1.33K - $1.4K
|
24.8K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-138- 44.23% |
$1.38K - $1.45K
|
174
$1.87K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-260- 0.85% |
$2.59K - $2.73K
|
30.3K
$325K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-295- 0.52% |
$2.94K - $3.09K
|
56.7K
$609K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-359- 2.56% |
$3.58K - $3.77K
|
13.7K
$147K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-549- 18.26% |
$5.47K - $5.76K
|
2.46K
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-649- 2.87% |
$6.47K - $6.81K
|
22K
$236K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-820- 5.73% |
$8.18K - $8.6K
|
13.5K
$145K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-826- 0.94% |
$8.24K - $8.66K
|
87.2K
$937K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.17K- 4.09% |
$11.7K - $12.3K
|
27.5K
$295K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.28K- 0.99% |
$12.7K - $13.4K
|
128K
$1.38M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
SELL
|
- |
-1.48K- 2.34% |
$14.7K - $15.5K
|
61.7K
$662K
|
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.59K- 4.58% |
$15.8K - $16.7K
|
33.1K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.76K- 8.72% |
$17.5K - $18.5K
|
18.4K
$198K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.83K- 58.15% |
$18.2K - $19.2K
|
1.32K
$14.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Wela Strategies, Inc.
|
SELL
|
- |
-2.11K- 2.34% |
$21K - $22.1K
|
88.2K
$948K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.25K- 50.0% |
$22.4K - $23.6K
|
2.25K
$24.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.32K- 16.18% |
$23.1K - $24.3K
|
12K
$129K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-3K- 4.7% |
$29.9K - $31.4K
|
60.7K
$652K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3K- 14.93% |
$29.9K - $31.5K
|
17.1K
$184K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.35K- 3.24% |
$33.4K - $35.2K
|
100K
$1.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-3.86K- 10.62% |
$38.5K - $40.5K
|
32.5K
$349K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4K- 1.58% |
$39.9K - $42K
|
249K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.35K- 0.8% |
$43.4K - $45.6K
|
538K
$5.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.01K- 16.57% |
$50K - $52.6K
|
25.2K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-5.3K- 1.07% |
$52.8K - $55.6K
|
491K
$5.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.67K- 3.84% |
$56.6K - $59.5K
|
142K
$1.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.82K- 0.73% |
$58.1K - $61.1K
|
796K
$8.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-6.34K- 14.86% |
$63.2K - $66.5K
|
36.3K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.42K- 34.64% |
$64K - $67.4K
|
12.1K
$130K
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.47K- 1.79% |
$64.5K - $67.9K
|
354K
$3.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.91K- 12.16% |
$78.8K - $82.9K
|
57.1K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.16K- 14.14% |
$81.4K - $85.6K
|
49.6K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-11K- 42.57% |
$110K - $115K
|
14.8K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-15K- 1.72% |
$149K - $157K
|
859K
$9.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.4K- 1.41% |
$154K - $162K
|
1.08M
$11.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.6K- 3.43% |
$255K - $268K
|
720K
$7.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-35.8K- 3.61% |
$357K - $376K
|
957K
$10.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44.1K- 10.64% |
$440K - $463K
|
370K
$3.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-54.5K- 82.26% |
$544K - $572K
|
11.8K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67.2K- 1.94% |
$670K - $705K
|
3.4M
$36.5M
|