Purchases and Sales Made in Q2 2024 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
246K+ 25.25% |
$2.47M - $2.66M
|
1.22M
$13.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
174K+ 5.51% |
$1.74M - $1.88M
|
3.33M
$35.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
157K+ 19.14% |
$1.58M - $1.7M
|
980K
$10.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
141K+ 3.7% |
$1.41M - $1.52M
|
3.95M
$42.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 13.82% |
$1.05M - $1.13M
|
861K
$9.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
92K+ 31.99% |
$921K - $996K
|
380K
$4.08M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
45K+ 5.22% |
$450K - $487K
|
907K
$9.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.3K+ 4.49% |
$414K - $447K
|
962K
$10.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
37.8KNew |
$378K - $409K
|
37.8K
$406K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
28.2K+ 2.27% |
$282K - $305K
|
1.27M
$13.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
25.2KNew |
$252K - $273K
|
25.2K
$271K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
23K+ 217.33% |
$231K - $249K
|
33.6K
$361K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.7KNew |
$207K - $224K
|
20.7K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.7KNew |
$207K - $224K
|
20.7K
$222K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.3K+ 36.35% |
$154K - $166K
|
57.5K
$618K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
14.5KNew |
$146K - $157K
|
14.5K
$156K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.48K+ 32.94% |
$84.9K - $91.8K
|
34.2K
$368K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
7.37K+ 4.82% |
$73.8K - $79.7K
|
160K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
7.21K+ 60.18% |
$72.2K - $78K
|
19.2K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7K+ 2.81% |
$70.1K - $75.7K
|
256K
$2.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6.41K+ 13.94% |
$64.1K - $69.3K
|
52.4K
$562K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.82K+ 9.02% |
$58.3K - $63K
|
70.4K
$756K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.5K+ 30.64% |
$55.1K - $59.5K
|
23.5K
$252K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.41K+ 19.49% |
$54.2K - $58.6K
|
33.2K
$356K
|
|
|
Aug 14, 2024
Q2 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.15K+ 5.58% |
$51.5K - $55.7K
|
97.4K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.14K+ 2.61% |
$51.5K - $55.6K
|
202K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.94K+ 0.61% |
$49.5K - $53.5K
|
810K
$8.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.93K+ 44.48% |
$49.3K - $53.3K
|
16K
$172K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.47K+ 2.82% |
$24.7K - $26.7K
|
90K
$967K
|
|
|
Jul 12, 2024
Q2 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
2.39K+ 3.9% |
$23.9K - $25.8K
|
63.6K
$683K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.2K+ 7.15% |
$22K - $23.8K
|
33K
$354K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
2.15K+ 4.04% |
$21.5K - $23.2K
|
55.4K
$595K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.96K+ 196.4% |
$19.7K - $21.3K
|
2.96K
$31.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$15.8K - $17K
|
1.58K
$16.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Stolper CO
|
BUY
|
- |
1.28K+ 1.73% |
$12.8K - $13.9K
|
75.2K
$808K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$11K - $11.9K
|
1.1K
$11.8K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
873New |
$8.74K - $9.45K
|
873
$9.38K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
744New |
$7.45K - $8.05K
|
744
$7.99K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
500+ 2.33% |
$5.01K - $5.41K
|
22K
$236K
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
480+ 1.02% |
$4.8K - $5.19K
|
47.4K
$509K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
363+ 1.92% |
$3.63K - $3.93K
|
19.3K
$207K
|
|
|
Jul 17, 2024
Q2 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
245+ 0.48% |
$2.45K - $2.65K
|
51.1K
$549K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
197+ 0.7% |
$1.97K - $2.13K
|
28.2K
$303K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
168+ 1.2% |
$1.68K - $1.82K
|
14.1K
$152K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
86+ 0.75% |
$861 - $931
|
11.5K
$124K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
77+ 2.23% |
$771 - $833
|
3.53K
$37.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
71+ 0.35% |
$711 - $768
|
20.4K
$219K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
31+ 3.17% |
$310 - $335
|
1.01K
$10.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26+ 0.21% |
$260 - $281
|
12.4K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5+ 0.02% |
$50.1 - $54.1
|
28.4K
$304K
|