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 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.3% |
$50.1 - $54.1
|
222
$2.38K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-43- 0.21% |
$430 - $465
|
20.2K
$217K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-94- 7.14% |
$941 - $1.02K
|
1.22K
$13.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-131- 0.23% |
$1.31K - $1.42K
|
56.2K
$604K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-200- 1.18% |
$2K - $2.16K
|
16.7K
$179K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-414- 2.74% |
$4.14K - $4.48K
|
14.7K
$158K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-540- 0.62% |
$5.41K - $5.84K
|
86.8K
$932K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-565- 2.75% |
$5.66K - $6.11K
|
20K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-685- 0.5% |
$6.86K - $7.41K
|
137K
$1.48M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-746- 4.02% |
$7.47K - $8.07K
|
17.8K
$191K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-818- 27.41% |
$8.19K - $8.85K
|
2.17K
$23.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.34K- 5.11% |
$13.4K - $14.5K
|
24.9K
$267K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.36K- 6.37% |
$13.6K - $14.7K
|
19.9K
$214K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.44K- 4.49% |
$14.4K - $15.6K
|
30.6K
$329K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.73K- 5.48% |
$17.3K - $18.7K
|
29.8K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.11K- 10.5% |
$21.1K - $22.8K
|
18K
$193K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.17K- 8.76% |
$21.7K - $23.4K
|
22.6K
$242K
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-2.52K- 9.54% |
$25.2K - $27.2K
|
23.9K
$256K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.92K- 20.24% |
$39.2K - $42.4K
|
15.5K
$166K
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.14K- 16.64% |
$41.5K - $44.8K
|
20.8K
$223K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-4.17K- 1.43% |
$41.8K - $45.2K
|
288K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.53K- 28.32% |
$45.4K - $49K
|
11.5K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.11K- 18.77% |
$51.1K - $55.3K
|
22.1K
$237K
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6.35K- 7.29% |
$63.6K - $68.8K
|
80.9K
$868K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.61K- 5.24% |
$66.1K - $71.5K
|
119K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-10.6K- 1.6% |
$106K - $114K
|
651K
$6.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-12.6K- 22.42% |
$127K - $137K
|
43.8K
$470K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-15.8K- 11.09% |
$159K - $171K
|
127K
$1.36M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-16.8K- 7.54% |
$168K - $182K
|
206K
$2.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-18.2K- 3.88% |
$182K - $197K
|
451K
$4.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-18.8K- 12.89% |
$188K - $203K
|
127K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27.8K- 17.93% |
$278K - $301K
|
127K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-29K- 30.32% |
$290K - $314K
|
66.6K
$715K
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-29.2K- 15.73% |
$293K - $316K
|
157K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 42.93% |
$313K - $339K
|
41.6K
$447K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-32.5K- 21.54% |
$325K - $351K
|
118K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-34.6K- 4.0% |
$346K - $374K
|
831K
$8.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-42K- 77.06% |
$420K - $454K
|
12.5K
$134K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-44.3K- 4.64% |
$444K - $479K
|
910K
$9.78M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.8K- 1.0% |
$489K - $528K
|
4.83M
$51.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.8K- 1.0% |
$489K - $528K
|
4.83M
$51.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-56.5K- 80.98% |
$566K - $611K
|
13.3K
$143K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-61.7K- 16.86% |
$617K - $667K
|
304K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-82K- 13.63% |
$821K - $887K
|
520K
$5.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-192K- 3.6% |
$1.93M - $2.08M
|
5.15M
$55.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-262K- 69.3% |
$2.62M - $2.84M
|
116K
$1.25M
|