Purchases and Sales Made in Q3 2021 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.03MNew |
$15.3M - $16.3M
|
1.03M
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
838KNew |
$12.5M - $13.4M
|
838K
$9.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
259K+ 5.57% |
$3.87M - $4.13M
|
4.91M
$54.4M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
156K+ 1362.53% |
$2.33M - $2.48M
|
167K
$1.85M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 649.76% |
$1.79M - $1.9M
|
138K
$1.53M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
74.5K+ 100.72% |
$1.11M - $1.19M
|
148K
$1.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
63.4KNew |
$947K - $1.01M
|
63.4K
$702K
|
|
|
Nov 15, 2021
Q3 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
55K+ 7.26% |
$822K - $876K
|
812K
$9M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
49.5K+ 69.49% |
$740K - $789K
|
121K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.3K+ 13.67% |
$677K - $721K
|
377K
$4.17M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
24.4KNew |
$365K - $389K
|
24.4K
$270K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.3K+ 18.01% |
$363K - $387K
|
159K
$1.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.5K+ 2.42% |
$351K - $374K
|
993K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.1K+ 1.82% |
$331K - $353K
|
1.24M
$13.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19K+ 29.93% |
$284K - $303K
|
82.5K
$915K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.9K+ 4.33% |
$282K - $300K
|
454K
$5.03M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
17.7K+ 61.69% |
$265K - $282K
|
46.4K
$514K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
16.6KNew |
$249K - $265K
|
16.6K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
15.1K+ 28.08% |
$226K - $240K
|
68.8K
$763K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 1.69% |
$175K - $186K
|
701K
$7.77M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.4K+ 5.14% |
$155K - $165K
|
212K
$2.35M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$152K - $162K
|
10.2K
$113K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
8.96KNew |
$134K - $143K
|
8.96K
$99.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.31K+ 8.97% |
$124K - $132K
|
101K
$1.12M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.45K+ 33.98% |
$96.4K - $103K
|
25.4K
$282K
|
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
5.49KNew |
$82.1K - $87.5K
|
5.49K
$60.9K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
4.57K+ 43.31% |
$68.3K - $72.8K
|
15.1K
$167K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.82KNew |
$57.1K - $60.8K
|
3.82K
$42.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
BUY
|
- |
3.78K+ 7.44% |
$56.6K - $60.3K
|
54.6K
$605K
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.7K+ 0.94% |
$55.4K - $59K
|
400K
$4.43M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.59K+ 1.72% |
$53.7K - $57.3K
|
213K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.15K+ 17.64% |
$47.1K - $50.2K
|
21K
$233K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$41.4K - $44.1K
|
2.77K
$30.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
2.41K+ 6.35% |
$36K - $38.3K
|
40.3K
$446K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.25K+ 13.51% |
$33.6K - $35.8K
|
18.9K
$209K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
1.71K+ 12.38% |
$25.6K - $27.3K
|
15.6K
$172K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.65K+ 1.16% |
$24.6K - $26.3K
|
143K
$1.59M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.62K+ 6.33% |
$24.2K - $25.8K
|
27.2K
$301K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1.35K+ 4.09% |
$20.1K - $21.4K
|
34.3K
$380K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
900New |
$13.5K - $14.3K
|
900
$9.97K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
750New |
$11.2K - $11.9K
|
750
$8.31K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
520+ 0.98% |
$7.77K - $8.28K
|
53.5K
$593K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
505+ 14.04% |
$7.55K - $8.04K
|
4.1K
$45.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
496+ 6200.0% |
$7.42K - $7.9K
|
504
$5.58K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
493+ 6162.5% |
$7.37K - $7.85K
|
501
$5.55K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
477+ 2.84% |
$7.13K - $7.6K
|
17.3K
$191K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
300+ 1.33% |
$4.49K - $4.78K
|
22.9K
$254K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
297+ 0.34% |
$4.44K - $4.73K
|
88.6K
$982K
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
250+ 0.54% |
$3.74K - $3.98K
|
46.9K
$519K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
173+ 1.47% |
$2.59K - $2.76K
|
11.9K
$132K
|