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 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
107+ 0.79% |
$1.6K - $1.7K
|
13.7K
$152K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
74+ 0.12% |
$1.11K - $1.18K
|
59.4K
$658K
|
|
Oct 07, 2021
Q3 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
59+ 0.4% |
$882 - $940
|
14.8K
$164K
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
8+ 1.03% |
$120 - $127
|
782
$8.66K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
6+ 0.01% |
$89.7 - $95.6
|
59.8K
$662K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38- 0.21% |
$568 - $605
|
18.2K
$202K
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-41Closed |
$613 - $653
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-49- 0.45% |
$733 - $781
|
10.9K
$121K
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-138- 0.21% |
$2.06K - $2.2K
|
66.9K
$741K
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-184Closed |
$2.75K - $2.93K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-275- 0.9% |
$4.11K - $4.38K
|
30.4K
$336K
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-290- 0.94% |
$4.34K - $4.62K
|
30.5K
$338K
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-298- 1.45% |
$4.46K - $4.75K
|
20.3K
$225K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-493- 98.4% |
$7.37K - $7.85K
|
8
$88.6
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-533- 5.06% |
$7.97K - $8.49K
|
10K
$111K
|
|
Oct 26, 2021
Q3 2021
|
Smh Capital Advisors Inc
|
SELL
|
- |
-764- 2.89% |
$11.4K - $12.2K
|
25.7K
$285K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.04K- 2.61% |
$15.5K - $16.6K
|
38.8K
$430K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 5.61% |
$16.1K - $17.2K
|
18.2K
$201K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.08K- 2.82% |
$16.2K - $17.2K
|
37.2K
$413K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.09K- 9.6% |
$16.2K - $17.3K
|
10.2K
$113K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.15K- 20.92% |
$17.2K - $18.4K
|
4.36K
$48.3K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 4.0% |
$17.7K - $18.8K
|
28.3K
$314K
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.79K- 9.41% |
$26.8K - $28.5K
|
17.2K
$191K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.24K- 48.53% |
$33.5K - $35.7K
|
2.38K
$26.3K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.67K- 2.68% |
$54.9K - $58.5K
|
133K
$1.48M
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4K- 44.44% |
$59.8K - $63.7K
|
5K
$55.4K
|
|
Nov 02, 2021
Q3 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-4.6K- 6.82% |
$68.7K - $73.2K
|
62.8K
$696K
|
|
Oct 25, 2021
Q3 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-5.7K- 30.09% |
$85.1K - $90.7K
|
13.2K
$147K
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-5.79K- 2.43% |
$86.5K - $92.2K
|
233K
$2.58M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.58KClosed |
$98.4K - $105K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-6.71K- 3.31% |
$100K - $107K
|
196K
$2.17M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7KClosed |
$105K - $112K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-10KClosed |
$150K - $159K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
SELL
|
- |
-11.2K- 16.76% |
$168K - $179K
|
55.8K
$618K
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-11.9K- 26.82% |
$179K - $190K
|
32.6K
$361K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.1KClosed |
$197K - $209K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-15.4K- 37.09% |
$230K - $245K
|
26.1K
$289K
|
|
Nov 12, 2021
Q3 2021
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-22.4KClosed |
$335K - $357K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27K- 0.58% |
$404K - $431K
|
4.67M
$51.8M
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-39.8K- 9.39% |
$594K - $633K
|
384K
$4.25M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46.1K- 23.39% |
$689K - $734K
|
151K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.4K- 8.22% |
$828K - $882K
|
618K
$6.85M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-55.5K- 20.88% |
$830K - $884K
|
210K
$2.33M
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-64.8KClosed |
$968K - $1.03M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-70.6K- 5.11% |
$1.06M - $1.12M
|
1.31M
$14.5M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-114K- 15.14% |
$1.7M - $1.81M
|
637K
$7.05M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-143K- 90.96% |
$2.14M - $2.28M
|
14.2K
$157K
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-170K- 25.15% |
$2.54M - $2.71M
|
505K
$5.6M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-176K- 93.9% |
$2.63M - $2.81M
|
11.4K
$127K
|