Purchases and Sales Made in Q3 2022 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
168+ 0.41% |
$1.6K - $1.97K
|
41.5K
$445K
|
|
Oct 11, 2022
Q3 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
138+ 0.91% |
$1.32K - $1.62K
|
15.3K
$164K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
116+ 0.34% |
$1.11K - $1.36K
|
33.8K
$363K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
99+ 0.35% |
$944 - $1.16K
|
28.6K
$307K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
69+ 4.45% |
$658 - $811
|
1.62K
$17.4K
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
52+ 2.06% |
$496 - $611
|
2.58K
$27.7K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.18% |
$363 - $447
|
21.5K
$231K
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
19+ 2.3% |
$181 - $223
|
846
$9.09K
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 2.35% |
$162 - $200
|
741
$7.96K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
12+ 0.02% |
$114 - $141
|
56.1K
$602K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6+ 0.69% |
$57.2 - $70.5
|
874
$9.39K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2- 0.02% |
$19.1 - $23.5
|
8.55K
$91.8K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-130- 0.31% |
$1.24K - $1.53K
|
41.4K
$445K
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-200- 0.82% |
$1.91K - $2.35K
|
24.1K
$259K
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-200- 0.33% |
$1.91K - $2.35K
|
61K
$656K
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-367- 0.23% |
$3.5K - $4.31K
|
158K
$1.69M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-677- 2.72% |
$6.46K - $7.95K
|
24.3K
$260K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-809- 0.85% |
$7.72K - $9.51K
|
94K
$1.01M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-816- 1.09% |
$7.78K - $9.59K
|
73.7K
$792K
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-884- 1.48% |
$8.43K - $10.4K
|
58.7K
$631K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-950Closed |
$9.06K - $11.2K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.06K- 5.98% |
$10.1K - $12.4K
|
16.6K
$179K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.24K- 4.06% |
$11.8K - $14.5K
|
29.2K
$313K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.42K- 81.99% |
$13.5K - $16.7K
|
312
$3.35K
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-1.89K- 9.06% |
$18K - $22.1K
|
18.9K
$203K
|
|
Nov 08, 2022
Q3 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-1.98K- 0.53% |
$18.9K - $23.3K
|
375K
$4.03M
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2K- 12.9% |
$19.1K - $23.5K
|
13.5K
$145K
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.05K- 9.62% |
$19.6K - $24.1K
|
19.3K
$207K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.12K- 2.41% |
$20.3K - $25K
|
85.9K
$922K
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.24K- 14.87% |
$21.4K - $26.3K
|
12.8K
$138K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.31K- 5.55% |
$22K - $27.1K
|
39.2K
$421K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.48K- 92.54% |
$23.7K - $29.2K
|
200
$2.15K
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.82K- 9.07% |
$26.9K - $33.2K
|
28.3K
$304K
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-3K- 27.27% |
$28.6K - $35.3K
|
8K
$85.9K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3K- 85.71% |
$28.6K - $35.3K
|
500
$5.37K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.04K- 8.34% |
$29K - $35.7K
|
33.4K
$359K
|
|
Oct 21, 2022
Q3 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-3.7K- 1.96% |
$35.3K - $43.5K
|
185K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-6K- 4.34% |
$57.3K - $70.5K
|
132K
$1.42M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.6K- 5.15% |
$63K - $77.6K
|
122K
$1.31M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.68K- 9.05% |
$82.8K - $102K
|
87.2K
$937K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.4K- 43.8% |
$89.7K - $110K
|
12.1K
$130K
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-10.1K- 5.85% |
$96.4K - $119K
|
163K
$1.75M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11K- 29.19% |
$105K - $129K
|
26.7K
$286K
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-12K- 2.27% |
$115K - $141K
|
518K
$5.57M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-12.1K- 21.96% |
$115K - $142K
|
42.8K
$460K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-13.7K- 4.87% |
$131K - $161K
|
268K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.7K- 0.94% |
$169K - $209K
|
1.87M
$20M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.8K- 64.09% |
$179K - $221K
|
10.5K
$113K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.4K- 2.69% |
$185K - $228K
|
701K
$7.52M
|