Purchases and Sales Made in Q3 2023 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q3 2023. 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 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.6MNew |
$25.1M - $26.8M
|
2.6M
$27.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
208K+ 4.64% |
$2M - $2.14M
|
4.68M
$50.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
168K+ 153.04% |
$1.61M - $1.72M
|
277K
$2.97M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
128K+ 1283.82% |
$1.24M - $1.32M
|
138K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
102K+ 19.87% |
$986K - $1.05M
|
618K
$6.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
72.1K+ 9.66% |
$695K - $742K
|
819K
$8.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
66.2K+ 8.32% |
$638K - $682K
|
862K
$9.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
51.7KNew |
$498K - $532K
|
51.7K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
50K+ 8.71% |
$481K - $514K
|
623K
$6.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
47.6K+ 39.31% |
$458K - $490K
|
169K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
35.7K+ 3.3% |
$344K - $367K
|
1.12M
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
33.6K+ 6950.31% |
$323K - $345K
|
34.1K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
27.5K+ 0.46% |
$265K - $283K
|
6.05M
$64.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25.1KNew |
$241K - $258K
|
25.1K
$268K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
25KNew |
$241K - $257K
|
25K
$268K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.5KNew |
$169K - $180K
|
17.5K
$187K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.2K+ 47.32% |
$166K - $177K
|
53.5K
$573K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
16.4KNew |
$158K - $169K
|
16.4K
$175K
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
16.3KNew |
$157K - $168K
|
16.3K
$175K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
15.2KNew |
$146K - $156K
|
15.2K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
14.8K+ 36.32% |
$142K - $152K
|
55.4K
$593K
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
14.7K+ 2.29% |
$142K - $152K
|
660K
$7.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.2K+ 1.89% |
$127K - $136K
|
710K
$7.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 1.77% |
$123K - $131K
|
733K
$7.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
12.4K+ 8.71% |
$119K - $127K
|
154K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$101K - $108K
|
10.5K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.66K+ 73.61% |
$83.4K - $89.1K
|
20.4K
$219K
|
|
|
Nov 14, 2023
Q3 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
7.41K+ 2.16% |
$71.4K - $76.3K
|
351K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
6.84KNew |
$65.8K - $70.3K
|
6.84K
$73.2K
|
|
|
Oct 16, 2023
Q3 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
6.83K+ 7.74% |
$65.7K - $70.2K
|
95.1K
$1.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.93K+ 23.55% |
$37.8K - $40.4K
|
20.6K
$221K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.65KNew |
$25.5K - $27.2K
|
2.65K
$28.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.57K+ 2.0% |
$24.8K - $26.5K
|
131K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.01K+ 0.35% |
$19.3K - $20.6K
|
569K
$6.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.64K+ 5.99% |
$15.8K - $16.9K
|
29.1K
$312K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.21K+ 6.57% |
$11.6K - $12.4K
|
19.6K
$210K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.12K+ 4.28% |
$10.8K - $11.5K
|
27.3K
$292K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1KNew |
$9.63K - $10.3K
|
1K
$10.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
970+ 3.62% |
$9.34K - $9.98K
|
27.7K
$297K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
945+ 6.91% |
$9.1K - $9.72K
|
14.6K
$157K
|
|
|
Oct 19, 2023
Q3 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
572+ 1.16% |
$5.51K - $5.89K
|
49.9K
$535K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
361+ 7.19% |
$3.48K - $3.71K
|
5.38K
$57.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
361+ 7.19% |
$3.48K - $3.71K
|
5.38K
$57.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
359+ 1.63% |
$3.46K - $3.69K
|
22.3K
$239K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250New |
$2.41K - $2.57K
|
250
$2.68K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
163+ 1.52% |
$1.57K - $1.68K
|
10.9K
$116K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
163+ 1.21% |
$1.57K - $1.68K
|
13.6K
$146K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
143+ 0.57% |
$1.38K - $1.47K
|
25.4K
$272K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
111+ 3.59% |
$1.07K - $1.14K
|
3.2K
$34.3K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
71+ 0.54% |
$684 - $731
|
13.1K
$140K
|