Purchases and Sales Made in Q3 2024 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
27+ 0.05% |
$284 - $305
|
56.3K
$604K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
24+ 2.38% |
$252 - $271
|
1.03K
$11.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
19+ 0.04% |
$200 - $214
|
51.1K
$549K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.01% |
$42 - $45.1
|
28.4K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-8- 0.04% |
$84.1 - $90.2
|
17.8K
$191K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-107- 51.94% |
$1.12K - $1.21K
|
99
$1.06K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-400- 1.89% |
$4.2K - $4.51K
|
20.7K
$223K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-443- 0.51% |
$4.66K - $5K
|
86.4K
$927K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-470- 1.58% |
$4.94K - $5.3K
|
29.4K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-500- 4.0% |
$5.26K - $5.64K
|
12K
$129K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-529- 1.4% |
$5.56K - $5.97K
|
37.3K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-550- 0.27% |
$5.78K - $6.2K
|
206K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-700- 3.5% |
$7.36K - $7.9K
|
19.3K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-716- 4.88% |
$7.53K - $8.08K
|
14K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-805- 0.59% |
$8.46K - $9.08K
|
137K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.01K- 1.92% |
$10.6K - $11.3K
|
51.3K
$551K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.04K- 8.37% |
$10.9K - $11.7K
|
11.4K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 1.3% |
$11K - $11.9K
|
79.8K
$857K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 4.4% |
$11.7K - $12.5K
|
24.1K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.21K- 6.75% |
$12.7K - $13.7K
|
16.8K
$180K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.4K- 5.87% |
$14.7K - $15.8K
|
22.5K
$241K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.5K- 5.3% |
$15.8K - $16.9K
|
26.8K
$288K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 10.65% |
$21.3K - $22.9K
|
17K
$183K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.13K- 1.78% |
$22.4K - $24K
|
117K
$1.26M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.38K- 11.94% |
$25K - $26.8K
|
17.5K
$188K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.52K- 5.75% |
$26.5K - $28.4K
|
41.3K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-2.84K- 19.33% |
$29.8K - $32K
|
11.8K
$127K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.69K- 23.22% |
$49.3K - $52.9K
|
15.5K
$167K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.98K- 3.92% |
$52.3K - $56.1K
|
122K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5.32K- 27.72% |
$55.9K - $60K
|
13.9K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-6.53K- 2.27% |
$68.6K - $73.6K
|
281K
$3.02M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.64K- 32.06% |
$69.8K - $74.9K
|
14.1K
$151K
|
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-6.91K- 33.3% |
$72.7K - $78K
|
13.9K
$149K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.82K- 37.84% |
$82.2K - $88.2K
|
12.8K
$138K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.88K- 26.38% |
$93.3K - $100K
|
24.8K
$266K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.07K- 12.88% |
$95.3K - $102K
|
61.3K
$659K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20.5K- 12.79% |
$216K - $232K
|
140K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.1K- 0.66% |
$232K - $249K
|
3.31M
$35.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-22.6K- 35.52% |
$237K - $255K
|
41K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.8K- 7.51% |
$240K - $258K
|
281K
$3.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-23.1K- 3.54% |
$242K - $260K
|
628K
$6.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.3K- 85.81% |
$276K - $296K
|
4.34K
$46.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-30.9K- 6.83% |
$324K - $348K
|
421K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-58.6K- 46.13% |
$616K - $661K
|
68.4K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-100K- 11.03% |
$1.06M - $1.13M
|
810K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-123K- 78.6% |
$1.29M - $1.39M
|
33.5K
$360K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-200K- 3.89% |
$2.1M - $2.26M
|
4.95M
$53.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-267K- 32.92% |
$2.8M - $3.01M
|
544K
$5.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-750K- 18.98% |
$7.88M - $8.45M
|
3.2M
$34.4M
|