Purchases and Sales Made in Q4 2021 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
979New |
$14.5K - $15K
|
979
$10.7K
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
900New |
$13.4K - $13.8K
|
900
$9.84K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
694New |
$10.3K - $10.7K
|
694
$7.59K
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
635+ 2.47% |
$9.44K - $9.75K
|
26.3K
$288K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
568+ 3.13% |
$8.44K - $8.72K
|
18.7K
$205K
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
424+ 1.56% |
$6.3K - $6.51K
|
27.6K
$302K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
300New |
$4.46K - $4.61K
|
300
$3.28K
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
270+ 1.74% |
$4.01K - $4.14K
|
15.8K
$173K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
180+ 1.51% |
$2.67K - $2.76K
|
12.1K
$132K
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
147+ 1.07% |
$2.18K - $2.26K
|
13.9K
$152K
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
122+ 0.83% |
$1.81K - $1.87K
|
14.9K
$163K
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
101+ 0.11% |
$1.5K - $1.55K
|
88.7K
$970K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 0.35% |
$1.49K - $1.54K
|
28.4K
$311K
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
84+ 0.28% |
$1.25K - $1.29K
|
30.6K
$334K
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
75+ 0.13% |
$1.11K - $1.15K
|
59.4K
$650K
|
|
Jan 10, 2022
Q4 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
48+ 0.09% |
$713 - $737
|
55.8K
$610K
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
45+ 0.26% |
$669 - $691
|
17.3K
$189K
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
BUY
|
- |
30New |
$446 - $461
|
30
$328
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
18+ 2.3% |
$267 - $276
|
800
$8.74K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3+ 0.02% |
$44.6 - $46.1
|
18.2K
$199K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$14.9 - $15.4
|
14K
$153K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-99Closed |
$1.47K - $1.52K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-136- 0.21% |
$2.02K - $2.09K
|
63.2K
$691K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-137- 0.6% |
$2.04K - $2.1K
|
22.8K
$249K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-208- 0.54% |
$3.09K - $3.19K
|
38.6K
$421K
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-250- 0.82% |
$3.72K - $3.84K
|
30.1K
$329K
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-280- 1.38% |
$4.16K - $4.3K
|
20K
$219K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-500Closed |
$7.43K - $7.68K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-504Closed |
$7.49K - $7.74K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-524- 2.46% |
$7.79K - $8.04K
|
20.8K
$227K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-550- 46.81% |
$8.17K - $8.44K
|
625
$6.83K
|
|
Feb 09, 2022
Q4 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-707- 0.18% |
$10.5K - $10.9K
|
383K
$4.19M
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-750- 0.56% |
$11.1K - $11.5K
|
132K
$1.45M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-993- 18.89% |
$14.8K - $15.2K
|
4.26K
$46.6K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.02KClosed |
$15.1K - $15.6K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-1.02K- 0.52% |
$15.2K - $15.7K
|
195K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.08K- 5.58% |
$16K - $16.5K
|
18.2K
$199K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.65KClosed |
$24.5K - $25.3K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-1.69KClosed |
$25.1K - $26K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.88K- 4.0% |
$27.9K - $28.8K
|
45K
$492K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 6.27% |
$34.7K - $35.8K
|
34.9K
$381K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.38KClosed |
$35.3K - $36.5K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.73K- 6.77% |
$40.5K - $41.9K
|
37.6K
$411K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.18K- 2.11% |
$47.3K - $48.9K
|
148K
$1.62M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-3.74K- 6.26% |
$55.6K - $57.5K
|
56K
$612K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.82KClosed |
$56.7K - $58.6K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.8K- 3.35% |
$71.3K - $73.7K
|
138K
$1.51M
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-4.83K- 79.85% |
$71.7K - $74.1K
|
1.22K
$13.3K
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5KClosed |
$74.3K - $76.8K
|
0
$0
|