Purchases and Sales Made in Q4 2022 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
537K+ 161.13% |
$5.03M - $5.81M
|
870K
$9.35M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
463KNew |
$4.34M - $5.02M
|
463K
$4.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
433K+ 9.07% |
$4.06M - $4.69M
|
5.21M
$55.9M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
340K+ 127.07% |
$3.19M - $3.68M
|
607K
$6.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
322K+ 149.98% |
$3.02M - $3.49M
|
537K
$5.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
239K+ 56.91% |
$2.24M - $2.59M
|
658K
$7.07M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
202K+ 10.22% |
$1.89M - $2.19M
|
2.18M
$23.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
86.2K+ 9.87% |
$807K - $933K
|
959K
$10.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
67.2KNew |
$629K - $727K
|
67.2K
$721K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
54.7KNew |
$513K - $592K
|
54.7K
$587K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
37.4KNew |
$351K - $405K
|
37.4K
$402K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.2K+ 7.8% |
$339K - $392K
|
500K
$5.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
34.8KNew |
$327K - $377K
|
34.8K
$374K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
29.5K+ 81.77% |
$276K - $319K
|
65.5K
$704K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
29.3KNew |
$275K - $317K
|
29.3K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.5K+ 72.45% |
$258K - $298K
|
65.4K
$703K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 57.69% |
$224K - $259K
|
65.3K
$701K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21.7KNew |
$204K - $236K
|
21.7K
$234K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.7K+ 3.96% |
$194K - $224K
|
543K
$5.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.3KNew |
$181K - $209K
|
19.3K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
17.8KNew |
$167K - $193K
|
17.8K
$191K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.1K+ 115.13% |
$133K - $153K
|
26.4K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.8KNew |
$129K - $149K
|
13.8K
$148K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
13.8K+ 50.03% |
$129K - $149K
|
41.3K
$443K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
13.4KNew |
$126K - $145K
|
13.4K
$144K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
12.9KNew |
$121K - $140K
|
12.9K
$139K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
12.8KNew |
$120K - $139K
|
12.8K
$138K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.6KNew |
$118K - $136K
|
12.6K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.4KNew |
$107K - $124K
|
11.4K
$123K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10K+ 82.03% |
$93.7K - $108K
|
22.2K
$238K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.63K+ 7.91% |
$90.2K - $104K
|
131K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.61K+ 79.67% |
$90K - $104K
|
21.7K
$233K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
8.94K+ 5.68% |
$83.8K - $96.8K
|
166K
$1.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.81K+ 16.37% |
$73.2K - $84.6K
|
55.5K
$596K
|
|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
6.16K+ 26.93% |
$57.7K - $66.7K
|
29K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.64K+ 14.54% |
$34.1K - $39.5K
|
28.7K
$308K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.36K+ 31.94% |
$31.5K - $36.4K
|
13.9K
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.06K+ 9.15% |
$28.7K - $33.1K
|
36.5K
$392K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.75KNew |
$25.8K - $29.8K
|
2.75K
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.64K+ 8.04% |
$24.7K - $28.6K
|
35.5K
$381K
|
|
|
Jan 17, 2023
Q4 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
2.64K+ 7.54% |
$24.7K - $28.6K
|
37.6K
$404K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.93K+ 11.57% |
$18.1K - $20.9K
|
18.6K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 4.22% |
$15.5K - $17.9K
|
40.9K
$439K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.5KNew |
$14.1K - $16.2K
|
1.5K
$16.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.4K+ 2.96% |
$13.1K - $15.2K
|
48.7K
$523K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$10.2K - $11.8K
|
1.09K
$11.7K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
519+ 1.96% |
$4.86K - $5.62K
|
26.9K
$289K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
400New |
$3.75K - $4.33K
|
400
$4.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
341+ 2.49% |
$3.2K - $3.69K
|
14K
$151K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
282New |
$2.64K - $3.05K
|
282
$3.03K
|