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 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
281New |
$2.63K - $3.04K
|
281
$3.02K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
219+ 8.48% |
$2.05K - $2.37K
|
2.8K
$30.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
200New |
$1.87K - $2.17K
|
200
$2.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
134New |
$1.26K - $1.45K
|
134
$1.44K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.2% |
$394 - $455
|
21.5K
$231K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
28+ 3.31% |
$262 - $303
|
874
$9.39K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
28+ 1.73% |
$262 - $303
|
1.65K
$17.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
26+ 0.09% |
$244 - $282
|
30.2K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
21+ 0.01% |
$197 - $227
|
285K
$3.06M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
18+ 2.43% |
$169 - $195
|
759
$8.15K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 0.3% |
$244 - $282
|
8.52K
$91.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-200- 4.97% |
$1.87K - $2.17K
|
3.83K
$41.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-242- 1.29% |
$2.27K - $2.62K
|
18.5K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-287- 0.78% |
$2.69K - $3.11K
|
36.7K
$394K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-292- 0.02% |
$2.74K - $3.16K
|
1.19M
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-711- 1.21% |
$6.66K - $7.7K
|
58K
$623K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-880- 3.02% |
$8.25K - $9.53K
|
28.3K
$304K
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.06K- 3.76% |
$9.96K - $11.5K
|
27.2K
$292K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.08K- 6.34% |
$10.1K - $11.7K
|
15.9K
$171K
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.87K- 1.24% |
$17.5K - $20.2K
|
149K
$1.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.25K- 8.44% |
$21.1K - $24.4K
|
24.4K
$262K
|
|
|
Jan 11, 2023
Q4 2022
|
Stolper CO
|
SELL
|
- |
-2.34K- 3.49% |
$21.9K - $25.3K
|
64.7K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.48K- 9.91% |
$23.2K - $26.8K
|
22.5K
$242K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.53K- 7.47% |
$23.7K - $27.4K
|
31.3K
$336K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.55K- 16.72% |
$23.9K - $27.6K
|
12.7K
$136K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.7K- 21.02% |
$25.3K - $29.2K
|
10.1K
$109K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.77K- 3.22% |
$26K - $30K
|
83.1K
$893K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-2.9K- 12.04% |
$27.2K - $31.4K
|
21.2K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.19K- 10.03% |
$29.9K - $34.6K
|
28.7K
$308K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-3.87K- 6.34% |
$36.3K - $41.9K
|
57.2K
$614K
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-4.47K- 2.42% |
$41.9K - $48.5K
|
180K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.64K- 7.03% |
$52.8K - $61K
|
74.5K
$800K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-5.96K- 10.62% |
$55.8K - $64.5K
|
50.1K
$538K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-7.43K- 26.01% |
$69.6K - $80.5K
|
21.1K
$227K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.85K- 23.76% |
$92.3K - $107K
|
31.6K
$340K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-9.94K- 40.97% |
$93.1K - $108K
|
14.3K
$154K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-10.3K- 2.75% |
$96.4K - $111K
|
364K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.1KClosed |
$104K - $120K
|
0
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-12.6K- 37.09% |
$118K - $137K
|
21.4K
$230K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13.6K- 51.57% |
$127K - $147K
|
12.8K
$137K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-13.6K- 8.37% |
$128K - $147K
|
149K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14K- 99.99% |
$131K - $152K
|
2
$21.5
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.5K- 93.1% |
$145K - $168K
|
1.15K
$12.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-15.6K- 3.0% |
$146K - $169K
|
503K
$5.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-16.9K- 39.44% |
$158K - $183K
|
25.9K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-18.7K- 19.91% |
$175K - $203K
|
75.3K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.5K- 22.2% |
$351K - $406K
|
131K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-39.4K- 29.78% |
$369K - $426K
|
92.8K
$997K
|