Purchases and Sales Made in Q4 2023 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.2M+ 46.27% |
$11M - $12.6M
|
3.81M
$40.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
363K+ 131.09% |
$3.31M - $3.79M
|
640K
$6.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
309K+ 576.99% |
$2.82M - $3.23M
|
362K
$3.88M
|
|
|
Nov 13, 2024
Q4 2023
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
292KNew |
$2.66M - $3.05M
|
292K
$3.13M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
238K+ 843.74% |
$2.17M - $2.48M
|
266K
$2.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
203K+ 4.34% |
$1.85M - $2.12M
|
4.88M
$52.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
146KNew |
$1.34M - $1.53M
|
146K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
125K+ 109.76% |
$1.14M - $1.3M
|
238K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
121KNew |
$1.1M - $1.26M
|
121K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
101K+ 11.74% |
$918K - $1.05M
|
958K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82.5KNew |
$752K - $861K
|
82.5K
$884K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
77.8K+ 6.96% |
$710K - $813K
|
1.2M
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
71.1K+ 14.47% |
$648K - $742K
|
562K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.7K+ 8.97% |
$600K - $686K
|
799K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
60.1K+ 9.64% |
$548K - $627K
|
683K
$7.32M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.9K+ 1.12% |
$491K - $562K
|
4.88M
$52.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
53.8K+ 6.24% |
$491K - $562K
|
916K
$9.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
53.3KNew |
$486K - $556K
|
53.3K
$571K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
43.5K+ 7.04% |
$396K - $454K
|
661K
$7.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
42.6K+ 32.58% |
$389K - $445K
|
173K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
42.6KNew |
$389K - $445K
|
42.6K
$456K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
41.5KNew |
$378K - $433K
|
41.5K
$444K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
40.6KNew |
$370K - $424K
|
40.6K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
40.5K+ 231.43% |
$369K - $423K
|
58K
$621K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
38.8K+ 189.85% |
$353K - $405K
|
59.2K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.8K+ 71.18% |
$336K - $384K
|
88.5K
$948K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.1KNew |
$329K - $377K
|
36.1K
$386K
|
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
34.7K+ 212.9% |
$317K - $362K
|
51K
$546K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
34.7K+ 212.9% |
$317K - $362K
|
51K
$546K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
31.8KNew |
$290K - $332K
|
31.8K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.8K+ 4.48% |
$290K - $332K
|
742K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
26.5KNew |
$241K - $276K
|
26.5K
$283K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
21.3KNew |
$195K - $223K
|
21.3K
$228K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.4KNew |
$186K - $213K
|
20.4K
$218K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
19KNew |
$174K - $199K
|
19K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.6K+ 7.44% |
$161K - $184K
|
255K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
17KNew |
$155K - $177K
|
17K
$182K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15KNew |
$136K - $156K
|
15K
$160K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
14.4KNew |
$131K - $150K
|
14.4K
$154K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$125K - $143K
|
13.7K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$114K - $131K
|
12.5K
$134K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 1.49% |
$111K - $127K
|
832K
$8.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.1KNew |
$110K - $126K
|
12.1K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$108K - $123K
|
11.8K
$127K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11KNew |
$100K - $115K
|
11K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$95.1K - $109K
|
10.4K
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.91K+ 5.87% |
$90.4K - $103K
|
179K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.55K+ 38.59% |
$87.1K - $99.7K
|
34.3K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.35K+ 136.78% |
$85.3K - $97.6K
|
16.2K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8.93K+ 26.21% |
$81.4K - $93.2K
|
43K
$460K
|