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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$50.2K - $57.4K
|
5.5K
$58.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.09K+ 39.22% |
$37.3K - $42.6K
|
14.5K
$155K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
3.36K+ 5.55% |
$30.7K - $35.1K
|
64K
$685K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.94KNew |
$26.8K - $30.7K
|
2.94K
$31.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65KNew |
$24.1K - $27.6K
|
2.65K
$28.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2.5K+ 18.52% |
$22.8K - $26.1K
|
16K
$171K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
1.36KNew |
$12.4K - $14.2K
|
1.36K
$14.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$9.27K - $10.6K
|
1.02K
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
908+ 3.12% |
$8.28K - $9.48K
|
30K
$321K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
816+ 3.95% |
$7.44K - $8.52K
|
21.5K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
744New |
$6.79K - $7.77K
|
744
$7.97K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
734+ 1.22% |
$6.69K - $7.66K
|
60.8K
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
675+ 3.44% |
$6.16K - $7.05K
|
20.3K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
573+ 3.92% |
$5.23K - $5.98K
|
15.2K
$163K
|
|
|
Jan 05, 2024
Q4 2023
|
Wela Strategies, Inc.
|
BUY
|
- |
441+ 0.46% |
$4.02K - $4.6K
|
95.5K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
409New |
$3.73K - $4.27K
|
409
$4.38K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
392+ 1.3% |
$3.58K - $4.09K
|
30.6K
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
272+ 2.26% |
$2.48K - $2.84K
|
12.3K
$132K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$2.28K - $2.61K
|
500
$5.36K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 137.93% |
$2.19K - $2.51K
|
414
$4.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
179+ 5.59% |
$1.63K - $1.87K
|
3.38K
$36.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172New |
$1.57K - $1.8K
|
172
$1.84K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
170+ 1.25% |
$1.55K - $1.77K
|
13.8K
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
107+ 108.08% |
$976 - $1.12K
|
206
$2.21K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
95+ 0.19% |
$866 - $992
|
50K
$536K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
74+ 0.56% |
$675 - $773
|
13.2K
$141K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
16+ 1.7% |
$146 - $167
|
956
$10.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 3.38% |
$63.8 - $73.1
|
214
$2.29K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3+ 0.01% |
$27.4 - $31.3
|
30K
$321K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2- 0.93% |
$18.2 - $20.9
|
212
$2.27K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-126- 0.5% |
$1.15K - $1.32K
|
25.3K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-188- 0.79% |
$1.71K - $1.96K
|
23.6K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-223- 8.43% |
$2.03K - $2.33K
|
2.42K
$26K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-427- 0.76% |
$3.89K - $4.46K
|
55.8K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-810- 0.99% |
$7.39K - $8.46K
|
80.7K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-950- 75.04% |
$8.66K - $9.92K
|
316
$3.38K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1K- 7.73% |
$9.12K - $10.4K
|
11.9K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.34K- 4.81% |
$12.2K - $13.9K
|
26.4K
$283K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.4K- 6.79% |
$12.8K - $14.6K
|
19.2K
$206K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.92K- 8.82% |
$17.5K - $20K
|
19.8K
$212K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.02K- 2.3% |
$18.4K - $21.1K
|
85.7K
$918K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2.08K- 8.77% |
$19K - $21.7K
|
21.6K
$232K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.31K- 10.34% |
$21.1K - $24.1K
|
20K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.47K- 7.89% |
$22.5K - $25.8K
|
28.9K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.71K- 19.65% |
$24.7K - $28.3K
|
11.1K
$119K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.33K- 20.33% |
$30.4K - $34.8K
|
13.1K
$140K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-4.2K- 19.82% |
$38.3K - $43.8K
|
17K
$182K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.81K- 14.85% |
$43.8K - $50.2K
|
27.6K
$295K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.24K- 3.79% |
$47.8K - $54.7K
|
133K
$1.43M
|