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 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-6.98K- 17.21% |
$63.7K - $72.9K
|
33.6K
$365K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.15K- 26.2% |
$65.2K - $74.7K
|
20.2K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.67K- 17.05% |
$70K - $80.1K
|
37.3K
$405K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-10.2K- 6.61% |
$93K - $106K
|
144K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-13.4K- 3.81% |
$122K - $139K
|
337K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.6K- 15.21% |
$133K - $153K
|
81.5K
$885K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-15K- 4.51% |
$136K - $156K
|
316K
$3.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-15.5K- 15.55% |
$141K - $162K
|
84.2K
$914K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-19.9K- 5.94% |
$182K - $208K
|
316K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-38.3K- 7.39% |
$349K - $400K
|
480K
$5.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-49.4K- 89.07% |
$450K - $515K
|
6.05K
$65.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-70.9K- 12.46% |
$647K - $740K
|
498K
$5.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-134K- 15.1% |
$1.22M - $1.4M
|
754K
$8.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-161K- 2.66% |
$1.47M - $1.68M
|
5.89M
$63.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-179K- 5.26% |
$1.63M - $1.87M
|
3.22M
$35M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-201K- 97.68% |
$1.84M - $2.1M
|
4.79K
$52K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-205K- 51.46% |
$1.87M - $2.14M
|
193K
$2.1M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-240K- 90.31% |
$2.19M - $2.5M
|
25.7K
$280K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-565K- 85.65% |
$5.15M - $5.9M
|
94.6K
$1.03M
|