Purchases and Sales Made in Q4 2024 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q4 2024. 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 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.86K+ 118.02% |
$29.7K - $32.1K
|
5.27K
$56.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
2.72KNew |
$28.2K - $30.6K
|
2.72K
$29.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.12K+ 16.53% |
$22.1K - $23.9K
|
15K
$161K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.51K+ 10.75% |
$15.7K - $17K
|
15.6K
$167K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$10.4K - $11.3K
|
1K
$10.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
763+ 0.55% |
$7.93K - $8.58K
|
141K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
547+ 0.97% |
$5.68K - $6.15K
|
56.7K
$609K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
526+ 4.5% |
$5.47K - $5.92K
|
12.2K
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$5.2K - $5.63K
|
500
$5.37K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
357+ 0.7% |
$3.71K - $4.02K
|
51.7K
$555K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
287+ 2.0% |
$2.98K - $3.23K
|
14.6K
$157K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
249+ 1.8% |
$2.59K - $2.8K
|
14.1K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
148+ 0.16% |
$1.54K - $1.67K
|
90.1K
$968K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
89+ 0.4% |
$925 - $1K
|
22.6K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85+ 0.38% |
$883 - $956
|
22.7K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
68+ 1.47% |
$707 - $765
|
4.7K
$50.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 1.45% |
$655 - $709
|
4.41K
$47.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
41+ 0.35% |
$426 - $461
|
11.6K
$125K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
38+ 0.26% |
$395 - $428
|
14.6K
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
35+ 0.23% |
$364 - $394
|
15.6K
$167K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
24+ 2.32% |
$249 - $270
|
1.06K
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
18New |
$187 - $203
|
18
$193
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17+ 0.1% |
$177 - $191
|
16.8K
$180K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
11+ 0.02% |
$114 - $124
|
56.3K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7+ 0.04% |
$72.7 - $78.8
|
16.4K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-140- 0.38% |
$1.45K - $1.58K
|
37.1K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-174- 42.03% |
$1.81K - $1.96K
|
240
$2.58K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-268- 21.91% |
$2.78K - $3.02K
|
955
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-500- 2.23% |
$5.2K - $5.63K
|
21.9K
$235K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.0% |
$5.2K - $5.63K
|
16.2K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-563- 2.57% |
$5.85K - $6.33K
|
21.4K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-583- 3.27% |
$6.06K - $6.56K
|
17.2K
$185K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-835- 1.11% |
$8.68K - $9.39K
|
74.6K
$801K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-871- 4.52% |
$9.05K - $9.8K
|
18.4K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-900- 3.62% |
$9.35K - $10.1K
|
24K
$258K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-999- 99.9% |
$10.4K - $11.2K
|
1
$10.7
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.18K- 2.85% |
$12.2K - $13.2K
|
40.1K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-1.21K- 2.95% |
$12.6K - $13.6K
|
39.8K
$427K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.21K- 0.59% |
$12.6K - $13.6K
|
204K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.21K- 6.9% |
$12.6K - $13.6K
|
16.3K
$175K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 9.88% |
$14.2K - $15.4K
|
12.5K
$134K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.38K- 25.65% |
$14.3K - $15.5K
|
4K
$43K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 5.21% |
$15.9K - $17.2K
|
27.8K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.78K- 3.48% |
$18.5K - $20K
|
49.4K
$530K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.85K- 15.58% |
$19.2K - $20.8K
|
10K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2K- 5.99% |
$20.8K - $22.5K
|
31.4K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-2.03K- 6.13% |
$21.1K - $22.8K
|
31.1K
$334K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.28K- 2.63% |
$23.6K - $25.6K
|
84.1K
$903K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.49K- 10.0% |
$25.9K - $28.1K
|
22.4K
$241K
|