Latest Institutional Transactions on Blackrock Credit Allocation Income Trust (BTZ)
This table provides information on the latest institutional transactions involving Blackrock Credit Allocation Income Trust (BTZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-376- 1.18% |
$4.06K - $4.2K
|
31.4K
$339K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3.39K- 15.69% |
$36.6K - $37.9K
|
18.2K
$197K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.8K- 11.47% |
$19.4K - $20.1K
|
13.9K
$150K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.6K+ 57.4% |
$136K - $140K
|
34.5K
$372K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 0.38% |
$162 - $168
|
3.95K
$42.7K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
811+ 2.31% |
$8.76K - $9.06K
|
35.9K
$388K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.81K- 0.73% |
$51.9K - $53.7K
|
655K
$7.07M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$113K - $117K
|
10.5K
$113K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
134+ 1.05% |
$1.45K - $1.5K
|
12.9K
$140K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 93.39% |
$113K - $117K
|
21.7K
$235K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.61K- 3.34% |
$17.4K - $18K
|
46.6K
$503K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-299K- 39.83% |
$3.23M - $3.34M
|
451K
$4.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-90- 0.17% |
$972 - $1.01K
|
54K
$583K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-635- 69.1% |
$6.86K - $7.09K
|
284
$3.07K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-65.3K- 7.18% |
$705K - $730K
|
844K
$9.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-500- 3.57% |
$5.4K - $5.59K
|
13.5K
$146K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
1.78K+ 2.22% |
$19.3K - $19.9K
|
82.1K
$886K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3K- 21.47% |
$32.4K - $33.5K
|
11K
$118K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-2K- 15.22% |
$21.6K - $22.3K
|
11.1K
$120K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.91K- 11.21% |
$20.6K - $21.3K
|
15.1K
$163K
|
|
| Q3 2025 | |||||||
|
Jan 05, 2026
Q3 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-4.03K- 38.5% |
$43.6K - $45K
|
6.44K
$69.6K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
10.9KNew |
$118K - $122K
|
10.9K
$118K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.71KNew |
$18.5K - $19K
|
1.71K
$18.4K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.32KNew |
$101K - $104K
|
9.32K
$101K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$43.2 - $44.6
|
4
$43.2
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.2K- 25.76% |
$251K - $259K
|
66.8K
$722K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.34K- 9.44% |
$90.1K - $92.9K
|
80K
$864K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
534+ 1.64% |
$5.77K - $5.95K
|
33K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61- 0.11% |
$659 - $680
|
55.9K
$604K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5+ 0.03% |
$54.1 - $55.8
|
16.4K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-10.5K- 20.56% |
$113K - $117K
|
40.5K
$438K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.8KNew |
$257K - $266K
|
23.8K
$257K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
357+ 0.47% |
$3.86K - $3.98K
|
76K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
750New |
$8.11K - $8.36K
|
750
$8.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.29K+ 10.17% |
$14K - $14.4K
|
14K
$151K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.84KNew |
$19.9K - $20.5K
|
1.84K
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.9K+ 10.97% |
$270K - $278K
|
252K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4KNew |
$286K - $295K
|
26.4K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.1K+ 3.82% |
$11.9K - $12.3K
|
29.9K
$323K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36.8K+ 2.48% |
$397K - $410K
|
1.52M
$16.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
20.8K+ 13.02% |
$225K - $232K
|
180K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$110K - $114K
|
10.2K
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 8.23% |
$145K - $150K
|
177K
$1.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24KNew |
$259K - $267K
|
24K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
80.2KNew |
$867K - $895K
|
80.2K
$866K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-86.4K- 1.62% |
$934K - $964K
|
5.26M
$56.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
333K+ 7.28% |
$3.6M - $3.71M
|
4.9M
$53M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.52K- 6.67% |
$16.5K - $17K
|
21.3K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-981- 3.44% |
$10.6K - $10.9K
|
27.5K
$297K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
105K+ 18.63% |
$1.14M - $1.17M
|
669K
$7.22M
|
|