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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.3KNew |
$57.3K - $59.1K
|
5.3K
$57.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
176+ 1.32% |
$1.9K - $1.96K
|
13.5K
$146K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
80+ 1.34% |
$865 - $892
|
6.06K
$65.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
64.6K+ 38.59% |
$699K - $721K
|
232K
$2.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.15K- 13.93% |
$55.6K - $57.4K
|
31.8K
$343K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.63K+ 3.38% |
$17.6K - $18.2K
|
49.8K
$538K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$162K - $167K
|
15K
$162K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.86K- 63.84% |
$30.9K - $31.8K
|
1.62K
$17.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.04K+ 8.88% |
$11.3K - $11.6K
|
12.8K
$138K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.12K- 10.85% |
$33.8K - $34.8K
|
25.6K
$277K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.97K- 20.97% |
$32.1K - $33.1K
|
11.2K
$121K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.94KNew |
$21K - $21.7K
|
1.94K
$21K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-7.99K- 2.28% |
$86.3K - $89.1K
|
343K
$3.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
5+ 2.3% |
$54.1 - $55.8
|
222
$2.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-221- 0.08% |
$2.39K - $2.46K
|
266K
$2.88M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-20.1K- 15.49% |
$218K - $225K
|
110K
$1.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.28K- 8.22% |
$24.6K - $25.4K
|
25.4K
$274K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2K+ 6.3% |
$21.6K - $22.3K
|
33.8K
$365K
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
76+ 0.35% |
$822 - $847
|
21.6K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
98.1K+ 19.96% |
$1.06M - $1.09M
|
590K
$6.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
SELL
|
- |
-7.73K- 2.62% |
$83.6K - $86.2K
|
287K
$3.1M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-624- 1.23% |
$6.75K - $6.96K
|
50.3K
$543K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-169- 2.73% |
$1.83K - $1.88K
|
6.02K
$65.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.72K- 13.73% |
$40.2K - $41.5K
|
23.4K
$252K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.61K+ 38.48% |
$93.1K - $96K
|
31K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 12.78% |
$21.6K - $22.3K
|
17.7K
$191K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.12K+ 2.58% |
$12.1K - $12.5K
|
44.5K
$481K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
40+ 0.18% |
$432 - $446
|
21.7K
$235K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-64.7K- 6.64% |
$699K - $721K
|
909K
$9.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
636+ 224.73% |
$6.88K - $7.09K
|
919
$9.93K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
636+ 3.89% |
$6.88K - $7.09K
|
17K
$184K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-19.1K- 8.4% |
$206K - $213K
|
208K
$2.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
378+ 1.1% |
$4.09K - $4.21K
|
34.7K
$375K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.6K- 98.38% |
$158K - $163K
|
240
$2.59K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
15K+ 83.33% |
$162K - $167K
|
33K
$356K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.48K- 14.46% |
$48.4K - $50K
|
26.5K
$286K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-562- 4.01% |
$6.08K - $6.27K
|
13.4K
$145K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.09% |
$5.41K - $5.58K
|
15.7K
$169K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.37M- 64.59% |
$14.8M - $15.3M
|
750K
$8.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-185- 0.93% |
$2K - $2.06K
|
19.8K
$214K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.19K- 0.33% |
$23.7K - $24.4K
|
659K
$7.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-757- 2.11% |
$8.18K - $8.44K
|
35.1K
$379K
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-273- 0.5% |
$2.95K - $3.04K
|
54.1K
$584K
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-263- 0.54% |
$2.84K - $2.93K
|
48.2K
$521K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.1KNew |
$390K - $402K
|
36.1K
$389K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
15K+ 12.52% |
$162K - $167K
|
135K
$1.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-21.9K- 33.38% |
$236K - $244K
|
43.6K
$471K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-5.9K- 29.5% |
$63.8K - $65.8K
|
14.1K
$152K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
SELL
|
- |
-197- 0.24% |
$2.13K - $2.2K
|
80.3K
$867K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 0.38% |
$162 - $167
|
3.94K
$42.5K
|
|