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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-400- 9.09% |
$4.32K - $4.46K
|
4K
$43.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
252+ 2.29% |
$2.72K - $2.81K
|
11.2K
$121K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
30+ 3.0% |
$324 - $335
|
1.03K
$11.1K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17K- 1.92% |
$168K - $186K
|
872K
$9.42M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
65New |
$641 - $710
|
65
$702
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.83KNew |
$77.2K - $85.5K
|
7.83K
$84.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-36.4K- 22.29% |
$358K - $397K
|
127K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-873- 7.08% |
$8.61K - $9.53K
|
11.4K
$124K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.72K- 5.6% |
$46.5K - $51.5K
|
79.5K
$858K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
29.6KNew |
$292K - $324K
|
29.6K
$320K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.1KNew |
$119K - $132K
|
12.1K
$131K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
15.3KNew |
$151K - $167K
|
15.3K
$165K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
413New |
$4.07K - $4.51K
|
413
$4.46K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 9.76% |
$14.8K - $16.3K
|
13.8K
$149K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-483- 0.96% |
$4.76K - $5.27K
|
49.7K
$537K
|
|
|
Aug 11, 2025
Q2 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
15.7KNew |
$155K - $172K
|
15.7K
$170K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.58K- 13.03% |
$15.5K - $17.2K
|
10.5K
$114K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.55K- 2.03% |
$35K - $38.7K
|
171K
$1.85M
|
|
|
Aug 05, 2025
Q2 2025
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-1.72K- 5.53% |
$16.9K - $18.8K
|
29.4K
$317K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.3KNew |
$101K - $112K
|
10.3K
$111K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-143- 14.97% |
$1.41K - $1.56K
|
812
$8.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1K+ 8.06% |
$9.86K - $10.9K
|
13.4K
$145K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.97KNew |
$68.7K - $76.1K
|
6.97K
$75.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-290- 2.21% |
$2.86K - $3.17K
|
12.8K
$138K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
SELL
|
- |
-1K- 8.38% |
$9.86K - $10.9K
|
10.9K
$118K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1K- 33.74% |
$9.86K - $10.9K
|
1.96K
$21.2K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
146K+ 159.05% |
$1.52M - $1.59M
|
237K
$2.56M
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-806Closed |
$8.44K - $8.8K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
200New |
$2.09K - $2.18K
|
200
$2.16K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.47K+ 89.94% |
$57.3K - $59.8K
|
11.6K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.4K+ 66.18% |
$192K - $200K
|
46.1K
$498K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.15KNew |
$12K - $12.6K
|
1.15K
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10New |
$105 - $109
|
10
$108
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-30.2K- 34.59% |
$316K - $330K
|
57.1K
$616K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2K- 16.67% |
$20.9K - $21.8K
|
10K
$108K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3K- 17.65% |
$31.4K - $32.8K
|
14K
$151K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
9.58KNew |
$100K - $105K
|
9.58K
$104K
|
|
|
May 02, 2025
Q1 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-9- 0.07% |
$94.2 - $98.3
|
13.2K
$143K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.86K- 54.13% |
$29.9K - $31.2K
|
2.42K
$26.1K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
175+ 1.2% |
$1.83K - $1.91K
|
14.8K
$160K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1K+ 3.23% |
$10.5K - $10.9K
|
31.9K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
29.5KNew |
$309K - $322K
|
29.5K
$318K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
46New |
$482 - $502
|
46
$497
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999+ 99900.0% |
$10.5K - $10.9K
|
1K
$10.8K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.87K- 34.91% |
$103K - $111K
|
18.4K
$199K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
14.6KNew |
$152K - $164K
|
14.6K
$158K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
351New |
$3.65K - $3.95K
|
351
$3.79K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
56.5KNew |
$587K - $636K
|
56.5K
$610K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
249+ 1.8% |
$2.59K - $2.8K
|
14.1K
$152K
|
|