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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.48K+ 27.47% |
$46.5K - $50.4K
|
20.8K
$210K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 5.21% |
$15.9K - $17.2K
|
27.8K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.21K- 0.59% |
$12.6K - $13.6K
|
204K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
85+ 0.38% |
$883 - $956
|
22.7K
$230K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 9.88% |
$14.2K - $15.4K
|
12.5K
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-8.25K- 6.94% |
$85.7K - $92.8K
|
111K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.18K- 2.85% |
$12.2K - $13.2K
|
40.1K
$405K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
95.6KNew |
$993K - $1.08M
|
95.6K
$967K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-563- 2.57% |
$5.85K - $6.33K
|
21.4K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-396K- 12.39% |
$4.12M - $4.46M
|
2.8M
$28.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
2.72KNew |
$28.2K - $30.6K
|
2.72K
$27.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
34.3KNew |
$356K - $385K
|
34.3K
$346K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$10.4K - $11.3K
|
1K
$10.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-140- 0.38% |
$1.45K - $1.58K
|
37.1K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
12.4KNew |
$129K - $140K
|
12.4K
$125K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-500- 3.0% |
$5.2K - $5.63K
|
16.2K
$164K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-174- 42.03% |
$1.81K - $1.96K
|
240
$2.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-500- 2.23% |
$5.2K - $5.63K
|
21.9K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
BUY
|
- |
10K+ 100.0% |
$104K - $113K
|
20K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.38K- 25.65% |
$14.3K - $15.5K
|
4K
$40.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.5KNew |
$161K - $174K
|
15.5K
$156K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
547+ 0.97% |
$5.68K - $6.15K
|
56.7K
$573K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.78K- 3.48% |
$18.5K - $20K
|
49.4K
$499K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-871- 4.52% |
$9.05K - $9.8K
|
18.4K
$186K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-352K- 91.92% |
$3.65M - $3.96M
|
30.9K
$313K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4+ 0.01% |
$42 - $45.1
|
28.4K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
142New |
$1.49K - $1.6K
|
142
$1.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
56New |
$589 - $632
|
56
$566
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.04K- 8.37% |
$10.9K - $11.7K
|
11.4K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$127K - $137K
|
12.1K
$123K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-123K- 78.6% |
$1.29M - $1.39M
|
33.5K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
12.2K+ 25.65% |
$128K - $137K
|
59.6K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
10.4K+ 25.57% |
$109K - $117K
|
51K
$516K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.88K- 26.38% |
$93.3K - $100K
|
24.8K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.8KNew |
$282K - $302K
|
26.8K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-716- 4.88% |
$7.53K - $8.08K
|
14K
$141K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.5K- 5.3% |
$15.8K - $16.9K
|
26.8K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$11.4K - $12.3K
|
1.09K
$11K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-500- 4.0% |
$5.26K - $5.64K
|
12K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2KNew |
$21K - $22.6K
|
2K
$20.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.03K- 10.65% |
$21.3K - $22.9K
|
17K
$172K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.5K+ 6.39% |
$110K - $118K
|
175K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 4.4% |
$11.7K - $12.5K
|
24.1K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
446+ 0.46% |
$4.69K - $5.03K
|
97.8K
$989K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.67KNew |
$59.6K - $64K
|
5.67K
$57.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.8K+ 5.07% |
$513K - $550K
|
1.01M
$10.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.8K- 7.51% |
$240K - $258K
|
281K
$2.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-107- 51.94% |
$1.12K - $1.21K
|
99
$1K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
750New |
$7.88K - $8.46K
|
750
$7.58K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
873New |
$8.74K - $9.45K
|
873
$8.83K
|
|