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 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-52K- 73.66% |
$540K - $585K
|
18.6K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
51.5KNew |
$535K - $579K
|
51.5K
$556K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.1KNew |
$115K - $125K
|
11.1K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.6KNew |
$183K - $198K
|
17.6K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
526+ 4.5% |
$5.47K - $5.92K
|
12.2K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.21K- 6.9% |
$12.6K - $13.6K
|
16.3K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
42.5KNew |
$442K - $478K
|
42.5K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
32.5KNew |
$338K - $366K
|
32.5K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.85K- 15.58% |
$19.2K - $20.8K
|
10K
$108K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
3.51KNew |
$36.5K - $39.5K
|
3.51K
$38K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
43.5KNew |
$452K - $489K
|
43.5K
$469K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
10.3KNew |
$107K - $116K
|
10.3K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
13.4KNew |
$139K - $151K
|
13.4K
$144K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
13KNew |
$135K - $146K
|
13K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
10.5KNew |
$109K - $118K
|
10.5K
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$5.2K - $5.63K
|
500
$5.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.7K+ 4.64% |
$38.5K - $41.6K
|
83.5K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
26.7KNew |
$277K - $300K
|
26.7K
$288K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.37K- 9.88% |
$14.2K - $15.4K
|
12.5K
$135K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 5.21% |
$15.9K - $17.2K
|
27.8K
$301K
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
95.6KNew |
$993K - $1.08M
|
95.6K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
2.72KNew |
$28.2K - $30.6K
|
2.72K
$29.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1KNew |
$10.4K - $11.3K
|
1K
$10.8K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-871- 4.52% |
$9.05K - $9.8K
|
18.4K
$199K
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Clear Street LLC
|
BUY
|
- |
56New |
$589 - $632
|
56
$605
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
142New |
$1.49K - $1.6K
|
142
$1.53K
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-123K- 78.6% |
$1.29M - $1.39M
|
33.5K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.1KNew |
$127K - $137K
|
12.1K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.04K- 8.37% |
$10.9K - $11.7K
|
11.4K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.88K- 26.38% |
$93.3K - $100K
|
24.8K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.5K- 5.3% |
$15.8K - $16.9K
|
26.8K
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-716- 4.88% |
$7.53K - $8.08K
|
14K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
26.8KNew |
$282K - $302K
|
26.8K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$11.4K - $12.3K
|
1.09K
$11.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2KNew |
$21K - $22.6K
|
2K
$21.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.11K- 4.4% |
$11.7K - $12.5K
|
24.1K
$260K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
446+ 0.46% |
$4.69K - $5.03K
|
97.8K
$1.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.67KNew |
$59.6K - $64K
|
5.67K
$61.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-22.8K- 7.51% |
$240K - $258K
|
281K
$3.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.8K+ 5.07% |
$513K - $550K
|
1.01M
$10.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-107- 51.94% |
$1.12K - $1.21K
|
99
$1.07K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
750New |
$7.88K - $8.46K
|
750
$8.1K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.11K- 23.34% |
$51.2K - $55.3K
|
16.8K
$181K
|
|
|
Aug 07, 2025
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5+ 2.3% |
$50.1 - $54.1
|
222
$2.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
873New |
$8.74K - $9.45K
|
873
$9.43K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
197+ 0.7% |
$1.97K - $2.13K
|
28.2K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-18.8K- 12.89% |
$188K - $203K
|
127K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-262K- 69.3% |
$2.62M - $2.84M
|
116K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
744New |
$7.45K - $8.05K
|
744
$8.04K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.1KNew |
$11K - $11.9K
|
1.1K
$11.9K
|
|