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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58KNew |
$15.8K - $17K
|
1.58K
$17K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
500+ 2.33% |
$5.01K - $5.41K
|
22K
$237K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-22.5K- 66.86% |
$233K - $250K
|
11.1K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.1KNew |
$157K - $168K
|
15.1K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
575New |
$5.96K - $6.39K
|
575
$6.21K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.7KNew |
$142K - $152K
|
13.7K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.7KNew |
$142K - $152K
|
13.7K
$148K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$105K - $113K
|
10.2K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
6.54KNew |
$67.7K - $72.7K
|
6.54K
$70.6K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
10KNew |
$104K - $111K
|
10K
$108K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.7KNew |
$131K - $141K
|
12.7K
$137K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-3.1K- 14.51% |
$32.1K - $34.4K
|
18.2K
$197K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-2.5K- 15.63% |
$25.9K - $27.8K
|
13.5K
$146K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
250+ 100.0% |
$2.28K - $2.61K
|
500
$5.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-201K- 97.68% |
$1.84M - $2.1M
|
4.79K
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
409New |
$3.73K - $4.27K
|
409
$4.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
82.5KNew |
$752K - $861K
|
82.5K
$891K
|
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
26.5KNew |
$241K - $276K
|
26.5K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
42.6KNew |
$389K - $445K
|
42.6K
$460K
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-13.4K- 3.81% |
$122K - $139K
|
337K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
53.3KNew |
$486K - $556K
|
53.3K
$575K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
31.8KNew |
$290K - $332K
|
31.8K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
12.5KNew |
$114K - $131K
|
12.5K
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
172New |
$1.57K - $1.8K
|
172
$1.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.5KNew |
$50.2K - $57.4K
|
5.5K
$59.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.33K- 20.33% |
$30.4K - $34.8K
|
13.1K
$141K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
14.4KNew |
$131K - $150K
|
14.4K
$155K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
11KNew |
$100K - $115K
|
11K
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7KNew |
$125K - $143K
|
13.7K
$148K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02KNew |
$9.27K - $10.6K
|
1.02K
$11K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
12.1KNew |
$110K - $126K
|
12.1K
$130K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
17KNew |
$155K - $177K
|
17K
$184K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.94KNew |
$26.8K - $30.7K
|
2.94K
$31.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.02K- 2.3% |
$18.4K - $21.1K
|
85.7K
$926K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-134Closed |
$1.29K - $1.38K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
25KNew |
$241K - $257K
|
25K
$270K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-843- 4.19% |
$8.12K - $8.67K
|
19.3K
$208K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-549- 22.34% |
$5.29K - $5.65K
|
1.91K
$20.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25.1KNew |
$241K - $258K
|
25.1K
$271K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-9K- 40.0% |
$86.7K - $92.6K
|
13.5K
$146K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-600- 3.37% |
$5.78K - $6.17K
|
17.2K
$186K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-7KClosed |
$67.4K - $72K
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
361+ 7.19% |
$3.48K - $3.71K
|
5.38K
$58.1K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.52KNew |
$15.2K - $16K
|
1.52K
$16.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-11K- 42.57% |
$110K - $115K
|
14.8K
$160K
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-6.42K- 34.64% |
$64K - $67.4K
|
12.1K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
10.3KNew |
$102K - $108K
|
10.3K
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
2+ 1.0% |
$19.9 - $21
|
202
$2.18K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2KNew |
$19.9K - $21K
|
2K
$21.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2KNew |
$19.9K - $21K
|
2K
$21.6K
|
|