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, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-26.1KClosed |
$388K - $401K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.2KClosed |
$152K - $157K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.82KClosed |
$56.7K - $58.6K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.38KClosed |
$35.3K - $36.5K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-500Closed |
$7.43K - $7.68K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.1KClosed |
$165K - $170K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5KClosed |
$74.3K - $76.8K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-64.8KClosed |
$968K - $1.03M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.58KClosed |
$98.4K - $105K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-41Closed |
$613 - $653
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
493+ 6162.5% |
$7.37K - $7.85K
|
501
$5.12K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
16.6KNew |
$249K - $265K
|
16.6K
$170K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-184Closed |
$2.75K - $2.93K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-49- 0.45% |
$733 - $781
|
10.9K
$111K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-10KClosed |
$150K - $159K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.42KClosed |
$20.5K - $22.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.31KClosed |
$76.5K - $82.8K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-57Closed |
$821 - $889
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-285Closed |
$4.1K - $4.44K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-472Closed |
$6.8K - $7.36K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02KNew |
$14.7K - $15.9K
|
1.02K
$10.4K
|
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-90.9KClosed |
$1.31M - $1.42M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
283New |
$3.98K - $4.28K
|
283
$2.89K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2Closed |
$28.1 - $30.2
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-1.59KClosed |
$22.3K - $24K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-200Closed |
$2.81K - $3.02K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-1.06KClosed |
$14.9K - $16K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25.6KClosed |
$360K - $387K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
723KNew |
$9.96M - $10.8M
|
723K
$7.38M
|
|
|
Feb 12, 2021
Q4 2020
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-16.9KClosed |
$232K - $253K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Burney CO
Reston, VA |
SELL
|
- |
-29.7KClosed |
$409K - $445K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1KClosed |
$13.8K - $15K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-400Closed |
$5.51K - $5.99K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-3.65KClosed |
$50.3K - $54.7K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
230New |
$3.17K - $3.45K
|
230
$2.35K
|
|
|
Jan 29, 2021
Q4 2020
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-108KClosed |
$1.48M - $1.61M
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-55Closed |
$757 - $824
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
200New |
$2.75K - $3K
|
200
$2.04K
|
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.39K- 52.9% |
$19.1K - $20.7K
|
1.23K
$12.6K
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.22KClosed |
$16.2K - $17.6K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1KNew |
$13.4K - $14.5K
|
1K
$10.2K
|
|
|
Nov 02, 2020
Q3 2020
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-10.4KClosed |
$138K - $150K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-195Closed |
$2.6K - $2.82K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$27.7K - $30K
|
0
$0
|
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-6.15KClosed |
$82.1K - $88.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
51+ 1.25% |
$582 - $725
|
4.13K
$42.2K
|
|
|
Aug 17, 2020
Q2 2020
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-2Closed |
$22.8 - $28.4
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.7KClosed |
$214K - $266K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-11.4KClosed |
$130K - $161K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-3.55KClosed |
$40.5K - $50.4K
|
0
$0
|
|