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 |
---|---|---|---|---|---|---|---|
Apr 30, 2019
Q1 2019
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-373Closed |
$4.2K - $4.63K
|
0
$0
|
|
Apr 02, 2019
Q1 2019
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-3KClosed |
$33.8K - $37.2K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-500- 16.67% |
$5.53K - $6.22K
|
2.5K
$25.3K
|
|
Feb 14, 2019
Q4 2018
|
Nine Masts Capital LTD
|
SELL
|
- |
-26.6KClosed |
$294K - $331K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-213KClosed |
$2.35M - $2.65M
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-13.8KClosed |
$153K - $172K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.5KClosed |
$27.7K - $31.1K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
New Vernon Investment Management LLC
Highland Park, IL |
SELL
|
- |
-140KClosed |
$1.55M - $1.75M
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Rmb Capital Management, LLC
|
SELL
|
- |
-179KClosed |
$1.98M - $2.23M
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-1.5KClosed |
$16.6K - $18.7K
|
0
$0
|
|
Jan 25, 2019
Q4 2018
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
18.4KNew |
$203K - $229K
|
18.4K
$186K
|
|
Jan 22, 2019
Q4 2018
|
Eukles Asset Management
|
BUY
|
- |
1.66KNew |
$18.4K - $20.7K
|
1.66K
$16.8K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-283Closed |
$3.41K - $3.52K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
38.5KNew |
$464K - $479K
|
38.5K
$389K
|
|
Nov 13, 2018
Q3 2018
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-12.4KClosed |
$150K - $154K
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.01KClosed |
$36.3K - $37.5K
|
0
$0
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.4KClosed |
$186K - $192K
|
0
$0
|
|
Oct 05, 2018
Q3 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-109KClosed |
$1.32M - $1.36M
|
0
$0
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
500New |
$6.03K - $6.33K
|
500
$5.06K
|
|
Aug 14, 2018
Q2 2018
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.4KClosed |
$16.9K - $17.7K
|
0
$0
|
|
Aug 10, 2018
Q2 2018
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-21.2KClosed |
$256K - $268K
|
0
$0
|
|
Jul 26, 2018
Q2 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10KClosed |
$121K - $127K
|
0
$0
|
|
Q1 2018 | |||||||
May 15, 2018
Q1 2018
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-134KClosed |
$1.68M - $1.78M
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-209KClosed |
$2.62M - $2.78M
|
0
$0
|
|
May 14, 2018
Q1 2018
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-13.2KClosed |
$165K - $175K
|
0
$0
|
|
May 10, 2018
Q1 2018
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-94.8KClosed |
$1.19M - $1.26M
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.01KClosed |
$12.7K - $13.4K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.96KClosed |
$87.3K - $92.4K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.64KClosed |
$33.2K - $35.1K
|
0
$0
|
|
Apr 03, 2018
Q1 2018
|
Washington Trust Bank
|
SELL
|
- |
-1.85KClosed |
$23.2K - $24.6K
|
0
$0
|
|
Q4 2017 | |||||||
Feb 14, 2018
Q4 2017
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-76Closed |
$993 - $1.04K
|
0
$0
|
|
Feb 06, 2018
Q4 2017
|
Ae Wealth Management LLC
|
SELL
|
- |
-46.8KClosed |
$612K - $639K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 13, 2017
Q3 2017
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-642KClosed |
$8.5M - $8.72M
|
0
$0
|
|
Nov 07, 2017
Q3 2017
|
Motco
|
SELL
|
- |
-400Closed |
$5.3K - $5.44K
|
0
$0
|
|
Oct 13, 2017
Q3 2017
|
First Premier Bank
|
BUY
|
- |
1.7KNew |
$22.5K - $23.1K
|
1.7K
$17.2K
|
|
Q4 2016 | |||||||
Jan 03, 2024
Q4 2016
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1KNew |
N/A
|
1K
$10.1K
|