Latest Institutional Purchases of Blackrock Credit Allocation Income Trust (BTZ)
This list provides information on the latest institutional transactions involving Blackrock Credit Allocation Income Trust (BTZ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2026
Q4 2025
|
Emissary Wealth LLC
Hackensack, NJ |
BUY
|
- |
264KNew |
$2.85M - $2.95M
|
264K
$2.85M
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
31K+ 14.92% |
$335K - $346K
|
239K
$2.58M
|
|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.6K+ 62.31% |
$222K - $230K
|
53.6K
$578K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.6K+ 57.4% |
$136K - $140K
|
34.5K
$372K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5KNew |
$113K - $117K
|
10.5K
$113K
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.5K+ 93.39% |
$113K - $117K
|
21.7K
$235K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
2.43K+ 0.36% |
$26.2K - $27.1K
|
671K
$7.25M
|
|
|
Jan 27, 2026
Q4 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.06K+ 1.87% |
$22.2K - $23K
|
112K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
1.78K+ 2.22% |
$19.3K - $19.9K
|
82.1K
$886K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.76KNew |
$19K - $19.6K
|
1.76K
$19K
|
|
|
Jan 20, 2026
Q4 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
811+ 2.31% |
$8.76K - $9.06K
|
35.9K
$388K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
411+ 16.99% |
$4.44K - $4.59K
|
2.83K
$30.6K
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
188+ 0.61% |
$2.03K - $2.1K
|
31.2K
$337K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
134+ 1.05% |
$1.45K - $1.5K
|
12.9K
$140K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 0.38% |
$162 - $168
|
3.95K
$42.7K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
333K+ 7.28% |
$3.6M - $3.71M
|
4.9M
$53M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
300K+ 44.68% |
$3.25M - $3.35M
|
972K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
167K+ 2.9% |
$1.81M - $1.87M
|
5.94M
$64.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
167K+ 9.6% |
$1.81M - $1.86M
|
1.91M
$20.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
98.1K+ 19.96% |
$1.06M - $1.09M
|
590K
$6.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
80.2KNew |
$867K - $895K
|
80.2K
$866K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
73.8KNew |
$798K - $823K
|
73.8K
$797K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
64.6K+ 38.59% |
$699K - $721K
|
232K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
52.1KNew |
$563K - $580K
|
52.1K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
37.7K+ 42.79% |
$408K - $421K
|
126K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
36.8K+ 2.48% |
$397K - $410K
|
1.52M
$16.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
36.1K+ 14.66% |
$390K - $402K
|
282K
$3.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
36.1KNew |
$390K - $402K
|
36.1K
$389K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.4KNew |
$286K - $295K
|
26.4K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.9K+ 10.97% |
$270K - $278K
|
252K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24KNew |
$259K - $267K
|
24K
$259K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
23.8KNew |
$257K - $266K
|
23.8K
$257K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$162K - $167K
|
15K
$162K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
15K+ 12.52% |
$162K - $167K
|
135K
$1.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 8.23% |
$145K - $150K
|
177K
$1.91M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
10.9KNew |
$118K - $122K
|
10.9K
$118K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.2KNew |
$110K - $114K
|
10.2K
$110K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.92K+ 0.95% |
$107K - $111K
|
1.06M
$11.4M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
9.32KNew |
$101K - $104K
|
9.32K
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
5.3KNew |
$57.3K - $59.1K
|
5.3K
$57.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.15K+ 0.41% |
$55.6K - $57.4K
|
1.27M
$13.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2K+ 6.3% |
$21.6K - $22.3K
|
33.8K
$365K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 12.78% |
$21.6K - $22.3K
|
17.7K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.84KNew |
$19.9K - $20.5K
|
1.84K
$19.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.71KNew |
$18.5K - $19K
|
1.71K
$18.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.63K+ 3.38% |
$17.6K - $18.2K
|
49.8K
$538K
|
|
|
Nov 12, 2025
Q3 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.35K+ 1.18% |
$14.6K - $15.1K
|
116K
$1.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.29K+ 10.17% |
$14K - $14.4K
|
14K
$151K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.23K+ 9.71% |
$13.3K - $13.7K
|
13.9K
$150K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.12K+ 2.58% |
$12.1K - $12.5K
|
44.5K
$481K
|
|