Purchases and Sales Made in Q4 2021 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q4 2021. The information is specifically focused on institutions that hold shares of BLACKROCK CREDIT ALLOCATION INCOME TRUST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
765KNew |
$11.4M - $11.7M
|
765K
$8.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
284K+ 28.63% |
$4.23M - $4.36M
|
1.28M
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
160K+ 25.17% |
$2.38M - $2.46M
|
797K
$8.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
109K+ 10.6% |
$1.62M - $1.67M
|
1.13M
$12.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
66.4KNew |
$987K - $1.02M
|
66.4K
$713K
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
44.6K+ 5.5% |
$663K - $685K
|
857K
$9.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
37.2K+ 3.0% |
$552K - $570K
|
1.27M
$13.7M
|
|
|
Mar 09, 2022
Q4 2021
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
35.4KNew |
$525K - $543K
|
35.4K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.7K+ 6.3% |
$353K - $364K
|
400K
$4.3M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.4KNew |
$319K - $329K
|
21.4K
$230K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21K+ 9.84% |
$312K - $322K
|
234K
$2.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.3K+ 107.41% |
$302K - $312K
|
39.2K
$421K
|
|
|
Feb 07, 2022
Q4 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
19.4KNew |
$288K - $298K
|
19.4K
$208K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
18.5K+ 8.71% |
$275K - $284K
|
231K
$2.48M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.6K+ 10.54% |
$262K - $271K
|
185K
$1.99M
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
16.9K+ 26.85% |
$251K - $259K
|
79.7K
$856K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.5KNew |
$246K - $254K
|
16.5K
$178K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 2.57% |
$236K - $244K
|
634K
$6.81M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.1K+ 0.32% |
$224K - $232K
|
4.69M
$50.4M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14.7KNew |
$219K - $226K
|
14.7K
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
14.7KNew |
$218K - $226K
|
14.7K
$158K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14K+ 3.08% |
$208K - $215K
|
468K
$5.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.9K+ 110.78% |
$191K - $197K
|
24.5K
$263K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11.8K+ 1.41% |
$175K - $181K
|
850K
$9.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9KNew |
$161K - $167K
|
10.9K
$117K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7.89K+ 143.16% |
$117K - $121K
|
13.4K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.26K+ 8.8% |
$108K - $111K
|
89.8K
$965K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.7K+ 6.64% |
$99.6K - $103K
|
108K
$1.16M
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.56K+ 4.68% |
$97.4K - $101K
|
147K
$1.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
6.56K+ 4.68% |
$97.4K - $101K
|
147K
$1.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.64K+ 0.8% |
$83.9K - $86.6K
|
707K
$7.59M
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5KNew |
$74.3K - $76.8K
|
5K
$53.7K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.36K+ 6.52% |
$64.8K - $66.9K
|
71.2K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
3.76K+ 0.29% |
$55.9K - $57.8K
|
1.31M
$14.1M
|
|
|
Jan 11, 2022
Q4 2021
|
Stolper CO
|
BUY
|
- |
3.71K+ 6.79% |
$55.1K - $56.9K
|
58.3K
$627K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.71K+ 7.99% |
$55.1K - $56.9K
|
50.1K
$538K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.66K+ 3.03% |
$54.4K - $56.2K
|
124K
$1.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.5KNew |
$52K - $53.7K
|
3.5K
$37.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.1K+ 12.19% |
$46.1K - $47.6K
|
28.5K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
3.07K+ 8.96% |
$45.6K - $47.1K
|
37.3K
$401K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.75KNew |
$40.9K - $42.2K
|
2.75K
$29.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.52K+ 2.75% |
$37.4K - $38.6K
|
94K
$1.01M
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.22K+ 10.54% |
$32.9K - $34K
|
23.2K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.2K+ 21.57% |
$32.7K - $33.8K
|
12.4K
$133K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.17K+ 12.57% |
$32.3K - $33.3K
|
19.4K
$209K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2KNew |
$29.7K - $30.7K
|
2K
$21.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.94K+ 3.62% |
$28.8K - $29.8K
|
55.5K
$596K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 12.18% |
$27.3K - $28.2K
|
17K
$182K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.53KNew |
$22.8K - $23.5K
|
1.53K
$16.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.46KNew |
$21.8K - $22.5K
|
1.46K
$15.7K
|