Purchases and Sales Made in Q4 2025 in Blackrock Credit Allocation Income Trust (BTZ)
This table provides information about the institutional ownership of Blackrock Credit Allocation Income Trust (BTZ) during Q4 2025. 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 27, 2026
Q4 2025
|
Emissary Wealth LLC
Hackensack, NJ |
BUY
|
- |
264KNew |
$2.85M - $2.95M
|
264K
$2.85M
|
|
|
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 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 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
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-90- 0.17% |
$972 - $1.01K
|
54K
$583K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-297- 15.29% |
$3.21K - $3.32K
|
1.65K
$17.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-376- 1.18% |
$4.06K - $4.2K
|
31.4K
$339K
|
|
|
Jan 27, 2026
Q4 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-410- 1.75% |
$4.43K - $4.58K
|
23K
$248K
|
|
|
Jan 28, 2026
Q4 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-441- 7.32% |
$4.76K - $4.93K
|
5.58K
$60.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-500- 3.57% |
$5.4K - $5.59K
|
13.5K
$146K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-635- 69.1% |
$6.86K - $7.09K
|
284
$3.07K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.41K- 7.12% |
$15.2K - $15.7K
|
18.4K
$199K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.61K- 3.34% |
$17.4K - $18K
|
46.6K
$503K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
SELL
|
- |
-1.8K- 11.47% |
$19.4K - $20.1K
|
13.9K
$150K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.91K- 11.21% |
$20.6K - $21.3K
|
15.1K
$163K
|
|
|
Jan 06, 2026
Q4 2025
|
Canal Capital Management, LLC
|
SELL
|
- |
-2K- 15.22% |
$21.6K - $22.3K
|
11.1K
$120K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-3K- 21.47% |
$32.4K - $33.5K
|
11K
$118K
|
|
|
Jan 23, 2026
Q4 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-3.39K- 15.69% |
$36.6K - $37.9K
|
18.2K
$197K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.81K- 0.73% |
$51.9K - $53.7K
|
655K
$7.07M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-65.3K- 7.18% |
$705K - $730K
|
844K
$9.12M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-299K- 39.83% |
$3.23M - $3.34M
|
451K
$4.87M
|
|