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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.14 -0.08 (-0.49%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Capital Allocation Term Trust (NYSE:BCAT)

Current
Institutional Ownership
Percentage
36.12%
Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$68.32M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$116.81M
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BCAT Institutional Buying and Selling by Quarter

BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Integrated Wealth Concepts LLC34,000$490K0.0%+35.7%0.032%
5/16/2025 Advisors Asset Management Inc.238,252$3.43M0.1%+23.9%0.222%
5/15/2025 Royal Bank of Canada428,585$6.17M0.0%+401.7%0.399%
5/15/2025 Calton & Associates Inc.19,614$282K0.1%-23.7%0.018%
5/15/2025 Baird Financial Group Inc.81,079$1.17M0.0%+78.2%0.075%
5/14/2025 CreativeOne Wealth LLC13,717$198K0.0%-39.3%0.013%
5/14/2025 Ieq Capital LLC45,308$652K0.0%N/A0.042%
5/14/2025 Comerica Bank10,805$156K0.0%+6.7%0.010%
5/14/2025 Walleye Capital LLC29,257$421K0.0%+134.4%0.027%
5/14/2025 Joseph P. Lucia & Associates LLC24,094$347K0.2%+43.0%0.022%
5/13/2025 Elequin Capital LP34,464$496K0.1%+221.7%0.032%
5/13/2025 Raymond James Financial Inc.282,503$4.07M0.0%+35.4%0.263%
5/13/2025 HighTower Advisors LLC12,399$179K0.0%N/A0.012%
5/12/2025 Invesco Ltd.1,291,066$18.59M0.0%-1.6%1.201%
5/12/2025 Wolverine Asset Management LLC114,083$1.64M0.0%+38.4%0.106%
5/9/2025 Shaker Financial Services LLC30,216$435K0.2%+18.4%0.028%
5/7/2025 LPL Financial LLC189,656$2.73M0.0%+58.5%0.176%
5/6/2025 Assetmark Inc.5,286$76K0.0%+1,748.3%0.005%
5/6/2025 Cetera Investment Advisers46,640$672K0.0%+18.7%0.043%
5/6/2025 Wedbush Securities Inc.12,708$183K0.0%N/A0.012%
5/6/2025 Readystate Asset Management LP47,532$684K0.0%-43.1%0.044%
5/5/2025 Blue Bell Private Wealth Management LLC5,995$86K0.0%-51.3%0.006%
5/5/2025 Calton & Associates Inc.8,794$127K0.0%-65.8%0.008%
5/5/2025 Fountainhead AM LLC56,533$814K0.1%+6.2%0.053%
5/2/2025 Prevail Innovative Wealth Advisors LLC111,173$1.60M0.4%+4.0%0.103%
5/1/2025 Mathes Company Inc.105,500$1.52M0.6%-3.9%0.098%
4/30/2025 Cerity Partners LLC41,832$602K0.0%+4.6%0.039%
4/29/2025 Penserra Capital Management LLC1,136,511$16.37M0.3%+9.7%1.058%
4/28/2025 Private Trust Co. NA3,500$50K0.0%N/A0.003%
4/24/2025 Transcend Capital Advisors LLC44,608$642K0.0%+24.1%0.042%
4/23/2025 Consolidated Portfolio Review Corp28,768$414K0.1%-18.6%0.027%
4/23/2025 Walkner Condon Financial Advisors LLC16,213$233K0.0%N/A0.015%
4/23/2025 Oppenheimer & Co. Inc.61,849$891K0.0%+7.8%0.058%
4/22/2025 Cambridge Investment Research Advisors Inc.164,392$2.37M0.0%+6.9%0.153%
4/22/2025 Advisor Resource Council102,944$1.48M0.1%N/A0.096%
4/21/2025 Kingswood Wealth Advisors LLC29,746$428K0.0%-24.2%0.028%
4/18/2025 Insigneo Advisory Services LLC15,619$225K0.0%N/A0.015%
4/17/2025 Janney Montgomery Scott LLC15,150$218K0.0%-11.7%0.014%
4/15/2025 Noble Wealth Management PBC2,191$32K0.0%N/A0.002%
4/14/2025 SOA Wealth Advisors LLC.75,069$1.08M0.1%N/A0.070%
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4/10/2025 Amplius Wealth Advisors LLC29,005$418K0.0%+5.4%0.027%
4/9/2025 NBC Securities Inc.3,034$43K0.0%+151,600.0%0.003%
2/18/2025 Elequin Capital LP10,713$162K0.0%N/A0.010%
2/17/2025 Saba Capital Management L.P.13,617,277$206.30M4.8%-15.5%12.672%
2/17/2025 Pathstone Holdings LLC734,842$11.22M0.0%-10.8%0.684%
2/17/2025 D. E. Shaw & Co. Inc.14,146$214K0.0%-22.4%0.013%
2/17/2025 CoreCap Advisors LLC9,000$136K0.0%-28.6%0.008%
2/17/2025 Cetera Investment Advisers39,302$595K0.0%+11.8%0.037%
2/17/2025 Citadel Advisors LLC14,611$221K0.0%N/A0.014%
2/17/2025 Cary Street Partners Financial LLC12,299$186K0.0%N/A0.011%
2/17/2025 CF Capital LLC495,100$7.50M8.1%N/A0.461%
2/17/2025 Bank of America Corp DE1,183,518$17.93M0.0%+9.0%1.101%
2/17/2025 Ameriprise Financial Inc.44,528$675K0.0%+1.9%0.041%
2/14/2025 Jane Street Group LLC50,496$765K0.0%+176.2%0.047%
2/14/2025 Comerica Bank10,126$153K0.0%+27.1%0.009%
2/14/2025 Integrated Wealth Concepts LLC25,050$380K0.0%N/A0.023%
2/14/2025 Stifel Financial Corp534,778$8.10M0.0%+6.0%0.498%
2/14/2025 Shaker Financial Services LLC25,517$387K0.1%N/A0.024%
2/14/2025 Beck Mack & Oliver LLC12,500$189K0.0%N/A0.012%
2/14/2025 First Trust Advisors LP113,619$1.72M0.0%+4.9%0.106%
2/13/2025 Walleye Capital LLC12,484$189K0.0%-12.3%0.012%
2/13/2025 CreativeOne Wealth LLC22,611$343K0.0%N/A0.021%
2/13/2025 Cohen & Steers Inc.943,751$14.30M0.0%+30.0%0.878%
2/13/2025 Rockefeller Capital Management L.P.483,195$7.32M0.0%+6.6%0.450%
2/13/2025 Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/13/2025 Invesco Ltd.1,311,945$19.88M0.0%+3.5%1.221%
2/13/2025 Perennial Investment Advisors LLC36,429$552K0.1%N/A0.034%
2/13/2025 Wells Fargo & Company MN509,035$7.71M0.0%-6.3%0.474%
2/12/2025 Landscape Capital Management L.L.C.27,610$418K0.0%N/A0.026%
2/12/2025 Thomas J. Herzfeld Advisors Inc.212,086$3.21M1.0%-0.8%0.197%
2/12/2025 Prevail Innovative Wealth Advisors LLC106,854$1.62M0.5%-6.7%0.099%
2/12/2025 CIBC Private Wealth Group LLC2,331$36K0.0%N/A0.002%
2/11/2025 LPL Financial LLC119,635$1.81M0.0%+30.0%0.111%
2/10/2025 Advisors Asset Management Inc.192,327$2.91M0.1%+3.2%0.179%
2/10/2025 Thrivent Financial for Lutherans35,995$545K0.0%+48.9%0.033%
2/10/2025 Corient Private Wealth LLC14,339$217K0.0%-22.1%0.013%
2/10/2025 Commonwealth Equity Services LLC179,733$2.72M0.0%-11.5%0.167%
2/7/2025 Blue Bell Private Wealth Management LLC12,301$186K0.0%-71.0%0.011%
2/6/2025 Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/5/2025 Anfield Capital Management LLC3,674$56K0.0%N/A0.003%
2/4/2025 Cutter & CO Brokerage Inc.10,411$158K0.0%N/A0.010%
2/3/2025 Winebrenner Capital Management LLC45,000$682K0.5%N/A0.042%
2/3/2025 Camelot Portfolios LLC18,500$280K0.3%-21.3%0.017%
2/3/2025 Transcend Capital Advisors LLC35,954$545K0.0%-44.9%0.033%
2/3/2025 Wolverine Asset Management LLC82,454$1.25M0.0%N/A0.077%
2/3/2025 Private Advisor Group LLC10,452$158K0.0%N/A0.010%
1/31/2025 Mathes Company Inc.109,800$1.66M0.6%+13.8%0.102%
1/31/2025Sanctuary Advisors LLC104,707$1.62M0.0%-25.2%0.097%
1/24/2025 Journey Strategic Wealth LLC11,000$167K0.0%-47.6%0.010%
1/22/2025 Joseph P. Lucia & Associates LLC16,845$255K0.1%N/A0.016%
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1/22/2025 Kingswood Wealth Advisors LLC39,218$594K0.0%N/A0.036%
1/17/2025 Avior Wealth Management LLC12,757$193K0.0%-26.5%0.012%
1/17/2025 Janney Montgomery Scott LLC17,150$260K0.0%+13.2%0.016%
1/16/2025 Amplius Wealth Advisors LLC27,513$417K0.0%-4.0%0.026%
1/16/2025 MassMutual Private Wealth & Trust FSB7,382$112K0.0%N/A0.007%
12/13/2024B. Riley Wealth Advisors Inc.14,485$238K0.0%N/A0.013%
12/3/2024 Rivernorth Capital Management LLC3,500,484$57.58M2.8%-25.6%3.257%
11/25/2024Sanctuary Advisors LLC139,902$2.25M0.0%-27.1%0.130%
11/20/2024 Virtu Financial LLC25,941$427K0.0%N/A0.024%
11/15/2024 Jane Street Group LLC18,280$301K0.0%-31.2%0.017%
(Data available from 1/1/2016 forward)

BCAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BCAT shares?

During the previous two years, 106 institutional investors and hedge funds held shares of BlackRock Capital Allocation Term Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($206.30M), Rivernorth Capital Management LLC ($57.58M), UBS Group AG ($23.07M), Invesco Ltd. ($18.59M), Bank of America Corp DE ($17.93M), Penserra Capital Management LLC ($16.37M), and Cohen & Steers Inc. ($14.30M).Learn more on BCAT's institutional investors.

What percentage of BlackRock Capital Allocation Term Trust stock is owned by institutional investors?

36.12% of BlackRock Capital Allocation Term Trust stock is owned by institutional investors. Learn more on BCAT's institutional investor holdings.

Which institutional investors have been buying BlackRock Capital Allocation Term Trust stock?

Of the 91 institutional investors that purchased BlackRock Capital Allocation Term Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($1.51M), Penserra Capital Management LLC ($1.09M), Advisor Partners II LLC ($549.79K), CF Capital LLC ($495.10K), Raymond James Financial Inc. ($491.13K), Royal Bank of Canada ($343.15K), and Cohen & Steers Inc. ($269.80K).

How much institutional buying is happening at BlackRock Capital Allocation Term Trust?

Institutional investors have bought a total of 7,735,027 shares in the last 24 months. This purchase volume represents approximately $117.05M in transactions.

Which BlackRock Capital Allocation Term Trust major shareholders have been selling company stock?

Of the 48 institutional investors that sold BlackRock Capital Allocation Term Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Saba Capital Management L.P. ($2.50M), Rivernorth Capital Management LLC ($2.44M), Pathstone Holdings LLC ($1.27M), Raymond James & Associates ($961.14K), Clough Capital Partners L P ($230.60K), Thomas J. Herzfeld Advisors Inc. ($224.00K), and Amplius Wealth Advisors LLC ($134.07K).

How much institutional selling is happening at BlackRock Capital Allocation Term Trust?

Institutional investors have sold a total of 8,684,878 shares in the last 24 months. This volume of shares sold represents approximately $137.41M in transactions.


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This page (NYSE:BCAT) was last updated on 6/11/2025 by MarketBeat.com Staff
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