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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$14.86 -0.04 (-0.24%)
Closing price 10/7/2025 03:58 PM Eastern
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$14.92 +0.06 (+0.44%)
As of 07:17 AM 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)
72
Total
Institutional Inflows
(last 12 months)
$72.82M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$108.87M
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BCAT Institutional Buying and Selling by Quarter

BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/26/2025Corient Private Wealth LLC28,059$425K0.0%+88.3%0.026%
9/4/2025Osaic Holdings Inc.119,857$1.82M0.0%+9.1%0.112%
8/26/2025Thrivent Financial for Lutherans75,000$1.14M0.0%+23.0%0.070%
8/18/2025Geneos Wealth Management Inc.2,045$31K0.0%+341.7%0.002%
8/15/2025Corient Private Wealth LLC28,059$424K0.0%+88.3%0.026%
8/15/2025Captrust Financial Advisors18,853$285K0.0%-4.3%0.018%
8/15/2025Prevail Innovative Wealth Advisors LLC109,562$1.66M0.4%-1.4%0.102%
8/15/2025Bank of America Corp DE1,424,014$21.56M0.0%+8.9%1.325%
8/15/2025Ameriprise Financial Inc.114,181$1.73M0.0%+133.6%0.106%
8/14/2025Jane Street Group LLC98,304$1.49M0.0%N/A0.091%
8/14/2025Raymond James Financial Inc.373,788$5.66M0.0%+32.3%0.348%
8/14/2025Quantinno Capital Management LP28,268$428K0.0%N/A0.026%
8/14/2025NewEdge Advisors LLC15,376$233K0.0%N/A0.014%
8/13/2025Baird Financial Group Inc.79,451$1.20M0.0%-2.0%0.074%
8/13/2025First Trust Advisors LP98,136$1.49M0.0%+6.4%0.091%
8/13/2025Invesco Ltd.1,269,989$19.23M0.0%-1.6%1.182%
8/12/2025Advisors Asset Management Inc.293,419$4.44M0.1%+23.2%0.273%
8/12/2025Steward Partners Investment Advisory LLC6,733$102K0.0%-31.4%0.006%
8/12/2025Journey Strategic Wealth LLC10,000$151K0.0%-9.1%0.009%
8/11/2025Perennial Investment Advisors LLC53,656$812K0.1%+13.0%0.050%
8/8/2025Rockefeller Capital Management L.P.489,888$7.42M0.0%+1.6%0.456%
8/8/2025Cetera Investment Advisers58,588$887K0.0%+25.6%0.055%
8/7/2025Fountainhead AM LLC88,356$1.34M0.2%+56.3%0.082%
8/6/2025Penserra Capital Management LLC1,171,108$17.73M0.2%+3.0%1.090%
8/4/2025Amplius Wealth Advisors LLC30,576$463K0.0%+5.4%0.028%
7/29/2025Joseph P. Lucia & Associates LLC33,066$501K0.2%+37.2%0.031%
7/25/2025CWM LLC70,479$1.07M0.0%+8,947.4%0.066%
7/23/2025Kingswood Wealth Advisors LLC26,401$400K0.0%-11.2%0.025%
7/22/2025Red Tortoise LLC2,200$33K0.0%N/A0.002%
7/18/2025Consolidated Portfolio Review Corp18,470$280K0.0%-35.8%0.017%
7/18/2025Truist Financial Corp23,632$358K0.0%-22.8%0.022%
7/17/2025Janney Montgomery Scott LLC10,150$154K0.0%-33.0%0.009%
7/14/2025AdvisorNet Financial Inc1,947$29K0.0%+83.3%0.002%
7/11/2025SeaCrest Wealth Management LLC10,961$166K0.0%N/A0.010%
5/16/2025Integrated Wealth Concepts LLC34,000$490K0.0%+35.7%0.032%
5/16/2025Advisors Asset Management Inc.238,252$3.43M0.1%+23.9%0.222%
5/15/2025Royal Bank of Canada428,585$6.17M0.0%+401.7%0.399%
5/15/2025Calton & Associates Inc.19,614$282K0.1%-23.7%0.018%
5/15/2025Baird Financial Group Inc.81,079$1.17M0.0%+78.2%0.075%
5/14/2025CreativeOne Wealth LLC13,717$198K0.0%-39.3%0.013%
5/14/2025Ieq Capital LLC45,308$652K0.0%N/A0.042%
5/14/2025Comerica Bank10,805$156K0.0%+6.7%0.010%
5/14/2025Walleye Capital LLC29,257$421K0.0%+134.4%0.027%
5/14/2025Joseph P. Lucia & Associates LLC24,094$347K0.2%+43.0%0.022%
5/13/2025Elequin Capital LP34,464$496K0.1%+221.7%0.032%
5/13/2025Raymond James Financial Inc.282,503$4.07M0.0%+35.4%0.263%
5/13/2025HighTower Advisors LLC12,399$179K0.0%N/A0.012%
5/12/2025Invesco Ltd.1,291,066$18.59M0.0%-1.6%1.201%
5/12/2025Wolverine Asset Management LLC114,083$1.64M0.0%+38.4%0.106%
5/9/2025Shaker Financial Services LLC30,216$435K0.2%+18.4%0.028%
5/7/2025LPL Financial LLC189,656$2.73M0.0%+58.5%0.176%
5/6/2025Assetmark Inc.5,286$76K0.0%+1,748.3%0.005%
5/6/2025Cetera Investment Advisers46,640$672K0.0%+18.7%0.043%
5/6/2025Wedbush Securities Inc.12,708$183K0.0%N/A0.012%
5/6/2025Readystate Asset Management LP47,532$684K0.0%-43.1%0.044%
5/5/2025Blue Bell Private Wealth Management LLC5,995$86K0.0%-51.3%0.006%
5/5/2025Calton & Associates Inc.8,794$127K0.0%-65.8%0.008%
5/5/2025Fountainhead AM LLC56,533$814K0.1%+6.2%0.053%
5/2/2025Prevail Innovative Wealth Advisors LLC111,173$1.60M0.4%+4.0%0.103%
5/1/2025Mathes Company Inc.105,500$1.52M0.6%-3.9%0.098%
4/30/2025Cerity Partners LLC41,832$602K0.0%+4.6%0.039%
4/29/2025Penserra Capital Management LLC1,136,511$16.37M0.3%+9.7%1.058%
4/28/2025Private Trust Co. NA3,500$50K0.0%N/A0.003%
4/24/2025Transcend Capital Advisors LLC44,608$642K0.0%+24.1%0.042%
4/23/2025Consolidated Portfolio Review Corp28,768$414K0.1%-18.6%0.027%
4/23/2025Walkner Condon Financial Advisors LLC16,213$233K0.0%N/A0.015%
4/23/2025Oppenheimer & Co. Inc.61,849$891K0.0%+7.8%0.058%
4/22/2025Cambridge Investment Research Advisors Inc.164,392$2.37M0.0%+6.9%0.153%
4/22/2025Advisor Resource Council102,944$1.48M0.1%N/A0.096%
4/21/2025Kingswood Wealth Advisors LLC29,746$428K0.0%-24.2%0.028%
4/18/2025Insigneo Advisory Services LLC15,619$225K0.0%N/A0.015%
4/17/2025Janney Montgomery Scott LLC15,150$218K0.0%-11.7%0.014%
4/15/2025Noble Wealth Management PBC2,191$32K0.0%N/A0.002%
4/14/2025SOA Wealth Advisors LLC.75,069$1.08M0.1%N/A0.070%
4/10/2025Amplius Wealth Advisors LLC29,005$418K0.0%+5.4%0.027%
4/9/2025NBC Securities Inc.3,034$43K0.0%+151,600.0%0.003%
2/18/2025Elequin Capital LP10,713$162K0.0%N/A0.010%
2/17/2025Saba Capital Management L.P.13,617,277$206.30M4.8%-15.5%12.672%
2/17/2025Pathstone Holdings LLC734,842$11.22M0.0%-10.8%0.684%
2/17/2025D. E. Shaw & Co. Inc.14,146$214K0.0%-22.4%0.013%
2/17/2025CoreCap Advisors LLC9,000$136K0.0%-28.6%0.008%
2/17/2025Cetera Investment Advisers39,302$595K0.0%+11.8%0.037%
2/17/2025Citadel Advisors LLC14,611$221K0.0%N/A0.014%
2/17/2025Cary Street Partners Financial LLC12,299$186K0.0%N/A0.011%
2/17/2025CF Capital LLC495,100$7.50M8.1%N/A0.461%
2/17/2025Bank of America Corp DE1,183,518$17.93M0.0%+9.0%1.101%
2/17/2025Ameriprise Financial Inc.44,528$675K0.0%+1.9%0.041%
2/14/2025Jane Street Group LLC50,496$765K0.0%+176.2%0.047%
2/14/2025Comerica Bank10,126$153K0.0%+27.1%0.009%
2/14/2025Integrated Wealth Concepts LLC25,050$380K0.0%N/A0.023%
2/14/2025Stifel Financial Corp534,778$8.10M0.0%+6.0%0.498%
2/14/2025Shaker Financial Services LLC25,517$387K0.1%N/A0.024%
2/14/2025Beck Mack & Oliver LLC12,500$189K0.0%N/A0.012%
2/14/2025First Trust Advisors LP113,619$1.72M0.0%+4.9%0.106%
2/13/2025Walleye Capital LLC12,484$189K0.0%-12.3%0.012%
2/13/2025CreativeOne Wealth LLC22,611$343K0.0%N/A0.021%
2/13/2025Cohen & Steers Inc.943,751$14.30M0.0%+30.0%0.878%
2/13/2025Rockefeller Capital Management L.P.483,195$7.32M0.0%+6.6%0.450%
2/13/2025Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/13/2025Invesco Ltd.1,311,945$19.88M0.0%+3.5%1.221%
(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, 112 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), Bank of America Corp DE ($21.56M), Invesco Ltd. ($19.23M), Penserra Capital Management LLC ($17.73M), and Cohen & Steers Inc. ($14.30M).Learn more on BlackRock Capital Allocation Term Trust's institutional investors.

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

36.12% of BlackRock Capital Allocation Term Trust's 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's stock?

Of the 95 institutional investors that purchased BlackRock Capital Allocation Term Trust's 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 ($1.10M), Raymond James Financial Inc. ($582.42K), Advisor Partners II LLC ($549.79K), CF Capital LLC ($495.10K), Royal Bank of Canada ($343.15K), and Wolverine Asset Management LLC ($234.00K).

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

Institutional investors have bought a total of 4,766,069 shares in the last 24 months. This purchase volume represents approximately $72.82M in transactions.

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

Of the 36 institutional investors that sold BlackRock Capital Allocation Term Trust's 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 ($2.41M), Pathstone Holdings LLC ($1.27M), Rockefeller Capital Management L.P. ($106.83K), Sanctuary Advisors LLC ($87.32K), Stifel Financial Corp ($87.14K), and Invesco Ltd. ($41.96K).

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

Institutional investors have sold a total of 6,856,836 shares in the last 24 months. This volume of shares sold represents approximately $108.87M in transactions.



This page (NYSE:BCAT) was last updated on 10/8/2025 by MarketBeat.com Staff
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