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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$14.69 +0.24 (+1.66%)
Closing price 05/1/2025 03:59 PM Eastern
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$14.73 +0.04 (+0.27%)
As of 05/1/2025 07:50 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)
64
Total
Institutional Inflows
(last 12 months)
$58.16M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$115.76M
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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
5/1/2025Mathes 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%
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%
2/18/2025Elequin 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%
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2/13/2025Invesco Ltd.1,311,945$19.88M0.0%+3.5%1.221%
2/13/2025Perennial Investment Advisors LLC36,429$552K0.1%N/A0.034%
2/13/2025Wells Fargo & Company MN509,035$7.71M0.0%-6.3%0.474%
2/12/2025Landscape Capital Management L.L.C.27,610$418K0.0%N/A0.026%
2/12/2025Thomas J. Herzfeld Advisors Inc.212,086$3.21M1.0%-0.8%0.197%
2/12/2025Prevail Innovative Wealth Advisors LLC106,854$1.62M0.5%-6.7%0.099%
2/12/2025CIBC Private Wealth Group LLC2,331$36K0.0%N/A0.002%
2/11/2025LPL Financial LLC119,635$1.81M0.0%+30.0%0.111%
2/10/2025Advisors Asset Management Inc.192,327$2.91M0.1%+3.2%0.179%
2/10/2025Thrivent Financial for Lutherans35,995$545K0.0%+48.9%0.033%
2/10/2025Corient Private Wealth LLC14,339$217K0.0%-22.1%0.013%
2/10/2025Commonwealth Equity Services LLC179,733$2.72M0.0%-11.5%0.167%
2/7/2025Blue Bell Private Wealth Management LLC12,301$186K0.0%-71.0%0.011%
2/6/2025Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/5/2025Anfield Capital Management LLC3,674$56K0.0%N/A0.003%
2/4/2025Cutter & CO Brokerage Inc.10,411$158K0.0%N/A0.010%
2/3/2025 Winebrenner Capital Management LLC45,000$682K0.5%N/A0.042%
2/3/2025Camelot Portfolios LLC18,500$280K0.3%-21.3%0.017%
2/3/2025 Transcend Capital Advisors LLC35,954$545K0.0%-44.9%0.033%
2/3/2025Wolverine Asset Management LLC82,454$1.25M0.0%N/A0.077%
2/3/2025Private Advisor Group LLC10,452$158K0.0%N/A0.010%
1/31/2025Mathes Company Inc.109,800$1.66M0.6%+13.8%0.102%
1/31/2025Sanctuary Advisors LLC104,707$1.62M0.0%-25.2%0.097%
1/24/2025Journey Strategic Wealth LLC11,000$167K0.0%-47.6%0.010%
1/22/2025Joseph P. Lucia & Associates LLC16,845$255K0.1%N/A0.016%
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%
12/3/2024Rivernorth 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%
11/20/2024Virtu Financial LLC25,941$427K0.0%N/A0.024%
11/15/2024Jane Street Group LLC18,280$301K0.0%-31.2%0.017%
11/15/2024Stifel Financial Corp504,414$8.30M0.0%-14.7%0.469%
11/15/2024Rivernorth Capital Management LLC3,498,322$57.55M2.9%-25.7%3.255%
11/14/2024Rockefeller Capital Management L.P.453,369$7.46M0.0%-19.1%0.422%
11/14/2024Walleye Capital LLC14,237$234K0.0%N/A0.013%
11/12/2024 Penserra Capital Management LLC966,654$15.90M0.3%N/A0.900%
11/8/2024Advisors Asset Management Inc.186,302$3.07M0.1%-7.4%0.173%
11/8/2024 Avior Wealth Management LLC17,357$286K0.0%-49.2%0.016%
11/8/2024Prospera Financial Services Inc23,693$390K0.0%+5.0%0.022%
11/7/2024Pathstone Holdings LLC823,596$13.55M0.1%-59.0%0.766%
11/7/2024Thrivent Financial for Lutherans24,177$398K0.0%N/A0.022%
11/7/2024Claro Advisors LLC10,205$168K0.0%-35.3%0.009%
11/6/2024Kovack Advisors Inc.25,605$421K0.0%N/A0.024%
11/6/2024 Oppenheimer & Co. Inc.57,248$942K0.0%+10.9%0.053%
11/5/2024Fountainhead AM LLC53,570$881K0.2%+2.1%0.050%
11/4/2024Ashton Thomas Securities LLC9,500$156K0.0%N/A0.009%
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Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
10/29/2024Mathes Company Inc.96,500$1.59M0.6%+6.0%0.090%
10/24/2024 Consolidated Portfolio Review Corp35,347$581K0.1%-2.6%0.033%
10/17/2024Claro Advisors LLC31,734$522K0.0%+101.3%0.030%
10/16/2024 Amplius Wealth Advisors LLC28,665$472K0.1%-22.1%0.027%
10/15/2024 NBC Securities Inc.3,179$52K0.0%-35.9%0.003%
9/5/2024Sanctuary Advisors LLC192,030$2.97M0.0%N/A0.179%
8/22/2024Cetera Investment Advisers59,537$977K0.0%-4.8%0.055%
8/21/2024 Truist Financial Corp19,450$319K0.0%N/A0.018%
8/16/2024Quarry LP69,034$1.13M0.3%+68.4%0.064%
8/16/2024Almitas Capital LLC44,339$728K0.3%N/A0.041%
(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, 100 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. ($19.88M), 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 88 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. ($417.26K), Cohen & Steers Inc. ($269.80K), and Advisor Resource Council ($207.53K).

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

Institutional investors have bought a total of 7,249,569 shares in the last 24 months. This purchase volume represents approximately $110.27M in transactions.

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

Of the 45 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 Relative Value Partners Group LLC ($173.04K).

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

Institutional investors have sold a total of 8,716,853 shares in the last 24 months. This volume of shares sold represents approximately $137.96M in transactions.


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This page (NYSE:BCAT) was last updated on 5/2/2025 by MarketBeat.com Staff
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