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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.06 -0.01 (-0.03%)
As of 11:09 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)
$75.62M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2025 Thrivent Financial for Lutherans75,000$1.14M0.0%+23.0%0.070%
8/18/2025 Geneos Wealth Management Inc.2,045$31K0.0%+341.7%0.002%
8/15/2025 Corient Private Wealth LLC28,059$424K0.0%+88.3%0.026%
8/15/2025 Captrust Financial Advisors18,853$285K0.0%-4.3%0.018%
8/15/2025 Prevail Innovative Wealth Advisors LLC109,562$1.66M0.4%-1.4%0.102%
8/15/2025 Bank of America Corp DE1,424,014$21.56M0.0%+8.9%1.325%
8/15/2025 Ameriprise Financial Inc.114,181$1.73M0.0%+133.6%0.106%
8/14/2025 Jane Street Group LLC98,304$1.49M0.0%N/A0.091%
8/14/2025 Raymond James Financial Inc.373,788$5.66M0.0%+32.3%0.348%
8/14/2025 Quantinno Capital Management LP28,268$428K0.0%N/A0.026%
8/14/2025 NewEdge Advisors LLC15,376$233K0.0%N/A0.014%
8/13/2025 Baird Financial Group Inc.79,451$1.20M0.0%-2.0%0.074%
8/13/2025 First Trust Advisors LP98,136$1.49M0.0%+6.4%0.091%
8/13/2025 Invesco Ltd.1,269,989$19.23M0.0%-1.6%1.182%
8/12/2025 Advisors Asset Management Inc.293,419$4.44M0.1%+23.2%0.273%
8/12/2025 Steward Partners Investment Advisory LLC6,733$102K0.0%-31.4%0.006%
8/12/2025 Journey Strategic Wealth LLC10,000$151K0.0%-9.1%0.009%
8/11/2025 Perennial Investment Advisors LLC53,656$812K0.1%+13.0%0.050%
8/8/2025 Rockefeller Capital Management L.P.489,888$7.42M0.0%+1.6%0.456%
8/8/2025 Cetera Investment Advisers58,588$887K0.0%+25.6%0.055%
8/7/2025 Fountainhead AM LLC88,356$1.34M0.2%+56.3%0.082%
8/6/2025 Penserra Capital Management LLC1,171,108$17.73M0.2%+3.0%1.090%
8/4/2025 Amplius Wealth Advisors LLC30,576$463K0.0%+5.4%0.028%
7/29/2025 Joseph P. Lucia & Associates LLC33,066$501K0.2%+37.2%0.031%
7/25/2025 CWM LLC70,479$1.07M0.0%+8,947.4%0.066%
7/23/2025 Kingswood Wealth Advisors LLC26,401$400K0.0%-11.2%0.025%
7/22/2025 Red Tortoise LLC2,200$33K0.0%N/A0.002%
7/18/2025 Consolidated Portfolio Review Corp18,470$280K0.0%-35.8%0.017%
7/18/2025 Truist Financial Corp23,632$358K0.0%-22.8%0.022%
7/17/2025 Janney Montgomery Scott LLC10,150$154K0.0%-33.0%0.009%
7/14/2025 AdvisorNet Financial Inc1,947$29K0.0%+83.3%0.002%
7/11/2025 SeaCrest Wealth Management LLC10,961$166K0.0%N/A0.010%
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%
4/15/2025Noble 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%
2/18/2025 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%
(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, 111 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 94 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 4,934,898 shares in the last 24 months. This purchase volume represents approximately $75.62M 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.


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This page (NYSE:BCAT) was last updated on 9/4/2025 by MarketBeat.com Staff
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