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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.69 -0.21 (-1.32%)
As of 10:28 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)
74
Total
Institutional Inflows
(last 12 months)
$73.03M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.11M
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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
6/3/2026 NewEdge Advisors LLC17,638$249K0.0%+4.6%0.017%
5/19/2026 McIlrath & Eck LLC3,130$44K0.0%+169.6%0.003%
5/18/2026 Royal Bank of Canada570,035$8.06M0.0%+50.2%0.543%
5/16/2026 Quantinno Capital Management LP41,232$583K0.0%+3.3%0.039%
5/14/2026 Keebeck Wealth Management351,976$4.97M0.6%-2.2%0.335%
5/14/2026 Lido Advisors LLC186,316$2.63M0.0%+3.2%0.178%
5/13/2026 Cetera Investment Advisers72,540$1.03M0.0%+8.6%0.069%
5/13/2026 First Trust Advisors LP104,390$1.48M0.0%-11.8%0.099%
5/8/2026 Mathes Company Inc.68,250$964K0.4%-21.1%0.065%
5/6/2026 Aviance Capital Partners LLC20,765$293K0.0%N/A0.020%
5/6/2026 Prosperity Consulting Group LLC24,141$341K0.0%+42.8%0.023%
5/5/2026 Sanctuary Advisors LLC21,229$300K0.0%N/A0.020%
5/1/2026 Fifth Third Bancorp9,706$137K0.0%N/A0.009%
5/1/2026 Sovran Advisors LLC13,285$201K0.0%N/A0.013%
4/28/2026 Walkner Condon Financial Advisors LLC17,613$249K0.0%+8.6%0.017%
4/27/2026 PFG Investments LLC97,585$1.38M0.1%+28.8%0.093%
4/23/2026 Formidable Asset Management LLC65,921$933K0.1%N/A0.063%
4/22/2026 Patriot Financial Group Insurance Agency LLC33,300$471K0.0%+100.0%0.032%
3/17/2026 Rockefeller Capital Management L.P.429,375$6.08M0.0%-7.2%0.400%
2/26/2026 TD Capital Management LLC33,812$479K0.0%+5.6%0.031%
2/19/2026 Invesco Ltd.1,261,012$17.86M0.0%-4.8%1.173%
2/18/2026 NewEdge Advisors LLC16,859$239K0.0%+4.7%0.016%
2/18/2026 XTX Topco Ltd25,954$368K0.0%N/A0.024%
2/18/2026 Readystate Asset Management LP203,918$2.89M0.1%N/A0.190%
2/18/2026 Rivernorth Capital Management LLC1,408,167$19.94M0.9%N/A1.310%
2/18/2026 Evolve Private Wealth LLC99,077$1.40M0.1%N/A0.092%
2/17/2026 Almitas Capital LLC55,000$779K0.2%N/A0.051%
2/17/2026 Cetera Investment Advisers66,814$946K0.0%-1.2%0.062%
2/17/2026 Osaic Holdings Inc.99,168$1.40M0.0%+4.5%0.092%
2/17/2026 Captrust Financial Advisors24,505$347K0.0%-3.4%0.023%
2/17/2026 &PARTNERS46,152$654K0.0%+186.3%0.043%
2/17/2026 Royal Bank of Canada379,431$5.37M0.0%+66.0%0.353%
2/16/2026 Landscape Capital Management L.L.C.36,229$513K0.0%N/A0.034%
2/13/2026 Stifel Financial Corp469,272$6.65M0.0%-8.9%0.437%
2/13/2026 Quarry LP142,366$2.02M0.4%N/A0.132%
2/13/2026 Morgan Stanley4,244,802$60.11M0.0%-5.3%3.950%
2/13/2026 First Trust Advisors LP118,423$1.68M0.0%-1.9%0.110%
2/13/2026 Integrated Wealth Concepts LLC91,652$1.30M0.0%-6.4%0.085%
2/13/2026 Wells Fargo & Company MN2,047,452$28.99M0.0%-3.3%1.905%
2/13/2026 Cohen & Steers Inc.1,632,657$23.12M0.0%+0.6%1.519%
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2/12/2026 Advisors Asset Management Inc.354,791$5.02M0.1%+4.6%0.330%
2/12/2026 Jane Street Group LLC186,712$2.64M0.0%N/A0.174%
2/12/2026 HRT Financial LP20,971$296K0.0%N/A0.020%
2/12/2026 Insigneo Advisory Services LLC13,725$194K0.0%-21.0%0.013%
2/12/2026 Commonwealth Equity Services LLC108,896$1.54M0.0%+47.4%0.101%
2/12/2026 Elevation Point Wealth Partners LLC38,350$543K0.0%-6.5%0.036%
2/12/2026 Marex Group plc39,300$556K0.0%N/A0.037%
2/12/2026 Steward Partners Investment Advisory LLC6,794$96K0.0%-10.9%0.006%
2/11/2026 Janney Montgomery Scott LLC78,769$1.12M0.0%+9.1%0.073%
2/11/2026 Cerity Partners LLC46,632$660K0.0%+11.5%0.043%
2/11/2026 LPL Financial LLC401,175$5.68M0.0%+8.3%0.373%
2/11/2026 Closed End Fund Advisors Inc.36,623$519K0.3%N/A0.034%
2/10/2026 Lido Advisors LLC180,590$2.57M0.0%+1,243.1%0.168%
2/10/2026 Calton & Associates Inc.10,686$151K0.0%-41.8%0.010%
2/9/2026 Mathes Company Inc.86,500$1.23M0.4%-18.0%0.080%
2/6/2026Global Retirement Partners LLC8,687$123K0.0%+1,856.5%0.008%
2/2/2026 Wolverine Asset Management LLC181,129$2.57M0.0%N/A0.169%
2/2/2026 Truist Financial Corp20,875$296K0.0%-3.5%0.019%
2/2/2026 Oppenheimer & Co. Inc.50,916$721K0.0%+8.2%0.047%
1/29/2026Comerica Bank9,908$140K0.0%-10.0%0.009%
1/29/2026 UBS Group AG960,501$13.60M0.0%-15.6%0.894%
1/28/2026 N.E.W. Advisory Services LLC2,400$34K0.0%+100.0%0.002%
1/28/2026 Joseph P. Lucia & Associates LLC37,274$528K0.2%+7.8%0.035%
1/28/2026 Kingswood Wealth Advisors LLC17,910$254K0.0%-22.4%0.017%
1/28/2026 Absolute Investment Advisers LLC352,521$5.08M0.6%N/A0.328%
1/26/2026 Shaker Financial Services LLC20,335$288K0.1%+31.2%0.019%
1/26/2026 PFG Investments LLC75,757$1.07M0.1%+49.3%0.070%
1/21/2026 Flagship Harbor Advisors LLC10,245$145K0.0%N/A0.010%
1/14/2026 TrueMark Investments LLC28,859$409K0.1%N/A0.027%
1/13/2026 CoreCap Advisors LLC18,103$256K0.0%-32.1%0.017%
1/12/2026 SeaCrest Wealth Management LLC17,097$247K0.0%-5.0%0.016%
1/12/2026 Amplius Wealth Advisors LLC33,877$480K0.0%+5.3%0.032%
1/7/2026 Winebrenner Capital Management LLC36,000$510K0.3%-21.7%0.034%
11/24/2025 TD Capital Management LLC32,007$473K0.0%+5.6%0.030%
11/17/2025 NewEdge Advisors LLC16,100$238K0.0%+4.7%0.015%
11/17/2025 Prosperity Consulting Group LLC16,906$250K0.0%N/A0.016%
11/17/2025 Lido Advisors LLC13,446$199K0.0%N/A0.013%
11/17/2025 Integrated Wealth Concepts LLC97,941$1.45M0.0%+5.0%0.091%
11/17/2025 Elevation Point Wealth Partners LLC41,000$606K0.0%N/A0.038%
11/17/2025 Bank of America Corp DE1,392,986$20.60M0.0%-2.2%1.296%
11/17/2025 Ameriprise Financial Inc.116,406$1.72M0.0%+1.9%0.108%
11/14/2025 Creative Planning11,183$165K0.0%N/A0.010%
11/14/2025 Raymond James Financial Inc.467,447$6.91M0.0%+25.1%0.435%
11/14/2025 Brown Brothers Harriman & Co.5,500$81K0.0%+450.0%0.005%
11/13/2025 SeaCrest Wealth Management LLC17,990$268K0.0%+64.1%0.017%
11/13/2025 Invesco Ltd.1,324,286$19.59M0.0%+4.3%1.232%
11/13/2025 UBS Group AG1,138,678$16.84M0.0%-14.9%1.060%
11/13/2025 Parallel Advisors LLC3,200$47K0.0%N/A0.003%
11/13/2025 First Trust Advisors LP120,755$1.79M0.0%+23.0%0.112%
11/12/2025 Consolidated Portfolio Review Corp12,690$188K0.0%-31.3%0.012%
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11/12/2025 Perennial Investment Advisors LLC54,867$811K0.1%+2.3%0.051%
11/12/2025 Insigneo Advisory Services LLC17,369$257K0.0%+13.0%0.016%
11/12/2025 Choreo LLC12,132$179K0.0%N/A0.011%
11/7/2025 Keener Financial Planning LLC2,000$29K0.0%N/A0.002%
11/7/2025 Calton & Associates Inc.18,363$272K0.0%-8.4%0.017%
11/6/2025 Wedbush Securities Inc.16,236$240K0.0%+29.5%0.015%
11/6/2025 Advisors Asset Management Inc.339,332$5.02M0.1%+15.6%0.316%
11/6/2025 Oppenheimer & Co. Inc.47,043$696K0.0%-20.8%0.044%
11/4/2025 Penserra Capital Management LLC1,303,212$19.27M0.2%+11.3%1.213%
11/3/2025 Truist Financial Corp21,625$320K0.0%-8.5%0.020%


BCAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 125 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), Morgan Stanley ($60.11M), Wells Fargo & Company MN ($28.99M), Cohen & Steers Inc. ($23.12M), Bank of America Corp DE ($20.60M), Rivernorth Capital Management LLC ($19.94M), and Penserra Capital Management LLC ($19.27M).Learn more on BlackRock Capital Allocation Term Trust's 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.

Of the 109 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: Rivernorth Capital Management LLC ($1.41M), Penserra Capital Management LLC ($1.23M), Royal Bank of Canada ($684.65K), Raymond James Financial Inc. ($676.08K), CF Capital LLC ($495.10K), Absolute Investment Advisers LLC ($352.52K), and Jane Street Group LLC ($317.23K).

Institutional investors have bought a total of 5,073,746 shares in the last 24 months. This purchase volume represents approximately $73.03M in transactions.

Of the 29 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: UBS Group AG ($376.97K), Morgan Stanley ($239.91K), Invesco Ltd. ($84.35K), Wells Fargo & Company MN ($69.76K), Stifel Financial Corp ($45.67K), Mathes Company Inc. ($37.25K), and Rockefeller Capital Management L.P. ($33.47K).

Institutional investors have sold a total of 1,050,907 shares in the last 24 months. This volume of shares sold represents approximately $15.11M in transactions.


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This page (NYSE:BCAT) was last updated on 6/3/2026 by MarketBeat.com Staff.
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