BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

$16.20

+0.16 (+1.00%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 36.12%
Number of Institutional Buyers (last 12 months): 37
Total Institutional Inflows (last 12 months): $46.59M

Number of Institutional Sellers (last 12 months): 25
Total Institutional Outflows (last 12 months): $26.26M

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BCAT Institutional Buying and Selling by Quarter

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BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	133,238	$2.19M	0.0%	+4.3%	0.124%
7/19/2024	Raymond James & Associates	115,443	$1.89M	0.0%	-80.5%	0.107%
7/2/2024	Transcend Capital Advisors LLC	65,207	$1.07M	0.1%	+7.3%	0.061%
5/17/2024	Comerica Bank	8,028	$134K	0.0%	-8.5%	0.007%
5/15/2024	Alpine Global Management LLC	151,000	$2.52M	0.6%	+11.9%	0.141%
5/14/2024	Advisors Asset Management Inc.	189,291	$3.15M	0.1%	+9.1%	0.176%
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5/14/2024	Karpus Management Inc.	12,150	$202K	0.0%	-54.3%	0.011%
5/11/2024	Ironsides Asset Advisors LLC	29,133	$485K	0.2%	+14.1%	0.027%
5/9/2024	Private Management Group Inc.	147,495	$2.46M	0.1%	-2.1%	0.137%
5/9/2024	Camelot Portfolios LLC	23,500	$392K	0.4%	-4.1%	0.022%
5/7/2024	Oppenheimer & Co. Inc.	29,180	$486K	0.0%	+18.6%	0.027%
5/1/2024	Janney Montgomery Scott LLC	18,011	$300K	0.0%	-11.3%	0.017%
4/30/2024	Consolidated Portfolio Review Corp	85,868	$1.43M	0.4%	-4.2%	0.079%
4/30/2024	Fountainhead AM LLC	47,570	$793K	0.2%	+2.0%	0.044%
4/29/2024	Commonwealth Equity Services LLC	227,639	$3.79M	0.0%	+0.9%	0.211%
4/25/2024	Cambridge Investment Research Advisors Inc.	127,800	$2.13M	0.0%	-0.8%	0.118%
4/24/2024	Blue Bell Private Wealth Management LLC	100,663	$1.68M	0.4%	+258.7%	0.093%
4/22/2024	PFG Investments LLC	79,479	$1.32M	0.1%	N/A	0.073%
4/22/2024	Raymond James & Associates	592,640	$9.87M	0.0%	-28.9%	0.548%
4/18/2024	Claro Advisors LLC	15,802	$263K	0.0%	-10.9%	0.015%
4/16/2024	Calton & Associates Inc.	25,310	$422K	0.2%	-3.3%	0.023%
4/15/2024	Eagle Rock Investment Company LLC	17,902	$298K	0.1%	N/A	0.017%
2/26/2024	Virtu Financial LLC	21,039	$315K	0.0%	N/A	0.019%
2/15/2024	Cohen & Steers Inc.	797,567	$11.92M	0.0%	-1.2%	0.738%
2/13/2024	Karpus Management Inc.	26,600	$398K	0.0%	+19.6%	0.025%
2/13/2024	1607 Capital Partners LLC	187,328	$2.80M	0.2%	-12.5%	0.173%
2/12/2024	Relative Value Partners Group LLC	124,850	$1.87M	0.1%	-0.7%	0.115%
2/12/2024	Stifel Financial Corp	488,792	$7.31M	0.0%	+30.3%	0.452%
2/9/2024	Wells Fargo & Company MN	495,095	$7.40M	0.0%	+0.9%	0.458%
2/9/2024	UBS Group AG	1,543,167	$23.07M	0.0%	+8.2%	1.427%
2/7/2024	Calton & Associates Inc.	26,167	$391K	0.2%	N/A	0.024%
2/6/2024	Private Advisor Group LLC	11,851	$177K	0.0%	N/A	0.011%
2/5/2024	Transcend Capital Advisors LLC	55,372	$828K	0.1%	+7.6%	0.051%
2/2/2024	Bfsg LLC	2,741	$41K	0.0%	N/A	0.003%
2/2/2024	Fountainhead AM LLC	46,649	$697K	0.2%	+41.9%	0.043%
2/2/2024	Private Management Group Inc.	150,655	$2.25M	0.1%	-1.9%	0.139%
2/1/2024	Wolverine Asset Management LLC	119,919	$1.79M	0.0%	N/A	0.111%
2/1/2024	CWM LLC	4,155	$62K	0.0%	N/A	0.004%
1/30/2024	Mathes Company Inc.	95,750	$1.43M	0.6%	-5.9%	0.089%
1/29/2024	Consolidated Portfolio Review Corp	89,622	$1.34M	0.3%	+2.3%	0.083%
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1/25/2024	Blue Bell Private Wealth Management LLC	28,065	$420K	0.1%	+367.8%	0.026%
1/23/2024	Camelot Portfolios LLC	24,500	$366K	0.2%	+4.3%	0.023%
1/22/2024	Claro Advisors LLC	17,736	$265K	0.1%	+9.9%	0.016%
1/16/2024	Raymond James Financial Services Advisors Inc.	18,218	$272K	0.0%	-27.3%	0.017%
1/16/2024	Raymond James & Associates	833,389	$12.46M	0.0%	-21.0%	0.771%
1/12/2024	Advisor Resource Council	104,590	$1.56M	0.2%	N/A	0.097%
1/11/2024	Amplius Wealth Advisors LLC	35,824	$536K	0.1%	-2.7%	0.033%
1/10/2024	Sugarloaf Wealth Management LLC	1,650	$25K	0.0%	N/A	0.002%
11/15/2023	Advisors Asset Management Inc.	161,247	$2.34M	0.1%	-2.0%	0.149%
11/14/2023	Saba Capital Management L.P.	10,259,217	$148.66M	3.6%	+17.2%	9.487%
11/14/2023	Alpine Global Management LLC	74,854	$1.09M	0.3%	+26.3%	0.069%
11/14/2023	Clough Capital Partners L P	264,930	$3.84M	0.4%	-46.5%	0.245%
11/14/2023	Thomas J. Herzfeld Advisors Inc.	131,719	$1.91M	0.7%	-21.3%	0.122%
11/13/2023	Consolidated Portfolio Review Corp	87,605	$1.27M	0.3%	-9.1%	0.081%
11/13/2023	Stifel Financial Corp	375,164	$5.44M	0.0%	+19.3%	0.347%
11/9/2023	UBS Group AG	1,426,529	$20.67M	0.0%	-0.3%	1.319%
11/8/2023	D.A. Davidson & CO.	10,825	$157K	0.0%	-33.7%	0.010%
11/8/2023	Janney Montgomery Scott LLC	20,734	$300K	0.0%	-7.4%	0.019%
11/8/2023	Oppenheimer & Co. Inc.	21,223	$308K	0.0%	-8.7%	0.020%
11/7/2023	Atlas Wealth LLC	542,642	$7.86M	1.5%	-1.1%	0.502%
11/6/2023	Childress Capital Advisors LLC	13,100	$190K	0.1%	N/A	0.012%
11/4/2023	NBC Securities Inc.	5,252	$76K	0.0%	N/A	0.005%
11/1/2023	Ironsides Asset Advisors LLC	25,527	$370K	0.2%	+9.2%	0.024%
11/1/2023	Fountainhead AM LLC	32,883	$476K	0.2%	N/A	0.030%
10/30/2023	Private Management Group Inc.	153,516	$2.22M	0.1%	-0.6%	0.142%
10/30/2023	Blue Bell Private Wealth Management LLC	6,000	$87K	0.0%	N/A	0.006%
10/27/2023	Carmel Capital Partners LLC	7,500	$109K	0.0%	N/A	0.007%
10/26/2023	Advisor Partners II LLC	549,792	$7.97M	0.3%	N/A	0.508%
10/24/2023	Raymond James Financial Services Advisors Inc.	25,074	$363K	0.0%	+6.8%	0.023%
10/24/2023	Raymond James & Associates	1,054,494	$15.28M	0.0%	-2.1%	0.975%
10/24/2023	Cambridge Investment Research Advisors Inc.	128,956	$1.87M	0.0%	+6.0%	0.119%
10/20/2023	Camelot Portfolios LLC	23,500	$341K	0.3%	-11.3%	0.022%
10/17/2023	Amplius Wealth Advisors LLC	36,821	$534K	0.1%	-11.8%	0.034%
8/16/2023	Thomas J. Herzfeld Advisors Inc.	167,450	$2.55M	1.0%	-52.7%	0.155%
8/15/2023	Quarry LP	28,600	$436K	0.1%	N/A	0.026%
8/15/2023	Rivernorth Capital Management LLC	5,474,800	$83.49M	4.2%	-0.4%	5.063%
8/15/2023	Ironsides Asset Advisors LLC	23,366	$354K	0.2%	+19.1%	0.022%
8/15/2023	Cohen & Steers Inc.	790,567	$12.06M	0.0%	+7.0%	0.731%
8/11/2023	D.A. Davidson & CO.	16,325	$249K	0.0%	+46.7%	0.015%
8/11/2023	Penserra Capital Management LLC	358,767	$5.47M	0.1%	+6.6%	0.332%
8/10/2023	Commonwealth Equity Services LLC	211,557	$3.23M	0.0%	-1.1%	0.196%
8/3/2023	Oppenheimer & Co. Inc.	23,242	$354K	0.0%	+95.9%	0.021%
7/31/2023	LPL Financial LLC	132,320	$2.02M	0.0%	+23.2%	0.122%
7/26/2023	Amplius Wealth Advisors LLC	41,737	$636K	0.1%	-74.0%	0.039%
7/25/2023	Raymond James Financial Services Advisors Inc.	23,485	$358K	0.0%	+5.0%	0.022%
7/25/2023	Raymond James & Associates	1,076,581	$16.42M	0.0%	+2.0%	0.996%
7/25/2023	Mathes Company Inc.	101,250	$1.54M	0.7%	N/A	0.094%
7/18/2023	Virtue Capital Management LLC	25,000	$384K	0.1%	N/A	0.023%
7/17/2023	Patriot Financial Group Insurance Agency LLC	16,957	$259K	0.0%	-74.6%	0.016%
7/14/2023	Ronald Blue Trust Inc.	3,028	$46K	0.0%	N/A	0.003%
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7/13/2023	Cambridge Investment Research Advisors Inc.	121,684	$1.86M	0.0%	-5.3%	0.113%
6/28/2023	Relative Value Partners Group LLC	411,764	$6.23M	0.4%	-17.3%	0.381%
5/15/2023	Clough Capital Partners L P	482,030	$7.30M	0.8%	+17.9%	0.428%
5/15/2023	Relative Value Partners Group LLC	411,764	$6.23M	0.4%	-17.3%	0.366%
5/11/2023	Consolidated Portfolio Review Corp	103,797	$1.57M	0.4%	N/A	0.092%
5/11/2023	Karpus Management Inc.	22,425	$340K	0.0%	-47.4%	0.020%
5/11/2023	Insigneo Advisory Services LLC	16,304	$271K	0.1%	+9.5%	0.014%
5/11/2023	Cambridge Investment Research Advisors Inc.	128,536	$1.95M	0.0%	+4.2%	0.114%
5/11/2023	Commonwealth Equity Services LLC	213,924	$3.24M	0.0%	+43.4%	0.190%
5/9/2023	Atlas Wealth LLC	550,525	$8.34M	1.6%	-3.6%	0.489%

(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, 79 institutional investors and hedge funds held shares of BlackRock Capital Allocation Term Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($148.66M), Rivernorth Capital Management LLC ($83.49M), UBS Group AG ($23.07M), Almitas Capital LLC ($12.84M), Cohen & Steers Inc. ($11.92M), Allspring Global Investments Holdings LLC ($11.37M), and Advisor Partners II LLC ($7.97M).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 71 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. ($2.38M), Almitas Capital LLC ($912.97K), Raymond James & Associates ($672.53K), Allspring Global Investments Holdings LLC ($617.38K), Atlas Wealth LLC ($571.31K), Advisor Partners II LLC ($549.79K), and Sit Investment Associates Inc. ($381.39K).

How much institutional buying is happening at BlackRock Capital Allocation Term Trust?: Institutional investors have bought a total of 9,718,886 shares in the last 24 months. This purchase volume represents approximately $138.23M in transactions.
Which BlackRock Capital Allocation Term Trust major shareholders have been selling company stock?: Of the 38 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: Amplius Wealth Advisors LLC ($1.49M), Sit Investment Associates Inc. ($1.46M), Raymond James & Associates ($967.45K), UBS Group AG ($722.78K), Karpus Management Inc. ($265.95K), Thomas J. Herzfeld Advisors Inc. ($252.72K), and Clough Capital Partners L P ($230.60K).
How much institutional selling is happening at BlackRock Capital Allocation Term Trust?: Institutional investors have sold a total of 6,135,995 shares in the last 24 months. This volume of shares sold represents approximately $89.06M in transactions.