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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.72 +0.03 (+0.16%)
Closing price 05/13/2026 03:58 PM Eastern
Extended Trading
$15.74 +0.03 (+0.19%)
As of 08:53 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
78
Total
Institutional Inflows
(last 12 months)
$76.51M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.08M
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Skip Chart & View Institutional Buying and Selling Data

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
5/14/2026Lido Advisors LLC186,316$2.63M0.0%+3.2%0.178%
5/13/2026Cetera Investment Advisers72,540$1.03M0.0%+8.6%0.069%
5/13/2026First 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%
3/17/2026Rockefeller 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%
2/18/2026NewEdge Advisors LLC16,859$239K0.0%+4.7%0.016%
2/18/2026XTX Topco Ltd25,954$368K0.0%N/A0.024%
2/18/2026Readystate Asset Management LP203,918$2.89M0.1%N/A0.190%
2/18/2026Rivernorth 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%
2/17/2026Almitas Capital LLC55,000$779K0.2%N/A0.051%
2/17/2026Cetera Investment Advisers66,814$946K0.0%-1.2%0.062%
2/17/2026Osaic Holdings Inc.99,168$1.40M0.0%+4.5%0.092%
2/17/2026Captrust Financial Advisors24,505$347K0.0%-3.4%0.023%
2/17/2026&PARTNERS46,152$654K0.0%+186.3%0.043%
2/17/2026Royal 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%
2/13/2026Quarry LP142,366$2.02M0.4%N/A0.132%
2/13/2026Morgan Stanley4,244,802$60.11M0.0%-5.3%3.950%
2/13/2026First Trust Advisors LP118,423$1.68M0.0%-1.9%0.110%
2/13/2026Integrated 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%
2/13/2026Cohen & Steers Inc.1,632,657$23.12M0.0%+0.6%1.519%
2/12/2026Advisors 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%
2/12/2026HRT 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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
2/12/2026 Elevation Point Wealth Partners LLC38,350$543K0.0%-6.5%0.036%
2/12/2026Marex 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%
2/11/2026Cerity 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%
2/10/2026Lido Advisors LLC180,590$2.57M0.0%+1,243.1%0.168%
2/10/2026Calton & 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%
1/28/2026Joseph 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%
11/17/2025NewEdge Advisors LLC16,100$238K0.0%+4.7%0.015%
11/17/2025 Prosperity Consulting Group LLC16,906$250K0.0%N/A0.016%
11/17/2025Lido Advisors LLC13,446$199K0.0%N/A0.013%
11/17/2025Integrated 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%
11/17/2025Bank of America Corp DE1,392,986$20.60M0.0%-2.2%1.296%
11/17/2025Ameriprise Financial Inc.116,406$1.72M0.0%+1.9%0.108%
11/14/2025 Creative Planning11,183$165K0.0%N/A0.010%
11/14/2025Raymond James Financial Inc.467,447$6.91M0.0%+25.1%0.435%
11/14/2025Brown 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%
11/13/2025First 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%
11/12/2025Perennial Investment Advisors LLC54,867$811K0.1%+2.3%0.051%
11/12/2025 Insigneo Advisory Services LLC17,369$257K0.0%+13.0%0.016%
11/12/2025Choreo LLC12,132$179K0.0%N/A0.011%
11/7/2025 Keener Financial Planning LLC2,000$29K0.0%N/A0.002%
11/7/2025Calton & Associates Inc.18,363$272K0.0%-8.4%0.017%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
11/6/2025 Wedbush Securities Inc.16,236$240K0.0%+29.5%0.015%
11/6/2025Advisors 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%
10/31/2025 B. Riley Wealth Advisors Inc.10,199$151K0.0%N/A0.009%
10/31/2025 OneAscent Family Office LLC25,000$370K0.3%N/A0.023%
10/31/2025 Winebrenner Capital Management LLC46,000$680K0.5%+2.2%0.043%
10/31/2025 PFG Investments LLC50,728$750K0.0%N/A0.047%
10/23/2025 Kingswood Wealth Advisors LLC23,084$341K0.0%-12.6%0.021%


BCAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 126 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 110 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), Raymond James Financial Inc. ($676.08K), CF Capital LLC ($495.10K), Royal Bank of Canada ($494.04K), Absolute Investment Advisers LLC ($352.52K), and Jane Street Group LLC ($317.23K).

Institutional investors have bought a total of 5,312,681 shares in the last 24 months. This purchase volume represents approximately $76.51M in transactions.

Of the 28 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 1,048,985 shares in the last 24 months. This volume of shares sold represents approximately $15.08M in transactions.


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This page (NYSE:BCAT) was last updated on 5/14/2026 by MarketBeat.com Staff.
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