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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

$16.91
+0.17 (+1.02%)
(As of 05/24/2024 08:49 PM ET)

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)
41
Total
Institutional Inflows
(last 12 months)
$48.73M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$20.60M
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BCAT Institutional Buying and Selling by Quarter

BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Comerica Bank8,028$134K0.0%-8.5%0.007%
5/15/2024 Alpine Global Management LLC151,000$2.52M0.6%+11.9%0.141%
5/14/2024 Advisors Asset Management Inc.189,291$3.15M0.1%+9.1%0.176%
5/14/2024 Karpus Management Inc.12,150$202K0.0%-54.3%0.011%
5/11/2024 Ironsides Asset Advisors LLC29,133$485K0.2%+14.1%0.027%
5/9/2024 Private Management Group Inc.147,495$2.46M0.1%-2.1%0.137%
5/9/2024 Camelot Portfolios LLC23,500$392K0.4%-4.1%0.022%
5/7/2024 Oppenheimer & Co. Inc.29,180$486K0.0%+18.6%0.027%
5/1/2024 Janney Montgomery Scott LLC18,011$300K0.0%-11.3%0.017%
4/30/2024 Consolidated Portfolio Review Corp85,868$1.43M0.4%-4.2%0.079%
4/30/2024 Fountainhead AM LLC47,570$793K0.2%+2.0%0.044%
4/29/2024Commonwealth Equity Services LLC227,639$3.79M0.0%+0.9%0.211%
4/25/2024 Cambridge Investment Research Advisors Inc.127,800$2.13M0.0%-0.8%0.118%
4/24/2024 Blue Bell Private Wealth Management LLC100,663$1.68M0.4%+258.7%0.093%
4/22/2024 PFG Investments LLC79,479$1.32M0.1%N/A0.073%
4/22/2024 Raymond James & Associates592,640$9.87M0.0%-28.9%0.548%
4/18/2024 Claro Advisors LLC15,802$263K0.0%-10.9%0.015%
4/16/2024 Calton & Associates Inc.25,310$422K0.2%-3.3%0.023%
4/15/2024 Eagle Rock Investment Company LLC17,902$298K0.1%N/A0.017%
2/26/2024 Virtu Financial LLC21,039$315K0.0%N/A0.019%
2/15/2024 Cohen & Steers Inc.797,567$11.92M0.0%-1.2%0.738%
2/13/2024 Karpus Management Inc.26,600$398K0.0%+19.6%0.025%
2/13/2024 1607 Capital Partners LLC187,328$2.80M0.2%-12.5%0.173%
2/12/2024 Relative Value Partners Group LLC124,850$1.87M0.1%-0.7%0.115%
2/12/2024 Stifel Financial Corp488,792$7.31M0.0%+30.3%0.452%
2/9/2024 Wells Fargo & Company MN495,095$7.40M0.0%+0.9%0.458%
2/9/2024 UBS Group AG1,543,167$23.07M0.0%+8.2%1.427%
2/7/2024 Calton & Associates Inc.26,167$391K0.2%N/A0.024%
2/6/2024 Private Advisor Group LLC11,851$177K0.0%N/A0.011%
2/5/2024 Transcend Capital Advisors LLC55,372$828K0.1%+7.6%0.051%
2/2/2024 Bfsg LLC2,741$41K0.0%N/A0.003%
2/2/2024 Fountainhead AM LLC46,649$697K0.2%+41.9%0.043%
2/2/2024 Private Management Group Inc.150,655$2.25M0.1%-1.9%0.139%
2/1/2024 Wolverine Asset Management LLC119,919$1.79M0.0%N/A0.111%
2/1/2024 CWM LLC4,155$62K0.0%N/A0.004%
1/30/2024 Mathes Company Inc.95,750$1.43M0.6%-5.9%0.089%
1/29/2024 Consolidated Portfolio Review Corp89,622$1.34M0.3%+2.3%0.083%
1/25/2024 Blue Bell Private Wealth Management LLC28,065$420K0.1%+367.8%0.026%
1/23/2024 Camelot Portfolios LLC24,500$366K0.2%+4.3%0.023%
1/22/2024 Claro Advisors LLC17,736$265K0.1%+9.9%0.016%
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1/16/2024 Raymond James Financial Services Advisors Inc.18,218$272K0.0%-27.3%0.017%
1/16/2024 Raymond James & Associates833,389$12.46M0.0%-21.0%0.771%
1/12/2024 Advisor Resource Council104,590$1.56M0.2%N/A0.097%
1/11/2024 Amplius Wealth Advisors LLC35,824$536K0.1%-2.7%0.033%
1/10/2024 Sugarloaf Wealth Management LLC1,650$25K0.0%N/A0.002%
11/15/2023 Advisors Asset Management Inc.161,247$2.34M0.1%-2.0%0.149%
11/14/2023 Saba Capital Management L.P.10,259,217$148.66M3.6%+17.2%9.487%
11/14/2023 Alpine Global Management LLC74,854$1.09M0.3%+26.3%0.069%
11/14/2023 Clough Capital Partners L P264,930$3.84M0.4%-46.5%0.245%
11/14/2023 Thomas J. Herzfeld Advisors Inc.131,719$1.91M0.7%-21.3%0.122%
11/13/2023 Consolidated Portfolio Review Corp87,605$1.27M0.3%-9.1%0.081%
11/13/2023 Stifel Financial Corp375,164$5.44M0.0%+19.3%0.347%
11/9/2023 UBS Group AG1,426,529$20.67M0.0%-0.3%1.319%
11/8/2023 D.A. Davidson & CO.10,825$157K0.0%-33.7%0.010%
11/8/2023 Janney Montgomery Scott LLC20,734$300K0.0%-7.4%0.019%
11/8/2023 Oppenheimer & Co. Inc.21,223$308K0.0%-8.7%0.020%
11/7/2023 Atlas Wealth LLC542,642$7.86M1.5%-1.1%0.502%
11/6/2023 Childress Capital Advisors LLC13,100$190K0.1%N/A0.012%
11/4/2023 NBC Securities Inc.5,252$76K0.0%N/A0.005%
11/1/2023 Ironsides Asset Advisors LLC25,527$370K0.2%+9.2%0.024%
11/1/2023 Fountainhead AM LLC32,883$476K0.2%N/A0.030%
10/30/2023 Private Management Group Inc.153,516$2.22M0.1%-0.6%0.142%
10/30/2023 Blue Bell Private Wealth Management LLC6,000$87K0.0%N/A0.006%
10/27/2023 Carmel Capital Partners LLC7,500$109K0.0%N/A0.007%
10/26/2023Advisor Partners II LLC549,792$7.97M0.3%N/A0.508%
10/24/2023 Raymond James Financial Services Advisors Inc.25,074$363K0.0%+6.8%0.023%
10/24/2023 Raymond James & Associates1,054,494$15.28M0.0%-2.1%0.975%
10/24/2023 Cambridge Investment Research Advisors Inc.128,956$1.87M0.0%+6.0%0.119%
10/20/2023 Camelot Portfolios LLC23,500$341K0.3%-11.3%0.022%
10/17/2023 Amplius Wealth Advisors LLC36,821$534K0.1%-11.8%0.034%
8/16/2023 Thomas J. Herzfeld Advisors Inc.167,450$2.55M1.0%-52.7%0.155%
8/15/2023 Quarry LP28,600$436K0.1%N/A0.026%
8/15/2023 Rivernorth Capital Management LLC5,474,800$83.49M4.2%-0.4%5.063%
8/15/2023 Ironsides Asset Advisors LLC23,366$354K0.2%+19.1%0.022%
8/15/2023 Cohen & Steers Inc.790,567$12.06M0.0%+7.0%0.731%
8/11/2023 D.A. Davidson & CO.16,325$249K0.0%+46.7%0.015%
8/11/2023 Penserra Capital Management LLC358,767$5.47M0.1%+6.6%0.332%
8/10/2023Commonwealth Equity Services LLC211,557$3.23M0.0%-1.1%0.196%
8/3/2023 Oppenheimer & Co. Inc.23,242$354K0.0%+95.9%0.021%
7/31/2023 LPL Financial LLC132,320$2.02M0.0%+23.2%0.122%
7/26/2023 Amplius Wealth Advisors LLC41,737$636K0.1%-74.0%0.039%
7/25/2023 Raymond James Financial Services Advisors Inc.23,485$358K0.0%+5.0%0.022%
7/25/2023 Raymond James & Associates1,076,581$16.42M0.0%+2.0%0.996%
7/25/2023 Mathes Company Inc.101,250$1.54M0.7%N/A0.094%
7/18/2023 Virtue Capital Management LLC25,000$384K0.1%N/A0.023%
7/17/2023 Patriot Financial Group Insurance Agency LLC16,957$259K0.0%-74.6%0.016%
7/14/2023 Ronald Blue Trust Inc.3,028$46K0.0%N/A0.003%
7/13/2023 Cambridge Investment Research Advisors Inc.121,684$1.86M0.0%-5.3%0.113%
6/28/2023 Relative Value Partners Group LLC411,764$6.23M0.4%-17.3%0.381%
5/15/2023 Clough Capital Partners L P482,030$7.30M0.8%+17.9%0.428%
Who are Nvidia’s New Silent Partners? (Ad)

Nvidia recently became just the third $2 trillion company. But Nvidia can’t do everything by itself.

I call these Nvidia’s “Silent Partners.”
5/15/2023 Relative Value Partners Group LLC411,764$6.23M0.4%-17.3%0.366%
5/11/2023 Consolidated Portfolio Review Corp103,797$1.57M0.4%N/A0.092%
5/11/2023 Karpus Management Inc.22,425$340K0.0%-47.4%0.020%
5/11/2023 Insigneo Advisory Services LLC16,304$271K0.1%+9.5%0.014%
5/11/2023 Cambridge Investment Research Advisors Inc.128,536$1.95M0.0%+4.2%0.114%
5/11/2023Commonwealth Equity Services LLC213,924$3.24M0.0%+43.4%0.190%
5/9/2023 Atlas Wealth LLC550,525$8.34M1.6%-3.6%0.489%
5/8/2023 Private Management Group Inc.151,749$2.30M0.1%+12.5%0.135%
5/3/2023 Raymond James Trust N.A.28,993$439K0.0%+7.4%0.026%
4/28/2023 Janney Montgomery Scott LLC22,362$339K0.0%+7.3%0.020%
(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, 83 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), Bank of America Corp DE ($32.80M), UBS Group AG ($23.07M), Almitas Capital LLC ($12.84M), Cohen & Steers Inc. ($11.92M), and Allspring Global Investments Holdings LLC ($11.37M).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 74 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), Allspring Global Investments Holdings LLC ($785.18K), Raymond James & Associates ($672.53K), 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 10,097,114 shares in the last 24 months. This purchase volume represents approximately $143.80M in transactions.

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

Of the 41 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), UBS Group AG ($722.78K), Raymond James & Associates ($490.25K), Karpus Management Inc. ($265.95K), Bank of America Corp DE ($258.96K), and Thomas J. Herzfeld Advisors Inc. ($252.72K).

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

Institutional investors have sold a total of 5,921,259 shares in the last 24 months. This volume of shares sold represents approximately $85.57M in transactions.


This page (NYSE:BCAT) was last updated on 5/27/2024 by MarketBeat.com Staff

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