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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$13.73 +0.14 (+1.00%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$13.82 +0.10 (+0.70%)
As of 10/2/2026 07:56 PM 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)
76
Total
Institutional Inflows
(last 12 months)
$99.35M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$14.61M
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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
9/9/2026NorthRock Partners LLC20,236$322K0.0%-4.9%0.019%
9/9/2026Integrated Wealth Concepts LLC77,119$1.23M0.0%-20.8%0.073%
9/9/2026NewEdge Advisors LLC19,830$316K0.0%+12.4%0.019%
9/9/2026Baird Financial Group Inc.90,490$1.44M0.0%+2.0%0.086%
8/27/2026Corient Private Wealth LP34,651$552K0.0%+23.5%0.033%
8/26/2026HighTower Advisors LLC29,218$465K0.0%+72.7%0.028%
8/22/2026Advisory Solutions Group LLC13,371$213K0.1%N/A0.013%
8/21/2026Triumph Capital Management43,443$692K0.1%N/A0.041%
8/20/2026Two Sigma Securities LLC15,194$242K0.0%N/A0.014%
8/17/2026Corient Private Wealth LP34,651$552K0.0%N/A0.033%
8/17/2026Perennial Investment Advisors LLC114,613$1.83M0.1%N/A0.109%
8/17/2026Bank of America Corp DE1,551,775$24.72M0.0%N/A1.472%
8/12/2026Elevation Point Wealth Partners LLC35,850$571K0.0%N/A0.034%
8/12/2026Evolve Private Wealth LLC51,089$814K0.0%N/A0.048%
8/12/2026Keebeck Wealth Management351,976$5.61M0.5%N/A0.334%
8/11/2026OneAscent Family Office LLC31,259$498K0.3%N/A0.030%
8/7/2026BlackRock Inc.9,561$152K0.0%N/A0.009%
8/7/2026Joseph P. Lucia & Associates LLC33,547$534K0.2%N/A0.032%
8/6/2026Global Retirement Partners LLC7,236$115K0.0%N/A0.007%
7/7/2026CoreCap Advisors LLC48,146$767K0.0%+80.6%0.046%
6/3/2026NewEdge Advisors LLC17,638$249K0.0%+4.6%0.017%
5/19/2026McIlrath & Eck LLC3,130$44K0.0%+169.6%0.003%
5/18/2026Royal Bank of Canada570,035$8.06M0.0%+50.2%0.543%
5/16/2026Quantinno Capital Management LP41,232$583K0.0%+3.3%0.039%
5/14/2026Keebeck Wealth Management351,976$4.97M0.6%-2.2%0.335%
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%
5/8/2026Mathes Company Inc.68,250$964K0.4%-21.1%0.065%
5/6/2026Aviance Capital Partners LLC20,765$293K0.0%N/A0.020%
5/6/2026Prosperity Consulting Group LLC24,141$341K0.0%+42.8%0.023%
5/5/2026Sanctuary Advisors LLC21,229$300K0.0%N/A0.020%
5/1/2026Fifth Third Bancorp9,706$137K0.0%N/A0.009%
5/1/2026Sovran Advisors LLC13,285$201K0.0%N/A0.013%
4/28/2026Walkner Condon Financial Advisors LLC17,613$249K0.0%+8.6%0.017%
4/27/2026PFG Investments LLC97,585$1.38M0.1%+28.8%0.093%
4/23/2026Formidable Asset Management LLC65,921$933K0.1%N/A0.063%
4/22/2026Patriot 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%
2/26/2026TD Capital Management LLC33,812$479K0.0%+5.6%0.031%
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2/19/2026Invesco 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%
2/18/2026Evolve 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%
2/16/2026Landscape Capital Management L.L.C.36,229$513K0.0%N/A0.034%
2/13/2026Stifel 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%
2/13/2026Wells 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%
2/12/2026Jane Street Group LLC186,712$2.64M0.0%N/A0.174%
2/12/2026HRT Financial LP20,971$296K0.0%N/A0.020%
2/12/2026Insigneo Advisory Services LLC13,725$194K0.0%-21.0%0.013%
2/12/2026Commonwealth Equity Services LLC108,896$1.54M0.0%+47.4%0.101%
2/12/2026Elevation Point Wealth Partners LLC38,350$543K0.0%-6.5%0.036%
2/12/2026Marex Group plc39,300$556K0.0%N/A0.037%
2/12/2026Steward Partners Investment Advisory LLC6,794$96K0.0%-10.9%0.006%
2/11/2026Janney Montgomery Scott LLC78,769$1.12M0.0%+9.1%0.073%
2/11/2026Cerity Partners LLC46,632$660K0.0%+11.5%0.043%
2/11/2026LPL Financial LLC401,175$5.68M0.0%+8.3%0.373%
2/11/2026Closed 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%
2/9/2026Mathes 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%
2/2/2026Wolverine Asset Management LLC181,129$2.57M0.0%N/A0.169%
2/2/2026Truist Financial Corp20,875$296K0.0%-3.5%0.019%
2/2/2026Oppenheimer & Co. Inc.50,916$721K0.0%+8.2%0.047%
1/29/2026Comerica Bank9,908$140K0.0%-10.0%0.009%
1/29/2026UBS Group AG960,501$13.60M0.0%-15.6%0.894%
1/28/2026N.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%
1/28/2026Kingswood Wealth Advisors LLC17,910$254K0.0%-22.4%0.017%
1/28/2026Absolute Investment Advisers LLC352,521$5.08M0.6%N/A0.328%
1/26/2026Shaker Financial Services LLC20,335$288K0.1%+31.2%0.019%
1/26/2026PFG Investments LLC75,757$1.07M0.1%+49.3%0.070%
1/21/2026Flagship Harbor Advisors LLC10,245$145K0.0%N/A0.010%
1/14/2026TrueMark Investments LLC28,859$409K0.1%N/A0.027%
1/13/2026CoreCap Advisors LLC18,103$256K0.0%-32.1%0.017%
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1/12/2026SeaCrest Wealth Management LLC17,097$247K0.0%-5.0%0.016%
1/12/2026Amplius Wealth Advisors LLC33,877$480K0.0%+5.3%0.032%
1/7/2026Winebrenner Capital Management LLC36,000$510K0.3%-21.7%0.034%
11/24/2025TD Capital Management LLC32,007$473K0.0%+5.6%0.030%
11/17/2025NewEdge Advisors LLC16,100$238K0.0%+4.7%0.015%
11/17/2025Prosperity 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%
11/17/2025Elevation 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%


BCAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 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), Bank of America Corp DE ($24.72M), Cohen & Steers Inc. ($23.12M), 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 113 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: Bank of America Corp DE ($1.77M), 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), and Absolute Investment Advisers LLC ($352.52K).

Institutional investors have bought a total of 6,697,249 shares in the last 24 months. This purchase volume represents approximately $99.35M in transactions.

Of the 26 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), Wells Fargo & Company MN ($69.76K), Invesco Ltd. ($63.27K), 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 1,017,359 shares in the last 24 months. This volume of shares sold represents approximately $14.61M in transactions.


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Institutional ownership data for NYSE:BCAT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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