Go Pro
→ Nvidia's CEO says this small device is critical for AI growth (From Brownstone Research) (Ad)tc pixel Free BCAT Stock Alerts

BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.76 +0.14 (+0.86%)
Closing price 07/31/2026 03:58 PM Eastern
Extended Trading
$15.71 -0.04 (-0.27%)
As of 07/31/2026 08:00 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.
Compare

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)
72
Total
Institutional Inflows
(last 12 months)
$71.96M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$14.72M
Get BCAT Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Capital Allocation Term Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BCAT Institutional Buying and Selling by Quarter

BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 CoreCap 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%
5/1/2026 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%
2/26/2026TD Capital Management LLC33,812$479K0.0%+5.6%0.031%
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%
1 Stock to Own by July 31st (Ad)

A scheduled announcement on July 31st could reshuffle the stock market's winners and losers - and one lesser-known name may be positioned to benefit while the Magnificent 7 stumbles. Smaller, overlooked stocks are showing growing potential to challenge AI's biggest players. One specific ticker stands out heading into that date.tc pixel

Get the name and ticker of this stock on your radar now
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%
2/12/2026 Commonwealth 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%
2/11/2026 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%
2/9/2026Mathes 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%
2/2/2026 Truist 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%
1/28/2026 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%
11/24/2025TD 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%
11/17/2025Ameriprise Financial Inc.116,406$1.72M0.0%+1.9%0.108%
11/14/2025Creative 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%
11/13/2025Invesco Ltd.1,324,286$19.59M0.0%+4.3%1.232%
11/13/2025UBS Group AG1,138,678$16.84M0.0%-14.9%1.060%
11/13/2025Parallel Advisors LLC3,200$47K0.0%N/A0.003%
11/13/2025First Trust Advisors LP120,755$1.79M0.0%+23.0%0.112%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
11/12/2025Insigneo Advisory Services LLC17,369$257K0.0%+13.0%0.016%
11/12/2025Choreo LLC12,132$179K0.0%N/A0.011%
11/7/2025Keener Financial Planning LLC2,000$29K0.0%N/A0.002%
11/7/2025Calton & Associates Inc.18,363$272K0.0%-8.4%0.017%
11/6/2025 Wedbush Securities Inc.16,236$240K0.0%+29.5%0.015%
11/6/2025Advisors Asset Management Inc.339,332$5.02M0.1%+15.6%0.316%
11/6/2025Oppenheimer & Co. Inc.47,043$696K0.0%-20.8%0.044%
11/4/2025Penserra Capital Management LLC1,303,212$19.27M0.2%+11.3%1.213%


BCAT Institutional Ownership - Frequently Asked Questions

During the previous two years, 124 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 5,002,510 shares in the last 24 months. This purchase volume represents approximately $71.96M 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 1,025,280 shares in the last 24 months. This volume of shares sold represents approximately $14.72M in transactions.


Related Companies

This page (NYSE:BCAT) was last updated on 8/2/2026 by MarketBeat.com Staff.
From Our Partners
Trump’s $250 Bill – See Immediately
Former Goldman Sachs VP Dr. David Eifrig is warning that July 28 could trigger the biggest wealth reset in mod...
Stansberry Research | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
A 50-year dollar arrangement just ended - what it means for you
In 1974, Henry Kissinger helped create the U.S.-Saudi Arabia Joint Commission on Economic Cooperation - a litt...
Golden Portfolio | Sponsoredtc pixel
The dollar just broke
Bloomberg research shows the U.S. dollar's share of global reserves has fallen to the lowest level this centur...
Porter & Company | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Read this before the market closes
Jason Bodner says a stock market anomaly could shift a small group of stocks starting August 14. In a recen...
Brownstone Research | Sponsoredtc pixel
AI Thursday Payouts: $252. $264. $259.
A small income fund is turning AI stock holdings into weekly cash payouts. The last three Thursdays paid out 2...
Investors Alley | Sponsoredtc pixel