Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free BCAT Stock Alerts

BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.96 -0.16 (-0.96%)
Closing price 03:59 PM Eastern
Extended Trading
$15.97 +0.01 (+0.03%)
As of 07:58 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)
74
Total
Institutional Inflows
(last 12 months)
$73.20M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$15.11M
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%
5/1/2026Sovran 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%
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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%
1/13/2026 CoreCap Advisors LLC18,103$256K0.0%-32.1%0.017%
1/12/2026 SeaCrest Wealth Management LLC17,097$247K0.0%-5.0%0.016%
1/12/2026Amplius 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%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
11/12/2025Consolidated 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%
11/6/2025Wedbush 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, 125 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 5,084,267 shares in the last 24 months. This purchase volume represents approximately $73.20M in transactions.

Of the 29 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 1,050,907 shares in the last 24 months. This volume of shares sold represents approximately $15.11M in transactions.


Related Companies

This page (NYSE:BCAT) was last updated on 7/13/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel