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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.18 +0.08 (+0.50%)
Closing price 07/3/2025 03:50 PM Eastern
Extended Trading
$15.18 0.00 (0.00%)
As of 07/3/2025 04:57 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 Polygon.io. 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)
68
Total
Institutional Inflows
(last 12 months)
$68.25M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$116.81M
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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
5/16/2025Integrated Wealth Concepts LLC34,000$490K0.0%+35.7%0.032%
5/16/2025Advisors Asset Management Inc.238,252$3.43M0.1%+23.9%0.222%
5/15/2025Royal Bank of Canada428,585$6.17M0.0%+401.7%0.399%
5/15/2025Calton & Associates Inc.19,614$282K0.1%-23.7%0.018%
5/15/2025Baird Financial Group Inc.81,079$1.17M0.0%+78.2%0.075%
5/14/2025CreativeOne Wealth LLC13,717$198K0.0%-39.3%0.013%
5/14/2025Ieq Capital LLC45,308$652K0.0%N/A0.042%
5/14/2025Comerica Bank10,805$156K0.0%+6.7%0.010%
5/14/2025Walleye Capital LLC29,257$421K0.0%+134.4%0.027%
5/14/2025Joseph P. Lucia & Associates LLC24,094$347K0.2%+43.0%0.022%
5/13/2025Elequin Capital LP34,464$496K0.1%+221.7%0.032%
5/13/2025Raymond James Financial Inc.282,503$4.07M0.0%+35.4%0.263%
5/13/2025HighTower Advisors LLC12,399$179K0.0%N/A0.012%
5/12/2025Invesco Ltd.1,291,066$18.59M0.0%-1.6%1.201%
5/12/2025Wolverine Asset Management LLC114,083$1.64M0.0%+38.4%0.106%
5/9/2025Shaker Financial Services LLC30,216$435K0.2%+18.4%0.028%
5/7/2025LPL Financial LLC189,656$2.73M0.0%+58.5%0.176%
5/6/2025Assetmark Inc.5,286$76K0.0%+1,748.3%0.005%
5/6/2025Cetera Investment Advisers46,640$672K0.0%+18.7%0.043%
5/6/2025Wedbush Securities Inc.12,708$183K0.0%N/A0.012%
5/6/2025Readystate Asset Management LP47,532$684K0.0%-43.1%0.044%
5/5/2025Blue Bell Private Wealth Management LLC5,995$86K0.0%-51.3%0.006%
5/5/2025Calton & Associates Inc.8,794$127K0.0%-65.8%0.008%
5/5/2025Fountainhead AM LLC56,533$814K0.1%+6.2%0.053%
5/2/2025Prevail Innovative Wealth Advisors LLC111,173$1.60M0.4%+4.0%0.103%
5/1/2025Mathes Company Inc.105,500$1.52M0.6%-3.9%0.098%
4/30/2025Cerity Partners LLC41,832$602K0.0%+4.6%0.039%
4/29/2025Penserra Capital Management LLC1,136,511$16.37M0.3%+9.7%1.058%
4/28/2025Private Trust Co. NA3,500$50K0.0%N/A0.003%
4/24/2025Transcend Capital Advisors LLC44,608$642K0.0%+24.1%0.042%
4/23/2025Consolidated Portfolio Review Corp28,768$414K0.1%-18.6%0.027%
4/23/2025Walkner Condon Financial Advisors LLC16,213$233K0.0%N/A0.015%
4/23/2025Oppenheimer & Co. Inc.61,849$891K0.0%+7.8%0.058%
4/22/2025Cambridge Investment Research Advisors Inc.164,392$2.37M0.0%+6.9%0.153%
4/22/2025Advisor Resource Council102,944$1.48M0.1%N/A0.096%
4/21/2025Kingswood Wealth Advisors LLC29,746$428K0.0%-24.2%0.028%
4/18/2025Insigneo Advisory Services LLC15,619$225K0.0%N/A0.015%
4/17/2025Janney Montgomery Scott LLC15,150$218K0.0%-11.7%0.014%
4/15/2025Noble Wealth Management PBC2,191$32K0.0%N/A0.002%
4/14/2025SOA Wealth Advisors LLC.75,069$1.08M0.1%N/A0.070%
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4/10/2025Amplius Wealth Advisors LLC29,005$418K0.0%+5.4%0.027%
4/9/2025NBC Securities Inc.3,034$43K0.0%+151,600.0%0.003%
2/18/2025Elequin Capital LP10,713$162K0.0%N/A0.010%
2/17/2025Saba Capital Management L.P.13,617,277$206.30M4.8%-15.5%12.672%
2/17/2025Pathstone Holdings LLC734,842$11.22M0.0%-10.8%0.684%
2/17/2025D. E. Shaw & Co. Inc.14,146$214K0.0%-22.4%0.013%
2/17/2025CoreCap Advisors LLC9,000$136K0.0%-28.6%0.008%
2/17/2025Cetera Investment Advisers39,302$595K0.0%+11.8%0.037%
2/17/2025Citadel Advisors LLC14,611$221K0.0%N/A0.014%
2/17/2025Cary Street Partners Financial LLC12,299$186K0.0%N/A0.011%
2/17/2025CF Capital LLC495,100$7.50M8.1%N/A0.461%
2/17/2025Bank of America Corp DE1,183,518$17.93M0.0%+9.0%1.101%
2/17/2025Ameriprise Financial Inc.44,528$675K0.0%+1.9%0.041%
2/14/2025Jane Street Group LLC50,496$765K0.0%+176.2%0.047%
2/14/2025Comerica Bank10,126$153K0.0%+27.1%0.009%
2/14/2025Integrated Wealth Concepts LLC25,050$380K0.0%N/A0.023%
2/14/2025Stifel Financial Corp534,778$8.10M0.0%+6.0%0.498%
2/14/2025Shaker Financial Services LLC25,517$387K0.1%N/A0.024%
2/14/2025Beck Mack & Oliver LLC12,500$189K0.0%N/A0.012%
2/14/2025First Trust Advisors LP113,619$1.72M0.0%+4.9%0.106%
2/13/2025Walleye Capital LLC12,484$189K0.0%-12.3%0.012%
2/13/2025CreativeOne Wealth LLC22,611$343K0.0%N/A0.021%
2/13/2025Cohen & Steers Inc.943,751$14.30M0.0%+30.0%0.878%
2/13/2025Rockefeller Capital Management L.P.483,195$7.32M0.0%+6.6%0.450%
2/13/2025Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/13/2025Invesco Ltd.1,311,945$19.88M0.0%+3.5%1.221%
2/13/2025Perennial Investment Advisors LLC36,429$552K0.1%N/A0.034%
2/13/2025Wells Fargo & Company MN509,035$7.71M0.0%-6.3%0.474%
2/12/2025Landscape Capital Management L.L.C.27,610$418K0.0%N/A0.026%
2/12/2025Thomas J. Herzfeld Advisors Inc.212,086$3.21M1.0%-0.8%0.197%
2/12/2025Prevail Innovative Wealth Advisors LLC106,854$1.62M0.5%-6.7%0.099%
2/12/2025CIBC Private Wealth Group LLC2,331$36K0.0%N/A0.002%
2/11/2025LPL Financial LLC119,635$1.81M0.0%+30.0%0.111%
2/10/2025Advisors Asset Management Inc.192,327$2.91M0.1%+3.2%0.179%
2/10/2025Thrivent Financial for Lutherans35,995$545K0.0%+48.9%0.033%
2/10/2025Corient Private Wealth LLC14,339$217K0.0%-22.1%0.013%
2/10/2025Commonwealth Equity Services LLC179,733$2.72M0.0%-11.5%0.167%
2/7/2025Blue Bell Private Wealth Management LLC12,301$186K0.0%-71.0%0.011%
2/6/2025Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/5/2025Anfield Capital Management LLC3,674$56K0.0%N/A0.003%
2/4/2025Cutter & CO Brokerage Inc.10,411$158K0.0%N/A0.010%
2/3/2025Winebrenner Capital Management LLC45,000$682K0.5%N/A0.042%
2/3/2025Camelot Portfolios LLC18,500$280K0.3%-21.3%0.017%
2/3/2025Transcend Capital Advisors LLC35,954$545K0.0%-44.9%0.033%
2/3/2025Wolverine Asset Management LLC82,454$1.25M0.0%N/A0.077%
2/3/2025Private Advisor Group LLC10,452$158K0.0%N/A0.010%
1/31/2025Mathes Company Inc.109,800$1.66M0.6%+13.8%0.102%
1/31/2025Sanctuary Advisors LLC104,707$1.62M0.0%-25.2%0.097%
1/24/2025Journey Strategic Wealth LLC11,000$167K0.0%-47.6%0.010%
1/22/2025Joseph P. Lucia & Associates LLC16,845$255K0.1%N/A0.016%
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1/22/2025Kingswood Wealth Advisors LLC39,218$594K0.0%N/A0.036%
1/17/2025Avior Wealth Management LLC12,757$193K0.0%-26.5%0.012%
1/17/2025Janney Montgomery Scott LLC17,150$260K0.0%+13.2%0.016%
1/16/2025Amplius Wealth Advisors LLC27,513$417K0.0%-4.0%0.026%
1/16/2025MassMutual Private Wealth & Trust FSB7,382$112K0.0%N/A0.007%
12/13/2024B. Riley Wealth Advisors Inc.14,485$238K0.0%N/A0.013%
12/3/2024Rivernorth Capital Management LLC3,500,484$57.58M2.8%-25.6%3.257%
11/25/2024Sanctuary Advisors LLC139,902$2.25M0.0%-27.1%0.130%
11/20/2024Virtu Financial LLC25,941$427K0.0%N/A0.024%
11/15/2024Jane Street Group LLC18,280$301K0.0%-31.2%0.017%
(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, 106 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), Rivernorth Capital Management LLC ($57.58M), UBS Group AG ($23.07M), Invesco Ltd. ($18.59M), Bank of America Corp DE ($17.93M), Penserra Capital Management LLC ($16.37M), and Cohen & Steers Inc. ($14.30M).Learn more on BlackRock Capital Allocation Term Trust's institutional investors.

What percentage of BlackRock Capital Allocation Term Trust's stock is owned by 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.

Which institutional investors have been buying BlackRock Capital Allocation Term Trust's stock?

Of the 91 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: Saba Capital Management L.P. ($1.51M), Penserra Capital Management LLC ($1.09M), Advisor Partners II LLC ($549.79K), CF Capital LLC ($495.10K), Raymond James Financial Inc. ($491.13K), Royal Bank of Canada ($343.15K), and Cohen & Steers Inc. ($269.80K).

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

Institutional investors have bought a total of 4,433,484 shares in the last 24 months. This purchase volume represents approximately $68.25M in transactions.

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

Of the 34 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: Saba Capital Management L.P. ($2.50M), Rivernorth Capital Management LLC ($2.41M), Pathstone Holdings LLC ($1.27M), Raymond James & Associates ($477.20K), Rockefeller Capital Management L.P. ($106.83K), Sanctuary Advisors LLC ($87.32K), and Stifel Financial Corp ($87.14K).

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

Institutional investors have sold a total of 7,336,785 shares in the last 24 months. This volume of shares sold represents approximately $116.81M in transactions.


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This page (NYSE:BCAT) was last updated on 7/5/2025 by MarketBeat.com Staff
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