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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.04 +0.07 (+0.47%)
Closing price 08/8/2025 03:59 PM Eastern
Extended Trading
$15.08 +0.04 (+0.24%)
As of 08/8/2025 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 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)
71
Total
Institutional Inflows
(last 12 months)
$69.38M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$108.51M
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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
8/8/2025 Rockefeller Capital Management L.P.489,888$7.42M0.0%+1.6%0.456%
8/8/2025 Cetera Investment Advisers58,588$887K0.0%+25.6%0.055%
8/7/2025 Fountainhead AM LLC88,356$1.34M0.2%+56.3%0.082%
8/6/2025 Penserra Capital Management LLC1,171,108$17.73M0.2%+3.0%1.090%
8/4/2025 Amplius Wealth Advisors LLC30,576$463K0.0%+5.4%0.028%
7/29/2025 Joseph P. Lucia & Associates LLC33,066$501K0.2%+37.2%0.031%
7/25/2025 CWM LLC70,479$1.07M0.0%+8,947.4%0.066%
7/23/2025 Kingswood Wealth Advisors LLC26,401$400K0.0%-11.2%0.025%
7/22/2025 Red Tortoise LLC2,200$33K0.0%N/A0.002%
7/18/2025 Consolidated Portfolio Review Corp18,470$280K0.0%-35.8%0.017%
7/18/2025 Truist Financial Corp23,632$358K0.0%-22.8%0.022%
7/17/2025 Janney Montgomery Scott LLC10,150$154K0.0%-33.0%0.009%
7/14/2025 AdvisorNet Financial Inc1,947$29K0.0%+83.3%0.002%
7/11/2025 SeaCrest Wealth Management LLC10,961$166K0.0%N/A0.010%
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%
5/14/2025 Joseph 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%
5/12/2025 Wolverine Asset Management LLC114,083$1.64M0.0%+38.4%0.106%
5/9/2025 Shaker Financial Services LLC30,216$435K0.2%+18.4%0.028%
5/7/2025LPL Financial LLC189,656$2.73M0.0%+58.5%0.176%
5/6/2025 Assetmark Inc.5,286$76K0.0%+1,748.3%0.005%
5/6/2025 Cetera Investment Advisers46,640$672K0.0%+18.7%0.043%
5/6/2025 Wedbush Securities Inc.12,708$183K0.0%N/A0.012%
5/6/2025 Readystate 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%
5/5/2025 Fountainhead AM LLC56,533$814K0.1%+6.2%0.053%
5/2/2025Prevail Innovative Wealth Advisors LLC111,173$1.60M0.4%+4.0%0.103%
5/1/2025 Mathes Company Inc.105,500$1.52M0.6%-3.9%0.098%
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4/30/2025Cerity Partners LLC41,832$602K0.0%+4.6%0.039%
4/29/2025 Penserra Capital Management LLC1,136,511$16.37M0.3%+9.7%1.058%
4/28/2025 Private Trust Co. NA3,500$50K0.0%N/A0.003%
4/24/2025 Transcend Capital Advisors LLC44,608$642K0.0%+24.1%0.042%
4/23/2025 Consolidated Portfolio Review Corp28,768$414K0.1%-18.6%0.027%
4/23/2025 Walkner Condon Financial Advisors LLC16,213$233K0.0%N/A0.015%
4/23/2025 Oppenheimer & Co. Inc.61,849$891K0.0%+7.8%0.058%
4/22/2025 Cambridge 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%
4/21/2025 Kingswood Wealth Advisors LLC29,746$428K0.0%-24.2%0.028%
4/18/2025Insigneo Advisory Services LLC15,619$225K0.0%N/A0.015%
4/17/2025 Janney Montgomery Scott LLC15,150$218K0.0%-11.7%0.014%
4/15/2025Noble Wealth Management PBC2,191$32K0.0%N/A0.002%
4/14/2025 SOA Wealth Advisors LLC.75,069$1.08M0.1%N/A0.070%
4/10/2025 Amplius Wealth Advisors LLC29,005$418K0.0%+5.4%0.027%
4/9/2025 NBC 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%
2/17/2025 Cetera 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%
2/14/2025 Shaker 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%
2/13/2025 Rockefeller 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%
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2/10/2025 Commonwealth 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%
2/3/2025 Winebrenner Capital Management LLC45,000$682K0.5%N/A0.042%
2/3/2025 Camelot Portfolios LLC18,500$280K0.3%-21.3%0.017%
2/3/2025 Transcend Capital Advisors LLC35,954$545K0.0%-44.9%0.033%
2/3/2025 Wolverine Asset Management LLC82,454$1.25M0.0%N/A0.077%
2/3/2025Private Advisor Group LLC10,452$158K0.0%N/A0.010%
(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 ($17.73M), 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 ($1.12M), 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 4,516,038 shares in the last 24 months. This purchase volume represents approximately $69.38M 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), Rockefeller Capital Management L.P. ($106.83K), Sanctuary Advisors LLC ($87.32K), Stifel Financial Corp ($87.14K), and Blue Bell Private Wealth Management LLC ($36.39K).

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

Institutional investors have sold a total of 6,833,096 shares in the last 24 months. This volume of shares sold represents approximately $108.51M in transactions.


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This page (NYSE:BCAT) was last updated on 8/10/2025 by MarketBeat.com Staff
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