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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.67 +0.09 (+0.58%)
As of 01/17/2025 03:59 PM Eastern
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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)
39
Total
Institutional Inflows
(last 12 months)
$35.30M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$78.25M
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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
1/17/2025 Avior Wealth Management LLC12,757$193K0.0%-26.5%0.012%
1/17/2025 Janney Montgomery Scott LLC17,150$260K0.0%+13.2%0.016%
1/16/2025 Amplius Wealth Advisors LLC27,513$417K0.0%-4.0%0.026%
1/16/2025 MassMutual 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%
11/15/2024Stifel Financial Corp504,414$8.30M0.0%-14.7%0.469%
11/15/2024Rivernorth Capital Management LLC3,498,322$57.55M2.9%-25.7%3.255%
11/14/2024Rockefeller Capital Management L.P.453,369$7.46M0.0%-19.1%0.422%
11/14/2024Walleye Capital LLC14,237$234K0.0%N/A0.013%
11/12/2024Penserra Capital Management LLC966,654$15.90M0.3%N/A0.900%
11/8/2024Advisors Asset Management Inc.186,302$3.07M0.1%-7.4%0.173%
11/8/2024 Avior Wealth Management LLC17,357$286K0.0%-49.2%0.016%
11/8/2024Prospera Financial Services Inc23,693$390K0.0%+5.0%0.022%
11/7/2024Pathstone Holdings LLC823,596$13.55M0.1%-59.0%0.766%
11/7/2024Thrivent Financial for Lutherans24,177$398K0.0%N/A0.022%
11/7/2024 Claro Advisors LLC10,205$168K0.0%-35.3%0.009%
11/6/2024Kovack Advisors Inc.25,605$421K0.0%N/A0.024%
11/6/2024Oppenheimer & Co. Inc.57,248$942K0.0%+10.9%0.053%
11/5/2024Fountainhead AM LLC53,570$881K0.2%+2.1%0.050%
11/4/2024Ashton Thomas Securities LLC9,500$156K0.0%N/A0.009%
10/29/2024Mathes Company Inc.96,500$1.59M0.6%+6.0%0.090%
10/24/2024Consolidated Portfolio Review Corp35,347$581K0.1%-2.6%0.033%
10/17/2024 Claro Advisors LLC31,734$522K0.0%+101.3%0.030%
10/16/2024 Amplius Wealth Advisors LLC28,665$472K0.1%-22.1%0.027%
10/15/2024NBC Securities Inc.3,179$52K0.0%-35.9%0.003%
9/5/2024Sanctuary Advisors LLC192,030$2.97M0.0%N/A0.179%
8/22/2024Cetera Investment Advisers59,537$977K0.0%-4.8%0.055%
8/21/2024Truist Financial Corp19,450$319K0.0%N/A0.018%
8/16/2024Quarry LP69,034$1.13M0.3%+68.4%0.064%
8/16/2024Almitas Capital LLC44,339$728K0.3%N/A0.041%
8/12/2024Mathes Company Inc.91,000$1.49M0.5%-2.7%0.085%
8/8/2024Prevail Innovative Wealth Advisors LLC88,496$1.45M0.5%N/A0.082%
8/5/2024Blue Bell Private Wealth Management LLC104,722$1.72M0.4%+4.0%0.097%
8/1/2024Consolidated Portfolio Review Corp36,281$595K0.1%-57.7%0.034%
7/31/2024Commonwealth Equity Services LLC225,107$3.69M0.0%-1.1%0.209%
7/26/2024Cambridge Investment Research Advisors Inc.133,238$2.19M0.0%+4.3%0.124%
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7/19/2024Raymond James & Associates115,443$1.89M0.0%-80.5%0.107%
7/2/2024Transcend Capital Advisors LLC65,207$1.07M0.1%+7.3%0.061%
5/17/2024Comerica Bank8,028$134K0.0%-8.5%0.007%
5/15/2024Alpine Global Management LLC151,000$2.52M0.6%+11.9%0.141%
5/14/2024Advisors Asset Management Inc.189,291$3.15M0.1%+9.1%0.176%
5/14/2024Karpus Management Inc.12,150$202K0.0%-54.3%0.011%
5/11/2024Ironsides Asset Advisors LLC29,133$485K0.2%+14.1%0.027%
5/9/2024Private Management Group Inc.147,495$2.46M0.1%-2.1%0.137%
5/9/2024Camelot Portfolios LLC23,500$392K0.4%-4.1%0.022%
5/7/2024Oppenheimer & Co. Inc.29,180$486K0.0%+18.6%0.027%
5/1/2024 Janney Montgomery Scott LLC18,011$300K0.0%-11.3%0.017%
4/30/2024Consolidated Portfolio Review Corp85,868$1.43M0.4%-4.2%0.079%
4/30/2024Fountainhead AM LLC47,570$793K0.2%+2.0%0.044%
4/29/2024Commonwealth Equity Services LLC227,639$3.79M0.0%+0.9%0.211%
4/25/2024Cambridge Investment Research Advisors Inc.127,800$2.13M0.0%-0.8%0.118%
4/24/2024Blue Bell Private Wealth Management LLC100,663$1.68M0.4%+258.7%0.093%
4/22/2024PFG Investments LLC79,479$1.32M0.1%N/A0.073%
4/22/2024Raymond James & Associates592,640$9.87M0.0%-28.9%0.548%
4/18/2024 Claro Advisors LLC15,802$263K0.0%-10.9%0.015%
4/16/2024Calton & Associates Inc.25,310$422K0.2%-3.3%0.023%
4/15/2024 Eagle Rock Investment Company LLC17,902$298K0.1%N/A0.017%
2/26/2024Virtu Financial LLC21,039$315K0.0%N/A0.019%
2/15/2024Cohen & Steers Inc.797,567$11.92M0.0%-1.2%0.738%
2/13/2024Karpus Management Inc.26,600$398K0.0%+19.6%0.025%
2/13/20241607 Capital Partners LLC187,328$2.80M0.2%-12.5%0.173%
2/12/2024Relative Value Partners Group LLC124,850$1.87M0.1%-0.7%0.115%
2/12/2024Stifel Financial Corp488,792$7.31M0.0%+30.3%0.452%
2/9/2024Wells Fargo & Company MN495,095$7.40M0.0%+0.9%0.458%
2/9/2024UBS Group AG1,543,167$23.07M0.0%+8.2%1.427%
2/7/2024Calton & Associates Inc.26,167$391K0.2%N/A0.024%
2/6/2024Private Advisor Group LLC11,851$177K0.0%N/A0.011%
2/5/2024Transcend Capital Advisors LLC55,372$828K0.1%+7.6%0.051%
2/2/2024Bfsg LLC2,741$41K0.0%N/A0.003%
2/2/2024Fountainhead AM LLC46,649$697K0.2%+41.9%0.043%
2/2/2024Private Management Group Inc.150,655$2.25M0.1%-1.9%0.139%
2/1/2024Wolverine Asset Management LLC119,919$1.79M0.0%N/A0.111%
2/1/2024CWM LLC4,155$62K0.0%N/A0.004%
1/30/2024Mathes Company Inc.95,750$1.43M0.6%-5.9%0.089%
1/29/2024Consolidated Portfolio Review Corp89,622$1.34M0.3%+2.3%0.083%
1/25/2024Blue Bell Private Wealth Management LLC28,065$420K0.1%+367.8%0.026%
1/23/2024Camelot Portfolios LLC24,500$366K0.2%+4.3%0.023%
1/22/2024 Claro Advisors LLC17,736$265K0.1%+9.9%0.016%
1/16/2024Raymond James Financial Services Advisors Inc.18,218$272K0.0%-27.3%0.017%
1/16/2024Raymond James & Associates833,389$12.46M0.0%-21.0%0.771%
1/12/2024Advisor Resource Council104,590$1.56M0.2%N/A0.097%
1/11/2024 Amplius Wealth Advisors LLC35,824$536K0.1%-2.7%0.033%
1/10/2024 Sugarloaf Wealth Management LLC1,650$25K0.0%N/A0.002%
11/15/2023Advisors Asset Management Inc.161,247$2.34M0.1%-2.0%0.149%
11/14/2023Saba Capital Management L.P.10,259,217$148.66M3.6%+17.2%9.487%
11/14/2023Alpine Global Management LLC74,854$1.09M0.3%+26.3%0.069%
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11/14/2023Clough Capital Partners L P264,930$3.84M0.4%-46.5%0.245%
11/14/2023Thomas J. Herzfeld Advisors Inc.131,719$1.91M0.7%-21.3%0.122%
11/13/2023Consolidated Portfolio Review Corp87,605$1.27M0.3%-9.1%0.081%
11/13/2023Stifel Financial Corp375,164$5.44M0.0%+19.3%0.347%
11/9/2023UBS Group AG1,426,529$20.67M0.0%-0.3%1.319%
11/8/2023D.A. Davidson & CO.10,825$157K0.0%-33.7%0.010%
11/8/2023 Janney Montgomery Scott LLC20,734$300K0.0%-7.4%0.019%
11/8/2023Oppenheimer & Co. Inc.21,223$308K0.0%-8.7%0.020%
11/7/2023Atlas Wealth LLC542,642$7.86M1.5%-1.1%0.502%
11/6/2023Childress Capital Advisors LLC13,100$190K0.1%N/A0.012%
(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, 78 institutional investors and hedge funds held shares of BlackRock Capital Allocation Term Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($148.66M), Rivernorth Capital Management LLC ($57.58M), UBS Group AG ($23.07M), Penserra Capital Management LLC ($15.90M), Pathstone Holdings LLC ($13.55M), Cohen & Steers Inc. ($11.92M), and Allspring Global Investments Holdings LLC ($11.37M).Learn more on BCAT's institutional investors.

What percentage of BlackRock Capital Allocation Term Trust stock is owned by institutional investors?

36.12% of BlackRock Capital Allocation Term Trust 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 stock?

Of the 65 institutional investors that purchased BlackRock Capital Allocation Term Trust 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 ($1.02M), Raymond James & Associates ($672.53K), Atlas Wealth LLC ($571.31K), Almitas Capital LLC ($567.01K), Advisor Partners II LLC ($549.79K), and Allspring Global Investments Holdings LLC ($389.71K).

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

Institutional investors have bought a total of 7,936,897 shares in the last 24 months. This purchase volume represents approximately $117.43M in transactions.

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

Of the 40 institutional investors that sold BlackRock Capital Allocation Term Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Rivernorth Capital Management LLC ($2.44M), Sit Investment Associates Inc. ($1.46M), Pathstone Holdings LLC ($1.19M), Raymond James & Associates ($961.14K), UBS Group AG ($349.28K), Clough Capital Partners L P ($230.60K), and Thomas J. Herzfeld Advisors Inc. ($222.23K).

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

Institutional investors have sold a total of 8,045,380 shares in the last 24 months. This volume of shares sold represents approximately $125.29M in transactions.


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This page (NYSE:BCAT) was last updated on 1/20/2025 by MarketBeat.com Staff
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