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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.36 -0.11 (-0.68%)
Closing price 02/21/2025 03:59 PM Eastern
Extended Trading
$15.40 +0.03 (+0.20%)
As of 02/21/2025 06:48 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)
58
Total
Institutional Inflows
(last 12 months)
$56.38M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$119.62M
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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
2/18/2025 Elequin Capital LP10,713$162K0.0%N/A0.010%
2/17/2025 Saba Capital Management L.P.13,617,277$206.30M4.8%-15.5%12.672%
2/17/2025 Pathstone Holdings LLC734,842$11.22M0.0%-10.8%0.684%
2/17/2025 D. E. Shaw & Co. Inc.14,146$214K0.0%-22.4%0.013%
2/17/2025 CoreCap Advisors LLC9,000$136K0.0%-28.6%0.008%
2/17/2025 Cetera Investment Advisers39,302$595K0.0%+11.8%0.037%
2/17/2025 Citadel Advisors LLC14,611$221K0.0%N/A0.014%
2/17/2025 Cary Street Partners Financial LLC12,299$186K0.0%N/A0.011%
2/17/2025 CF Capital LLC495,100$7.50M8.1%N/A0.461%
2/17/2025 Bank of America Corp DE1,183,518$17.93M0.0%+9.0%1.101%
2/17/2025 Ameriprise Financial Inc.44,528$675K0.0%+1.9%0.041%
2/14/2025 Jane Street Group LLC50,496$765K0.0%+176.2%0.047%
2/14/2025 Comerica Bank10,126$153K0.0%+27.1%0.009%
2/14/2025 Integrated Wealth Concepts LLC25,050$380K0.0%N/A0.023%
2/14/2025 Stifel Financial Corp534,778$8.10M0.0%+6.0%0.498%
2/14/2025 Shaker Financial Services LLC25,517$387K0.1%N/A0.024%
2/14/2025 Beck Mack & Oliver LLC12,500$189K0.0%N/A0.012%
2/14/2025 First Trust Advisors LP113,619$1.72M0.0%+4.9%0.106%
2/13/2025 Walleye Capital LLC12,484$189K0.0%-12.3%0.012%
2/13/2025 CreativeOne Wealth LLC22,611$343K0.0%N/A0.021%
2/13/2025 Cohen & 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%
2/13/2025 Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/13/2025 Invesco Ltd.1,311,945$19.88M0.0%+3.5%1.221%
2/13/2025 Perennial Investment Advisors LLC36,429$552K0.1%N/A0.034%
2/13/2025 Wells Fargo & Company MN509,035$7.71M0.0%-6.3%0.474%
2/12/2025 Landscape Capital Management L.L.C.27,610$418K0.0%N/A0.026%
2/12/2025 Thomas J. Herzfeld Advisors Inc.212,086$3.21M1.0%-0.8%0.197%
2/12/2025 Prevail Innovative Wealth Advisors LLC106,854$1.62M0.5%-6.7%0.099%
2/12/2025 CIBC Private Wealth Group LLC2,331$36K0.0%N/A0.002%
2/11/2025 LPL Financial LLC119,635$1.81M0.0%+30.0%0.111%
2/10/2025 Advisors Asset Management Inc.192,327$2.91M0.1%+3.2%0.179%
2/10/2025 Thrivent Financial for Lutherans35,995$545K0.0%+48.9%0.033%
2/10/2025 Corient Private Wealth LLC14,339$217K0.0%-22.1%0.013%
2/10/2025 Commonwealth Equity Services LLC179,733$2.72M0.0%-11.5%0.167%
2/7/2025 Blue Bell Private Wealth Management LLC12,301$186K0.0%-71.0%0.011%
2/6/2025 Raymond James Financial Inc.208,631$3.16M0.0%N/A0.194%
2/5/2025 Anfield Capital Management LLC3,674$56K0.0%N/A0.003%
2/4/2025 Cutter & CO Brokerage Inc.10,411$158K0.0%N/A0.010%
2/3/2025 Winebrenner Capital Management LLC45,000$682K0.5%N/A0.042%
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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%
2/3/2025 Private Advisor Group LLC10,452$158K0.0%N/A0.010%
1/31/2025 Mathes Company Inc.109,800$1.66M0.6%+13.8%0.102%
1/31/2025 Sanctuary Advisors LLC104,707$1.62M0.0%-25.2%0.097%
1/24/2025 Journey Strategic Wealth LLC11,000$167K0.0%-47.6%0.010%
1/22/2025 Joseph P. Lucia & Associates LLC16,845$255K0.1%N/A0.016%
1/22/2025 Kingswood Wealth Advisors LLC39,218$594K0.0%N/A0.036%
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%
12/3/2024 Rivernorth Capital Management LLC3,500,484$57.58M2.8%-25.6%3.257%
11/25/2024 Sanctuary Advisors LLC139,902$2.25M0.0%-27.1%0.130%
11/20/2024 Virtu Financial LLC25,941$427K0.0%N/A0.024%
11/15/2024 Jane Street Group LLC18,280$301K0.0%-31.2%0.017%
11/15/2024 Stifel Financial Corp504,414$8.30M0.0%-14.7%0.469%
11/15/2024 Rivernorth Capital Management LLC3,498,322$57.55M2.9%-25.7%3.255%
11/14/2024 Rockefeller Capital Management L.P.453,369$7.46M0.0%-19.1%0.422%
11/14/2024 Walleye Capital LLC14,237$234K0.0%N/A0.013%
11/12/2024 Penserra Capital Management LLC966,654$15.90M0.3%N/A0.900%
11/8/2024 Advisors 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%
11/8/2024 Prospera Financial Services Inc23,693$390K0.0%+5.0%0.022%
11/7/2024 Pathstone Holdings LLC823,596$13.55M0.1%-59.0%0.766%
11/7/2024 Thrivent Financial for Lutherans24,177$398K0.0%N/A0.022%
11/7/2024 Claro Advisors LLC10,205$168K0.0%-35.3%0.009%
11/6/2024 Kovack Advisors Inc.25,605$421K0.0%N/A0.024%
11/6/2024 Oppenheimer & Co. Inc.57,248$942K0.0%+10.9%0.053%
11/5/2024 Fountainhead AM LLC53,570$881K0.2%+2.1%0.050%
11/4/2024 Ashton Thomas Securities LLC9,500$156K0.0%N/A0.009%
10/29/2024 Mathes Company Inc.96,500$1.59M0.6%+6.0%0.090%
10/24/2024 Consolidated 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%
10/15/2024 NBC Securities Inc.3,179$52K0.0%-35.9%0.003%
9/5/2024 Sanctuary Advisors LLC192,030$2.97M0.0%N/A0.179%
8/22/2024 Cetera Investment Advisers59,537$977K0.0%-4.8%0.055%
8/21/2024 Truist Financial Corp19,450$319K0.0%N/A0.018%
8/16/2024 Quarry LP69,034$1.13M0.3%+68.4%0.064%
8/16/2024 Almitas Capital LLC44,339$728K0.3%N/A0.041%
8/12/2024 Mathes Company Inc.91,000$1.49M0.5%-2.7%0.085%
8/8/2024 Prevail Innovative Wealth Advisors LLC88,496$1.45M0.5%N/A0.082%
8/5/2024 Blue Bell Private Wealth Management LLC104,722$1.72M0.4%+4.0%0.097%
8/1/2024 Consolidated Portfolio Review Corp36,281$595K0.1%-57.7%0.034%
7/31/2024 Commonwealth Equity Services LLC225,107$3.69M0.0%-1.1%0.209%
7/26/2024 Cambridge Investment Research Advisors Inc.133,238$2.19M0.0%+4.3%0.124%
7/19/2024Raymond James & Associates115,443$1.89M0.0%-80.5%0.107%
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7/2/2024 Transcend Capital Advisors LLC65,207$1.07M0.1%+7.3%0.061%
5/17/2024 Comerica Bank8,028$134K0.0%-8.5%0.007%
5/15/2024 Alpine Global Management LLC151,000$2.52M0.6%+11.9%0.141%
5/14/2024 Advisors Asset Management Inc.189,291$3.15M0.1%+9.1%0.176%
5/14/2024 Karpus Management Inc.12,150$202K0.0%-54.3%0.011%
5/11/2024 Ironsides Asset Advisors LLC29,133$485K0.2%+14.1%0.027%
5/9/2024 Private Management Group Inc.147,495$2.46M0.1%-2.1%0.137%
5/9/2024 Camelot Portfolios LLC23,500$392K0.4%-4.1%0.022%
5/7/2024 Oppenheimer & Co. Inc.29,180$486K0.0%+18.6%0.027%
5/1/2024 Janney Montgomery Scott LLC18,011$300K0.0%-11.3%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, 97 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. ($19.88M), Bank of America Corp DE ($17.93M), Penserra Capital Management LLC ($15.90M), and Cohen & Steers Inc. ($14.30M).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 83 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 ($989.02K), Advisor Partners II LLC ($549.79K), CF Capital LLC ($495.10K), Raymond James Financial Inc. ($417.26K), Cohen & Steers Inc. ($269.80K), and Stifel Financial Corp ($204.80K).

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

Institutional investors have bought a total of 7,082,732 shares in the last 24 months. This purchase volume represents approximately $107.93M in transactions.

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

Of the 46 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: Saba Capital Management L.P. ($2.50M), Rivernorth Capital Management LLC ($2.44M), Pathstone Holdings LLC ($1.27M), Raymond James & Associates ($961.14K), Clough Capital Partners L P ($230.60K), Thomas J. Herzfeld Advisors Inc. ($224.00K), and Amplius Wealth Advisors LLC ($212.51K).

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

Institutional investors have sold a total of 8,858,492 shares in the last 24 months. This volume of shares sold represents approximately $140.13M in transactions.


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This page (NYSE:BCAT) was last updated on 2/22/2025 by MarketBeat.com Staff
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