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BlackRock Capital Allocation Term Trust (BCAT) Institutional Ownership

BlackRock Capital Allocation Term Trust logo
$15.92 -0.09 (-0.56%)
(As of 11/20/2024 ET)
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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)
38
Total
Institutional Inflows
(last 12 months)
$36.51M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$60.89M
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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
11/20/2024Virtu 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%
9/5/2024Sanctuary 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%
7/31/2024Commonwealth 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%
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%
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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%
4/30/2024 Consolidated Portfolio Review Corp85,868$1.43M0.4%-4.2%0.079%
4/30/2024 Fountainhead AM LLC47,570$793K0.2%+2.0%0.044%
4/29/2024Commonwealth Equity Services LLC227,639$3.79M0.0%+0.9%0.211%
4/25/2024 Cambridge Investment Research Advisors Inc.127,800$2.13M0.0%-0.8%0.118%
4/24/2024 Blue Bell Private Wealth Management LLC100,663$1.68M0.4%+258.7%0.093%
4/22/2024 PFG 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%
4/16/2024 Calton & 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%
2/15/2024 Cohen & Steers Inc.797,567$11.92M0.0%-1.2%0.738%
2/13/2024 Karpus Management Inc.26,600$398K0.0%+19.6%0.025%
2/13/2024 1607 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%
2/12/2024 Stifel Financial Corp488,792$7.31M0.0%+30.3%0.452%
2/9/2024 Wells Fargo & Company MN495,095$7.40M0.0%+0.9%0.458%
2/9/2024 UBS Group AG1,543,167$23.07M0.0%+8.2%1.427%
2/7/2024 Calton & Associates Inc.26,167$391K0.2%N/A0.024%
2/6/2024 Private Advisor Group LLC11,851$177K0.0%N/A0.011%
2/5/2024 Transcend Capital Advisors LLC55,372$828K0.1%+7.6%0.051%
2/2/2024 Bfsg LLC2,741$41K0.0%N/A0.003%
2/2/2024 Fountainhead AM LLC46,649$697K0.2%+41.9%0.043%
2/2/2024 Private Management Group Inc.150,655$2.25M0.1%-1.9%0.139%
2/1/2024 Wolverine Asset Management LLC119,919$1.79M0.0%N/A0.111%
2/1/2024 CWM LLC4,155$62K0.0%N/A0.004%
1/30/2024 Mathes Company Inc.95,750$1.43M0.6%-5.9%0.089%
1/29/2024 Consolidated Portfolio Review Corp89,622$1.34M0.3%+2.3%0.083%
1/25/2024 Blue Bell Private Wealth Management LLC28,065$420K0.1%+367.8%0.026%
1/23/2024 Camelot 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%
1/12/2024 Advisor 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%
11/15/2023 Advisors Asset Management Inc.161,247$2.34M0.1%-2.0%0.149%
11/14/2023 Saba Capital Management L.P.10,259,217$148.66M3.6%+17.2%9.487%
11/14/2023 Alpine Global Management LLC74,854$1.09M0.3%+26.3%0.069%
11/14/2023 Clough Capital Partners L P264,930$3.84M0.4%-46.5%0.245%
11/14/2023 Thomas J. Herzfeld Advisors Inc.131,719$1.91M0.7%-21.3%0.122%
11/13/2023 Consolidated Portfolio Review Corp87,605$1.27M0.3%-9.1%0.081%
11/13/2023 Stifel Financial Corp375,164$5.44M0.0%+19.3%0.347%
11/9/2023 UBS Group AG1,426,529$20.67M0.0%-0.3%1.319%
11/8/2023 D.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%
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11/8/2023 Oppenheimer & Co. Inc.21,223$308K0.0%-8.7%0.020%
11/7/2023 Atlas Wealth LLC542,642$7.86M1.5%-1.1%0.502%
11/6/2023 Childress Capital Advisors LLC13,100$190K0.1%N/A0.012%
11/4/2023 NBC Securities Inc.5,252$76K0.0%N/A0.005%
11/1/2023 Ironsides Asset Advisors LLC25,527$370K0.2%+9.2%0.024%
11/1/2023 Fountainhead AM LLC32,883$476K0.2%N/A0.030%
10/30/2023 Private Management Group Inc.153,516$2.22M0.1%-0.6%0.142%
10/30/2023 Blue Bell Private Wealth Management LLC6,000$87K0.0%N/A0.006%
10/27/2023 Carmel Capital Partners LLC7,500$109K0.0%N/A0.007%
10/26/2023Advisor Partners II LLC549,792$7.97M0.3%N/A0.508%
(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 ($57.55M), 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 64 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 7,931,076 shares in the last 24 months. This purchase volume represents approximately $117.30M 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: Amplius Wealth Advisors LLC ($1.50M), Sit Investment Associates Inc. ($1.46M), Rivernorth Capital Management LLC ($1.23M), Pathstone Holdings LLC ($1.19M), Raymond James & Associates ($961.14K), UBS Group AG ($349.28K), and Clough Capital Partners L P ($230.60K).

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

Institutional investors have sold a total of 8,075,624 shares in the last 24 months. This volume of shares sold represents approximately $122.46M in transactions.


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This page (NYSE:BCAT) was last updated on 11/21/2024 by MarketBeat.com Staff
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