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BlackRock ESG Capital Allocation Term Trust (ECAT) Institutional Ownership

BlackRock ESG Capital Allocation Term Trust logo
$16.66 -0.01 (-0.03%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock ESG Capital Allocation Term Trust (NYSE:ECAT)

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$48.77M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$34.14M
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ECAT Institutional Buying and Selling by Quarter

BlackRock ESG Capital Allocation Term Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Flagship Harbor Advisors LLC80,568$1.32M0.1%+6.8%0.000%
1/21/2025Fifth Third Bancorp4,500$74K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC27,541$452K0.0%+10.6%0.000%
1/17/2025 Dakota Wealth Management31,445$516K0.0%-19.3%0.000%
12/3/2024Rivernorth Capital Management LLC3,334,284$59.15M2.9%-7.2%0.000%
11/25/2024Wilmington Savings Fund Society FSB1,500$27K0.0%N/A0.000%
11/25/2024Sanctuary Advisors LLC295,980$5.05M0.0%-18.3%0.000%
11/18/2024Arete Wealth Advisors LLC14,157$251K0.0%+5.3%0.000%
11/15/2024Kovitz Investment Group Partners LLC342,706$6.01M0.0%N/A0.000%
11/15/2024Stifel Financial Corp102,462$1.82M0.0%-7.0%0.000%
11/15/2024Rivernorth Capital Management LLC3,279,907$58.19M2.9%-8.7%0.000%
11/14/2024HBK Investments L P26,360$468K0.0%-29.1%0.000%
11/13/2024D.A. Davidson & CO.39,084$693K0.0%-1.6%0.000%
11/12/2024Penserra Capital Management LLC904,950$16.05M0.3%N/A0.000%
11/8/2024Advisors Asset Management Inc.464,437$8.24M0.2%-13.8%0.000%
11/6/2024Kovack Advisors Inc.25,000$444K0.0%N/A0.000%
11/6/2024Oppenheimer & Co. Inc.274,525$4.87M0.1%+1.0%0.000%
11/1/2024Beckerman Institutional LLC76,235$1.35M1.1%N/A0.000%
10/31/2024Shaker Financial Services LLC15,512$275K0.1%N/A0.000%
10/28/2024US Bancorp DE24,011$426K0.0%N/A0.000%
10/24/2024PFG Investments LLC16,700$296K0.0%-8.2%0.000%
10/23/2024 Dakota Wealth Management38,961$691K0.0%-9.1%0.000%
10/21/2024Calton & Associates Inc.13,942$247K0.1%-9.2%0.000%
10/8/2024Mather Group LLC.2,087$37K0.0%N/A0.000%
9/5/2024Sanctuary Advisors LLC362,366$5.87M0.0%N/A0.000%
8/21/2024Truist Financial Corp27,457$482K0.0%+9.8%0.000%
8/16/2024Quarry LP13,207$232K0.1%-63.7%0.000%
8/16/2024Almitas Capital LLC839,103$14.72M6.1%+84.5%0.000%
8/8/2024Oppenheimer & Co. Inc.271,720$4.77M0.1%+209.4%0.000%
8/7/2024Wedbush Securities Inc.33,272$584K0.0%-12.1%0.000%
8/7/2024PFG Investments LLC18,200$319K0.0%+17.4%0.000%
8/5/2024Blue Bell Private Wealth Management LLC120,249$2.11M0.4%-3.2%0.000%
7/31/2024Commonwealth Equity Services LLC21,845$383K0.0%-4.4%0.000%
7/31/2024Americana Partners LLC137,077$2.40M0.2%-2.3%0.000%
7/29/2024Whittier Trust Co.7,500$131K0.0%N/A0.000%
7/22/2024 Dakota Wealth Management42,863$752K0.0%+4.2%0.000%
5/20/2024Virtu Financial LLC19,583$340K0.0%-15.1%0.000%
5/17/2024Comerica Bank19,896$345K0.0%+4.7%0.000%
5/17/2024Tidal Investments LLC56,205$976K0.0%-2.6%0.000%
5/15/2024Alpine Global Management LLC20,000$347K0.1%-42.7%0.000%
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5/15/2024Quadrature Capital Ltd11,706$203K0.0%-30.3%0.000%
5/14/2024Advisors Asset Management Inc.515,785$8.95M0.2%+0.7%0.000%
5/14/2024Karpus Management Inc.1,620,984$28.14M0.8%-0.1%0.000%
5/10/2024City of London Investment Management Co. Ltd.90,000$1.56M0.1%-73.7%0.000%
5/9/2024Private Management Group Inc.211,626$3.67M0.1%-1.8%0.000%
5/7/2024Oppenheimer & Co. Inc.87,809$1.52M0.0%+13.5%0.000%
5/1/2024 Janney Montgomery Scott LLC26,935$468K0.0%-13.6%0.000%
4/30/2024Fountainhead AM LLC45,972$798K0.2%-12.4%0.000%
4/24/2024Blue Bell Private Wealth Management LLC124,275$2.16M0.5%+14.4%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.77,459$1.35M0.0%+51.5%0.000%
4/22/2024PFG Investments LLC15,500$269K0.0%N/A0.000%
4/16/2024Calton & Associates Inc.15,183$264K0.1%-9.3%0.000%
3/25/2024Quadrature Capital Ltd16,803$271K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.41,830$675K0.0%-3.9%0.000%
2/26/2024Virtu Financial LLC23,055$372K0.0%N/A0.000%
2/15/2024Bulldog Investors LLP73,787$1.19M0.4%-83.6%0.000%
2/15/2024Cohen & Steers Inc.644,890$10.40M0.0%-9.2%0.000%
2/13/2024Karpus Management Inc.1,622,093$26.16M0.8%-2.8%0.000%
2/13/2024Oppenheimer & Co. Inc.77,335$1.25M0.0%+239.5%0.000%
2/13/2024Tower Research Capital LLC TRC1,782$29K0.0%+791.0%0.000%
2/13/20241607 Capital Partners LLC41,449$669K0.0%-83.0%0.000%
2/12/2024Relative Value Partners Group LLC516,142$8.33M0.5%+22.0%0.000%
2/12/2024Cape Investment Advisory Inc.6,058$98K0.0%N/A0.000%
2/9/2024City of London Investment Management Co. Ltd.341,672$5.51M0.5%-30.5%0.000%
2/9/2024D.A. Davidson & CO.33,830$546K0.0%+6.3%0.000%
2/9/2024Wells Fargo & Company MN489,515$7.90M0.0%-2.3%0.000%
2/9/2024UBS Group AG722,133$11.65M0.0%-10.0%0.000%
2/9/2024PNC Financial Services Group Inc.41,830$675K0.0%-3.9%0.000%
2/8/2024Apexium Financial LP100,000$1.61M0.1%N/A0.000%
2/8/2024 Janney Montgomery Scott LLC31,175$503K0.0%-8.1%0.000%
2/7/2024Northwest Financial Advisors1,690$27K0.0%N/A0.000%
2/7/2024Calton & Associates Inc.16,731$270K0.1%N/A0.000%
2/2/2024Truist Financial Corp25,253$407K0.0%-3.3%0.000%
2/2/2024Fountainhead AM LLC52,472$846K0.2%+206.5%0.000%
2/2/2024Private Management Group Inc.215,571$3.48M0.1%-1.7%0.000%
1/25/2024Blue Bell Private Wealth Management LLC108,603$1.75M0.4%+21.6%0.000%
1/25/2024Americana Partners LLC145,725$2.35M0.2%+0.4%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.51,137$825K0.0%+36.8%0.000%
1/16/2024Raymond James & Associates15,503$250K0.0%+24.3%0.000%
11/21/2023Almitas Capital LLC997,868$14.76M7.1%-8.1%0.000%
11/15/2023Toroso Investments LLC58,735$869K0.0%+4.2%0.000%
11/15/20231607 Capital Partners LLC244,190$3.61M0.3%-24.0%0.000%
11/15/2023Advisors Asset Management Inc.473,449$7.00M0.2%+27.1%0.000%
11/14/2023Saba Capital Management L.P.15,335,732$226.82M5.5%+15.7%0.000%
11/14/2023Alpine Global Management LLC63,113$933K0.2%+4.6%0.000%
11/14/2023Clough Capital Partners L P73,300$1.08M0.1%+34.5%0.000%
11/14/2023Qube Research & Technologies Ltd122,155$1.81M0.0%+9.9%0.000%
11/14/2023Thomas J. Herzfeld Advisors Inc.130,176$1.93M0.7%-23.8%0.000%
11/14/2023Meteora Capital LLC82,000$1.21M0.2%N/A0.000%
11/13/2023Invesco Ltd.1,283,354$18.98M0.0%-5.9%0.000%
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11/9/2023City of London Investment Management Co. Ltd.491,672$7.27M0.6%+1.2%0.000%
11/9/2023Karpus Management Inc.1,668,774$24.68M0.8%-0.6%0.000%
11/9/2023UBS Group AG802,110$11.86M0.0%+18.1%0.000%
11/8/2023D.A. Davidson & CO.31,830$471K0.0%-4.8%0.000%
11/8/2023 Janney Montgomery Scott LLC33,941$502K0.0%+12.5%0.000%
11/8/2023Oppenheimer & Co. Inc.22,782$337K0.0%+3.4%0.000%
11/7/2023Americana Partners LLC145,079$2.14M0.2%+83.2%0.000%
11/7/2023Atlas Wealth LLC235,851$3.49M0.7%-3.0%0.000%
11/1/2023Fountainhead AM LLC17,120$253K0.1%N/A0.000%
10/30/2023Private Management Group Inc.219,254$3.24M0.1%-0.8%0.000%
(Data available from 1/1/2016 forward)

ECAT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ECAT shares?

During the previous two years, 73 institutional investors and hedge funds held shares of BlackRock ESG Capital Allocation Term Trust. The most heavily invested institutionals were Saba Capital Management L.P. ($226.82M), Rivernorth Capital Management LLC ($59.15M), Karpus Management Inc. ($28.14M), Sit Investment Associates Inc. ($27.91M), Invesco Ltd. ($18.98M), Penserra Capital Management LLC ($16.05M), and Almitas Capital LLC ($14.72M).Learn more on ECAT's institutional investors.

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

Of the 59 institutional investors that purchased BlackRock ESG 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. ($2.08M), Sit Investment Associates Inc. ($1.79M), Almitas Capital LLC ($1.73M), Penserra Capital Management LLC ($904.95K), City of London Investment Management Co. Ltd. ($424.38K), Allspring Global Investments Holdings LLC ($416.18K), and Advisor Partners II LLC ($378.24K).

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

Institutional investors have bought a total of 10,784,571 shares in the last 24 months. This purchase volume represents approximately $162.95M in transactions.

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

Of the 40 institutional investors that sold BlackRock ESG 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 ($1.14M), Karpus Management Inc. ($747.87K), City of London Investment Management Co. Ltd. ($401.67K), Bulldog Investors LLP ($383.94K), 1607 Capital Partners LLC ($279.95K), Thomas J. Herzfeld Advisors Inc. ($215.71K), and Almitas Capital LLC ($102.01K).

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

Institutional investors have sold a total of 3,918,434 shares in the last 24 months. This volume of shares sold represents approximately $63.49M in transactions.



This page (NYSE:ECAT) was last updated on 1/21/2025 by MarketBeat.com Staff
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