Who owns Blackrock Capital Allocation Trust?

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Analyze quarterly positions in Blackrock Capital Allocation Trust with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Blackrock Capital Allocation Trust stock

Who bought or sold Blackrock Capital Allocation Trust this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Wells Fargo & Company 2.0M $29M -3% Dec 2025
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Cohen & Steers Capital Management 1.6M $23M 1% Dec 2025
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Penserra Capital Management 1.4M $20M 10% Dec 2025
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Invesco 1.3M $18M -5% Dec 2025
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Saba Capital Management 1.1M $16M -86% Sep 2025
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UBS Group 961k $14M -16% Dec 2025
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Stifel Financial 469k $6.6M -9% Dec 2025
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Rockefeller Capital Management 429k $6.1M -7% Dec 2025
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LPL Financial 401k $5.7M 8% Dec 2025
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Keebeck Wealth Management 360k $5.1M -1% Dec 2025
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Advisors Asset Management 355k $5.0M 5% Dec 2025
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Absolute Investment Advisers 353k $5.1M 100% Dec 2025
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Raymond James Financial 334k $4.7M -28% Dec 2025
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Royal Bank of Canada 229k $3.4M -56% Sep 2025
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Cambridge Investment Research Advisors 214k $3.0M 2% Dec 2025
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Readystate Asset Management 204k $2.9M 100% Dec 2025
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Jane Street 187k $2.6M 100% Dec 2025
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Wolverine Asset Management 181k $2.6M 100% Dec 2025
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Lido Advisors 181k $2.6M 1243% Dec 2025
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Quarry 142k $2.0M 100% Dec 2025
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Ameriprise Financial 121k $1.7M 4% Dec 2025
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First Trust Advisors 118k $1.7M -2% Dec 2025
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Commonwealth Equity Services 109k $1.5M 47% Dec 2025
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Advisor Group Holdings 99k $1.4M 5% Dec 2025
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Integrated Wealth Concepts 92k $1.3M -6% Dec 2025
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Thrivent Financial for Lutherans 87k $1.2M 16% Dec 2025
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Mathes Company 87k $1.2M -18% Dec 2025
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Hartland & Co 84k $1.2M 0% Dec 2025
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Baird Financial 80k $1.1M 4% Dec 2025
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Janney Montgomery Scott 79k $1.1M 9% Dec 2025
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PFG Investments 76k $1.1M 49% Dec 2025
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CWM 70k $995k 0% Dec 2025
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Perennial Investment Advisors 67k $952k 23% Dec 2025
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Cetera Investment Advisers 67k $946k -1% Dec 2025
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Almitas Capital 55k $779k 100% Dec 2025
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Oppenheimer & Co 51k $721k 8% Dec 2025
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HPM Partners 47k $660k 11% Dec 2025
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Wiley Bros.-aintree Capital 46k $654k 186% Dec 2025
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Armis Advisers 42k $611k -4% Sep 2025
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Susquehanna International 41k $584k 100% Dec 2025
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Quantinno Capital Management 40k $565k 25% Dec 2025
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Marex Group 39k $557k 100% Dec 2025
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Vestmark Advisory Solutions 38k $543k 100% Dec 2025
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Mount Yale Investment Advisors 38k $543k -6% Dec 2025
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Joseph P. Lucia & Associates 37k $528k 8% Dec 2025
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Landscape Capital Management 36k $513k 100% Dec 2025
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Winebrenner Capital Management 36k $510k -22% Dec 2025
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Amplius Wealth Advisors 34k $480k 5% Dec 2025
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TD Capital Management 34k $479k 6% Dec 2025
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TrueMark Investments 29k $409k 100% Dec 2025
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CI Private Wealth 28k $397k 0% Dec 2025
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XTX Topco 26k $368k 100% Dec 2025
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OneAscent Family Office 25k $354k 0% Dec 2025
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Captrust Financial Advisors 25k $347k -3% Dec 2025
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Hrt Financial 21k $296k 100% Dec 2025
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Branch Banking & Trust Company 21k $296k -3% Dec 2025
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Shaker Financial Services 20k $288k 31% Dec 2025
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Darren Munn 20k $276k 0% Dec 2025
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CoreCap Advisors 18k $256k -32% Dec 2025
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Kingswood Wealth Advisors 18k $254k -22% Dec 2025
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Eagle Rock Investment Company 18k $254k 0% Dec 2025
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SeaCrest Wealth Management 17k $247k -5% Dec 2025
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Prosperity Consulting Group 17k $239k 0% Dec 2025
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Goss Wealth Management 17k $239k 5% Dec 2025
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Patriot Financial Group Insurance Agency 17k $236k 0% Dec 2025
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Wedbush Morgan Securities 17k $234k 2% Dec 2025
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HighTower Advisors 16k $231k 4% Dec 2025
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Walkner Condon Financial Advisors 16k $230k 0% Dec 2025
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Creative Planning 15k $207k 30% Dec 2025
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Insigneo Advisory Services 14k $194k -21% Dec 2025
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Rsm Us Wealth Management 12k $172k -2% Dec 2025
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Advisory Services Network 12k $165k 0% Dec 2025
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Calton & Associates 11k $151k -42% Dec 2025
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Private Advisor 11k $149k -5% Dec 2025
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Flagship Harbor Advisors 10k $145k 100% Dec 2025
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National Asset Management 10k $151k 100% Sep 2025
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TCG Advisory Services 10k $142k 0% Dec 2025
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Journey Strategic Wealth 10k $142k 0% Dec 2025
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Brian McDonald 9.9k $140k -10% Dec 2025
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BlackRock 9.0k $128k 0% Dec 2025
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Global Retirement Partners 8.7k $123k 1857% Dec 2025
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Steward Partners Investment Advisory 6.8k $96k -11% Dec 2025
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Brown Brothers Harriman & Co. 5.5k $78k 0% Dec 2025
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Assetmark 5.4k $76k 2% Dec 2025
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Pinnacle Wealth Planning Services 3.8k $54k 100% Dec 2025
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Anfield Capital Management 3.7k $52k 0% Dec 2025
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Private Trust Co Na 3.5k $50k 0% Dec 2025
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AdvisorNet Financial 3.2k $45k 6% Dec 2025
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N.E.W. Advisory Services 2.4k $34k 100% Dec 2025
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WPG Advisers 1.3k $19k 0% Dec 2025
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Cullen Frost Bankers 1.3k $18k 100% Dec 2025
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Nbc Securities 1.2k $17k 6% Dec 2025
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McIlrath & Eck 1.2k $16k -61% Dec 2025
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Founders Capital Management 900.00 $13k 0% Dec 2025
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Gables Capital Management 876.00 $12k 0% Dec 2025
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Blue Bell Private Wealth Management 795.00 $11k -20% Dec 2025
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Highline Wealth Partners 500.00 $7.1k 0% Dec 2025
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Reyes Financial Architecture 337.00 $4.8k 0% Dec 2025
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Hanson McClain Advisors 26.00 $372.000200 4% Dec 2025
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Who sold out of Blackrock Capital Allocation Trust?

Fund or Company Name Date Sold Shares Held Valued At
Rivernorth Capital Management Jun 2025 298k $4.5M
Fountainhead AM Sep 2025 142k $2.1M
D. E. Shaw & Co Jun 2025 14k $214k
Consolidated Portfolio Review Corp Sep 2025 13k $188k
Cary Street Partners Financial Sep 2025 12k $182k
Mariner Wealth Advisors Sep 2025 11k $168k
Parallel Advisors Sep 2025 3.2k $47k
Keener Financial Planning Sep 2025 2.0k $29k
Rogco Sep 2025 748.00 $11k
Thomas J. Herzfeld Advisors Sep 2025 435.00 $6.4k