Who owns Blackrock Capital Allocation Trust?

Tip: Access positions for across all investors

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Saba Capital Management 16M $268M 0% Jun 2024
 View chart
Morgan Stanley 5.6M $92M -7% Jun 2024
 View chart
Rivernorth Capital Management 3.5M $58M -26% Sep 2024
 View chart
Invesco 1.3M $21M 0% Sep 2024
 View chart
Bank of America Corporation 1.1M $18M 0% Sep 2024
 View chart
Penserra Capital Management 967k $16M 100% Sep 2024
 View chart
Cohen & Steers Capital Management 843k $14M 6% Jun 2024
 View chart
Pathstone Holdings 824k $14M -59% Sep 2024
 View chart
Atlas Wealth 780k $13B 100% Jun 2024
 View chart
Stifel Financial 592k $9.7M 5% Jun 2024
 View chart
Rockefeller Capital Management 560k $9.2M 12% Jun 2024
 View chart
Wells Fargo & Company 544k $8.9M 3% Sep 2024
 View chart
Keebeck Wealth Management 367k $6.0M 0% Jun 2024
 View chart
Alpine Partners VI 280k $4.6M 85% Jun 2024
 View chart
Thomas J. Herzfeld Advisors 214k $3.5M 5% Sep 2024
 View chart
Commonwealth Equity Services 203k $3.3M -10% Sep 2024
 View chart
Advisors Asset Management 186k $3.1M -7% Sep 2024
 View chart
Karpus Investment Management 145k $2.4M -24% Sep 2024
 View chart
Sanctuary Advisors 140k $2.3M -27% Sep 2024
 View chart
Cambridge Investment Research Advisors 138k $2.3M 4% Sep 2024
 View chart
Raymond James & Associates 136k $2.2M 18% Sep 2024
 View chart
First Trust Advisors 108k $1.8M 20% Sep 2024
 View chart
Royal Bank of Canada 106k $1.7M -8% Sep 2024
 View chart
Mathes Company 97k $1.6M 6% Sep 2024
 View chart
LPL Financial 92k $1.5M 76% Sep 2024
 View chart
Prevail Innovative Wealth Advisors 89k $1.5M 100% Jun 2024
 View chart
Advisor Group Holdings 85k $1.4M -8% Sep 2024
 View chart
Hartland & Co 81k $1.3M -8% Sep 2024
 View chart
Quarry 69k $1.1M 68% Jun 2024
 View chart
Transcend Wealth Collective 65k $1.1M 0% Sep 2024
 View chart
Cetera Investment Advisers 60k $977k -5% Jun 2024
 View chart
Oppenheimer & Co 57k $942k 96% Sep 2024
 View chart
Fountainhead AM 54k $881k 2% Sep 2024
 View chart
Blue Bell Private Wealth Management 42k $697k -60% Sep 2024
 View chart
HPM Partners 40k $658k 0% Sep 2024
 View chart
Consolidated Portfolio Review Corp 36k $595k -58% Jun 2024
 View chart
Amplius Wealth Advisors 29k $472k -22% Sep 2024
 View chart
Virtu Financial 26k $427k 100% Sep 2024
 View chart
Kovack Advisors 26k $421k 100% Sep 2024
 View chart
Calton & Associates 25k $417k -1% Sep 2024
 View chart
Thrivent Financial for Lutherans 24k $398k 100% Sep 2024
 View chart
Prospera Financial Services 24k $390k 5% Sep 2024
 View chart
Darren Munn 24k $387k -4% Sep 2024
 View chart
Raymond James Financial Services Advisors 21k $349k 14% Sep 2024
 View chart
Journey Strategic Wealth 21k $346k -12% Sep 2024
 View chart
Captrust Financial Advisors 20k $324k 0% Sep 2024
 View chart
Branch Banking & Trust Company 20k $319k 100% Jun 2024
 View chart
CI Private Wealth 18k $303k -54% Sep 2024
 View chart
Jane Street 18k $301k -31% Sep 2024
 View chart
D. E. Shaw & Co 18k $300k -35% Sep 2024
 View chart
Eagle Rock Investment Company 18k $295k 0% Sep 2024
 View chart
Nelson, Van Denburg & Campbell Wealth Management 17k $286k -49% Sep 2024
 View chart
Patriot Financial Group Insurance Agency 17k $274k 0% Sep 2024
 View chart
Janney Montgomery Scott 15k $249k -11% Sep 2024
 View chart
National Asset Management 15k $238k 100% Sep 2024
 View chart
Raymond James Trust 14k $229k -42% Sep 2024
 View chart
CoreCap Advisors 13k $207k 530% Sep 2024
 View chart
Claro Advisors 10k $168k -35% Sep 2024
 View chart
Advisory Services Network 10k $167k 0% Sep 2024
 View chart
TCG Advisory Services 10k $164k 0% Jun 2024
 View chart
Ashton Thomas Securities 9.5k $156k 100% Sep 2024
 View chart
Brian McDonald 8.0k $131k 2% Sep 2024
 View chart
Pnc Financial Services 6.8k $112k -17% Sep 2024
 View chart
Steward Partners Investment Advisory 6.0k $98k -21% Jun 2024
 View chart
BlackRock 5.8k $96k 100% Sep 2024
 View chart
BlackRock 5.0k $82k 0% Jun 2024
 View chart
Nbc Securities 3.2k $52k -36% Sep 2024
 View chart
Covestor 2.2k $36k -18% Sep 2024
 View chart
Founders Capital Management 900.00 $15k 0% Sep 2024
 View chart
Gables Capital Management 876.00 $14k 0% Sep 2024
 View chart
Atticus Wealth Management 780.00 $13k 0% Sep 2024
 View chart
CWM 779.00 $13k 100% Sep 2024
 View chart
Rogco 748.00 $12k 0% Sep 2024
 View chart
Assetmark 286.00 $4.7k 0% Sep 2024
 View chart
McIlrath & Eck 280.00 $4.6k 0% Sep 2024
 View chart
Jpmorgan Chase & Co 150.00 $2.5k -18% Sep 2024
 View chart

Who sold out of Blackrock Capital Allocation Trust?

Fund or Company Name Date Sold Shares Held Valued At
Relative Value Partners Mar 2024 124k $1.9M
Qube Research & Technologies Mar 2024 84k $1.4M
PFG Investments Mar 2024 80k $1.3M
Almitas Capital Jun 2024 44k $728k
Citadel Advisors Jun 2024 34k $562k
Millennium Management Jun 2024 31k $514k
Envestnet Asset Management Jun 2024 29k $475k
Brown Brothers Harriman & Co. Mar 2024 24k $394k
DRW Holdings Mar 2024 14k $238k
Virtue Capital Management Mar 2024 13k $196k
Catalina Capital Group Jun 2024 12k $194k
Hilltop Holdings Jun 2024 12k $192k
Fisher Investments Jun 2024 11k $182k
Ancora Advisors Jun 2024 10k $164k
Versant Capital Management Jun 2024 5.0k $82k
First Manhattan Mar 2024 1.4k $23k
Castleview Partners Jun 2024 537.00 $8.8k