Who owns Blackrock Capital Allocation Trust?
- Ticker: BCAT
- CUSIP Number: 09260u109
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
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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 |
|---|---|---|---|---|---|
| Morgan Stanley | 3.8M | $58M | 100% | Jun 2025 |
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| Wells Fargo & Company | 2.1M | $31M | 42% | Sep 2025 |
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| Cohen & Steers Capital Management | 1.6M | $24M | 7% | Sep 2025 |
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| Invesco | 1.3M | $20M | 4% | Sep 2025 |
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| Penserra Capital Management | 1.3M | $19M | 11% | Sep 2025 |
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| UBS Group | 1.1M | $17M | -15% | Sep 2025 |
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| Saba Capital Management | 1.1M | $16M | -86% | Sep 2025 |
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| Stifel Financial | 515k | $7.6M | -5% | Sep 2025 |
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| Raymond James Financial | 467k | $6.9M | 25% | Sep 2025 |
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| Rockefeller Capital Management | 463k | $6.8M | -6% | Sep 2025 |
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| LPL Financial | 370k | $5.5M | 38% | Sep 2025 |
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| Keebeck Wealth Management | 364k | $5.4M | 0% | Sep 2025 |
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| Advisors Asset Management | 339k | $5.0M | 16% | Sep 2025 |
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| Royal Bank of Canada | 229k | $3.4M | -56% | Sep 2025 |
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| Cambridge Investment Research Advisors | 210k | $3.1M | 14% | Sep 2025 |
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| Fountainhead AM | 142k | $2.1M | 61% | Sep 2025 |
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| First Trust Advisors | 121k | $1.8M | 23% | Sep 2025 |
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| Ameriprise Financial | 116k | $1.7M | 2% | Sep 2025 |
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| Mathes Company | 106k | $1.6M | 0% | Sep 2025 |
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| Integrated Wealth Concepts | 98k | $1.4M | 5% | Sep 2025 |
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| Advisor Group Holdings | 95k | $1.4M | -21% | Sep 2025 |
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| Hartland & Co | 84k | $1.2M | 0% | Sep 2025 |
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| Baird Financial | 77k | $1.1M | -3% | Sep 2025 |
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| Thrivent Financial for Lutherans | 75k | $1.1M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 74k | $1.1M | 18% | Sep 2025 |
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| Janney Montgomery Scott | 72k | $1.1M | 612% | Sep 2025 |
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| CWM | 70k | $1.0M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 68k | $1.0M | 15% | Sep 2025 |
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| Perennial Investment Advisors | 55k | $812k | 2% | Sep 2025 |
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| PFG Investments | 51k | $750k | 100% | Sep 2025 |
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| Oppenheimer & Co | 47k | $696k | -21% | Sep 2025 |
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| Winebrenner Capital Management | 46k | $680k | 2% | Sep 2025 |
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| HPM Partners | 42k | $619k | 0% | Sep 2025 |
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| Armis Advisers | 42k | $611k | -4% | Sep 2025 |
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| Mount Yale Investment Advisors | 41k | $606k | 100% | Sep 2025 |
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| Joseph P. Lucia & Associates | 35k | $511k | 5% | Sep 2025 |
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| Amplius Wealth Advisors | 32k | $476k | 5% | Sep 2025 |
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| Quantinno Capital Management | 32k | $474k | 13% | Sep 2025 |
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| TD Capital Management | 32k | $473k | 6% | Sep 2025 |
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| CI Private Wealth | 28k | $415k | 0% | Sep 2025 |
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| CoreCap Advisors | 27k | $394k | 16% | Sep 2025 |
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| Captrust Financial Advisors | 25k | $375k | 35% | Sep 2025 |
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| OneAscent Family Office | 25k | $370k | 100% | Sep 2025 |
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| Kingswood Wealth Advisors | 23k | $341k | -13% | Sep 2025 |
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| Branch Banking & Trust Company | 22k | $320k | -8% | Sep 2025 |
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| Darren Munn | 20k | $288k | 0% | Sep 2025 |
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| Calton & Associates | 18k | $272k | -8% | Sep 2025 |
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| SeaCrest Wealth Management | 18k | $268k | 64% | Sep 2025 |
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| Eagle Rock Investment Company | 18k | $265k | 0% | Sep 2025 |
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| Insigneo Advisory Services | 17k | $257k | 13% | Sep 2025 |
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| Prosperity Consulting Group | 17k | $250k | 100% | Sep 2025 |
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| Patriot Financial Group Insurance Agency | 17k | $246k | 0% | Sep 2025 |
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| Wedbush Morgan Securities | 16k | $240k | 30% | Sep 2025 |
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| Walkner Condon Financial Advisors | 16k | $240k | 0% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 16k | $238k | 1% | Sep 2025 |
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| Goss Wealth Management | 16k | $238k | 5% | Sep 2025 |
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| HighTower Advisors | 16k | $232k | 22% | Sep 2025 |
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| Shaker Financial Services | 16k | $229k | 100% | Sep 2025 |
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| Lido Advisors | 13k | $199k | 100% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 13k | $188k | -31% | Sep 2025 |
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| Cary Street Partners Financial | 12k | $182k | 0% | Sep 2025 |
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| Rsm Us Wealth Management | 12k | $179k | 100% | Sep 2025 |
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| Advisory Services Network | 12k | $172k | 2% | Sep 2025 |
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| Mariner Wealth Advisors | 11k | $168k | 100% | Sep 2025 |
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| Creative Planning | 11k | $165k | 100% | Sep 2025 |
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| Private Advisor | 11k | $164k | 5% | Sep 2025 |
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| Brian McDonald | 11k | $163k | 1% | Sep 2025 |
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| National Asset Management | 10k | $151k | 100% | Sep 2025 |
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| Journey Strategic Wealth | 10k | $148k | 0% | Sep 2025 |
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| TCG Advisory Services | 10k | $148k | 0% | Sep 2025 |
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| BlackRock | 9.0k | $134k | -69% | Sep 2025 |
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| Steward Partners Investment Advisory | 7.6k | $113k | 13% | Sep 2025 |
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| Brown Brothers Harriman & Co. | 5.5k | $81k | 450% | Sep 2025 |
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| Assetmark | 5.3k | $78k | 0% | Sep 2025 |
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| Anfield Capital Management | 3.7k | $54k | 0% | Sep 2025 |
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| Private Trust Co Na | 3.5k | $52k | 0% | Sep 2025 |
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| Parallel Advisors | 3.2k | $47k | 100% | Sep 2025 |
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| McIlrath & Eck | 3.0k | $44k | 971% | Sep 2025 |
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| AdvisorNet Financial | 3.0k | $44k | 54% | Sep 2025 |
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| Keener Financial Planning | 2.0k | $29k | 100% | Sep 2025 |
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| WPG Advisers | 1.3k | $20k | 100% | Sep 2025 |
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| N.E.W. Advisory Services | 1.2k | $18k | 100% | Sep 2025 |
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| Nbc Securities | 1.1k | $17k | -64% | Sep 2025 |
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| Blue Bell Private Wealth Management | 995.00 | $15k | -45% | Sep 2025 |
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| Founders Capital Management | 900.00 | $13k | 0% | Sep 2025 |
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| Gables Capital Management | 876.00 | $13k | 0% | Sep 2025 |
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| Rogco | 748.00 | $11k | 0% | Sep 2025 |
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| Highline Wealth Partners | 500.00 | $7.4k | 100% | Sep 2025 |
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| Global Retirement Partners | 444.00 | $6.6k | 6% | Sep 2025 |
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| Thomas J. Herzfeld Advisors | 435.00 | $6.4k | 2% | Sep 2025 |
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| Reyes Financial Architecture | 337.00 | $5.0k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 25.00 | $368.000000 | 4% | Sep 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 |
| Prevail Innovative Wealth Advisors | Jun 2025 | 110k | $1.7M |
| Jane Street | Jun 2025 | 98k | $1.5M |
| Kovitz Investment Group Partners | Jun 2025 | 18k | $275k |
| Green Square Asset Management | Jun 2025 | 16k | $237k |
| D. E. Shaw & Co | Jun 2025 | 14k | $214k |
| Hilltop Holdings | Jun 2025 | 11k | $168k |
| Red Tortoise | Jun 2025 | 2.2k | $33k |
| Geneos Wealth Management | Jun 2025 | 2.0k | $31k |
| Atticus Wealth Management | Jun 2025 | 780.00 | $12k |
| Newbridge Financial Services Group | Jun 2025 | 642.00 | $9.7k |
| Jpmorgan Chase & Co | Mar 2025 | 277.00 | $4.0k |