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 | 4.4M | $62M | 3% | Mar 2026 |
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| Wells Fargo & Company | 2.4M | $39M | -3% | Jun 2026 |
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| Penserra Capital Management | 1.6M | $26M | 4% | Jun 2026 |
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| Cohen & Steers Capital Management | 1.6M | $25M | -5% | Jun 2026 |
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| Bank of America Corporation | 1.6M | $25M | 5% | Jun 2026 |
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| UBS Group | 1.1M | $17M | 7% | Jun 2026 |
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| Invesco | 700k | $11M | -24% | Jun 2026 |
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| Royal Bank of Canada | 680k | $11M | 19% | Jun 2026 |
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| Ameriprise Financial | 581k | $9.3M | 382% | Jun 2026 |
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| LPL Financial | 465k | $7.4M | -1% | Jun 2026 |
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| Rockefeller Capital Management | 443k | $7.1M | 6% | Jun 2026 |
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| Stifel Financial | 402k | $6.4M | -20% | Jun 2026 |
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| Advisors Asset Management | 384k | $6.1M | 6% | Jun 2026 |
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| Raymond James Financial | 356k | $5.7M | 5% | Jun 2026 |
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| Keebeck Wealth Management | 352k | $5.6M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 234k | $3.7M | 2% | Jun 2026 |
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| Lido Advisors | 190k | $3.0M | 2% | Jun 2026 |
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| CWM | 128k | $1.8M | 82% | Mar 2026 |
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| Jane Street | 125k | $2.0M | 53% | Jun 2026 |
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| Perennial Investment Advisors | 115k | $1.8M | 21% | Jun 2026 |
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| Advisor Group Holdings | 104k | $1.7M | 14% | Jun 2026 |
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| PFG Investments | 102k | $1.6M | 4% | Jun 2026 |
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| Baird Financial | 91k | $1.4M | 2% | Jun 2026 |
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| Aviance Capital Partners | 88k | $1.4M | 326% | Jun 2026 |
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| Thrivent Financial for Lutherans | 87k | $1.4M | 0% | Jun 2026 |
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| Hartland & Co | 83k | $1.3M | 0% | Jun 2026 |
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| Cetera Investment Advisers | 81k | $1.3M | 12% | Jun 2026 |
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| Commonwealth Equity Services | 81k | $1.3M | 17% | Jun 2026 |
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| Janney Montgomery Scott | 80k | $1.3M | 100% | Jun 2026 |
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| BBK Capital Partners | 80k | $1.1M | 22% | Jun 2026 |
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| Integrated Wealth Concepts | 77k | $1.2M | -21% | Jun 2026 |
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| First Trust Advisors | 61k | $975k | -41% | Jun 2026 |
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| Winebrenner Capital Management | 57k | $908k | 39% | Jun 2026 |
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| Bramshill Investments | 51k | $817k | 1% | Jun 2026 |
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| Evolve Private Wealth | 51k | $814k | -48% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 49k | $786k | 3% | Jun 2026 |
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| CoreCap Advisors | 48k | $767k | 81% | Jun 2026 |
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| Mathes Company | 46k | $733k | -33% | Jun 2026 |
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| Summit Financial | 42k | $675k | 100% | Jun 2026 |
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| TD Capital Management | 38k | $597k | 5% | Jun 2026 |
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| Mount Yale Investment Advisors | 36k | $571k | -6% | Jun 2026 |
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| Vestmark Advisory Solutions | 36k | $571k | -6% | Jun 2026 |
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| Amplius Wealth Advisors | 35k | $562k | -1% | Jun 2026 |
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| CI Private Wealth | 35k | $552k | 23% | Jun 2026 |
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| Joseph P. Lucia & Associates | 34k | $534k | 1% | Jun 2026 |
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| Armis Advisers | 33k | $529k | 2% | Jun 2026 |
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| OneAscent Family Office | 31k | $498k | 100% | Jun 2026 |
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| HighTower Advisors | 29k | $465k | 73% | Jun 2026 |
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| Kingswood Wealth Advisors | 29k | $455k | 14% | Jun 2026 |
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| Quantinno Capital Management | 27k | $430k | -35% | Jun 2026 |
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| Envestnet Asset Management | 26k | $419k | 143% | Jun 2026 |
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| Captrust Financial Advisors | 25k | $390k | 0% | Jun 2026 |
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| Prosperity Consulting Group | 24k | $385k | 0% | Jun 2026 |
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| NorthRock Partners | 20k | $322k | -5% | Jun 2026 |
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| Goss Wealth Management | 20k | $316k | 12% | Jun 2026 |
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| Branch Banking & Trust Company | 20k | $315k | 100% | Jun 2026 |
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| Oppenheimer & Co | 20k | $312k | -2% | Jun 2026 |
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| Citadel Advisors | 19k | $309k | -78% | Jun 2026 |
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| SeaCrest Wealth Management | 18k | $288k | 17% | Jun 2026 |
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| Wedbush Morgan Securities | 18k | $288k | 1% | Jun 2026 |
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| Eagle Rock Investment Company | 18k | $285k | 0% | Jun 2026 |
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| Patriot Financial Group Insurance Agency | 17k | $265k | -50% | Jun 2026 |
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| Two Sigma Securities | 15k | $242k | 100% | Jun 2026 |
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| Insigneo Advisory Services | 14k | $230k | 0% | Jun 2026 |
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| Advisory Solutions Group | 13k | $213k | 100% | Jun 2026 |
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| Confluence Wealth Services | 13k | $213k | 100% | Jun 2026 |
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| Sovran Advisors | 13k | $205k | 0% | Jun 2026 |
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| Intl Fcstone | 13k | $202k | 100% | Jun 2026 |
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| Firethorn Wealth Partners | 13k | $200k | 100% | Jun 2026 |
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| Millennium Management | 12k | $195k | -36% | Jun 2026 |
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| Private Advisor | 12k | $194k | 14% | Jun 2026 |
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| XTX Topco | 12k | $191k | 100% | Jun 2026 |
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| Creative Planning | 12k | $186k | -21% | Jun 2026 |
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| Calton & Associates | 11k | $182k | 3% | Jun 2026 |
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| Mariner Wealth Advisors | 11k | $167k | 100% | Jun 2026 |
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| Closed-End Fund Advisors | 10k | $166k | -46% | Jun 2026 |
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| Virtu Financial | 10k | $165k | 100% | Jun 2026 |
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| Journey Strategic Wealth | 10k | $141k | 0% | Mar 2026 |
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| BlackRock | 9.6k | $152k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 9.5k | $152k | -2% | Jun 2026 |
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| Clear Street Group | 9.5k | $151k | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 9.1k | $145k | 34% | Jun 2026 |
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| Global Retirement Partners | 7.2k | $115k | -17% | Jun 2026 |
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| Brown Brothers Harriman & Co. | 5.5k | $88k | 0% | Jun 2026 |
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| Assetmark | 5.4k | $86k | 0% | Jun 2026 |
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| Bank Of Oklahoma National Association / | 5.0k | $80k | 100% | Jun 2026 |
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| Anfield Capital Management | 3.7k | $52k | 0% | Mar 2026 |
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| Private Trust Co Na | 3.5k | $56k | 0% | Jun 2026 |
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| McIlrath & Eck | 3.1k | $44k | 170% | Mar 2026 |
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| AdvisorNet Financial | 2.6k | $42k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 2.3k | $37k | -31% | Jun 2026 |
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| Nbc Securities | 1.9k | $31k | 3% | Jun 2026 |
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| N.E.W. Advisory Services | 1.3k | $21k | 0% | Jun 2026 |
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| IFP Advisors | 1.3k | $21k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.3k | $21k | 418% | Jun 2026 |
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| Cullen Frost Bankers | 1.3k | $20k | 0% | Jun 2026 |
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| WPG Advisers | 1.0k | $17k | -31% | Jun 2026 |
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| Founders Capital Management | 900.00 | $14k | 0% | Jun 2026 |
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| Gables Capital Management | 876.00 | $14k | 0% | Jun 2026 |
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| Custom Index Systems | 859.00 | $14k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 825.00 | $13k | 100% | Jun 2026 |
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| Bryn Mawr Trust | 700.00 | $11k | 0% | Jun 2026 |
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| Osbon Capital Management | 669.00 | $11k | 100% | Jun 2026 |
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| North Star Investment Management | 500.00 | $8.0k | 100% | Jun 2026 |
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| Institute For Wealth Management | 450.00 | $7.2k | 100% | Jun 2026 |
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| Reyes Financial Architecture | 337.00 | $5.4k | 0% | Jun 2026 |
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| Highline Wealth Partners | 250.00 | $4.0k | 0% | Jun 2026 |
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| Bessemer | 228.00 | $4.0k | 100% | Jun 2026 |
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| KERR FINANCIAL PLANNING Corp | 211.00 | $3.4k | 3% | Jun 2026 |
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| Harbour Investments | 200.00 | $3.2k | 0% | Jun 2026 |
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| Whittier Trust Co. of Nevada | 95.00 | $1.5k | 0% | Jun 2026 |
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| Key Capital Management | 50.00 | $797.000000 | 100% | Jun 2026 |
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| Danske Bank A/s | 1.00 | $16.000000 | 100% | Jun 2026 |
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Who sold out of Blackrock Capital Allocation Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| O'shaughnessy Asset Management | Mar 2026 | 49k | $690k |
| Sanctuary Advisors | Mar 2026 | 21k | $300k |
| Darren Munn | Mar 2026 | 20k | $276k |
| Hrt Financial | Mar 2026 | 18k | $256k |
| Walkner Condon Financial Advisors | Mar 2026 | 18k | $249k |
| Goldman Sachs Group | Mar 2026 | 13k | $181k |
| Rsm Us Wealth Management | Mar 2026 | 12k | $167k |
| Advisory Services Network | Mar 2026 | 9.0k | $127k |
| Tower Research Capital | Mar 2026 | 2.1k | $29k |
| Root Financial Partners | Mar 2026 | 771.00 | $11k |
| Jones Financial Companies, L.L | Mar 2026 | 10.00 | $140.000000 |