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 | 2.5M | $36M | 23% | Mar 2026 |
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| Cohen & Steers Capital Management | 1.6M | $23M | 1% | Dec 2025 |
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| Penserra Capital Management | 1.6M | $22M | 8% | Mar 2026 |
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| Bank of America Corporation | 1.5M | $21M | 100% | Mar 2026 |
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| UBS Group | 979k | $14M | 2% | Mar 2026 |
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| Invesco | 917k | $13M | -27% | Mar 2026 |
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| Royal Bank of Canada | 570k | $8.0M | 149% | Mar 2026 |
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| Stifel Financial | 501k | $7.1M | 7% | Mar 2026 |
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| LPL Financial | 472k | $6.7M | 18% | Mar 2026 |
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| Rockefeller Capital Management | 418k | $5.9M | -3% | Mar 2026 |
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| Advisors Asset Management | 361k | $5.1M | 2% | Mar 2026 |
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| Keebeck Wealth Management | 360k | $5.1M | -1% | Dec 2025 |
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| Raymond James Financial | 334k | $4.7M | -28% | Dec 2025 |
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| Cambridge Investment Research Advisors | 230k | $3.2M | 7% | Mar 2026 |
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| Lido Advisors | 186k | $2.6M | 3% | Mar 2026 |
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| Quarry | 142k | $2.0M | 100% | Dec 2025 |
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| Ameriprise Financial | 121k | $1.7M | 0% | Mar 2026 |
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| First Trust Advisors | 104k | $1.5M | -12% | Mar 2026 |
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| Advisor Group Holdings | 99k | $1.4M | 5% | Dec 2025 |
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| Evolve Private Wealth | 99k | $1.4M | 100% | Mar 2026 |
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| PFG Investments | 98k | $1.4M | 29% | Mar 2026 |
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| Integrated Wealth Concepts | 97k | $1.4M | 6% | Mar 2026 |
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| Perennial Investment Advisors | 95k | $1.3M | 41% | Mar 2026 |
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| Citadel Advisors | 90k | $1.3M | 417% | Mar 2026 |
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| Thrivent Financial for Lutherans | 87k | $1.2M | 0% | Mar 2026 |
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| Hartland & Co | 83k | $1.2M | -1% | Mar 2026 |
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| Jane Street | 81k | $1.1M | -57% | Mar 2026 |
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| Baird Financial | 80k | $1.1M | 4% | Dec 2025 |
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| Cetera Investment Advisers | 73k | $1.0M | 9% | Mar 2026 |
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| CWM | 70k | $995k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 69k | $977k | -37% | Mar 2026 |
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| Mathes Company | 68k | $964k | -21% | Mar 2026 |
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| BBK Capital Partners | 66k | $933k | 100% | Mar 2026 |
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| Bramshill Investments | 51k | $716k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 49k | $690k | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 46k | $654k | 186% | Dec 2025 |
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| Susquehanna International | 41k | $584k | 100% | Dec 2025 |
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| Quantinno Capital Management | 41k | $583k | 3% | Mar 2026 |
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| Winebrenner Capital Management | 41k | $579k | 14% | Mar 2026 |
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| Mount Yale Investment Advisors | 38k | $539k | -1% | Mar 2026 |
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| Vestmark Advisory Solutions | 38k | $539k | -1% | Mar 2026 |
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| Joseph P. Lucia & Associates | 37k | $528k | 8% | Dec 2025 |
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| TD Capital Management | 36k | $504k | 5% | Mar 2026 |
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| Amplius Wealth Advisors | 36k | $503k | 5% | Mar 2026 |
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| Patriot Financial Group Insurance Agency | 33k | $471k | 100% | Mar 2026 |
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| Armis Advisers | 33k | $512k | 2% | Mar 2026 |
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| CI Private Wealth | 28k | $29k | 0% | Mar 2026 |
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| CoreCap Advisors | 27k | $377k | 47% | Mar 2026 |
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| XTX Topco | 26k | $368k | 100% | Dec 2025 |
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| Kingswood Wealth Advisors | 25k | $353k | 40% | Mar 2026 |
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| Captrust Financial Advisors | 25k | $347k | -3% | Dec 2025 |
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| Prosperity Consulting Group | 24k | $341k | 43% | Mar 2026 |
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| NorthRock Partners | 21k | $301k | 100% | Mar 2026 |
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| Sanctuary Advisors | 21k | $300k | 100% | Mar 2026 |
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| Aviance Capital Partners | 21k | $293k | 100% | Mar 2026 |
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| Oppenheimer & Co | 20k | $282k | -61% | Mar 2026 |
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| Darren Munn | 20k | $276k | 0% | Mar 2026 |
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| Closed-End Fund Advisors | 19k | $272k | 100% | Mar 2026 |
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| Millennium Management | 19k | $271k | 100% | Mar 2026 |
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| Hrt Financial | 18k | $256k | -13% | Mar 2026 |
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| Eagle Rock Investment Company | 18k | $253k | 0% | Mar 2026 |
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| Wedbush Morgan Securities | 18k | $252k | 8% | Mar 2026 |
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| Goss Wealth Management | 18k | $249k | 5% | Mar 2026 |
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| Walkner Condon Financial Advisors | 18k | $249k | 9% | Mar 2026 |
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| HighTower Advisors | 17k | $239k | 4% | Mar 2026 |
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| SeaCrest Wealth Management | 16k | $219k | -9% | Mar 2026 |
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| Creative Planning | 15k | $209k | 1% | Mar 2026 |
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| Insigneo Advisory Services | 14k | $204k | 5% | Mar 2026 |
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| Sovran Advisors | 13k | $201k | 100% | Mar 2026 |
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| Goldman Sachs Group | 13k | $181k | 100% | Mar 2026 |
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| Rsm Us Wealth Management | 12k | $167k | -1% | Mar 2026 |
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| Advisory Services Network | 12k | $165k | 0% | Dec 2025 |
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| Calton & Associates | 11k | $156k | 4% | Mar 2026 |
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| Envestnet Asset Management | 11k | $153k | 100% | Mar 2026 |
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| Private Advisor | 11k | $151k | 2% | Mar 2026 |
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| Journey Strategic Wealth | 10k | $141k | 0% | Mar 2026 |
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| Brian McDonald | 9.9k | $140k | -10% | Dec 2025 |
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| Fifth Third Bancorp | 9.7k | $137k | 100% | Mar 2026 |
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| BlackRock | 9.6k | $135k | 6% | Mar 2026 |
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| Global Retirement Partners | 8.7k | $123k | 1857% | Dec 2025 |
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| Steward Partners Investment Advisory | 6.8k | $96k | 0% | Mar 2026 |
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| Brown Brothers Harriman & Co. | 5.5k | $78k | 0% | Mar 2026 |
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| Assetmark | 5.4k | $76k | 0% | Mar 2026 |
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| Anfield Capital Management | 3.7k | $52k | 0% | Mar 2026 |
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| Private Trust Co Na | 3.5k | $50k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 3.3k | $47k | -12% | Mar 2026 |
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| McIlrath & Eck | 3.1k | $44k | 170% | Mar 2026 |
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| AdvisorNet Financial | 2.6k | $37k | -18% | Mar 2026 |
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| Nbc Securities | 1.8k | $26k | 56% | Mar 2026 |
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| WPG Advisers | 1.5k | $21k | 13% | Mar 2026 |
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| N.E.W. Advisory Services | 1.3k | $19k | -45% | Mar 2026 |
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| Cullen Frost Bankers | 1.3k | $18k | 0% | Mar 2026 |
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| Founders Capital Management | 900.00 | $13k | 0% | Mar 2026 |
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| Gables Capital Management | 876.00 | $12k | 0% | Mar 2026 |
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| Root Financial Partners | 771.00 | $11k | 100% | Mar 2026 |
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| Bryn Mawr Trust | 700.00 | $9.9k | 100% | Mar 2026 |
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| Reyes Financial Architecture | 337.00 | $4.8k | 0% | Mar 2026 |
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| Highline Wealth Partners | 250.00 | $3.5k | -50% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 250.00 | $3.5k | 100% | Mar 2026 |
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| KERR FINANCIAL PLANNING Corp | 204.00 | $3.0k | 100% | Mar 2026 |
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| Harbour Investments | 200.00 | $2.8k | 100% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 95.00 | $1.4k | 100% | Mar 2026 |
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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 | Dec 2025 | 1.4M | $20M |
| Absolute Investment Advisers | Dec 2025 | 353k | $5.1M |
| Readystate Asset Management | Dec 2025 | 204k | $2.9M |
| Wolverine Asset Management | Dec 2025 | 181k | $2.6M |
| Janney Montgomery Scott | Dec 2025 | 79k | $1.1M |
| Almitas Capital | Dec 2025 | 55k | $779k |
| HPM Partners | Dec 2025 | 47k | $660k |
| Marex Group | Dec 2025 | 39k | $557k |
| Landscape Capital Management | Dec 2025 | 36k | $513k |
| TrueMark Investments | Dec 2025 | 29k | $409k |
| OneAscent Family Office | Dec 2025 | 25k | $354k |
| Branch Banking & Trust Company | Dec 2025 | 21k | $296k |
| Shaker Financial Services | Dec 2025 | 20k | $288k |
| National Asset Management | Dec 2025 | 12k | $172k |
| Flagship Harbor Advisors | Dec 2025 | 10k | $145k |
| TCG Advisory Services | Dec 2025 | 10k | $142k |
| Blue Bell Private Wealth Management | Dec 2025 | 795.00 | $11k |
| Estate Planners Group | Dec 2025 | 500.00 | $7.1k |