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Blackrock Capital Allocation Trust shares owned by HPM Partners

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by HPM Partners from 13F filings

Historical chart of HPM Partners investment in Blackrock Capital Allocation Trust

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All positions including Blackrock Capital Allocation Trust held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by HPM Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $658k 40k 16.45
2024-06-30 $656k 40k 16.41
2024-03-31 $666k 40k 16.66
2023-12-31 $598k 40k 14.95
2023-09-30 $580k 40k 14.49
2023-06-30 $618k 41k 15.25
2023-03-31 $613k 41k 15.14
2022-12-31 $562k 41k 13.87

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View all positions for HPM Partners

Top funds holding Blackrock Capital Allocation Trust

Saba Capital Management
Morgan Stanley
Rivernorth Capital Management
Invesco
Bank of America Corporation
Penserra Capital Management
Cohen & Steers Capital Management
Pathstone Holdings
Atlas Wealth
Stifel Financial
Rockefeller Capital Management
Wells Fargo & Company
Keebeck Wealth Management
Alpine Partners VI
Thomas J. Herzfeld Advisors

View all funds holding Blackrock Capital Allocation Trust