LPL Financial »

Blackrock Capital Allocation Trust shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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

Quarterly reported holdings in Blackrock Capital Allocation Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 92k 16.45
2024-06-30 $860k 52k 16.41
2024-03-31 $769k 46k 16.66
2023-09-30 $1.2M 81k 14.49
2023-06-30 $2.0M 132k 15.25
2023-03-31 $1.6M 107k 15.14
2022-12-31 $695k 50k 13.87
2022-09-30 $608k 45k 13.61
2022-06-30 $358k 24k 14.64

More positions owned by LPL Financial

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Us Treas Bd Etf (GOVT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)

View all positions for LPL Financial

Top funds holding Blackrock Capital Allocation Trust

Rivernorth Capital Management
Invesco
Bank of America Corporation
Penserra Capital Management
Pathstone Holdings
Wells Fargo & Company
Thomas J. Herzfeld Advisors
Commonwealth Equity Services
Advisors Asset Management
Karpus Investment Management
Sanctuary Advisors
Cambridge Investment Research Advisors
Raymond James & Associates
First Trust Advisors
Royal Bank of Canada

View all funds holding Blackrock Capital Allocation Trust