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Blackrock Capital Allocation Trust shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock Capital Allocation Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $324k 20k 16.45
2024-06-30 $323k 20k 16.41
2024-03-31 $445k 27k 16.66
2023-12-31 $295k 20k 14.95
2023-09-30 $329k 23k 14.49
2023-06-30 $300k 20k 15.25
2023-03-31 $298k 20k 15.14

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View all positions for Captrust Financial Advisors

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