Latest Institutional Purchases of Black Rock Capital Allocation Trust (BCAT)
This list provides information on the latest institutional transactions involving Black Rock Capital Allocation Trust (BCAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 1.53% |
$297 - $324
|
1.46K
$22.7K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
34.7KNew |
$470K - $551K
|
34.7K
$540K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
23.9KNew |
$323K - $379K
|
23.9K
$371K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16KNew |
$217K - $254K
|
16K
$249K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.5KNew |
$33.9K - $39.7K
|
2.5K
$38.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.14KNew |
$29K - $34K
|
2.14K
$33.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.12KNew |
$15.2K - $17.8K
|
1.12K
$17.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$13.5K - $15.9K
|
1K
$15.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
162New |
$2.19K - $2.57K
|
162
$2.52K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mangrove Partners
New York, NY |
BUY
|
- |
391KNew |
$5.56M - $6.56M
|
391K
$6.08M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
42.7KNew |
$608K - $718K
|
42.7K
$665K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$16.3K - $19.2K
|
1.15K
$17.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 23.25% |
$15.8K - $18.6K
|
5.89K
$91.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
480New |
$6.83K - $8.06K
|
480
$7.47K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
418+ 139.33% |
$5.95K - $7.02K
|
718
$11.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
100New |
$1.42K - $1.68K
|
100
$1.56K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
15KNew |
$237K - $293K
|
15K
$233K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6KNew |
$198K - $245K
|
12.6K
$195K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.5KNew |
$39.5K - $48.8K
|
2.5K
$38.9K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
14.1KNew |
$258K - $287K
|
14.1K
$220K
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
900New |
$16.5K - $18.3K
|
900
$14K
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
250+ 50.0% |
$4.99K - $5.93K
|
750
$11.7K
|
|