Institutional Ownership Black Rock Capital Allocation Trust (BCAT)
This table provides information about the institutional ownership of Black Rock Capital Allocation Trust (BCAT). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,484,715
shares
|
$63.8 Million
0.0% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,117,208
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2025
Added 41.63%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,622,657
shares
|
$23.1 Million
0.04% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,392,986
shares
|
$19.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
1,324,286
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
1,303,212
shares
|
$18.5 Million
0.25% of portfolio
|
Q3 2025
Added 11.28%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,138,678
shares
|
$16.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Saba Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,078,049
shares
|
$15.3 Million
0.48% of portfolio
|
Q3 2025
Reduced 86.18%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
549,792
shares
|
$7.82 Million
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
514,945
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
467,447
shares
|
$6.65 Million
0.0% of portfolio
|
Q3 2025
Added 25.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
462,840
shares
|
$6.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
370,371
shares
|
$5.27 Million
0.0% of portfolio
|
Q3 2025
Added 37.98%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
363,870
shares
|
$5.18 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
339,332
shares
|
$4.83 Million
0.09% of portfolio
|
Q3 2025
Added 15.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
228,544
shares
|
$3.25 Million
0.0% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
209,557
shares
|
$2.98 Million
0.01% of portfolio
|
Q3 2025
Added 13.53%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
142,143
shares
|
$2.02 Million
0.3% of portfolio
|
Q3 2025
Added 60.88%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,956
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
120,755
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 23.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
116,406
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
105,500
shares
|
$1.5 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
104,707
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
97,941
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
94,856
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
Reduced 20.86%
|
|