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 89 institutions that hold shares in the stock, with a total of 36.3 Million shares, which have been reported (via 13F filing form) to have a value of $563 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
104,707
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
92,033
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 75.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
85,422
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
80,961
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
78,968
shares
|
$1.22 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.95%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65,293
shares
|
$1.01 Million
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
57,248
shares
|
$884,481
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
53,570
shares
|
$827,656
0.2% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
44,947
shares
|
$694,431
0.0% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
43,684
shares
|
$674,917
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
42,734
shares
|
$660,240
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
42,386
shares
|
$654,863
0.14% of portfolio
|
Q3 2024
Reduced 59.53%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$618,000
0.0% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
39,218
shares
|
$605,918
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
35,347
shares
|
$546,111
0.08% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
35,139
shares
|
$542,897
0.0% of portfolio
|
Q3 2024
Reduced 40.98%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
27,513
shares
|
$425,075
0.05% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
25,941
shares
|
$400,788
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
25,710
shares
|
$397,219
0.18% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
25,605
shares
|
$395,597
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,177
shares
|
$373,534
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
23,693
shares
|
$366,056
0.01% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
23,500
shares
|
$363,075
0.36% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,241
shares
|
$328,173
0.0% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
21,150
shares
|
$326,767
0.0% of portfolio
|
Q4 2024
Reduced 2.31%
|