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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,700
shares
|
$304,365
0.0% of portfolio
|
Q2 2024
Reduced 26.22%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
19,389
shares
|
$299,560
0.0% of portfolio
|
Q3 2024
Reduced 38.15%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
18,418
shares
|
$284,558
0.0% of portfolio
|
Q3 2024
Reduced 54.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,280
shares
|
$282,426
0.0% of portfolio
|
Q3 2024
Reduced 31.21%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,238
shares
|
$281,777
0.0% of portfolio
|
Q3 2024
Reduced 34.63%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
17,902
shares
|
$276,585
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
17,150
shares
|
$264,967
0.0% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
16,845
shares
|
$260,255
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
16,650
shares
|
$257,242
0.04% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
14,485
shares
|
$223,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
14,237
shares
|
$219,961
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,932
shares
|
$215,249
0.01% of portfolio
|
Q3 2024
Reduced 41.79%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
12,757
shares
|
$197,095
0.01% of portfolio
|
Q4 2024
Reduced 26.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
12,600
shares
|
$194,670
0.01% of portfolio
|
Q3 2024
Added 530.0%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,308
shares
|
$190,158
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,122
shares
|
$171,834
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
11,000
shares
|
$169,950
0.01% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,889
shares
|
$168,235
0.0% of portfolio
|
Q3 2024
Added 81.7%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
10,203
shares
|
$157,636
0.0% of portfolio
|
Q2 2024
Reduced 16.39%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$154,500
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
9,500
shares
|
$146,775
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,969
shares
|
$123,121
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
7,382
shares
|
$114,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
6,814
shares
|
$105,276
0.0% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$77,250
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|