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 93 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $572 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,969
shares
|
$124,157
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
7,382
shares
|
$115,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$77,900
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
3,674
shares
|
$57,240
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
2,173
shares
|
$33,855
0.02% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,145
shares
|
$17,839
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$14,022
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
876
shares
|
$13,648
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
780
shares
|
$12,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
779
shares
|
$12,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
748
shares
|
$11,653
0.0% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$7,790
0.0% of portfolio
|
Q1 2021
Added 50.0%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
286
shares
|
$4,455
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
280
shares
|
$4,362
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
150
shares
|
$2,337
0.0% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15
shares
|
$233
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$31
0.0% of portfolio
|
Q4 2024
Reduced 99.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|