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 |
|---|---|---|---|---|---|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
500
shares
|
$7,115
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
444
shares
|
$6,318
0.0% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2025 Q3 2025 |
435
shares
|
$6,190
0.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
337
shares
|
$4,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
25
shares
|
$355
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|