Purchases and Sales Made in Q4 2025 in Black Rock Capital Allocation Trust (BCAT)
This table provides information about the institutional ownership of Black Rock Capital Allocation Trust (BCAT) during Q4 2025. The information is specifically focused on institutions that hold shares of BlackRock Capital Allocation Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
28.9KNew |
$411K - $431K
|
28.9K
$411K
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.7K+ 5.28% |
$24.2K - $25.4K
|
33.9K
$482K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-893- 4.96% |
$12.7K - $13.4K
|
17.1K
$243K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-8.54K- 32.06% |
$122K - $128K
|
18.1K
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-10K- 21.74% |
$142K - $150K
|
36K
$512K
|
|