Latest Institutional Purchases of Black Rock Esg Capital Allocation Trust (ECAT)
This list provides information on the latest institutional transactions involving Black Rock Esg Capital Allocation Trust (ECAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.53K+ 32.96% |
$105K - $123K
|
30.4K
$482K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.25KNew |
$73K - $85.6K
|
5.25K
$83.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.72K+ 630.32% |
$37.9K - $44.4K
|
3.16K
$50.1K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$13.9K - $16.3K
|
1K
$15.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$13.9K - $16.3K
|
1K
$15.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
750+ 4.97% |
$10.4K - $12.2K
|
15.9K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
700New |
$9.74K - $11.4K
|
700
$11.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
500New |
$6.96K - $8.15K
|
500
$7.95K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
436+ 3.59% |
$6.06K - $7.11K
|
12.6K
$200K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
218+ 1.77% |
$3.03K - $3.56K
|
12.5K
$199K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
127KNew |
$2M - $2.17M
|
127K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27KNew |
$426K - $463K
|
27K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3KNew |
$383K - $416K
|
24.3K
$386K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10KNew |
$158K - $171K
|
10K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 28568.57% |
$158K - $171K
|
10K
$159K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.4KNew |
$69.4K - $75.4K
|
4.4K
$69.9K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.6KNew |
$56.7K - $61.6K
|
3.6K
$57.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$15.8K - $17.1K
|
1K
$15.9K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 2.83% |
$205 - $223
|
473
$7.52K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
239KNew |
$3.93M - $4.33M
|
239K
$3.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9KNew |
$342K - $377K
|
20.9K
$331K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13KNew |
$213K - $235K
|
13K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$194K - $214K
|
11.8K
$188K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.4KNew |
$187K - $206K
|
11.4K
$181K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.5KNew |
$73.9K - $81.3K
|
4.5K
$71.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2KNew |
$36.1K - $39.8K
|
2.2K
$35K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
775+ 5.47% |
$12.7K - $14K
|
14.9K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 4.97% |
$10.9K - $12K
|
14.1K
$223K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
25KNew |
$409K - $450K
|
25K
$397K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.44K+ 13.39% |
$122K - $134K
|
63K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.13K+ 3.71% |
$51.2K - $56.4K
|
87.6K
$1.39M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.5KNew |
$24.5K - $27K
|
1.5K
$23.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$16.4K - $18K
|
1K
$15.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
628New |
$10.3K - $11.3K
|
628
$9.98K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
550New |
$8.99K - $9.9K
|
550
$8.74K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
160KNew |
$2.56M - $2.85M
|
160K
$2.54M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.4KNew |
$166K - $185K
|
10.4K
$165K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$120K - $134K
|
7.5K
$119K
|
|
|
Aug 14, 2024
Q2 2024
|
Meteora Capital, LLC
Boca Raton, FL |
BUY
|
- |
2.43K+ 3.71% |
$38.9K - $43.3K
|
67.8K
$1.08M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1KNew |
$16K - $17.9K
|
1K
$15.9K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
31.6KNew |
$508K - $548K
|
31.6K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.4KNew |
$215K - $232K
|
13.4K
$212K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
305New |
$4.9K - $5.29K
|
305
$4.85K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
100KNew |
$1.4M - $1.64M
|
100K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.06KNew |
$85.1K - $99.5K
|
6.06K
$96.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.69KNew |
$23.7K - $27.7K
|
1.69K
$26.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
825New |
$11.6K - $13.5K
|
825
$13.1K
|
|