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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
31.6KNew |
$508K - $548K
|
31.6K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.4KNew |
$215K - $232K
|
13.4K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
305New |
$4.9K - $5.29K
|
305
$5.23K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
100KNew |
$1.4M - $1.64M
|
100K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5KNew |
$316K - $369K
|
22.5K
$386K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.2K+ 40557.14% |
$199K - $233K
|
14.2K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.06KNew |
$85.1K - $99.5K
|
6.06K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.69KNew |
$23.7K - $27.7K
|
1.69K
$29K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
825New |
$11.6K - $13.5K
|
825
$14.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
490New |
$6.88K - $8.05K
|
490
$8.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250New |
$3.51K - $4.11K
|
250
$4.29K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
378KNew |
$5.51M - $6.06M
|
378K
$6.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
23KNew |
$335K - $369K
|
23K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
18.8K+ 34.5% |
$274K - $301K
|
73.3K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$237K - $260K
|
16.3K
$279K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.8KNew |
$187K - $205K
|
12.8K
$220K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1K+ 7.4% |
$161K - $177K
|
161K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11K+ 9.94% |
$161K - $177K
|
122K
$2.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3KNew |
$150K - $165K
|
10.3K
$176K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
742New |
$10.8K - $11.9K
|
742
$12.7K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$188K - $199K
|
12.5K
$214K
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
60.8K+ 7.53% |
$824K - $950K
|
868K
$14.9M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20KNew |
$271K - $312K
|
20K
$343K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6KNew |
$157K - $181K
|
11.6K
$199K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
655+ 47.5% |
$8.88K - $10.2K
|
2.03K
$34.9K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.36K - $1.56K
|
100
$1.71K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
99New |
$1.34K - $1.55K
|
99
$1.7K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
625KNew |
$8.08M - $8.99M
|
625K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
360KNew |
$4.66M - $5.18M
|
360K
$6.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
900New |
$11.6K - $13K
|
900
$15.4K
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
9K+ 9.89% |
$115K - $140K
|
100K
$1.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$16K - $19.5K
|
1.25K
$21.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.15KNew |
$14.7K - $17.9K
|
1.15K
$19.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1KNew |
$12.8K - $15.6K
|
1K
$17.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
174New |
$2.23K - $2.72K
|
174
$2.98K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$135K - $166K
|
10K
$171K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.03KNew |
$13.9K - $17.1K
|
1.03K
$17.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
500New |
$6.76K - $8.32K
|
500
$8.57K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78New |
$1.05K - $1.3K
|
78
$1.34K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
28New |
$379 - $466
|
28
$480
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.5KNew |
$174K - $218K
|
11.5K
$197K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.91KNew |
$74.2K - $93K
|
4.91K
$84.2K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
500New |
$9.07K - $10.1K
|
500
$8.57K
|
|