Institutional Ownership Black Rock Esg Capital Allocation Trust (ECAT)
This table provides information about the institutional ownership of Black Rock Esg Capital Allocation Trust (ECAT). We have compiled data on the 70 institutions that hold shares in the stock, with a total of 46.8 Million shares, which have been reported (via 13F filing form) to have a value of $772 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
84,570
shares
|
$1.39 Million
0.3% of portfolio
|
Q3 2024
Reduced 29.67%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
76,235
shares
|
$1.26 Million
1.14% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
75,437
shares
|
$1.24 Million
0.08% of portfolio
|
Q3 2024
Added 17.61%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
74,141
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2022
Reduced 13.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
70,818
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 49.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,034
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
45,972
shares
|
$757,618
0.18% of portfolio
|
Q1 2024
Reduced 12.39%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
44,198
shares
|
$728,383
0.0% of portfolio
|
Q3 2024
Reduced 50.68%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
39,084
shares
|
$644,104
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
38,961
shares
|
$642,077
0.02% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
35,735
shares
|
$588,912
0.0% of portfolio
|
Q3 2024
Reduced 14.57%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
31,310
shares
|
$515,988
0.02% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,403
shares
|
$468,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
27,549
shares
|
$454,007
0.0% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Hbk Investments L P
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,360
shares
|
$434,412
0.01% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
25,000
shares
|
$412,000
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
24,909
shares
|
$410,500
0.0% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
24,011
shares
|
$395,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,500
shares
|
$370,800
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
21,865
shares
|
$360,335
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
16,700
shares
|
$275,216
0.02% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
15,512
shares
|
$255,637
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
14,157
shares
|
$233,307
0.02% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
13,942
shares
|
$229,764
0.1% of portfolio
|
Q3 2024
Added 98.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13,388
shares
|
$220,634
0.0% of portfolio
|
Q2 2024
Added 148.48%
|