Purchases and Sales Made in Q4 2024 in Black Rock Esg Capital Allocation Trust (ECAT)
This table provides information about the institutional ownership of Black Rock Esg Capital Allocation Trust (ECAT) during Q4 2024. The information is specifically focused on institutions that hold shares of BlackRock ESG Capital Allocation Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
199KNew |
$3.26M - $3.59M
|
199K
$3.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
83.4KNew |
$1.37M - $1.51M
|
83.4K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
71.9K+ 11.38% |
$1.18M - $1.3M
|
704K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
65.4K+ 7.22% |
$1.07M - $1.18M
|
970K
$16.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
36KNew |
$591K - $651K
|
36K
$617K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 126.76% |
$455K - $501K
|
49.6K
$850K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13KNew |
$213K - $235K
|
13K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.6K+ 2.71% |
$207K - $228K
|
477K
$8.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8KNew |
$178K - $196K
|
10.8K
$186K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.92K+ 12.6% |
$146K - $161K
|
79.7K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
8.85K+ 28.28% |
$145K - $160K
|
40.2K
$688K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.55K+ 31.04% |
$140K - $155K
|
36.1K
$619K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.99K+ 0.47% |
$98.3K - $108K
|
1.27M
$21.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.13K+ 6.8% |
$84.3K - $92.7K
|
80.6K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.5KNew |
$73.9K - $81.3K
|
4.5K
$77.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.21K+ 2.34% |
$52.7K - $58K
|
140K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.63K+ 10.57% |
$43.2K - $47.6K
|
27.5K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2KNew |
$36.1K - $39.8K
|
2.2K
$37.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.67K+ 5.86% |
$27.3K - $30.1K
|
30.1K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
775+ 5.47% |
$12.7K - $14K
|
14.9K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 4.97% |
$10.9K - $12K
|
14.1K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
519New |
$8.52K - $9.38K
|
519
$8.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
182+ 1.31% |
$2.99K - $3.29K
|
14.1K
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 5.45% |
$328 - $361
|
387
$6.63K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-3- 0.65% |
$49.3 - $54.2
|
460
$7.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36- 0.04% |
$591 - $651
|
102K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65- 0.04% |
$1.07K - $1.17K
|
151K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.05K- 2.68% |
$17.2K - $18.9K
|
38K
$652K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.44K- 91.99% |
$56.5K - $62.2K
|
300
$5.14K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.06K- 2.21% |
$99.6K - $110K
|
268K
$4.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.52K- 19.29% |
$123K - $136K
|
31.4K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.62K- 21.31% |
$125K - $138K
|
28.1K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.73K- 2.22% |
$160K - $176K
|
429K
$7.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-24.7K- 32.33% |
$405K - $445K
|
51.6K
$884K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-59.3K- 3.82% |
$973K - $1.07M
|
1.49M
$25.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-61.5K- 72.76% |
$1.01M - $1.11M
|
23K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-170K- 57.27% |
$2.78M - $3.06M
|
126K
$2.17M
|