Joseph P. Lucia & Associates, LLC Black Rock Capital Allocation Trust Transaction History

Joseph P. Lucia & Associates, LLC

  • $202 Million
  • Q2 2025

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Black Rock Capital Allocation Trust stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 33,066 shares of BCAT stock, worth $497,973. This represents 0.25% of its overall portfolio holdings.

Number of Shares
33,066
Previous 24,094 37.24%
Holding current value
$497,973
Previous $346,000 44.51%
% of portfolio
0.25%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$13.2 - $15.27 $118,430 - $137,002
8,972 Added 37.24%
33,066 $500,000
Q1 2025

May 14, 2025
BUY
$14.35 - $15.88 $104,023 - $115,114
7,249 Added 43.03%
24,094 $346,000
Q4 2024

Jan 22, 2025
BUY
$15.1 - $16.65 $254,359 - $280,469
16,845 New
16,845 $255,000

Others Institutions Holding BCAT

# of Institutions
103
Shares Held
30.3M
Call Options Held
0
Put Options Held
0
View Full List

About BlackRock Capital Allocation Trust

BCAT Quotes by TradingView
  • Ticker BCAT
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about BCAT
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