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

Joseph P. Lucia & Associates, LLC

  • $218 Million
  • Q3 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 34,579 shares of BCAT stock, worth $492,059. This represents 0.23% of its overall portfolio holdings.

Number of Shares
34,579
Previous 33,066 4.58%
Holding current value
$492,059
Previous $500,000 2.2%
% of portfolio
0.23%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$14.56 - $15.29 $22,029 - $23,133
1,513 Added 4.58%
34,579 $511,000
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
106
Shares Held
20.6M
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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