Latest Institutional Transactions on Black Rock Capital Allocation Trust (BCAT)
This table provides information on the latest institutional transactions involving Black Rock Capital Allocation Trust (BCAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 4.17% |
$14.6 - $15.3
|
25
$356
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.7K+ 5.61% |
$24.7K - $26K
|
32K
$455K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.51K+ 34.52% |
$94.8K - $99.5K
|
25.4K
$361K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
226+ 1.98% |
$3.29K - $3.46K
|
11.6K
$166K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
673K+ 17.65% |
$9.8M - $10.3M
|
4.48M
$63.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.76K+ 13.28% |
$54.7K - $57.4K
|
32K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.23K+ 1.95% |
$32.4K - $34K
|
116K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$196K - $206K
|
13.4K
$191K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-27K- 5.52% |
$394K - $414K
|
463K
$6.59M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25K- 20.86% |
$364K - $382K
|
94.9K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.66K+ 5.0% |
$67.9K - $71.3K
|
97.9K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
112K+ 7.41% |
$1.63M - $1.71M
|
1.62M
$23.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
233+ 1.47% |
$3.39K - $3.56K
|
16.1K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31K- 2.18% |
$452K - $474K
|
1.39M
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$163K - $171K
|
11.2K
$159K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
93.7K+ 25.06% |
$1.36M - $1.43M
|
467K
$6.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.97K- 63.72% |
$28.7K - $30.1K
|
1.12K
$16K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$165K - $174K
|
11.4K
$162K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.03K+ 15.4% |
$131K - $138K
|
67.6K
$962K
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
41KNew |
$597K - $627K
|
41K
$583K
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16.9KNew |
$246K - $258K
|
16.9K
$241K
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-6.72M- 86.18% |
$97.9M - $103M
|
1.08M
$15.3M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
724+ 4.71% |
$10.5K - $11.1K
|
16.1K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.5K+ 450.0% |
$65.5K - $68.8K
|
5.5K
$78.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.73K- 3.44% |
$39.8K - $41.8K
|
76.7K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-199K- 14.86% |
$2.89M - $3.04M
|
1.14M
$16.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.3K+ 4.28% |
$791K - $830K
|
1.32M
$18.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.03K+ 64.13% |
$102K - $107K
|
18K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
91+ 0.83% |
$1.32K - $1.39K
|
11K
$157K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
622K+ 41.63% |
$9.06M - $9.51M
|
2.12M
$30.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10+ 2.35% |
$146 - $153
|
435
$6.19K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25K+ 13.53% |
$364K - $382K
|
210K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
888+ 13.19% |
$12.9K - $13.6K
|
7.62K
$108K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.6K+ 23.05% |
$329K - $346K
|
121K
$1.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 37.98% |
$1.48M - $1.56M
|
370K
$5.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-28.4K- 5.22% |
$413K - $434K
|
515K
$7.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2K+ 13.01% |
$29.1K - $30.6K
|
17.4K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 2.26% |
$17.6K - $18.5K
|
54.9K
$781K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-5.78K- 31.29% |
$84.2K - $88.4K
|
12.7K
$181K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
484+ 4.57% |
$7.05K - $7.4K
|
11.1K
$158K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2KNew |
$46.6K - $48.9K
|
3.2K
$45.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 3.64% |
$22.9K - $24K
|
41.5K
$591K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$177K - $185K
|
12.1K
$173K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2KNew |
$29.1K - $30.6K
|
2K
$28.5K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.68K- 8.36% |
$24.4K - $25.6K
|
18.4K
$261K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 22.35% |
$41.8K - $43.9K
|
15.7K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.7K+ 29.51% |
$53.9K - $56.6K
|
16.2K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
45.9K+ 15.65% |
$668K - $702K
|
339K
$4.83M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-12.3K- 20.78% |
$180K - $189K
|
47K
$669K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132K+ 11.28% |
$1.92M - $2.02M
|
1.3M
$18.5M
|
|