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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-4.3K- 3.92% |
$61.7K - $68.3K
|
106K
$1.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 4.58% |
$26.3K - $29.1K
|
41.8K
$604K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 6.67% |
$14.4 - $15.9
|
16
$231
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
100K+ 9.65% |
$1.44M - $1.59M
|
1.14M
$16.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.47K+ 44.76% |
$136K - $150K
|
30.6K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.5KNew |
$50.2K - $55.6K
|
3.5K
$50.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 24.07% |
$124K - $137K
|
44.6K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 6.89% |
$152K - $168K
|
164K
$2.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.2KNew |
$233K - $257K
|
16.2K
$234K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.47K+ 7.79% |
$64.2K - $71K
|
61.8K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.58K- 18.61% |
$94.4K - $104K
|
28.8K
$416K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
103KNew |
$1.48M - $1.63M
|
103K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.47K- 24.15% |
$136K - $150K
|
29.7K
$430K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.6KNew |
$224K - $248K
|
15.6K
$226K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 11.66% |
$28.7K - $31.8K
|
15.2K
$219K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.19KNew |
$31.4K - $34.8K
|
2.19K
$31.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75.1KNew |
$1.08M - $1.19M
|
75.1K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 5.42% |
$21.4K - $23.7K
|
29K
$419K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03K+ 151600.0% |
$43.5K - $48.1K
|
3.03K
$43.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06KNew |
$15.2K - $16.9K
|
1.06K
$15.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
844+ 1.93% |
$12.7K - $14.1K
|
44.5K
$643K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.5K- 19.37% |
$310K - $342K
|
85.4K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.6K- 28.57% |
$54.4K - $59.9K
|
9K
$130K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-88.1K- 5.41% |
$1.33M - $1.47M
|
1.54M
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.1KNew |
$378K - $417K
|
25.1K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.2K+ 9.05% |
$1.48M - $1.64M
|
1.18M
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.6KNew |
$734K - $809K
|
48.6K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
239+ 0.07% |
$3.61K - $3.98K
|
367K
$5.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.3K+ 38.66% |
$64.9K - $71.6K
|
15.4K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
550+ 1.22% |
$8.31K - $9.16K
|
45.5K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.3KNew |
$186K - $205K
|
12.3K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
495KNew |
$7.48M - $8.24M
|
495K
$7.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.7KNew |
$162K - $178K
|
10.7K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-88.8K- 10.78% |
$1.34M - $1.48M
|
735K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
83.5KNew |
$1.26M - $1.39M
|
83.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.2K+ 176.24% |
$486K - $536K
|
50.5K
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$221K - $243K
|
14.6K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.09K- 22.44% |
$61.8K - $68.1K
|
14.1K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-326K- 9.32% |
$4.93M - $5.43M
|
3.17M
$45.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.16K+ 27.07% |
$32.6K - $35.9K
|
10.1K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.5M- 15.5% |
$37.7M - $41.6M
|
13.6M
$197M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66.4K- 1.52% |
$1M - $1.1M
|
4.3M
$62.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.8K+ 6.58% |
$450K - $497K
|
483K
$6.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.6KNew |
$341K - $376K
|
22.6K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.5KNew |
$385K - $425K
|
25.5K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2KNew |
$30.2K - $33.3K
|
2K
$28.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.75K- 12.31% |
$26.5K - $29.2K
|
12.5K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
44.1K+ 3.48% |
$666K - $734K
|
1.31M
$19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.16K+ 11.85% |
$62.9K - $69.3K
|
39.3K
$568K
|
|