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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.1K+ 27.87% |
$345K - $399K
|
120K
$1.83M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14K+ 22.95% |
$185K - $214K
|
75K
$1.15M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
642New |
$8.47K - $9.8K
|
642
$9.82K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.4KNew |
$151K - $174K
|
11.4K
$174K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 341.68% |
$20.9K - $24.2K
|
2.05K
$31.3K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-369K- 8.82% |
$4.87M - $5.63M
|
3.81M
$58.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2K+ 88.33% |
$174K - $201K
|
28.1K
$429K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.4K- 8.34% |
$653K - $755K
|
543K
$8.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.3K+ 133.55% |
$862K - $997K
|
114K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59.3K+ 174.35% |
$782K - $905K
|
93.3K
$1.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.2KNew |
$240K - $278K
|
18.2K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
958K+ 178.24% |
$12.6M - $14.6M
|
1.49M
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4KNew |
$203K - $235K
|
15.4K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-45.7K- 3.3% |
$603K - $698K
|
1.34M
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-344- 2.12% |
$4.54K - $5.25K
|
15.9K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
160K+ 11.85% |
$2.11M - $2.44M
|
1.51M
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8K+ 53.33% |
$106K - $122K
|
23K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 8.88% |
$1.53M - $1.77M
|
1.42M
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.01M- 33.93% |
$52.9M - $61.2M
|
7.8M
$119M
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15.7KNew |
$207K - $239K
|
15.7K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.61K- 1.45% |
$21.3K - $24.6K
|
110K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-847- 4.3% |
$11.2K - $12.9K
|
18.9K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.3K+ 32.31% |
$1.2M - $1.39M
|
374K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.3KNew |
$1.3M - $1.5M
|
98.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.3KNew |
$373K - $432K
|
28.3K
$432K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.1KNew |
$147K - $169K
|
11.1K
$170K
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.1M- 78.62% |
$14.5M - $16.7M
|
298K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-454- 4.34% |
$5.99K - $6.93K
|
10K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.1K+ 20.56% |
$1.16M - $1.35M
|
517K
$7.9M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.95K+ 6.45% |
$78.5K - $90.8K
|
98.1K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.1K- 1.63% |
$278K - $322K
|
1.27M
$19.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.63K- 2.01% |
$21.5K - $24.9K
|
79.5K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-5- 1.16% |
$66 - $76.4
|
425
$6.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
109+ 1.01% |
$1.44K - $1.66K
|
10.9K
$167K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
425+ 2.17% |
$5.61K - $6.49K
|
20K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
420New |
$5.54K - $6.41K
|
420
$6.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.09K- 31.43% |
$40.7K - $47.1K
|
6.73K
$103K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
55.2K+ 23.15% |
$728K - $842K
|
293K
$4.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.8K+ 41.53% |
$1.04M - $1.2M
|
268K
$4.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1K- 9.09% |
$13.2K - $15.3K
|
10K
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-250- 1.6% |
$3.3K - $3.82K
|
15.4K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
15.7KNew |
$207K - $240K
|
15.7K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
431+ 3.48% |
$5.69K - $6.58K
|
12.8K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1KNew |
$13.2K - $15.3K
|
1K
$15.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-779- 47.33% |
$10.3K - $11.9K
|
867
$13.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.2K- 70.06% |
$55.4K - $64.1K
|
1.8K
$27.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.16K+ 12.98% |
$81.4K - $94.1K
|
53.7K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30.3KNew |
$400K - $463K
|
30.3K
$463K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 25.62% |
$158K - $182K
|
58.6K
$896K
|