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 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
463New |
$6.64K - $7.35K
|
463
$7.03K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.95K+ 35.73% |
$128K - $142K
|
34K
$516K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 2.87% |
$1.77M - $1.96M
|
4.18M
$63.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
124K+ 10.51% |
$1.78M - $1.97M
|
1.31M
$19.9M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-591K- 80.44% |
$8.48M - $9.39M
|
144K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 0.86% |
$45.4K - $50.3K
|
364K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
906+ 122.43% |
$13K - $14.4K
|
1.65K
$25K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
407K+ 43.13% |
$5.84M - $6.46M
|
1.35M
$20.5M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
808+ 5.24% |
$11.6K - $12.8K
|
16.2K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.8K+ 123.04% |
$155K - $172K
|
19.6K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 30.37% |
$159K - $176K
|
47.5K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.28K- 22.45% |
$47.1K - $52.1K
|
11.3K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.78M- 56.1% |
$25.6M - $28.3M
|
1.39M
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
45.9K+ 23.88% |
$659K - $729K
|
238K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.81M- 13.28% |
$25.9M - $28.7M
|
11.8M
$179M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
343K+ 401.67% |
$4.92M - $5.45M
|
429K
$6.51M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
454+ 4.54% |
$6.51K - $7.21K
|
10.5K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.6K+ 78.21% |
$511K - $565K
|
81.1K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.25K+ 43.03% |
$104K - $115K
|
24.1K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
560+ 3.91% |
$8.04K - $8.89K
|
14.9K
$226K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 0.25% |
$17.2K - $19K
|
482K
$7.32M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
479New |
$6.87K - $7.61K
|
479
$7.28K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.36K+ 9.79% |
$62.6K - $69.3K
|
48.9K
$743K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45.3KNew |
$650K - $719K
|
45.3K
$688K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
679+ 6.71% |
$9.74K - $10.8K
|
10.8K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.8K+ 134.36% |
$241K - $266K
|
29.3K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.2K- 55.87% |
$390K - $431K
|
21.4K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.89K- 39.33% |
$128K - $141K
|
13.7K
$208K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-212K- 99.8% |
$3.04M - $3.36M
|
430
$6.53K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-21.4K- 18.86% |
$308K - $340K
|
92.2K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
960+ 1.16% |
$13.8K - $15.2K
|
83.4K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25K+ 69.47% |
$359K - $397K
|
61K
$927K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1K+ 5.41% |
$14.4K - $15.9K
|
19.5K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.2K+ 5.55% |
$405K - $449K
|
537K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-971- 9.0% |
$13.9K - $15.4K
|
9.82K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.9K+ 35.41% |
$1.06M - $1.17M
|
283K
$4.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-158K- 10.25% |
$2.27M - $2.51M
|
1.38M
$21M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
23.8K+ 221.7% |
$341K - $377K
|
34.5K
$524K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58K+ 10.84% |
$832K - $920K
|
593K
$9M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$178K - $197K
|
12.4K
$188K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.9K- 1.59% |
$300K - $332K
|
1.29M
$19.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
268+ 2977.78% |
$3.85K - $4.26K
|
277
$4.21K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.6K+ 38.36% |
$454K - $502K
|
114K
$1.73M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 10.25% |
$264K - $293K
|
198K
$3.01M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6K+ 66.67% |
$86.1K - $95.3K
|
15K
$228K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.7K+ 18.42% |
$67.4K - $74.6K
|
30.2K
$459K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
25.4KNew |
$365K - $404K
|
25.4K
$387K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70K+ 58.53% |
$1M - $1.11M
|
190K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5K+ 1748.25% |
$71.8K - $79.4K
|
5.29K
$80.3K
|