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 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.7KNew |
$182K - $202K
|
12.7K
$193K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.34K+ 18.67% |
$105K - $117K
|
46.6K
$708K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-36K- 43.07% |
$516K - $571K
|
47.5K
$722K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.32K+ 6.24% |
$47.7K - $52.8K
|
56.5K
$859K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.31K- 51.26% |
$90.5K - $100K
|
6K
$91.1K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
150+ 1.44% |
$2.15K - $2.38K
|
10.6K
$161K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.32K+ 4.04% |
$62K - $68.6K
|
111K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-4.3K- 3.92% |
$61.7K - $68.3K
|
106K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 4.58% |
$26.3K - $29.1K
|
41.8K
$635K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 6.67% |
$14.4 - $15.9
|
16
$243
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.47K+ 44.76% |
$136K - $150K
|
30.6K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
100K+ 9.65% |
$1.44M - $1.59M
|
1.14M
$17.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.5KNew |
$50.2K - $55.6K
|
3.5K
$53.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 24.07% |
$124K - $137K
|
44.6K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 6.89% |
$152K - $168K
|
164K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.2KNew |
$233K - $257K
|
16.2K
$246K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.47K+ 7.79% |
$64.2K - $71K
|
61.8K
$939K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.58K- 18.61% |
$94.4K - $104K
|
28.8K
$437K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
103KNew |
$1.48M - $1.63M
|
103K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.47K- 24.15% |
$136K - $150K
|
29.7K
$452K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 11.66% |
$28.7K - $31.8K
|
15.2K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.6KNew |
$224K - $248K
|
15.6K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.19KNew |
$31.4K - $34.8K
|
2.19K
$33.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75.1KNew |
$1.08M - $1.19M
|
75.1K
$1.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 5.42% |
$21.4K - $23.7K
|
29K
$441K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03K+ 151600.0% |
$43.5K - $48.1K
|
3.03K
$46.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06KNew |
$15.2K - $16.9K
|
1.06K
$16.1K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 13.48% |
$224K - $247K
|
95K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.2K+ 176.24% |
$486K - $536K
|
50.5K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.09K- 22.44% |
$61.8K - $68.1K
|
14.1K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
495KNew |
$7.48M - $8.24M
|
495K
$7.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.3KNew |
$186K - $205K
|
12.3K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
12.5KNew |
$189K - $208K
|
12.5K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2KNew |
$30.2K - $33.3K
|
2K
$30.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6KNew |
$417K - $460K
|
27.6K
$419K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.33KNew |
$35.2K - $38.8K
|
2.33K
$35.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.67KNew |
$55.5K - $61.2K
|
3.67K
$55.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.4KNew |
$157K - $173K
|
10.4K
$158K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
45KNew |
$680K - $749K
|
45K
$684K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-35.2K- 25.16% |
$531K - $586K
|
105K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10K- 47.62% |
$151K - $167K
|
11K
$167K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.6K- 26.5% |
$69.5K - $76.6K
|
12.8K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.38KNew |
$111K - $123K
|
7.38K
$112K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.5KNew |
$229K - $246K
|
14.5K
$220K
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.9KNew |
$410K - $441K
|
25.9K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
170K+ 60.71% |
$2.69M - $2.89M
|
450K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12K- 38.15% |
$189K - $203K
|
19.4K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-45.7K- 23.93% |
$722K - $776K
|
145K
$2.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-10K- 41.79% |
$158K - $170K
|
13.9K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 16.95% |
$22K - $23.6K
|
6.81K
$104K
|
|