Latest Institutional Purchases of Black Rock Capital Allocation Trust (BCAT)
This list provides information on the latest institutional transactions involving Black Rock Capital Allocation Trust (BCAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
209KNew |
$3.15M - $3.47M
|
209K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
82.5KNew |
$1.25M - $1.37M
|
82.5K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
45KNew |
$680K - $749K
|
45K
$701K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
39.2KNew |
$592K - $653K
|
39.2K
$611K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
16.8KNew |
$254K - $280K
|
16.8K
$262K
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
13.3K+ 13.78% |
$201K - $221K
|
110K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5KNew |
$158K - $174K
|
10.5K
$163K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.4KNew |
$157K - $173K
|
10.4K
$162K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.38KNew |
$111K - $123K
|
7.38K
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.67KNew |
$55.5K - $61.2K
|
3.67K
$57.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2K+ 13.2% |
$30.2K - $33.3K
|
17.2K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
366+ 1.44% |
$5.53K - $6.09K
|
25.7K
$401K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
130+ 0.23% |
$1.96K - $2.16K
|
57.4K
$894K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
15New |
$227 - $250
|
15
$234
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
967KNew |
$15.3M - $16.4M
|
967K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
170K+ 60.71% |
$2.69M - $2.89M
|
450K
$7.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
111K+ 7.31% |
$1.75M - $1.89M
|
1.63M
$25.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.6K+ 75.53% |
$626K - $673K
|
92K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.1K+ 29.45% |
$412K - $443K
|
115K
$1.78M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.9KNew |
$410K - $441K
|
25.9K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$405K - $435K
|
25.6K
$399K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$382K - $411K
|
24.2K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 17.77% |
$324K - $349K
|
136K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 3.07% |
$256K - $275K
|
544K
$8.47M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.5KNew |
$229K - $246K
|
14.5K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$225K - $242K
|
14.2K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.1KNew |
$176K - $189K
|
11.1K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.6K+ 530.0% |
$168K - $180K
|
12.6K
$196K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10.2K+ 5.02% |
$162K - $174K
|
214K
$3.33M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.5KNew |
$150K - $162K
|
9.5K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.04K+ 6.95% |
$111K - $120K
|
108K
$1.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75K+ 3.56% |
$75K - $80.7K
|
138K
$2.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.68K+ 14.46% |
$42.4K - $45.6K
|
21.2K
$331K
|
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
2.16K+ 0.06% |
$34.2K - $36.8K
|
3.5M
$54.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.34K+ 3.06% |
$21.1K - $22.7K
|
44.9K
$700K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.14K+ 5.04% |
$18K - $19.3K
|
23.7K
$369K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.1K+ 2.09% |
$17.3K - $18.6K
|
53.6K
$835K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
779New |
$12.3K - $13.2K
|
779
$12.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
216+ 0.06% |
$3.41K - $3.67K
|
367K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
121+ 1.54% |
$1.91K - $2.06K
|
7.97K
$124K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
780KNew |
$11.9M - $13.2M
|
780K
$12.2M
|
|
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
83.7K+ 79.91% |
$1.28M - $1.42M
|
188K
$2.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
44.3KNew |
$677K - $750K
|
44.3K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3KNew |
$523K - $579K
|
34.3K
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
30.8KNew |
$471K - $522K
|
30.8K
$481K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
28K+ 68.42% |
$428K - $474K
|
69K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.1KNew |
$170K - $188K
|
11.1K
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$156K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
780New |
$11.9K - $13.2K
|
780
$12.2K
|
|