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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
673K+ 17.65% |
$9.8M - $10.3M
|
4.48M
$63.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
622K+ 41.63% |
$9.06M - $9.51M
|
2.12M
$30.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
132K+ 11.28% |
$1.92M - $2.02M
|
1.3M
$18.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
112K+ 7.41% |
$1.63M - $1.71M
|
1.62M
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 37.98% |
$1.48M - $1.56M
|
370K
$5.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
93.7K+ 25.06% |
$1.36M - $1.43M
|
467K
$6.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
62.1K+ 611.63% |
$904K - $949K
|
72.2K
$1.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
54.3K+ 4.28% |
$791K - $830K
|
1.32M
$18.8M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
53.8K+ 60.88% |
$783K - $822K
|
142K
$2.02M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
50.7KNew |
$739K - $776K
|
50.7K
$722K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
45.9K+ 15.65% |
$668K - $702K
|
339K
$4.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
41KNew |
$597K - $627K
|
41K
$583K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
25KNew |
$364K - $382K
|
25K
$356K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25K+ 13.53% |
$364K - $382K
|
210K
$2.98M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.6K+ 23.05% |
$329K - $346K
|
121K
$1.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
16.9KNew |
$246K - $258K
|
16.9K
$241K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.5KNew |
$226K - $237K
|
15.5K
$221K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$196K - $206K
|
13.4K
$191K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.1KNew |
$177K - $185K
|
12.1K
$173K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.4KNew |
$165K - $174K
|
11.4K
$162K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.2K+ 17.87% |
$163K - $171K
|
73.9K
$1.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.2KNew |
$163K - $171K
|
11.2K
$159K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.2KNew |
$148K - $156K
|
10.2K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.03K+ 15.4% |
$131K - $138K
|
67.6K
$962K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.03K+ 64.13% |
$102K - $107K
|
18K
$256K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.51K+ 34.52% |
$94.8K - $99.5K
|
25.4K
$361K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.66K+ 5.0% |
$67.9K - $71.3K
|
97.9K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.5K+ 450.0% |
$65.5K - $68.8K
|
5.5K
$78.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.76K+ 13.28% |
$54.7K - $57.4K
|
32K
$456K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.7K+ 29.51% |
$53.9K - $56.6K
|
16.2K
$231K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.65K+ 15.85% |
$53.1K - $55.7K
|
26.6K
$379K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.2KNew |
$46.6K - $48.9K
|
3.2K
$45.5K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 22.35% |
$41.8K - $43.9K
|
15.7K
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.72K+ 971.07% |
$39.6K - $41.6K
|
3K
$42.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.23K+ 1.95% |
$32.4K - $34K
|
116K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2K+ 13.01% |
$29.1K - $30.6K
|
17.4K
$247K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2KNew |
$29.1K - $30.6K
|
2K
$28.5K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.7K+ 5.61% |
$24.7K - $26K
|
32K
$455K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.6K+ 5.24% |
$23.3K - $24.5K
|
32.2K
$458K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.51K+ 4.58% |
$22K - $23.1K
|
34.6K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 2.26% |
$17.6K - $18.5K
|
54.9K
$781K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.2KNew |
$17.5K - $18.3K
|
1.2K
$17.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.05K+ 53.83% |
$15.3K - $16K
|
3K
$42.6K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1K+ 2.22% |
$14.6K - $15.3K
|
46K
$655K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
888+ 13.19% |
$12.9K - $13.6K
|
7.62K
$108K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
724+ 4.71% |
$10.5K - $11.1K
|
16.1K
$229K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$7.28K - $7.65K
|
500
$7.12K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
484+ 4.57% |
$7.05K - $7.4K
|
11.1K
$158K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
462+ 53.29% |
$6.73K - $7.06K
|
1.33K
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
233+ 1.47% |
$3.39K - $3.56K
|
16.1K
$229K
|
|