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 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
967KNew |
$15.3M - $16.4M
|
967K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
170K+ 60.71% |
$2.69M - $2.89M
|
450K
$6.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
140KNew |
$2.21M - $2.38M
|
140K
$2.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
111K+ 7.31% |
$1.75M - $1.89M
|
1.63M
$25M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.6K+ 75.53% |
$626K - $673K
|
92K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
26.1K+ 29.45% |
$412K - $443K
|
115K
$1.76M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.9KNew |
$410K - $441K
|
25.9K
$398K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$405K - $435K
|
25.6K
$393K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.2KNew |
$382K - $411K
|
24.2K
$371K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
23.1K+ 1016.48% |
$365K - $392K
|
25.3K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 17.77% |
$324K - $349K
|
136K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 3.07% |
$256K - $275K
|
544K
$8.34M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.5KNew |
$229K - $246K
|
14.5K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.2KNew |
$225K - $242K
|
14.2K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.1KNew |
$176K - $189K
|
11.1K
$171K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.6K+ 530.0% |
$168K - $180K
|
12.6K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10.2K+ 5.02% |
$162K - $174K
|
214K
$3.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.5KNew |
$150K - $162K
|
9.5K
$146K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.04K+ 6.95% |
$111K - $120K
|
108K
$1.66M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.62K+ 10.88% |
$88.8K - $95.5K
|
57.2K
$878K
|
|
|
Oct 29, 2024
Q3 2024
|
Mathes Company, Inc.
|
BUY
|
- |
5.5K+ 6.04% |
$87K - $93.5K
|
96.5K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.9K+ 81.7% |
$77.4K - $83.2K
|
10.9K
$167K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.75K+ 3.56% |
$75K - $80.7K
|
138K
$2.12M
|
|
|
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
$326K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.2K+ 11.31% |
$34.8K - $37.4K
|
21.7K
$332K
|
|
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
2.16K+ 0.06% |
$34.2K - $36.8K
|
3.5M
$53.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.34K+ 3.06% |
$21.1K - $22.7K
|
44.9K
$689K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.14K+ 5.04% |
$18K - $19.3K
|
23.7K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.1K+ 2.09% |
$17.3K - $18.6K
|
53.6K
$822K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
779New |
$12.3K - $13.2K
|
779
$11.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
216+ 0.06% |
$3.41K - $3.67K
|
367K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
121+ 1.54% |
$1.91K - $2.06K
|
7.97K
$122K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
86+ 0.13% |
$1.36K - $1.46K
|
65.3K
$1M
|
|
|
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
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
44.3KNew |
$677K - $750K
|
44.3K
$680K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.3KNew |
$523K - $579K
|
34.3K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
30.8KNew |
$471K - $522K
|
30.8K
$473K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
28K+ 68.42% |
$428K - $474K
|
69K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.1KNew |
$170K - $188K
|
11.1K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$153K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
780New |
$11.9K - $13.2K
|
780
$12K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
537New |
$8.2K - $9.08K
|
537
$8.24K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
500+ 4.48% |
$7.64K - $8.46K
|
11.7K
$179K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
69+ 0.59% |
$1.05K - $1.17K
|
11.8K
$182K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
79.5KNew |
$1.18M - $1.32M
|
79.5K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.3K+ 185.7% |
$584K - $656K
|
60.5K
$929K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5KNew |
$333K - $374K
|
22.5K
$344K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
17.9KNew |
$265K - $298K
|
17.9K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$212K - $238K
|
14.3K
$219K
|
|