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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
103KNew |
$1.48M - $1.63M
|
103K
$1.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
100K+ 9.65% |
$1.44M - $1.59M
|
1.14M
$16.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75.1KNew |
$1.08M - $1.19M
|
75.1K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.2KNew |
$233K - $257K
|
16.2K
$234K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.6KNew |
$224K - $248K
|
15.6K
$226K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 6.89% |
$152K - $168K
|
164K
$2.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.47K+ 44.76% |
$136K - $150K
|
30.6K
$442K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 24.07% |
$124K - $137K
|
44.6K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.47K+ 7.79% |
$64.2K - $71K
|
61.8K
$894K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.5KNew |
$50.2K - $55.6K
|
3.5K
$50.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03K+ 151600.0% |
$43.5K - $48.1K
|
3.03K
$43.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.19KNew |
$31.4K - $34.8K
|
2.19K
$31.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 4.58% |
$26.3K - $29.1K
|
41.8K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 5.42% |
$21.4K - $23.7K
|
29K
$419K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06KNew |
$15.2K - $16.9K
|
1.06K
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 6.67% |
$14.4 - $15.9
|
16
$231
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
495KNew |
$7.48M - $8.24M
|
495K
$7.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
218K+ 30.04% |
$3.29M - $3.63M
|
944K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
209KNew |
$3.15M - $3.47M
|
209K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
98.2K+ 9.05% |
$1.48M - $1.64M
|
1.18M
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
83.5KNew |
$1.26M - $1.39M
|
83.5K
$1.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
82.5KNew |
$1.25M - $1.37M
|
82.5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
48.6KNew |
$734K - $809K
|
48.6K
$702K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
45KNew |
$680K - $749K
|
45K
$650K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
44.1K+ 3.48% |
$666K - $734K
|
1.31M
$19M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.4KNew |
$550K - $607K
|
36.4K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.2K+ 176.24% |
$486K - $536K
|
50.5K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.4K+ 6.02% |
$458K - $506K
|
535K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
29.8K+ 6.58% |
$450K - $497K
|
483K
$6.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6KNew |
$417K - $460K
|
27.6K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.6K+ 29.99% |
$417K - $460K
|
120K
$1.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
25.5KNew |
$385K - $425K
|
25.5K
$369K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.1KNew |
$378K - $417K
|
25.1K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.6KNew |
$341K - $376K
|
22.6K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
16.8KNew |
$254K - $280K
|
16.8K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.6KNew |
$221K - $243K
|
14.6K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
12.5KNew |
$189K - $208K
|
12.5K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.3KNew |
$186K - $205K
|
12.3K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.8K+ 48.88% |
$178K - $197K
|
36K
$520K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10.7KNew |
$162K - $178K
|
10.7K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.5KNew |
$158K - $174K
|
10.5K
$151K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.4KNew |
$157K - $173K
|
10.4K
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.38KNew |
$111K - $123K
|
7.38K
$107K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.03K+ 3.23% |
$91K - $100K
|
192K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.3K+ 4.89% |
$80K - $88.2K
|
114K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.3K+ 38.66% |
$64.9K - $71.6K
|
15.4K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.16K+ 11.85% |
$62.9K - $69.3K
|
39.3K
$568K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.67KNew |
$55.5K - $61.2K
|
3.67K
$53.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.33KNew |
$35.2K - $38.8K
|
2.33K
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
2.16K+ 27.07% |
$32.6K - $35.9K
|
10.1K
$146K
|
|