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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
958K+ 178.24% |
$12.6M - $14.6M
|
1.49M
$22.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
160K+ 11.85% |
$2.11M - $2.44M
|
1.51M
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 8.88% |
$1.53M - $1.77M
|
1.42M
$21.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.3KNew |
$1.3M - $1.5M
|
98.3K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
91.3K+ 32.31% |
$1.2M - $1.39M
|
374K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.1K+ 20.56% |
$1.16M - $1.35M
|
517K
$7.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.8K+ 41.53% |
$1.04M - $1.2M
|
268K
$4.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
69.7K+ 8947.37% |
$920K - $1.06M
|
70.5K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
65.3K+ 133.55% |
$862K - $997K
|
114K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
59.3K+ 174.35% |
$782K - $905K
|
93.3K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
55.2K+ 23.15% |
$728K - $842K
|
293K
$4.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34.6K+ 3.04% |
$457K - $528K
|
1.17M
$17.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
33.1KNew |
$436K - $505K
|
33.1K
$506K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
31.8K+ 56.29% |
$420K - $486K
|
88.4K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30.3KNew |
$400K - $463K
|
30.3K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
28.3KNew |
$373K - $432K
|
28.3K
$432K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
26.1K+ 27.87% |
$345K - $399K
|
120K
$1.83M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.2K+ 12.29% |
$267K - $308K
|
185K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.2KNew |
$240K - $278K
|
18.2K
$278K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
17.7K+ 69.39% |
$233K - $270K
|
43.1K
$659K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
15.7KNew |
$207K - $240K
|
15.7K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15.7KNew |
$207K - $239K
|
15.7K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.4KNew |
$203K - $235K
|
15.4K
$235K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14K+ 22.95% |
$185K - $214K
|
75K
$1.15M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2K+ 88.33% |
$174K - $201K
|
28.1K
$429K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.9K+ 25.62% |
$158K - $182K
|
58.6K
$896K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
11.4KNew |
$151K - $174K
|
11.4K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.1KNew |
$147K - $169K
|
11.1K
$170K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
11KNew |
$145K - $167K
|
11K
$168K
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
8.97K+ 37.24% |
$118K - $137K
|
33.1K
$506K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8K+ 53.33% |
$106K - $122K
|
23K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.89K+ 1.64% |
$104K - $120K
|
490K
$7.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.16K+ 12.98% |
$81.4K - $94.1K
|
53.7K
$820K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.95K+ 6.45% |
$78.5K - $90.8K
|
98.1K
$1.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.2KNew |
$29K - $33.6K
|
2.2K
$33.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 341.68% |
$20.9K - $24.2K
|
2.05K
$31.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 5.42% |
$20.7K - $24K
|
30.6K
$468K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 1.2% |
$13.2K - $15.3K
|
84.4K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1KNew |
$13.2K - $15.3K
|
1K
$15.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
885+ 83.33% |
$11.7K - $13.5K
|
1.95K
$29.8K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
642New |
$8.47K - $9.8K
|
642
$9.82K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
431+ 3.48% |
$5.69K - $6.58K
|
12.8K
$196K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
425+ 2.17% |
$5.61K - $6.49K
|
20K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
420New |
$5.54K - $6.41K
|
420
$6.42K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
337New |
$4.45K - $5.15K
|
337
$5.15K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
109+ 1.01% |
$1.44K - $1.66K
|
10.9K
$167K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
59+ 1.94% |
$779 - $901
|
3.09K
$47.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
8+ 50.0% |
$106 - $122
|
24
$367
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
103KNew |
$1.48M - $1.63M
|
103K
$1.57M
|
|