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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.3K+ 185.7% |
$584K - $656K
|
60.5K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5KNew |
$333K - $374K
|
22.5K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
17.9KNew |
$265K - $298K
|
17.9K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$212K - $238K
|
14.3K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$185K - $208K
|
12.5K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.3KNew |
$183K - $205K
|
12.3K
$190K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10KNew |
$148K - $167K
|
10K
$155K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.61K+ 14.13% |
$53.5K - $60.1K
|
29.1K
$450K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
876New |
$13K - $14.6K
|
876
$13.5K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
286New |
$4.24K - $4.76K
|
286
$4.42K
|
|
| Q4 2023 | |||||||
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
120KNew |
$1.64M - $1.8M
|
120K
$1.85M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
105KNew |
$1.43M - $1.57M
|
105K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
30KNew |
$411K - $450K
|
30K
$464K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.6K+ 34.49% |
$296K - $324K
|
84.2K
$1.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.6KNew |
$282K - $308K
|
20.6K
$317K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9KNew |
$162K - $178K
|
11.9K
$183K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$22.6K - $24.8K
|
1.65K
$25.5K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
300+ 2.77% |
$4.11K - $4.5K
|
11.1K
$172K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
550KNew |
$7.82M - $8.48M
|
550K
$8.49M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.2KNew |
$700K - $759K
|
49.2K
$760K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
23.7KNew |
$337K - $365K
|
23.7K
$365K
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
13.1KNew |
$186K - $202K
|
13.1K
$202K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
7.5KNew |
$107K - $116K
|
7.5K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1KNew |
$14.2K - $15.4K
|
1K
$15.5K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.03KNew |
$44.5K - $46.7K
|
3.03K
$46.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
500+ 3.07% |
$7.35K - $7.72K
|
16.8K
$260K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
255New |
$3.75K - $3.93K
|
255
$3.94K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
22.4KNew |
$314K - $346K
|
22.4K
$346K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
5KNew |
$70.2K - $77.4K
|
5K
$77.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
270KNew |
$3.65M - $3.98M
|
270K
$4.17M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.6KNew |
$994K - $1.08M
|
73.6K
$1.14M
|
|
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
30K+ 84.18% |
$405K - $442K
|
65.6K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
11.6KNew |
$156K - $170K
|
11.6K
$179K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
2.79KNew |
$37.7K - $41.1K
|
2.79K
$43.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
280New |
$3.78K - $4.12K
|
280
$4.33K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
97+ 36.88% |
$1.31K - $1.43K
|
360
$5.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22+ 1.53% |
$297 - $324
|
1.46K
$22.6K
|
|
| Q3 2022 | |||||||
|
Oct 11, 2022
Q3 2022
|
Advisory Resource Group
|
BUY
|
- |
34.7KNew |
$470K - $551K
|
34.7K
$537K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
23.9KNew |
$323K - $379K
|
23.9K
$369K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
16KNew |
$217K - $254K
|
16K
$247K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.5KNew |
$33.9K - $39.7K
|
2.5K
$38.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.14KNew |
$29K - $34K
|
2.14K
$33.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.12KNew |
$15.2K - $17.8K
|
1.12K
$17.3K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1KNew |
$13.5K - $15.9K
|
1K
$15.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
162New |
$2.19K - $2.57K
|
162
$2.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Mangrove Partners
New York, NY |
BUY
|
- |
391KNew |
$5.56M - $6.56M
|
391K
$6.04M
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
42.7KNew |
$608K - $718K
|
42.7K
$660K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$16.3K - $19.2K
|
1.15K
$17.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.11K+ 23.25% |
$15.8K - $18.6K
|
5.89K
$90.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
480New |
$6.83K - $8.06K
|
480
$7.42K
|
|