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 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
91+ 0.83% |
$1.32K - $1.39K
|
11K
$157K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
24+ 5.71% |
$349 - $367
|
444
$6.32K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
10+ 2.35% |
$146 - $153
|
435
$6.19K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 4.17% |
$14.6 - $15.3
|
25
$356
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
98.3KNew |
$1.3M - $1.5M
|
98.3K
$1.4M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
88.1K+ 20.56% |
$1.16M - $1.35M
|
517K
$7.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
33.1KNew |
$436K - $505K
|
33.1K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
18.2KNew |
$240K - $278K
|
18.2K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
15.7KNew |
$207K - $240K
|
15.7K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
15.7KNew |
$207K - $239K
|
15.7K
$223K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14K+ 22.95% |
$185K - $214K
|
75K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.2K+ 88.33% |
$174K - $201K
|
28.1K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11.1KNew |
$147K - $169K
|
11.1K
$158K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.2KNew |
$29K - $33.6K
|
2.2K
$31.3K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 341.68% |
$20.9K - $24.2K
|
2.05K
$29.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1K+ 1.2% |
$13.2K - $15.3K
|
84.4K
$1.2M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
642New |
$8.47K - $9.8K
|
642
$9.14K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
337New |
$4.45K - $5.15K
|
337
$4.8K
|
|
|
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
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75.1KNew |
$1.08M - $1.19M
|
75.1K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45.3KNew |
$650K - $719K
|
45.3K
$645K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.6K+ 38.36% |
$454K - $502K
|
114K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
23.8K+ 221.7% |
$341K - $377K
|
34.5K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.8K+ 134.36% |
$241K - $266K
|
29.3K
$416K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.2KNew |
$233K - $257K
|
16.2K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 24.07% |
$124K - $137K
|
44.6K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5K+ 1748.25% |
$71.8K - $79.4K
|
5.29K
$75.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.5KNew |
$50.2K - $55.6K
|
3.5K
$49.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.19KNew |
$31.4K - $34.8K
|
2.19K
$31.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 4.58% |
$26.3K - $29.1K
|
41.8K
$595K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1K+ 5.41% |
$14.4K - $15.9K
|
19.5K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
479New |
$6.87K - $7.61K
|
479
$6.82K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
268+ 2977.78% |
$3.85K - $4.26K
|
277
$3.94K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
495KNew |
$7.48M - $8.24M
|
495K
$7.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6KNew |
$417K - $460K
|
27.6K
$393K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
12.5KNew |
$189K - $208K
|
12.5K
$178K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.3KNew |
$186K - $205K
|
12.3K
$175K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.4KNew |
$157K - $173K
|
10.4K
$148K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.38KNew |
$111K - $123K
|
7.38K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.67KNew |
$55.5K - $61.2K
|
3.67K
$52.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.33KNew |
$35.2K - $38.8K
|
2.33K
$33.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2KNew |
$30.2K - $33.3K
|
2K
$28.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
170K+ 60.71% |
$2.69M - $2.89M
|
450K
$6.4M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.9KNew |
$410K - $441K
|
25.9K
$369K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$405K - $435K
|
25.6K
$364K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 17.77% |
$324K - $349K
|
136K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.5KNew |
$150K - $162K
|
9.5K
$135K
|
|
|
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
$302K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.14K+ 5.04% |
$18K - $19.3K
|
23.7K
$337K
|
|