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, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
679+ 6.71% |
$9.74K - $10.8K
|
10.8K
$164K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
560+ 3.91% |
$8.04K - $8.89K
|
14.9K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
479New |
$6.87K - $7.61K
|
479
$7.29K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
463New |
$6.64K - $7.35K
|
463
$7.05K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
454+ 4.54% |
$6.51K - $7.21K
|
10.5K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
268+ 2977.78% |
$3.85K - $4.26K
|
277
$4.22K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
150+ 1.44% |
$2.15K - $2.38K
|
10.6K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 6.67% |
$14.4 - $15.9
|
16
$244
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
495KNew |
$7.48M - $8.24M
|
495K
$7.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
45KNew |
$680K - $749K
|
45K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
32.2K+ 176.24% |
$486K - $536K
|
50.5K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
27.6KNew |
$417K - $460K
|
27.6K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
12.5KNew |
$189K - $208K
|
12.5K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12.3KNew |
$186K - $205K
|
12.3K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
10.4KNew |
$157K - $173K
|
10.4K
$158K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.38KNew |
$111K - $123K
|
7.38K
$112K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.67KNew |
$55.5K - $61.2K
|
3.67K
$55.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.33KNew |
$35.2K - $38.8K
|
2.33K
$35.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2KNew |
$30.2K - $33.3K
|
2K
$30.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
170K+ 60.71% |
$2.69M - $2.89M
|
450K
$6.85M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
25.9KNew |
$410K - $441K
|
25.9K
$395K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
25.6KNew |
$405K - $435K
|
25.6K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.5K+ 17.77% |
$324K - $349K
|
136K
$2.07M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.5KNew |
$229K - $246K
|
14.5K
$220K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.5KNew |
$150K - $162K
|
9.5K
$145K
|
|
|
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
$323K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.14K+ 5.04% |
$18K - $19.3K
|
23.7K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
779New |
$12.3K - $13.2K
|
779
$11.9K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
780KNew |
$11.9M - $13.2M
|
780K
$11.9M
|
|
|
Jan 31, 2025
Q2 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
83.7K+ 79.91% |
$1.28M - $1.42M
|
188K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
44.3KNew |
$677K - $750K
|
44.3K
$675K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
30.8KNew |
$471K - $522K
|
30.8K
$469K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
28K+ 68.42% |
$428K - $474K
|
69K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.1KNew |
$170K - $188K
|
11.1K
$169K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
10KNew |
$153K - $169K
|
10K
$152K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
780New |
$11.9K - $13.2K
|
780
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
537New |
$8.2K - $9.08K
|
537
$8.17K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
500+ 4.48% |
$7.64K - $8.46K
|
11.7K
$178K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
69+ 0.59% |
$1.05K - $1.17K
|
11.8K
$180K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
79.5KNew |
$1.18M - $1.32M
|
79.5K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.3K+ 185.7% |
$584K - $656K
|
60.5K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.5KNew |
$333K - $374K
|
22.5K
$342K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
17.9KNew |
$265K - $298K
|
17.9K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
14.3KNew |
$212K - $238K
|
14.3K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$185K - $208K
|
12.5K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
12.3KNew |
$183K - $205K
|
12.3K
$187K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.61K+ 14.13% |
$53.5K - $60.1K
|
29.1K
$443K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
876New |
$13K - $14.6K
|
876
$13.3K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
30KNew |
$411K - $450K
|
30K
$457K
|
|