Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-2.5M- 15.5% |
$37.7M - $41.6M
|
13.6M
$212M
|
|
|
Feb 14, 2025
Q4 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-326K- 9.32% |
$4.93M - $5.43M
|
3.17M
$49.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-88.8K- 10.78% |
$1.34M - $1.48M
|
735K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-88.1K- 5.41% |
$1.33M - $1.47M
|
1.54M
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66.4K- 1.52% |
$1M - $1.1M
|
4.3M
$67M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-35.2K- 25.16% |
$531K - $586K
|
105K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.5K- 6.35% |
$521K - $575K
|
509K
$7.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30.1K- 70.98% |
$454K - $501K
|
12.3K
$191K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29.3K- 44.93% |
$443K - $488K
|
36K
$559K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.4K- 11.5% |
$353K - $389K
|
180K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.5K- 19.37% |
$310K - $342K
|
85.4K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.4K- 22.72% |
$293K - $323K
|
66K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10K- 47.62% |
$151K - $167K
|
11K
$171K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-7.7K- 6.72% |
$116K - $128K
|
107K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5K- 21.28% |
$75.5K - $83.3K
|
18.5K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-4.6K- 26.5% |
$69.5K - $76.6K
|
12.8K
$198K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.09K- 22.44% |
$61.8K - $68.1K
|
14.1K
$220K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.08K- 22.15% |
$61.6K - $67.9K
|
14.3K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.6K- 28.57% |
$54.4K - $59.9K
|
9K
$140K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.18K- 99.94% |
$48K - $52.9K
|
2
$31.1
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1.77K- 0.83% |
$26.8K - $29.5K
|
212K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-1.75K- 12.31% |
$26.5K - $29.2K
|
12.5K
$194K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 4.02% |
$17.4K - $19.2K
|
27.5K
$428K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-500- 2.31% |
$7.55K - $8.33K
|
21.2K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-359- 0.67% |
$5.42K - $5.98K
|
53.2K
$828K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-141- 94.0% |
$2.13K - $2.35K
|
9
$140
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-99- 0.91% |
$1.49K - $1.65K
|
10.8K
$168K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-45.7K- 23.93% |
$722K - $776K
|
145K
$2.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21.5K- 67.84% |
$340K - $366K
|
10.2K
$159K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12K- 38.15% |
$189K - $203K
|
19.4K
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-10K- 41.79% |
$158K - $170K
|
13.9K
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 16.95% |
$22K - $23.6K
|
6.81K
$106K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-934- 2.57% |
$14.8K - $15.9K
|
35.3K
$550K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-478- 18.03% |
$7.56K - $8.13K
|
2.17K
$33.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-346K- 51.19% |
$5.28M - $5.84M
|
329K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7K- 26.22% |
$107K - $118K
|
19.7K
$307K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.54K- 16.06% |
$84.5K - $93.6K
|
28.9K
$450K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2K- 16.39% |
$30.5K - $33.8K
|
10.2K
$159K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.02% |
$15.3 - $16.9
|
5K
$77.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-103K- 55.2% |
$1.53M - $1.72M
|
83.9K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-3.16K- 2.1% |
$46.9K - $52.6K
|
147K
$2.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.25K- 82.12% |
$33.4K - $37.5K
|
490
$7.62K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.24K- 0.99% |
$18.4K - $20.6K
|
124K
$1.92M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-200K- 75.66% |
$2.75M - $3.01M
|
64.5K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-12.7K- 70.81% |
$174K - $190K
|
5.23K
$81.4K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 0.43% |
$82.3 - $90
|
1.39K
$21.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2- 0.27% |
$27.4 - $30
|
748
$11.6K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-429K- 81.75% |
$6.11M - $6.62M
|
95.8K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-500- 1.23% |
$7.12K - $7.72K
|
40K
$622K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-307- 1.81% |
$4.37K - $4.74K
|
16.7K
$259K
|
|