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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.81M- 13.28% |
$25.9M - $28.7M
|
11.8M
$180M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.78M- 56.1% |
$25.6M - $28.3M
|
1.39M
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-591K- 80.44% |
$8.48M - $9.39M
|
144K
$2.19M
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-212K- 99.8% |
$3.04M - $3.36M
|
430
$6.54K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-158K- 10.25% |
$2.27M - $2.51M
|
1.38M
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-123K- 2.87% |
$1.77M - $1.96M
|
4.18M
$63.6M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-36K- 43.07% |
$516K - $571K
|
47.5K
$723K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.2K- 55.87% |
$390K - $431K
|
21.4K
$326K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-21.4K- 18.86% |
$308K - $340K
|
92.2K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-20.9K- 1.59% |
$300K - $332K
|
1.29M
$19.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.47K- 24.15% |
$136K - $150K
|
29.7K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.89K- 39.33% |
$128K - $141K
|
13.7K
$209K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.58K- 18.61% |
$94.4K - $104K
|
28.8K
$438K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6.31K- 51.26% |
$90.5K - $100K
|
6K
$91.2K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-4.3K- 3.92% |
$61.7K - $68.3K
|
106K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.28K- 22.45% |
$47.1K - $52.1K
|
11.3K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.17K- 0.86% |
$45.4K - $50.3K
|
364K
$5.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2K- 11.66% |
$28.7K - $31.8K
|
15.2K
$231K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.2K- 0.25% |
$17.2K - $19K
|
482K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-971- 9.0% |
$13.9K - $15.4K
|
9.82K
$149K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-35.2K- 25.16% |
$531K - $586K
|
105K
$1.59M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 13.48% |
$224K - $247K
|
95K
$1.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10K- 47.62% |
$151K - $167K
|
11K
$167K
|
|
|
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
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-4.09K- 22.44% |
$61.8K - $68.1K
|
14.1K
$215K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-45.7K- 23.93% |
$722K - $776K
|
145K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-21.5K- 67.84% |
$340K - $366K
|
10.2K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-12K- 38.15% |
$189K - $203K
|
19.4K
$295K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-10K- 41.79% |
$158K - $170K
|
13.9K
$212K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 16.95% |
$22K - $23.6K
|
6.81K
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-478- 18.03% |
$7.56K - $8.13K
|
2.17K
$33.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-346K- 51.19% |
$5.28M - $5.84M
|
329K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7K- 26.22% |
$107K - $118K
|
19.7K
$300K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.54K- 16.06% |
$84.5K - $93.6K
|
28.9K
$440K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2K- 16.39% |
$30.5K - $33.8K
|
10.2K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1- 0.02% |
$15.3 - $16.9
|
5K
$76.1K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-103K- 55.2% |
$1.53M - $1.72M
|
83.9K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-3.16K- 2.1% |
$46.9K - $52.6K
|
147K
$2.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-2.25K- 82.12% |
$33.4K - $37.5K
|
490
$7.46K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.24K- 0.99% |
$18.4K - $20.6K
|
124K
$1.88M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-200K- 75.66% |
$2.75M - $3.01M
|
64.5K
$981K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-6- 0.43% |
$82.3 - $90
|
1.39K
$21.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2- 0.27% |
$27.4 - $30
|
748
$11.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-429K- 81.75% |
$6.11M - $6.62M
|
95.8K
$1.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-307- 1.81% |
$4.37K - $4.74K
|
16.7K
$253K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2KClosed |
$29.4K - $30.9K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-500Closed |
$7.35K - $7.72K
|
0
$0
|
|
| Q1 2023 | |||||||
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-34K- 4.33% |
$477K - $526K
|
751K
$11.4M
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-58.4K- 69.79% |
$789K - $860K
|
25.3K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
SELL
|
- |
-51.8K- 10.81% |
$699K - $762K
|
427K
$6.5M
|
|