Institutional Ownership Black Rock Capital Allocation Trust (BCAT)
This table provides information about the institutional ownership of Black Rock Capital Allocation Trust (BCAT). We have compiled data on the 104 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
11,809,531
shares
|
$175 Million
4.73% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,180,811
shares
|
$61.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
1,393,325
shares
|
$20.6 Million
1.33% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,383,158
shares
|
$20.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
1,350,751
shares
|
$20 Million
0.04% of portfolio
|
Q1 2025
Added 43.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,307,863
shares
|
$19.4 Million
0.0% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,291,066
shares
|
$19.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
1,136,511
shares
|
$16.8 Million
0.29% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
592,742
shares
|
$8.78 Million
0.01% of portfolio
|
Q1 2025
Added 10.84%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
549,792
shares
|
$8.14 Million
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
537,283
shares
|
$7.96 Million
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
481,998
shares
|
$7.14 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
428,585
shares
|
$6.35 Million
0.0% of portfolio
|
Q1 2025
Added 401.67%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
363,870
shares
|
$5.39 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
282,503
shares
|
$4.18 Million
0.0% of portfolio
|
Q1 2025
Added 35.41%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
238,252
shares
|
$3.53 Million
0.07% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
198,157
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
189,656
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 58.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
164,392
shares
|
$2.43 Million
0.01% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
143,719
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 80.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,956
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
114,083
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2025
Added 38.36%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
111,173
shares
|
$1.65 Million
0.43% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
109,816
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.48%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
105,500
shares
|
$1.56 Million
0.62% of portfolio
|
Q1 2025
Reduced 3.92%
|