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 99 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $530 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
13,617,277
shares
|
$211 Million
5.09% of portfolio
|
Q4 2024
Reduced 15.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
4,304,305
shares
|
$66.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Feb 14, 2025 Q4 2024 |
3,174,158
shares
|
$49.1 Million
2.74% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,541,071
shares
|
$23.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,311,945
shares
|
$20.3 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,183,518
shares
|
$18.3 Million
0.0% of portfolio
|
Q4 2024
Added 9.05%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,036,473
shares
|
$16 Million
0.29% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
943,751
shares
|
$14.6 Million
0.03% of portfolio
|
Q4 2024
Added 30.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
734,842
shares
|
$11.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
549,792
shares
|
$8.51 Million
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
534,778
shares
|
$8.27 Million
0.01% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
509,035
shares
|
$7.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Cf Capital LLC
Cohasset, MA |
Feb 14, 2025 Q4 2024 |
495,100
shares
|
$7.66 Million
8.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
483,195
shares
|
$7.48 Million
0.02% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
367,036
shares
|
$5.68 Million
0.83% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Feb 12, 2025 Q4 2024 |
212,086
shares
|
$3.28 Million
1.03% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
208,631
shares
|
$3.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
192,327
shares
|
$2.98 Million
0.06% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
179,733
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
153,798
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,956
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
119,635
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
Added 29.99%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
113,619
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
109,800
shares
|
$1.7 Million
0.61% of portfolio
|
Q4 2024
Added 13.78%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
106,854
shares
|
$1.65 Million
0.47% of portfolio
|
Q4 2024
Reduced 6.72%
|