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 103 institutions that hold shares in the stock, with a total of 26.2 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Saba Capital Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,802,473
shares
|
$119 Million
3.01% of portfolio
|
Q2 2025
Reduced 33.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,811,934
shares
|
$58 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,510,751
shares
|
$23 Million
0.04% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,494,934
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2025
Added 178.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,424,014
shares
|
$21.7 Million
0.0% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,337,468
shares
|
$20.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,269,989
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
1,171,108
shares
|
$17.8 Million
0.25% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
549,792
shares
|
$8.36 Million
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
543,309
shares
|
$8.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
516,682
shares
|
$7.86 Million
0.0% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
489,888
shares
|
$7.45 Million
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
373,788
shares
|
$5.69 Million
0.0% of portfolio
|
Q2 2025
Added 32.31%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
363,870
shares
|
$5.53 Million
0.76% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
Aug 14, 2025 Q2 2025 |
297,927
shares
|
$4.53 Million
0.35% of portfolio
|
Q2 2025
Reduced 78.62%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
293,419
shares
|
$4.46 Million
0.08% of portfolio
|
Q2 2025
Added 23.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
268,418
shares
|
$4.08 Million
0.0% of portfolio
|
Q2 2025
Added 41.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
184,590
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Added 12.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
135,956
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
114,181
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Added 133.55%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
109,562
shares
|
$1.67 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
105,500
shares
|
$1.6 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
104,707
shares
|
$1.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
98,304
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
98,136
shares
|
$1.49 Million
0.0% of portfolio
|
Q2 2025
Added 6.45%
|