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 100 institutions that hold shares in the stock, with a total of 30.1 Million shares, which have been reported (via 13F filing form) to have a value of $458 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
|
$180 Million
4.73% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,180,811
shares
|
$63.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
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%
|
|
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
May 15, 2025 Q1 2025 |
1,393,325
shares
|
$21.2 Million
1.33% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,337,468
shares
|
$20.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,307,863
shares
|
$19.9 Million
0.0% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
592,742
shares
|
$9.02 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
|
$8.36 Million
0.32% of portfolio
|
Q3 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
537,283
shares
|
$8.17 Million
0.0% of portfolio
|
Q1 2025
Added 5.55%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
489,888
shares
|
$7.45 Million
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
428,585
shares
|
$6.52 Million
0.0% of portfolio
|
Q1 2025
Added 401.67%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
363,870
shares
|
$5.53 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
282,503
shares
|
$4.3 Million
0.0% of portfolio
|
Q1 2025
Added 35.41%
|
|
|
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%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
111,173
shares
|
$1.69 Million
0.43% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
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%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
93,736
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
88,356
shares
|
$1.34 Million
0.21% of portfolio
|
Q2 2025
Added 56.29%
|