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 84 institutions that hold shares in the stock, with a total of 36.1 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
92,033
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 75.53%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
85,422
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
80,961
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.63%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
78,968
shares
|
$1.26 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.95%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
65,293
shares
|
$1.04 Million
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
57,248
shares
|
$911,388
0.01% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
53,570
shares
|
$852,834
0.2% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
44,947
shares
|
$715,556
0.0% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
43,684
shares
|
$695,449
0.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
42,734
shares
|
$680,325
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
42,386
shares
|
$674,785
0.14% of portfolio
|
Q3 2024
Reduced 59.53%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
40,000
shares
|
$636,800
0.0% of portfolio
|
Q3 2023
Reduced 1.23%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
35,347
shares
|
$562,724
0.13% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
35,139
shares
|
$559,412
0.0% of portfolio
|
Q3 2024
Reduced 40.98%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
28,665
shares
|
$456,346
0.06% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
25,941
shares
|
$412,980
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
25,605
shares
|
$407,631
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
25,344
shares
|
$403,476
0.17% of portfolio
|
Q3 2024
Added 1016.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
24,177
shares
|
$384,897
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
23,693
shares
|
$377,192
0.01% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Camelot Portfolios, LLC
|
Nov 12, 2024 Q3 2024 |
23,500
shares
|
$374,120
0.36% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
21,650
shares
|
$344,668
0.0% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,241
shares
|
$338,156
0.0% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
21,000
shares
|
$334,320
0.01% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
19,700
shares
|
$313,624
0.0% of portfolio
|
Q2 2024
Reduced 26.22%
|