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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
104,707
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.16%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
102,944
shares
|
$1.52 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
92,190
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.86%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
83,420
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
81,079
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 78.21%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
78,968
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2022
Reduced 11.95%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
61,849
shares
|
$915,983
0.01% of portfolio
|
Q1 2025
Added 7.79%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
61,000
shares
|
$903,410
0.0% of portfolio
|
Q1 2025
Added 69.47%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
56,533
shares
|
$837,253
0.14% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
48,889
shares
|
$724,046
0.0% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
47,532
shares
|
$703,948
0.02% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
47,493
shares
|
$703,371
0.08% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
46,640
shares
|
$690,738
0.0% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
45,308
shares
|
$671,011
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
45,000
shares
|
$666,450
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
44,608
shares
|
$660,644
0.05% of portfolio
|
Q1 2025
Added 24.07%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
43,102
shares
|
$638,340
0.05% of portfolio
|
Q2 2025
Added 69.39%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
42,734
shares
|
$632,890
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
41,832
shares
|
$619,531
0.0% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
34,464
shares
|
$510,411
0.08% of portfolio
|
Q1 2025
Added 221.7%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
34,000
shares
|
$503,540
0.01% of portfolio
|
Q1 2025
Added 35.73%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
30,216
shares
|
$447,498
0.18% of portfolio
|
Q1 2025
Added 18.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
29,746
shares
|
$440,538
0.02% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
29,257
shares
|
$433,296
0.0% of portfolio
|
Q1 2025
Added 134.36%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
29,005
shares
|
$429,564
0.05% of portfolio
|
Q1 2025
Added 5.42%
|