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 |
|---|---|---|---|---|---|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
24,094
shares
|
$356,832
0.19% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
23,632
shares
|
$349,989
0.0% of portfolio
|
Q2 2025
Reduced 22.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,449
shares
|
$317,659
0.0% of portfolio
|
Q1 2025
Reduced 55.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
21,241
shares
|
$314,579
0.0% of portfolio
|
Q3 2024
Added 14.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,700
shares
|
$291,757
0.0% of portfolio
|
Q2 2024
Reduced 26.22%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
19,614
shares
|
$290,483
0.07% of portfolio
|
Q1 2025
Added 123.04%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
19,500
shares
|
$288,795
0.18% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
18,470
shares
|
$273,540
0.04% of portfolio
|
Q2 2025
Reduced 35.8%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
17,902
shares
|
$265,128
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
16,650
shares
|
$246,586
0.03% of portfolio
|
Q3 2023
Reduced 1.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,230
shares
|
$240,366
0.0% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
16,213
shares
|
$240,114
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
15,619
shares
|
$231,317
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
15,000
shares
|
$222,150
0.01% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
14,899
shares
|
$220,654
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
14,146
shares
|
$209,502
0.0% of portfolio
|
Q4 2024
Reduced 22.44%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,932
shares
|
$206,332
0.01% of portfolio
|
Q3 2024
Reduced 41.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,717
shares
|
$203,148
0.01% of portfolio
|
Q1 2025
Reduced 39.33%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
12,708
shares
|
$188,205
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
12,399
shares
|
$183,629
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
12,308
shares
|
$182,281
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,299
shares
|
$182,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
11,331
shares
|
$167,812
0.0% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
11,000
shares
|
$162,910
0.01% of portfolio
|
Q4 2024
Reduced 47.62%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
10,961
shares
|
$162,332
0.02% of portfolio
|
Q2 2025
New holding
|