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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,805
shares
|
$160,022
0.0% of portfolio
|
Q1 2025
Added 6.71%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
10,602
shares
|
$157,015
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
10,454
shares
|
$154,823
0.01% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,150
shares
|
$150,321
0.0% of portfolio
|
Q2 2025
Reduced 33.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
9,819
shares
|
$145,419
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
5,995
shares
|
$88,785
0.02% of portfolio
|
Q1 2025
Reduced 51.26%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,286
shares
|
$78,285
0.0% of portfolio
|
Q1 2025
Added 1748.25%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$74,050
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
3,674
shares
|
$54,411
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,500
shares
|
$51,835
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,093
shares
|
$45,807
0.0% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,191
shares
|
$32,448
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,947
shares
|
$28,835
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,646
shares
|
$24,377
0.02% of portfolio
|
Q1 2025
Added 122.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,145
shares
|
$16,957
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
900
shares
|
$13,329
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
876
shares
|
$12,973
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
780
shares
|
$11,551
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
779
shares
|
$11,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jul 18, 2025 Q2 2025 |
748
shares
|
$11,077
0.0% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
500
shares
|
$7,405
0.0% of portfolio
|
Q1 2021
Added 50.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
479
shares
|
$7,093
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
463
shares
|
$6,857
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
430
shares
|
$6,368
0.0% of portfolio
|
Q1 2025
Reduced 99.8%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
337
shares
|
$4,990
0.0% of portfolio
|
Q2 2025
New holding
|