Purchases and Sales Made in Q1 2025 in Black Rock Capital Allocation Trust (BCAT)
This table provides information about the institutional ownership of Black Rock Capital Allocation Trust (BCAT) during Q1 2025. The information is specifically focused on institutions that hold shares of BlackRock Capital Allocation Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
407K+ 43.13% |
$5.84M - $6.46M
|
1.35M
$20.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
343K+ 401.67% |
$4.92M - $5.45M
|
429K
$6.52M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
124K+ 10.51% |
$1.78M - $1.97M
|
1.31M
$19.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
103KNew |
$1.48M - $1.63M
|
103K
$1.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
100K+ 9.65% |
$1.44M - $1.59M
|
1.14M
$17.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75.1KNew |
$1.08M - $1.19M
|
75.1K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
73.9K+ 35.41% |
$1.06M - $1.17M
|
283K
$4.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70K+ 58.53% |
$1M - $1.11M
|
190K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
58K+ 10.84% |
$832K - $920K
|
593K
$9.02M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
45.9K+ 23.88% |
$659K - $729K
|
238K
$3.63M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
45.3KNew |
$650K - $719K
|
45.3K
$690K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.8K+ 66.34% |
$629K - $696K
|
110K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
35.6K+ 78.21% |
$511K - $565K
|
81.1K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
31.6K+ 38.36% |
$454K - $502K
|
114K
$1.74M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
28.2K+ 5.55% |
$405K - $449K
|
537K
$8.18M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
25.4KNew |
$365K - $404K
|
25.4K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
25K+ 69.47% |
$359K - $397K
|
61K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
23.8K+ 221.7% |
$341K - $377K
|
34.5K
$525K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.4K+ 10.25% |
$264K - $293K
|
198K
$3.02M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
16.8K+ 134.36% |
$241K - $266K
|
29.3K
$445K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
16.2KNew |
$233K - $257K
|
16.2K
$247K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.6KNew |
$224K - $248K
|
15.6K
$238K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.7KNew |
$182K - $202K
|
12.7K
$193K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.4KNew |
$178K - $197K
|
12.4K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 30.37% |
$159K - $176K
|
47.5K
$723K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
10.8K+ 123.04% |
$155K - $172K
|
19.6K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 6.89% |
$152K - $168K
|
164K
$2.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
9.47K+ 44.76% |
$136K - $150K
|
30.6K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.95K+ 35.73% |
$128K - $142K
|
34K
$517K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.65K+ 24.07% |
$124K - $137K
|
44.6K
$679K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.34K+ 18.67% |
$105K - $117K
|
46.6K
$710K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.25K+ 43.03% |
$104K - $115K
|
24.1K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6K+ 66.67% |
$86.1K - $95.3K
|
15K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5K+ 1748.25% |
$71.8K - $79.4K
|
5.29K
$80.5K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.7K+ 18.42% |
$67.4K - $74.6K
|
30.2K
$460K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.47K+ 7.79% |
$64.2K - $71K
|
61.8K
$941K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.36K+ 9.79% |
$62.6K - $69.3K
|
48.9K
$744K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
4.32K+ 4.04% |
$62K - $68.6K
|
111K
$1.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
3.5KNew |
$50.2K - $55.6K
|
3.5K
$53.3K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3.32K+ 6.24% |
$47.7K - $52.8K
|
56.5K
$860K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.03K+ 151600.0% |
$43.5K - $48.1K
|
3.03K
$46.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.19KNew |
$31.4K - $34.8K
|
2.19K
$33.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.83K+ 4.58% |
$26.3K - $29.1K
|
41.8K
$637K
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 5.42% |
$21.4K - $23.7K
|
29K
$441K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06KNew |
$15.2K - $16.9K
|
1.06K
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
1K+ 5.41% |
$14.4K - $15.9K
|
19.5K
$297K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
960+ 1.16% |
$13.8K - $15.2K
|
83.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
906+ 122.43% |
$13K - $14.4K
|
1.65K
$25.1K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
808+ 5.24% |
$11.6K - $12.8K
|
16.2K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
679+ 6.71% |
$9.74K - $10.8K
|
10.8K
$164K
|