Purchases and Sales Made in Q2 2025 in Black Rock Capital Allocation Trust (BCAT)

BCAT Quotes by TradingView

This table provides information about the institutional ownership of Black Rock Capital Allocation Trust (BCAT) during Q2 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
Aug 14, 2025 Q2 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
958K
+ 178.24%
$12.6M - $14.6M
1.49M $22.7M
Aug 14, 2025 Q2 2025
Cohen & Steers, Inc.

New York, NY
BUY
 -
160K
+ 11.85%
$2.11M - $2.44M
1.51M $23M
Aug 14, 2025 Q2 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
116K
+ 8.88%
$1.53M - $1.77M
1.42M $21.7M
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
BUY
 -
98.3K
New
$1.3M - $1.5M
98.3K $1.5M
Aug 14, 2025 Q2 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
91.3K
+ 32.31%
$1.2M - $1.39M
374K $5.69M
Aug 14, 2025 Q2 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
88.1K
+ 20.56%
$1.16M - $1.35M
517K $7.86M
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
78.8K
+ 41.53%
$1.04M - $1.2M
268K $4.08M
Jul 25, 2025 Q2 2025
Cwm, LLC

BUY
 -
69.7K
+ 8947.37%
$920K - $1.06M
70.5K $1.07M
Aug 14, 2025 Q2 2025
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
65.3K
+ 133.55%
$862K - $997K
114K $1.74M
Aug 14, 2025 Q2 2025
Integrated Wealth Concepts LLC

BUY
 -
59.3K
+ 174.35%
$782K - $905K
93.3K $1.42M
Aug 06, 2025 Q2 2025
Penserra Capital Management LLC

Orinda, CA
BUY
 -
34.6K
+ 3.04%
$457K - $528K
1.17M $17.8M
Jul 29, 2025 Q2 2025
Ballast, Inc.

BUY
 -
33.1K
New
$436K - $505K
33.1K $503K
Aug 07, 2025 Q2 2025
Fountainhead Am, LLC

Warren, NJ
BUY
 -
31.8K
+ 56.29%
$420K - $486K
88.4K $1.34M
Aug 08, 2025 Q2 2025
Td Capital Management LLC

Memphis, TN
BUY
 -
30.3K
New
$400K - $463K
30.3K $461K
Aug 14, 2025 Q2 2025
Quantinno Capital Management LP

New York, NY
BUY
 -
28.3K
New
$373K - $432K
28.3K $430K
Jul 31, 2025 Q2 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
20.2K
+ 12.29%
$267K - $308K
185K $2.81M
Aug 14, 2025 Q2 2025
Kovitz Investment Group Partners, LLC

BUY
 -
18.2K
New
$240K - $278K
18.2K $277K
Jul 15, 2025 Q2 2025
Armis Advisers, LLC

Atlanta, GA
BUY
 -
17.7K
+ 69.39%
$233K - $270K
43.1K $656K
Aug 12, 2025 Q2 2025
Boreal Capital Management LLC

Miami, FL
BUY
 -
15.7K
New
$207K - $240K
15.7K $239K
Aug 14, 2025 Q2 2025
Principal Street Partners, LLC

Memphis, TN
BUY
 -
15.7K
New
$207K - $239K
15.7K $238K
Aug 14, 2025 Q2 2025
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
15.4K
New
$203K - $235K
15.4K $234K
Aug 15, 2025 Q2 2025
Ci Private Wealth, LLC

Miami, FL
BUY
 -
13.2K
+ 88.33%
$174K - $201K
28.1K $427K
Aug 08, 2025 Q2 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
11.9K
+ 25.62%
$158K - $182K
58.6K $891K
Aug 14, 2025 Q2 2025
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
11.1K
New
$147K - $169K
11.1K $169K
Jul 11, 2025 Q2 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
11K
New
$145K - $167K
11K $167K
Aug 04, 2025 Q2 2025
Joseph P. Lucia & Associates, LLC

BUY
 -
8.97K
+ 37.24%
$118K - $137K
33.1K $503K
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
8K
+ 53.33%
$106K - $122K
23K $350K
Aug 08, 2025 Q2 2025
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
7.89K
+ 1.64%
$104K - $120K
490K $7.45M
Aug 11, 2025 Q2 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
6.16K
+ 12.98%
$81.4K - $94.1K
53.7K $816K
Aug 13, 2025 Q2 2025
First Trust Advisors LP

Wheaton, IL
BUY
 -
5.95K
+ 6.45%
$78.5K - $90.8K
98.1K $1.49M
Jul 22, 2025 Q2 2025
Red Tortoise LLC

Atlanta, GA
BUY
 -
2.2K
New
$29K - $33.6K
2.2K $33.5K
Aug 04, 2025 Q2 2025
Amplius Wealth Advisors, LLC

BUY
 -
1.57K
+ 5.42%
$20.7K - $24K
30.6K $465K
Aug 08, 2025 Q2 2025
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1K
+ 1.2%
$13.2K - $15.3K
84.4K $1.28M
Aug 11, 2025 Q2 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1K
New
$13.2K - $15.3K
1K $15.2K
Jul 14, 2025 Q2 2025
Advisor Net Financial, Inc

BUY
 -
885
+ 83.33%
$11.7K - $13.5K
1.95K $29.6K
Aug 11, 2025 Q2 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
431
+ 3.48%
$5.69K - $6.58K
12.8K $195K
Aug 12, 2025 Q2 2025
Calton & Associates, Inc.

BUY
 -
425
+ 2.17%
$5.61K - $6.49K
20K $305K
Aug 12, 2025 Q2 2025
Global Retirement Partners, LLC

BUY
 -
420
New
$5.54K - $6.41K
420 $6.39K
Jul 09, 2025 Q2 2025
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
337
New
$4.45K - $5.15K
337 $5.13K
Aug 13, 2025 Q2 2025
Comerica Bank

BUY
 -
109
+ 1.01%
$1.44K - $1.66K
10.9K $166K
Jul 08, 2025 Q2 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
59
+ 1.94%
$779 - $901
3.09K $47K
Aug 07, 2025 Q2 2025
Allworth Financial LP

BUY
 -
8
+ 50.0%
$106 - $122
24 $365
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 13, 2025 Q2 2025
Thomas J. Herzfeld Advisors, Inc.

Miami Beach, FL
SELL
 -
-5
- 1.16%
$66 - $76.4
425 $6.46K
Aug 06, 2025 Q2 2025
Wedbush Securities Inc

SELL
 -
-172
- 1.35%
$2.27K - $2.63K
12.5K $191K
Aug 12, 2025 Q2 2025
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-250
- 1.6%
$3.3K - $3.82K
15.4K $234K
Aug 14, 2025 Q2 2025
Wiley Bros. Aintree Capital, LLC

SELL
 -
-344
- 2.12%
$4.54K - $5.25K
15.9K $242K
Aug 14, 2025 Q2 2025
Tcg Advisory Services, LLC

Austin, TX
SELL
 -
-454
- 4.34%
$5.99K - $6.93K
10K $152K
Aug 11, 2025 Q2 2025
Wpg Advisers, LLC

Baltimore, MD
SELL
 -
-779
- 47.33%
$10.3K - $11.9K
867 $13.2K

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