Purchases and Sales Made in Q2 2025 in Black Rock Capital Allocation Trust (BCAT)
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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-847- 4.3% |
$11.2K - $12.9K
|
18.9K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1K- 9.09% |
$13.2K - $15.3K
|
10K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.61K- 1.45% |
$21.3K - $24.6K
|
110K
$1.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.63K- 2.01% |
$21.5K - $24.9K
|
79.5K
$1.21M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.46K- 3.98% |
$32.5K - $37.6K
|
59.4K
$903K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.09K- 31.43% |
$40.7K - $47.1K
|
6.73K
$102K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.35K- 11.25% |
$44.2K - $51.1K
|
26.4K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.2K- 70.06% |
$55.4K - $64.1K
|
1.8K
$27.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5K- 33.0% |
$66K - $76.4K
|
10.2K
$154K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-6.98K- 22.81% |
$92.2K - $107K
|
23.6K
$359K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-10.3K- 35.8% |
$136K - $157K
|
18.5K
$281K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.1K- 14.64% |
$212K - $246K
|
93.7K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.1K- 1.63% |
$278K - $322K
|
1.27M
$19.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-32K- 52.42% |
$422K - $488K
|
29K
$441K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-45.7K- 3.3% |
$603K - $698K
|
1.34M
$20.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.4K- 8.34% |
$653K - $755K
|
543K
$8.26M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 68.37% |
$1.79M - $2.07M
|
62.7K
$953K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-369K- 8.82% |
$4.87M - $5.63M
|
3.81M
$58M
|
|
|
Aug 14, 2025
Q2 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.1M- 78.62% |
$14.5M - $16.7M
|
298K
$4.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-4.01M- 33.93% |
$52.9M - $61.2M
|
7.8M
$119M
|