Latest Institutional Transactions on Black Rock Esg Capital Allocation Trust (ECAT)
This table provides information on the latest institutional transactions involving Black Rock Esg Capital Allocation Trust (ECAT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.6K+ 2.71% |
$207K - $228K
|
477K
$8.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
27.7K+ 126.76% |
$455K - $501K
|
49.6K
$833K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
519New |
$8.52K - $9.38K
|
519
$8.72K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.44K- 91.99% |
$56.5K - $62.2K
|
300
$5.04K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65- 0.04% |
$1.07K - $1.17K
|
151K
$2.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
20+ 5.45% |
$328 - $361
|
387
$6.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.62K- 21.31% |
$125K - $138K
|
28.1K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 4.97% |
$10.9K - $12K
|
14.1K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
199KNew |
$3.26M - $3.59M
|
199K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-61.5K- 72.76% |
$1.01M - $1.11M
|
23K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.06K- 2.21% |
$99.6K - $110K
|
268K
$4.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2KNew |
$36.1K - $39.8K
|
2.2K
$37K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
36KNew |
$591K - $651K
|
36K
$605K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13KNew |
$213K - $235K
|
13K
$218K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-170K- 57.27% |
$2.78M - $3.06M
|
126K
$2.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
8.55K+ 31.04% |
$140K - $155K
|
36.1K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.05K- 2.68% |
$17.2K - $18.9K
|
38K
$639K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.8KNew |
$178K - $196K
|
10.8K
$182K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.21K+ 2.34% |
$52.7K - $58K
|
140K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-24.7K- 32.33% |
$405K - $445K
|
51.6K
$867K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
182+ 1.31% |
$2.99K - $3.29K
|
14.1K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.13K+ 6.8% |
$84.3K - $92.7K
|
80.6K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.5KNew |
$73.9K - $81.3K
|
4.5K
$75.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-7.52K- 19.29% |
$123K - $136K
|
31.4K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.63K+ 10.57% |
$43.2K - $47.6K
|
27.5K
$463K
|
|
| Q3 2024 | |||||||
|
Dec 03, 2024
Q3 2024
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
54.4K+ 1.66% |
$889K - $979K
|
3.33M
$56M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.5KNew |
$24.5K - $27K
|
1.5K
$25.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
162K+ 81.73% |
$2.65M - $2.91M
|
360K
$6.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-54.8K- 7.98% |
$896K - $986K
|
632K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 39.31% |
$548K - $603K
|
119K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.67K- 6.96% |
$125K - $138K
|
102K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6K- 1.2% |
$98K - $108K
|
493K
$8.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.82K- 0.92% |
$95.2K - $105K
|
625K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
307+ 2.47% |
$5.02K - $5.53K
|
12.8K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-508K- 60.54% |
$8.31M - $9.14M
|
331K
$5.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-129K- 11.71% |
$2.1M - $2.31M
|
969K
$16.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Hbk Investments L P
Dallas, TX |
SELL
|
- |
-10.8K- 29.13% |
$177K - $195K
|
26.4K
$443K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-35.3K- 26.78% |
$576K - $635K
|
96.4K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
708+ 5.26% |
$11.6K - $12.7K
|
14.2K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-45.4K- 50.68% |
$743K - $817K
|
44.2K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
343KNew |
$5.6M - $6.17M
|
343K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.3K- 1.62% |
$676K - $744K
|
2.51M
$42.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-308K- 16.57% |
$5.04M - $5.55M
|
1.55M
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-41.8K- 8.69% |
$683K - $752K
|
439K
$7.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-245K- 14.8% |
$4M - $4.41M
|
1.41M
$23.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
905KNew |
$14.8M - $16.3M
|
905K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-38- 7.58% |
$621 - $684
|
463
$7.78K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
550New |
$8.99K - $9.9K
|
550
$9.24K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.3K+ 1.72% |
$348K - $383K
|
1.26M
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.4KNew |
$464K - $511K
|
28.4K
$477K
|
|