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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$237K - $260K
|
16.3K
$279K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
378KNew |
$5.51M - $6.06M
|
378K
$6.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
10.3KNew |
$150K - $165K
|
10.3K
$176K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.5KNew |
$188K - $199K
|
12.5K
$214K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
20KNew |
$271K - $312K
|
20K
$343K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
100New |
$1.36K - $1.56K
|
100
$1.71K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6KNew |
$157K - $181K
|
11.6K
$199K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
99New |
$1.34K - $1.55K
|
99
$1.7K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
655+ 47.5% |
$8.88K - $10.2K
|
2.03K
$34.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
60.8K+ 7.53% |
$824K - $950K
|
868K
$14.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57K- 58.03% |
$737K - $820K
|
41.2K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
900New |
$11.6K - $13K
|
900
$15.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
360KNew |
$4.66M - $5.18M
|
360K
$6.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
625KNew |
$8.08M - $8.99M
|
625K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-17.6K- 33.82% |
$228K - $253K
|
34.4K
$590K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-3.19K- 3.04% |
$41.2K - $45.9K
|
102K
$1.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
69+ 26.74% |
$893 - $994
|
327
$5.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-19.3K- 4.7% |
$249K - $277K
|
390K
$6.69M
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5K- 22.22% |
$64K - $78.1K
|
17.5K
$300K
|
|
|
Nov 08, 2022
Q3 2022
|
Matisse Capital
|
BUY
|
- |
9K+ 9.89% |
$115K - $140K
|
100K
$1.71M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
174New |
$2.23K - $2.72K
|
174
$2.98K
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$16K - $19.5K
|
1.25K
$21.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-11.2K- 13.15% |
$144K - $175K
|
74.1K
$1.27M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1KNew |
$12.8K - $15.6K
|
1K
$17.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.15KNew |
$14.7K - $17.9K
|
1.15K
$19.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78New |
$1.05K - $1.3K
|
78
$1.34K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
28New |
$379 - $466
|
28
$480
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.7KClosed |
$172K - $211K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
10KNew |
$135K - $166K
|
10K
$171K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
500New |
$6.76K - $8.32K
|
500
$8.57K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.03KNew |
$13.9K - $17.1K
|
1.03K
$17.7K
|
|
| Q1 2022 | |||||||
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-23KClosed |
$348K - $436K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.91KNew |
$74.2K - $93K
|
4.91K
$84.2K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
11.5KNew |
$174K - $218K
|
11.5K
$197K
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$264K - $331K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-75.2KClosed |
$1.14M - $1.42M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-36.9KClosed |
$558K - $700K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.5KClosed |
$83.1K - $104K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-15KClosed |
$227K - $284K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Tfg Asset Management Gp LTD
Grand Cayman, E9 |
SELL
|
- |
-150KClosed |
$2.72M - $3.02M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
10KNew |
$181K - $202K
|
10K
$171K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
500New |
$9.07K - $10.1K
|
500
$8.57K
|
|