Latest Institutional Purchases of Black Rock Esg Capital Allocation Trust (ECAT)
This list provides information on the latest institutional transactions involving Black Rock Esg Capital Allocation Trust (ECAT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.09K+ 8.81% |
$29.1K - $34.1K
|
25.8K
$421K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
244K+ 53.37% |
$3.84M - $4.18M
|
700K
$11.4M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
142KNew |
$2.24M - $2.43M
|
142K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
127KNew |
$2M - $2.17M
|
127K
$2.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
84.5K+ 8.7% |
$1.33M - $1.45M
|
1.05M
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
82.8K+ 46.27% |
$1.31M - $1.42M
|
262K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
77K+ 10.94% |
$1.21M - $1.32M
|
781K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
52.3K+ 0.18% |
$825K - $897K
|
28.6M
$467M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.5K+ 1.23% |
$481K - $523K
|
2.51M
$41M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30K+ 37.65% |
$473K - $515K
|
110K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.1K+ 59.81% |
$444K - $482K
|
75.2K
$1.23M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27KNew |
$426K - $463K
|
27K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.3KNew |
$383K - $416K
|
24.3K
$396K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
22.8KNew |
$360K - $391K
|
22.8K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.5KNew |
$340K - $369K
|
21.5K
$351K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.8K+ 13.37% |
$170K - $185K
|
91.3K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
10KNew |
$158K - $171K
|
10K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10K+ 28568.57% |
$158K - $171K
|
10K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.99K+ 1.35% |
$126K - $137K
|
598K
$9.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.86K+ 2.93% |
$124K - $135K
|
276K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.7K+ 1.56% |
$106K - $115K
|
436K
$7.11M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.4KNew |
$69.4K - $75.4K
|
4.4K
$71.8K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.82K+ 29.24% |
$60.3K - $65.5K
|
16.9K
$276K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.6KNew |
$56.7K - $61.6K
|
3.6K
$58.7K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.59K+ 19.73% |
$56.6K - $61.5K
|
21.8K
$355K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.32K+ 6.7% |
$52.4K - $57K
|
52.9K
$863K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.45K+ 6.44% |
$38.6K - $42K
|
40.5K
$660K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.02K+ 17.21% |
$31.9K - $34.6K
|
13.8K
$225K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.5K+ 8.98% |
$23.7K - $25.7K
|
18.2K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.31K+ 12.05% |
$20.6K - $22.4K
|
12.2K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$15.8K - $17.1K
|
1K
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
847+ 122.75% |
$13.4K - $14.5K
|
1.54K
$25.1K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
432New |
$6.81K - $7.4K
|
432
$7.05K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
22+ 5.68% |
$347 - $377
|
409
$6.67K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
13+ 2.83% |
$205 - $223
|
473
$7.71K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
55K+ 15.28% |
$903K - $994K
|
415K
$6.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
36KNew |
$591K - $651K
|
36K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
20.9KNew |
$342K - $377K
|
20.9K
$340K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
13KNew |
$213K - $235K
|
13K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$194K - $214K
|
11.8K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
11.4KNew |
$187K - $206K
|
11.4K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
4.5KNew |
$73.9K - $81.3K
|
4.5K
$73.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2KNew |
$36.1K - $39.8K
|
2.2K
$35.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
775+ 5.47% |
$12.7K - $14K
|
14.9K
$244K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
666+ 4.97% |
$10.9K - $12K
|
14.1K
$229K
|
|
| Q3 2024 | |||||||
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
25KNew |
$409K - $450K
|
25K
$408K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
24KNew |
$393K - $432K
|
24K
$392K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.5KNew |
$254K - $279K
|
15.5K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.44K+ 13.39% |
$122K - $134K
|
63K
$1.03M
|
|