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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
905KNew |
$14.8M - $16.3M
|
905K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
343KNew |
$5.6M - $6.17M
|
343K
$5.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
162K+ 81.73% |
$2.65M - $2.91M
|
360K
$6.17M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
76.2KNew |
$1.25M - $1.37M
|
76.2K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.5K+ 39.31% |
$548K - $603K
|
119K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31.7K+ 26.46% |
$518K - $570K
|
151K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
28.4KNew |
$464K - $511K
|
28.4K
$487K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
25KNew |
$409K - $450K
|
25K
$429K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
24KNew |
$393K - $432K
|
24K
$412K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.5K+ 49.56% |
$384K - $422K
|
70.8K
$1.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.3K+ 1.72% |
$348K - $383K
|
1.26M
$21.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
15.5KNew |
$254K - $279K
|
15.5K
$266K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11.3K+ 17.61% |
$185K - $203K
|
75.4K
$1.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.44K+ 13.39% |
$122K - $134K
|
63K
$1.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7KNew |
$114K - $126K
|
7K
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.92K+ 98.63% |
$113K - $125K
|
13.9K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.13K+ 3.71% |
$51.2K - $56.4K
|
87.6K
$1.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.81K+ 1.03% |
$45.9K - $50.5K
|
275K
$4.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.09KNew |
$34.1K - $37.6K
|
2.09K
$35.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$16.4K - $18K
|
1K
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
708+ 5.26% |
$11.6K - $12.7K
|
14.2K
$243K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
628New |
$10.3K - $11.3K
|
628
$10.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
550New |
$8.99K - $9.9K
|
550
$9.43K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
367New |
$6K - $6.61K
|
367
$6.29K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
307+ 2.47% |
$5.02K - $5.53K
|
12.8K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
92+ 0.34% |
$1.5K - $1.66K
|
27.5K
$472K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20+ 0.09% |
$327 - $360
|
21.9K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
160KNew |
$2.56M - $2.85M
|
160K
$2.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
56K+ 0.2% |
$898K - $999K
|
28.6M
$489M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.4KNew |
$166K - $185K
|
10.4K
$177K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8K+ 148.48% |
$128K - $143K
|
13.4K
$229K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
7.5KNew |
$120K - $134K
|
7.5K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Meteora Capital, LLC
Boca Raton, FL |
BUY
|
- |
2.43K+ 3.71% |
$38.9K - $43.3K
|
67.8K
$1.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1KNew |
$16K - $17.9K
|
1K
$17.1K
|
|
| Q1 2024 | |||||||
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
31.6KNew |
$508K - $548K
|
31.6K
$541K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13.4KNew |
$215K - $232K
|
13.4K
$229K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
305New |
$4.9K - $5.29K
|
305
$5.23K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
100KNew |
$1.4M - $1.64M
|
100K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22.5KNew |
$316K - $369K
|
22.5K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.06KNew |
$85.1K - $99.5K
|
6.06K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.69KNew |
$23.7K - $27.7K
|
1.69K
$29K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
825New |
$11.6K - $13.5K
|
825
$14.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
490New |
$6.88K - $8.05K
|
490
$8.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
250New |
$3.51K - $4.11K
|
250
$4.29K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
378KNew |
$5.51M - $6.06M
|
378K
$6.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
23KNew |
$335K - $369K
|
23K
$395K
|
|
|
Nov 14, 2023
Q3 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
18.8K+ 34.5% |
$274K - $301K
|
73.3K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
16.3KNew |
$237K - $260K
|
16.3K
$279K
|
|