Institutional Ownership Black Rock Esg Capital Allocation Trust (ECAT)
This table provides information about the institutional ownership of Black Rock Esg Capital Allocation Trust (ECAT). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 43.6 Million shares, which have been reported (via 13F filing form) to have a value of $711 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
16,899
shares
|
$275,622
0.0% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
16,025
shares
|
$261,367
0.0% of portfolio
|
Q1 2025
Reduced 43.01%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
15,100
shares
|
$246,280
0.04% of portfolio
|
Q1 2025
Reduced 67.15%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
14,180
shares
|
$231,275
0.0% of portfolio
|
Q4 2024
Reduced 67.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,054
shares
|
$229,220
0.0% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
13,766
shares
|
$224,523
0.0% of portfolio
|
Q1 2025
Added 17.21%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
12,325
shares
|
$201,020
0.05% of portfolio
|
Q1 2025
Reduced 94.28%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,156
shares
|
$198,264
0.0% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,034
shares
|
$163,654
0.0% of portfolio
|
Q1 2025
Added 28568.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
10,000
shares
|
$163,100
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
6,269
shares
|
$102,247
0.02% of portfolio
|
Q1 2025
Reduced 72.79%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
4,400
shares
|
$71,764
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,596
shares
|
$58,650
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,200
shares
|
$35,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
2,087
shares
|
$34,038
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,537
shares
|
$25,068
0.02% of portfolio
|
Q1 2025
Added 122.75%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
1,500
shares
|
$24,464
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,030
shares
|
$16,799
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,000
shares
|
$16,309
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$16,309
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
628
shares
|
$10,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
473
shares
|
$7,714
0.0% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
432
shares
|
$7,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
409
shares
|
$6,670
0.0% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
305
shares
|
$4,974
0.0% of portfolio
|
Q1 2024
New holding
|