Purchases and Sales Made in Q1 2025 in Black Rock Esg Capital Allocation Trust (ECAT)
This table provides information about the institutional ownership of Black Rock Esg Capital Allocation Trust (ECAT) during Q1 2025. The information is specifically focused on institutions that hold shares of BlackRock ESG Capital Allocation Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Calton & Associates, Inc.
|
BUY
|
- |
201K+ 1425.44% |
$3.17M - $3.45M
|
215K
$3.51M
|
|
|
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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
60K+ 39.65% |
$946K - $1.03M
|
211K
$3.45M
|
|
|
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
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23.7KNew |
$374K - $406K
|
23.7K
$387K
|
|
|
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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-508- 97.88% |
$8.01K - $8.71K
|
11
$179
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-718- 0.7% |
$11.3K - $12.3K
|
102K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 5.53% |
$24K - $26.1K
|
26K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 6.66% |
$37.9K - $41.2K
|
33.7K
$550K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-5.27K- 16.75% |
$83.1K - $90.3K
|
26.2K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.2K- 27.26% |
$129K - $140K
|
21.9K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-8.22K- 20.47% |
$130K - $141K
|
31.9K
$521K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-9.34K- 18.11% |
$147K - $160K
|
42.2K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.1K- 43.01% |
$191K - $207K
|
16K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-14.3K- 3.0% |
$225K - $245K
|
463K
$7.55M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-16.8K- 72.79% |
$264K - $287K
|
6.27K
$102K
|