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 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-20K- 14.24% |
$315K - $342K
|
120K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-24.9K- 4.5% |
$393K - $427K
|
529K
$8.63M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27.2K- 32.64% |
$429K - $466K
|
56.2K
$916K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-30.9K- 67.15% |
$487K - $529K
|
15.1K
$246K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-32.4K- 2.56% |
$511K - $556K
|
1.23M
$20.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-56.5K- 28.42% |
$890K - $968K
|
142K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-203K- 94.28% |
$3.2M - $3.48M
|
12.3K
$201K
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-207K- 24.23% |
$3.26M - $3.54M
|
646K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-224K- 15.03% |
$3.54M - $3.85M
|
1.27M
$20.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-736K- 79.82% |
$11.6M - $12.6M
|
186K
$3.03M
|
|
|
May 15, 2025
Q1 2025
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-1.37M- 50.06% |
$21.6M - $23.5M
|
1.37M
$22.3M
|