Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
151K+ 13.91% |
$2.42M - $2.57M
|
1.24M
$19.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
150KNew |
$2.4M - $2.55M
|
150K
$2.38M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
84.5K+ 59.59% |
$1.35M - $1.44M
|
226K
$3.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
65.9K+ 16.21% |
$1.05M - $1.12M
|
472K
$7.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
64.1K+ 14.17% |
$1.02M - $1.09M
|
516K
$8.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46.7K+ 89.8% |
$747K - $795K
|
98.7K
$1.57M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.5KNew |
$727K - $774K
|
45.5K
$722K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
44.5K+ 102.27% |
$712K - $758K
|
88.1K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.4K+ 5.32% |
$629K - $670K
|
779K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
32.4K+ 6.45% |
$519K - $552K
|
535K
$8.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.9K+ 27.25% |
$494K - $526K
|
144K
$2.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3K+ 129.13% |
$437K - $465K
|
48.5K
$771K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.6KNew |
$410K - $436K
|
25.6K
$407K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 27.71% |
$240K - $256K
|
69.2K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.2KNew |
$212K - $225K
|
13.2K
$210K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.1K+ 5.61% |
$193K - $206K
|
228K
$3.62M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10KNew |
$160K - $170K
|
10K
$159K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
6.23K+ 11.47% |
$99.6K - $106K
|
60.5K
$962K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4.85K+ 18.78% |
$77.5K - $82.5K
|
30.6K
$487K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.83K+ 5.39% |
$77.2K - $82.2K
|
94.4K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.59KNew |
$73.3K - $78.1K
|
4.59K
$72.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
3.75KNew |
$60K - $63.8K
|
3.75K
$59.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.2K+ 0.3% |
$51.2K - $54.5K
|
1.07M
$17M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3KNew |
$48K - $51.1K
|
3K
$47.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3K+ 8.33% |
$48K - $51.1K
|
39K
$620K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.64K+ 9.83% |
$42.2K - $45K
|
29.5K
$469K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.5K+ 2.45% |
$39.9K - $42.5K
|
104K
$1.66M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.88KNew |
$30.1K - $32K
|
1.88K
$29.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.75K+ 9.36% |
$28K - $29.8K
|
20.5K
$325K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.48K+ 6.16% |
$23.7K - $25.2K
|
25.5K
$405K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.25KNew |
$19.9K - $21.2K
|
1.25K
$19.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.07KNew |
$17.1K - $18.2K
|
1.07K
$17K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
793+ 3.21% |
$12.7K - $13.5K
|
25.5K
$406K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
628+ 1.87% |
$10K - $10.7K
|
34.2K
$543K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
461New |
$7.37K - $7.85K
|
461
$7.33K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
400New |
$6.4K - $6.81K
|
400
$6.36K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
325+ 1.88% |
$5.2K - $5.53K
|
17.6K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
300New |
$4.8K - $5.11K
|
300
$4.77K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
200+ 0.5% |
$3.2K - $3.4K
|
40.3K
$640K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
157New |
$2.51K - $2.67K
|
157
$2.49K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
24+ 5.54% |
$384 - $408
|
457
$7.26K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 9.09% |
$16 - $17
|
12
$191
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-214- 15.97% |
$3.42K - $3.64K
|
1.13K
$17.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-235- 2.11% |
$3.76K - $4K
|
10.9K
$173K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 3.77% |
$28.5K - $30.3K
|
45.5K
$724K
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-2.1K- 5.4% |
$33.6K - $35.8K
|
36.8K
$585K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.87K- 3.89% |
$45.8K - $48.8K
|
70.9K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.37K- 7.44% |
$118K - $125K
|
91.7K
$1.46M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10K- 45.72% |
$160K - $170K
|
11.9K
$189K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.7K- 39.48% |
$187K - $199K
|
18K
$285K
|
|