BlackRock Capital Allocation Term Trust
BCAT- Exchange
- NYSE
- SEC CIK
- 0001809541
In the last 90 days, BlackRock Capital Allocation Term Trust insiders filed 0 open-market purchases and 1 sale; 110 institutions reported holding it in 13F filings for Q2 2026, worth $304.6M in total; no superinvestor holds it.
Other share classesBCAT.RW
Q2 2021 vs. Q1 2021
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 27 | 34 | +7 |
| Shares | 7.94M | 9.14M | +1.20M (+15.1%) |
| Value | $163.0M | $199.9M | +$36.9M (+22.6%) |
New holders (10)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Quilter Plc | 33,250 | $728.0K | 0.02% |
| Wolverine Asset Management LLC | 25,620 | $560.0K | 0.01% |
| HighTower Advisors, LLC | 22,748 | $498.0K | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 16,798 | $368.0K | 0.00% |
| 55I, LLC | 15,000 | $328.0K | 0.01% |
| Beech Hill Advisors, Inc. | 10,000 | $219.0K | 0.09% |
| Ameriprise Financial Inc | 9,402 | $206.0K | 0.00% |
| The PNC Financial Services Group, Inc. | 8,575 | $188.0K | 0.00% |
| Newbridge Financial Services Group, Inc. | 3,250 | $71.0K | 0.04% |
| Wealth Quarterback LLC | 461 | $11.0K | 0.01% |
Sold out (3)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Steward Partners Investment Advisory, LLC | 30,435 | $624.8K |
| International Assets Investment Management, LLC | 2,700 | $59.0K |
| Massmutual Trust Co FSB | 200 | $4.00K |