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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

Q4 2021 vs. Q3 2021

How the institutions holding BlackRock Capital Allocation Term Trust changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of BCAT: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders38164+27
Shares11.8M46921.1M+9.37M (+79.7%)
Value$237.4M$10.0K$410.9M+$173.5M (+73.1%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to BCAT in Q4 2021
InstitutionSharesValue% of portfolio
Amplius Wealth Advisors, LLC1,797,431$35.0M4.82%
Sit Investment Associates Inc658,477$12.8M0.30%
Karpus Management, Inc.605,502$11.8M0.34%
Thomas J. Herzfeld Advisors, Inc.228,877$4.45M1.62%
Weiss Asset Management LP135,661$2.64M0.06%
Logan Stone Capital, LLC111,488$2.17M2.16%
1607 Capital Partners, LLC88,300$1.72M0.09%
Mariner Investment Group LLC67,826$1.32M0.56%
Walleye Capital LLC55,927$1.09M0.04%
Relative Value Partners Group, LLC47,905$932.0K0.07%
Millennium Management LLC41,145$800.0K0.00%
Transcend Wealth Collective, LLC34,150$664.0K0.06%
Jane Street Group, LLC30,560$594.0K0.00%
Segantii Capital Management Ltd26,950$524.0K0.02%
Susquehanna International Group, LLP20,189$393.0K0.00%
Nomura Holdings Inc18,000$350.0K0.00%
Congress Wealth Management LLC16,292$317.0K0.01%
Calton & Associates, Inc.16,150$314.0K0.08%
Confluence Wealth Services, Inc.14,113$274.0K0.09%
Raymond James Trust N.A.13,073$254.0K0.01%
IFG Advisory, LLC13,000$252.0K0.02%
Austin Asset Management Co Inc11,060$215.0K0.07%
Two Sigma Securities, LLC10,557$205.0K0.04%
Activest Wealth Management7,459$145.0K0.09%
Ahrens Investment Partners LLC7,400$144.0K0.06%
Lindbrook Capital, LLC5,307$103.0K0.02%
Plante Moran Financial Advisors, LLC3,183$62.0K0.01%
Tower Research Capital LLC (TRC)2,271$44.0K0.00%
The PNC Financial Services Group, Inc.1,315$26.0K0.00%
Founders Capital Management900$18.0K0.01%
Signet Financial Management, LLC480$9.00K0.00%

Sold out (4)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of BCAT in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Corrado Advisors, LLC116,317$2.35M
Quilter Plc33,250$672.0K
Signaturefd, LLC26,121$528.0K
Beech Hill Advisors, Inc.10,000$202.0K

Not filed for Q4 2021 yet (1)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BCAT in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Wealth Quarterback LLC469$10.0K