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
Q1 2022 vs. Q4 2021
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Q1 2022 | Change |
|---|---|---|---|
| Holders | 64 | 61 | −3 |
| Shares | 21.1M | 22.3M | +1.21M (+5.7%) |
| Value | $410.9M | $368.4M | −$42.5M (−10.3%) |
New holders (13)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 92,113 | $1.52M | 0.04% |
| Global Retirement Partners, LLC | 19,790 | $301.0K | 0.02% |
| Whittier Trust Co | 15,000 | $248.0K | 0.00% |
| Advisory Services Network, LLC | 13,403 | $222.0K | 0.01% |
| Childress Capital Advisors, LLC | 13,100 | $217.0K | 0.08% |
| Cetera Advisors LLC | 12,560 | $208.0K | 0.00% |
| Ironsides Asset Advisors, LLC | 11,179 | $185.0K | 0.06% |
| Cambridge Investment Research Advisors, Inc. | 10,738 | $178.0K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 6,900 | $114.0K | 0.03% |
| Carolinas Wealth Consulting LLC | 4,775 | $79.0K | 0.02% |
| Anchor Investment Management, LLC | 2,500 | $41.4K | 0.01% |
| Money Concepts Capital Corp | 300 | $5.00K | 0.00% |
| IFP Advisors, Inc | 130 | $3.00K | 0.00% |
Sold out (16)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Weiss Asset Management LP | 135,661 | $2.64M |
| Millennium Management LLC | 41,145 | $800.0K |
| Jane Street Group, LLC | 30,560 | $594.0K |
| Advisors Asset Management, Inc. | 27,046 | $526.0K |
| Susquehanna International Group, LLP | 20,189 | $393.0K |
| Nomura Holdings Inc | 18,000 | $350.0K |
| Austin Asset Management Co Inc | 11,060 | $215.0K |
| Two Sigma Securities, LLC | 10,557 | $205.0K |
| Activest Wealth Management | 7,459 | $145.0K |
| Ahrens Investment Partners LLC | 7,400 | $144.0K |
| Lindbrook Capital, LLC | 5,307 | $103.0K |
| Plante Moran Financial Advisors, LLC | 3,183 | $62.0K |
| Tower Research Capital LLC (TRC) | 2,271 | $44.0K |
| Barrett Asset Management, LLC | 2,000 | $39.0K |
| Signet Financial Management, LLC | 480 | $9.00K |
| Wagner Wealth Management, LLC | 480 | $9.00K |