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
Q3 2022 vs. Q2 2022
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 69 | 76 | +7 |
| Shares | 25.8M | 28.1M | +2.34M (+9.1%) |
| Value | $377.7M | $382.8M | +$5.01M (+1.3%) |
New holders (13)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| OTA Financial Group L.P. | 75,308 | $1.02M | 0.88% |
| Advisory Resource Group | 34,734 | $473.0K | 0.16% |
| Activest Wealth Management | 29,475 | $401.0K | 0.13% |
| Family Management Corp | 23,870 | $325.0K | 0.09% |
| Boenning & Scattergood, Inc. | 16,000 | $218.0K | 0.04% |
| CWM, LLC | 12,500 | $170.0K | 0.00% |
| Hilltop Holdings Inc. | 10,800 | $147.0K | 0.02% |
| MUFG Americas Holdings Corp | 2,500 | $34.0K | 0.00% |
| Selective Wealth Management, Inc. | 2,143 | $29.0K | 0.01% |
| First Manhattan Co | 1,393 | $18.0K | 0.00% |
| Gradient Investments LLC | 1,121 | $15.0K | 0.00% |
| Parallel Advisors, LLC | 1,000 | $14.0K | 0.00% |
| EverSource Wealth Advisors, LLC | 162 | $2.00K | 0.00% |
Sold out (6)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Advisor Resource Council | 116,096 | $1.70M |
| Confluence Wealth Services, Inc. | 14,113 | $221.0K |
| Whittier Trust Co | 15,000 | $220.0K |
| Cetera Advisors LLC | 12,560 | $184.0K |
| Cambridge Investment Research Advisors, Inc. | 10,738 | $157.0K |
| Truist Financial Corp | 10,433 | $153.0K |