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 2024 vs. Q4 2023
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 86 | 91 | +5 |
| Shares | 37.9M | 40.8M | +2.92M (+7.7%) |
| Value | $566.2M | $679.3M | +$113.1M (+20.0%) |
New holders (17)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Keebeck Wealth Management, LLC | 366,449 | $6.11M | 0.90% |
| Absolute Investment Advisers LLC | 104,769 | $1.75M | 0.24% |
| PFG Investments, LLC | 79,479 | $1.32M | 0.08% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 67,631 | $1.13M | 0.05% |
| Cetera Investment Advisers | 62,546 | $1.04M | 0.00% |
| CI Private Wealth, LLC | 48,470 | $791.3K | 0.00% |
| Envestnet Asset Management Inc | 34,461 | $574.1K | 0.00% |
| Mariner, LLC | 22,456 | $374.1K | 0.00% |
| Eagle Rock Investment Company, LLC | 17,902 | $298.2K | 0.06% |
| DRW Securities, LLC | 14,300 | $238.2K | 0.01% |
| Steward Partners Investment Solutions, LLC | 12,308 | $205.1K | 0.03% |
| Virtue Capital Management, LLC | 12,500 | $195.8K | 0.04% |
| TCG Advisory Services, LLC | 10,000 | $166.6K | 0.01% |
| CoreCap Advisors, LLC | 2,000 | $33.3K | 0.00% |
| Gables Capital Management Inc. | 876 | $14.6K | 0.01% |
| Assetmark, Inc | 286 | $4.76K | 0.00% |
| JPMorgan Chase & Co | 283 | $4.72K | 0.00% |
Sold out (12)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Wolverine Asset Management LLC | 119,919 | $1.79M |
| Advisor Resource Council | 104,590 | $1.56M |
| Clough Capital Partners L P | 64,480 | $964.0K |
| Walleye Capital LLC | 62,039 | $927.5K |
| Advisory Resource Group | 34,734 | $519.3K |
| Cetera Advisor Networks LLC | 21,188 | $316.8K |
| Virtu Financial LLC | 21,039 | $315.0K |
| Integrated Wealth Concepts LLC | 20,550 | $307.2K |
| Private Advisor Group, LLC | 11,851 | $177.2K |
| D.A. Davidson & Co. | 11,125 | $166.3K |
| Elequin Capital LP | 5,229 | $78.2K |
| Sugarloaf Wealth Management, LLC | 1,650 | $24.7K |