BlackRock Capital Allocation Term Trust

BCAT

Exchange: NYSE
SEC CIK: 0001809541

SEC filings (opens in a new tab)

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 2024 vs. Q3 2024

How the institutions holding BlackRock Capital Allocation Term Trust changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of BCAT: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	80	3	89	+12
Shares	35.6M	171.1K	33.3M	−2.16M (−6.1%)
Value	$585.8M	$2.82M	$504.4M	−$78.6M (−13.5%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to BCAT in Q4 2024
Institution	Shares	Value	% of portfolio
CF Capital LLC	495,100	$7.50M	8.08%
Raymond James Financial Inc	208,631	$3.16M	0.00%
Readystate Asset Management LP	83,493	$1.26M	0.05%
Wolverine Asset Management LLC	82,454	$1.25M	0.02%
Susquehanna International Group, LLP	48,609	$736.4K	0.00%
Winebrenner Capital Management LLC	45,000	$681.8K	0.53%
Kingswood Wealth Advisors, LLC	39,218	$594.2K	0.04%
Perennial Investment Advisors, LLC	36,429	$551.9K	0.07%
Landscape Capital Management, L.L.C.	27,610	$418.3K	0.04%
Shaker Financial Services, LLC	25,517	$386.6K	0.15%
Integrated Wealth Concepts LLC	25,050	$379.5K	0.00%
Change Path, LLC	22,611	$342.6K	0.01%
Joseph P. Lucia & Associates, LLC	16,845	$255.2K	0.11%
Citadel Advisors LLC	14,611	$221.4K	0.00%
Beck Mack & Oliver LLC	12,500	$189.4K	0.00%
Cary Street Partners Financial LLC	12,299	$186.3K	0.01%
Elequin Capital LP	10,713	$162.3K	0.02%
Private Advisor Group, LLC	10,452	$158.3K	0.00%
Cutter & CO Brokerage, Inc.	10,411	$157.7K	0.04%
Massmutual Trust Co FSB	7,382	$111.8K	0.00%
Anfield Capital Management, LLC	3,674	$55.7K	0.02%
CIBC Private Wealth Group, LLC	2,331	$36.1K	0.00%
Richards, Merrill & Peterson, Inc.	2,000	$30.3K	0.02%
WPG Advisers, LLC	740	$11.2K	0.01%
Allworth Financial LP	15	$233	0.00%

Sold out (13)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of BCAT in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Alpine Global Management, LLC	450,000	$7.40M
Karpus Management, Inc.	145,162	$2.39M
Virtu Financial LLC	25,941	$427.0K
Kovack Advisors, Inc.	25,605	$421.2K
Prospera Financial Services Inc	23,693	$389.9K
Millennium Management LLC	19,389	$318.9K
National Asset Management, Inc.	14,485	$237.9K
Claro Advisors LLC	10,205	$167.9K
Advisory Services Network, LLC	10,203	$167.4K
Ashton Thomas Securities, LLC	9,500	$156.3K
The PNC Financial Services Group, Inc.	6,814	$112.1K
Covestor Ltd	2,173	$36.0K
FMR LLC	3	$49

Not filed for Q4 2024 yet (3)

Institutions that held BlackRock Capital Allocation Term Trust at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BCAT in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	135,956	$2.24M
Raymond James Financial Services Advisors, Inc.	21,241	$349.4K
Raymond James Trust N.A.	13,932	$229.2K