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.
Q1 2025 vs. Q4 2024
How the institutions holding BlackRock Capital Allocation Term Trust changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Holders | 89 | 92 | +3 |
| Shares | 33.3M | 29.6M | −3.70M (−11.1%) |
| Value | $504.4M | $425.2M | −$79.2M (−15.7%) |
New holders (13)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisor Resource Council | 102,944 | $1.48M | 0.12% |
| Ieq Capital, LLC | 45,308 | $652.4K | 0.01% |
| Armis Advisers, LLC | 25,445 | $366.4K | 0.03% |
| Walkner Condon Financial Advisors LLC | 16,213 | $233.5K | 0.05% |
| Insigneo Advisory Services, LLC | 15,619 | $224.9K | 0.02% |
| Wedbush Securities Inc | 12,708 | $183.0K | 0.01% |
| HighTower Advisors, LLC | 12,399 | $178.5K | 0.00% |
| SOA Wealth Advisors, LLC. | 75,069 | $75.1K | 0.02% |
| Private Trust Co NA | 3,500 | $50.4K | 0.01% |
| Geneos Wealth Management Inc. | 463 | $49.3K | 0.00% |
| Noble Wealth Management PBC | 2,191 | $31.6K | 0.02% |
| AdvisorNet Financial, Inc | 1,062 | $15.3K | 0.00% |
| Northwestern Mutual Wealth Management Co | 479 | $6.90K | 0.00% |
Sold out (10)
Institutions that held BlackRock Capital Allocation Term Trust at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| CF Capital LLC | 495,100 | $7.50M |
| Sanctuary Advisors, LLC | 104,707 | $1.62M |
| Jane Street Group, LLC | 50,496 | $765.0K |
| Landscape Capital Management, L.L.C. | 27,610 | $418.3K |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,757 | $193.3K |
| Beck Mack & Oliver LLC | 12,500 | $189.4K |
| Cutter & CO Brokerage, Inc. | 10,411 | $157.7K |
| Massmutual Trust Co FSB | 7,382 | $111.8K |
| CIBC Private Wealth Group, LLC | 2,331 | $36.1K |
| Richards, Merrill & Peterson, Inc. | 2,000 | $30.3K |