24.96% of BlackRock Capital Allocation Trust stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

BlackRock Capital Allocation Trust Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/22/2023	Ameriprise Financial Inc.	47,226	$0.72M	0.0%	-3.9%	0.042%
5/18/2023	SkyView Investment Advisors LLC	22,368	$0.34M	0.1%	N/A	0.020%
5/18/2023	JPMorgan Chase & Co.	110,244	$1.67M	0.0%	+195.8%	0.098%
5/17/2023	Rockefeller Capital Management L.P.	416,433	$6.30M	0.0%	+2.0%	0.370%
5/16/2023	Thomas J. Herzfeld Advisors Inc.	353,949	$5.36M	2.0%	+31.1%	0.315%
5/16/2023	Steward Partners Investment Advisory LLC	10,697	$0.16M	0.0%	-15.5%	0.010%
5/16/2023	First Trust Advisors LP	10,876	$0.17M	0.0%	N/A	0.010%
5/15/2023	Clough Capital Partners L P	482,030	$7.30M	0.8%	+17.9%	0.428%
5/15/2023	Relative Value Partners Group LLC	411,764	$6.23M	0.4%	-17.3%	0.366%
5/12/2023	Stifel Financial Corp	329,225	$4.98M	0.0%	+15.5%	0.293%
5/12/2023	BlackRock Inc.	7,881	$0.12M	0.0%	+57.6%	0.007%
5/12/2023	Advisors Asset Management Inc.	156,324	$2.37M	0.0%	+27.2%	0.139%
5/12/2023	Bank of America Corp DE	1,172,712	$17.76M	0.0%	+0.1%	1.042%
5/12/2023	UBS Group AG	1,426,420	$21.60M	0.0%	+10.1%	1.268%
5/11/2023	Consolidated Portfolio Review Corp	103,797	$1.57M	0.4%	N/A	0.092%
5/11/2023	Karpus Management Inc.	22,425	$0.34M	0.0%	-47.4%	0.020%
5/11/2023	Insigneo Advisory Services LLC	16,304	$0.27M	0.1%	+9.5%	0.014%
5/11/2023	Cambridge Investment Research Advisors Inc.	128,536	$1.95M	0.0%	+4.2%	0.114%
5/11/2023	Commonwealth Equity Services LLC	213,924	$3.24M	0.0%	+43.4%	0.190%
5/10/2023	LPL Financial LLC	107,440	$1.63M	0.0%	+114.6%	0.095%
5/9/2023	Atlas Wealth LLC	550,525	$8.34M	1.6%	-3.6%	0.489%
5/8/2023	Private Management Group Inc.	151,749	$2.30M	0.1%	+12.5%	0.135%
5/3/2023	Raymond James Trust N.A.	28,993	$0.44M	0.0%	+7.4%	0.026%
4/28/2023	Janney Montgomery Scott LLC	22,362	$0.34M	0.0%	+7.3%	0.020%
4/25/2023	Amplius Wealth Advisors LLC	160,610	$2.43M	0.3%	-32.8%	0.143%
4/24/2023	Penserra Capital Management LLC	336,405	$5.09M	0.1%	-13.0%	0.299%
4/20/2023	Camelot Portfolios LLC	26,500	$0.40M	0.3%	+3.9%	0.024%
4/17/2023	Claro Advisors LLC	16,750	$0.25M	0.1%	N/A	0.015%
4/14/2023	Raymond James Financial Services Advisors Inc.	22,371	$0.34M	0.0%	-5.0%	0.020%
4/14/2023	Raymond James & Associates	1,055,848	$15.99M	0.0%	+7.5%	0.938%
4/13/2023	Allspring Global Investments Holdings LLC	751,203	$11.37M	0.0%	-4.3%	0.668%
4/12/2023	Transcend Capital Advisors LLC	51,482	$0.78M	0.1%	+71.9%	0.046%
4/10/2023	Versant Capital Management Inc	5,000	$76K	0.0%	N/A	0.004%
3/6/2023	Rockefeller Capital Management L.P.	408,367	$5.66M	0.0%	+17.0%	0.363%
2/15/2023	Steward Partners Investment Advisory LLC	12,659	$0.18M	0.0%	+20.7%	0.011%
2/15/2023	Jane Street Group LLC	23,549	$0.33M	0.0%	N/A	0.021%
2/15/2023	Cerity Partners LLC	40,500	$0.56M	0.0%	N/A	0.036%
2/15/2023	Virtu Financial LLC	19,244	$0.27M	0.0%	N/A	0.017%
2/15/2023	Logan Stone Capital LLC	426,871	$5.92M	2.2%	-10.8%	0.379%
2/15/2023	Morgan Stanley	9,792,232	$135.82M	0.0%	+16.7%	8.702%
2/15/2023	Mariner LLC	12,139	$0.17M	0.0%	N/A	0.011%
2/15/2023	Almitas Capital LLC	925,786	$12.84M	5.9%	+129.7%	0.823%
2/14/2023	Atlas Wealth LLC	571,312	$7.92M	2.1%	N/A	0.508%
2/14/2023	Penserra Capital Management LLC	386,814	$5.37M	0.1%	+9.9%	0.344%
2/13/2023	Advisors Asset Management Inc.	122,862	$1.70M	0.0%	+30.3%	0.109%
2/13/2023	Wells Fargo & Company MN	496,428	$6.89M	0.0%	-26.7%	0.441%
2/13/2023	JPMorgan Chase & Co.	37,276	$0.52M	0.0%	N/A	0.033%
2/10/2023	Bank of America Corp DE	1,171,657	$16.25M	0.0%	-27.5%	1.041%
2/10/2023	Advisor Group Holdings Inc.	87,899	$1.22M	0.0%	+3.5%	0.078%
2/10/2023	Sit Investment Associates Inc.	23,773	$0.33M	0.0%	-98.4%	0.021%
2/9/2023	Elequin Securities LLC	77,472	$1.08M	0.3%	N/A	0.069%
2/9/2023	OTA Financial Group L.P.	49,829	$0.69M	0.7%	-33.8%	0.044%
2/9/2023	HighTower Advisors LLC	73,594	$1.02M	0.0%	N/A	0.065%
2/8/2023	Raymond James Financial Services Advisors Inc.	23,538	$0.33M	0.0%	-31.8%	0.021%
2/8/2023	Raymond James & Associates	982,205	$13.62M	0.0%	+143.1%	0.873%
2/8/2023	UBS Group AG	1,296,005	$17.98M	0.0%	-21.0%	1.152%
2/8/2023	Cambridge Investment Research Advisors Inc.	123,401	$1.71M	0.0%	N/A	0.110%
2/8/2023	Oppenheimer & Co. Inc.	11,873	$0.17M	0.0%	-11.2%	0.011%
2/7/2023	Commonwealth Equity Services LLC	149,202	$2.07M	0.0%	-35.4%	0.133%
2/7/2023	LPL Financial LLC	50,072	$0.69M	0.0%	+12.1%	0.044%
2/3/2023	Blue Bell Private Wealth Management LLC	12,836	$0.18M	0.1%	+13.2%	0.011%
2/3/2023	Ironsides Asset Advisors LLC	19,624	$0.27M	0.1%	+48.8%	0.017%
2/3/2023	D.A. Davidson & CO.	11,125	$0.15M	0.0%	-42.5%	0.010%
2/3/2023	Private Management Group Inc.	134,932	$1.87M	0.1%	N/A	0.120%
2/2/2023	Raymond James Trust N.A.	26,993	$0.37M	0.0%	-21.5%	0.024%
2/1/2023	Wolverine Asset Management LLC	367,418	$5.10M	0.1%	+21.8%	0.327%
2/1/2023	Janney Montgomery Scott LLC	20,835	$0.29M	0.0%	-7.4%	0.019%
1/31/2023	Naviter Wealth LLC	11,575	$0.17M	0.0%	N/A	0.010%
1/25/2023	Camelot Portfolios LLC	25,500	$0.35M	0.3%	N/A	0.023%
1/25/2023	Mathes Company Inc.	88,500	$1.23M	0.6%	+7.3%	0.079%
1/24/2023	Matisse Capital	65,640	$0.91M	0.8%	+84.2%	0.058%
1/23/2023	Allspring Global Investments Holdings LLC	785,178	$10.89M	0.0%	+98.5%	0.698%
1/20/2023	Transcend Capital Advisors LLC	29,950	$0.42M	0.0%	-36.5%	0.027%
1/20/2023	Matisse Capital	65,640	$0.91M	0.9%	+84.2%	0.058%
1/19/2023	Arlington Partners LLC	2,788	$39K	0.0%	N/A	0.002%
1/19/2023	Amplius Wealth Advisors LLC	239,049	$3.32M	0.5%	-84.3%	0.212%
1/18/2023	Calton & Associates Inc.	26,601	$0.37M	0.1%	+23.5%	0.024%
1/18/2023	Private Advisor Group LLC	10,192	$0.14M	0.0%	N/A	0.009%
1/18/2023	Activest Wealth Management	20,675	$0.29M	0.1%	-29.9%	0.018%
11/16/2022	Saba Capital Management L.P.	1,126,318	$15.33M	0.2%	+341.9%	1.001%
11/15/2022	Karpus Management Inc.	334,270	$4.55M	0.2%	+76.4%	0.297%
11/15/2022	Logan Stone Capital LLC	478,629	$6.51M	4.3%	+12.3%	0.425%
11/15/2022	Family Management Corp	23,870	$0.33M	0.1%	N/A	0.021%
11/15/2022	Cohen & Steers Inc.	658,460	$8.96M	0.0%	+29.2%	0.585%
11/15/2022	Commonwealth Equity Services LLC	230,822	$3.14M	0.0%	+23.2%	0.205%
11/14/2022	Royal Bank of Canada	239,022	$3.25M	0.0%	-56.4%	0.212%
11/14/2022	Almitas Capital LLC	403,113	$5.49M	4.1%	+3,045.1%	0.358%
11/14/2022	Thomas J. Herzfeld Advisors Inc.	279,358	$3.80M	1.6%	-9.8%	0.248%
11/14/2022	Penserra Capital Management LLC	352,067	$4.79M	0.1%	+288.6%	0.313%
11/14/2022	Mariner Investment Group LLC	83,666	$1.14M	1.3%	-4.5%	0.074%
11/10/2022	Relative Value Partners Group LLC	151,839	$2.07M	0.2%	+89.8%	0.135%
11/10/2022	Wolverine Asset Management LLC	301,666	$4.11M	0.0%	-13.3%	0.268%
11/10/2022	UBS Group AG	1,641,244	$22.34M	0.0%	+2.6%	1.459%
11/9/2022	Blue Bell Private Wealth Management LLC	11,336	$0.15M	0.1%	+75.4%	0.010%
11/8/2022	Advisors Asset Management Inc.	94,281	$1.28M	0.0%	+54.1%	0.084%
11/7/2022	D.A. Davidson & CO.	19,332	$0.26M	0.0%	-21.4%	0.017%
11/2/2022	Rockefeller Capital Management L.P.	349,007	$4.75M	0.0%	+10.8%	0.310%
11/1/2022	MUFG Americas Holdings Corp	2,500	$34K	0.0%	N/A	0.002%
10/31/2022	Raymond James Trust N.A.	34,381	$0.47M	0.0%	+43.6%	0.031%
10/27/2022	CWM LLC	12,500	$0.17M	0.0%	N/A	0.011%

Data available starting January 2016

Today's Range

Now: $15.07

$14.96

$15.18

50 Day Range

MA: $14.94

$14.57

$15.28

52 Week Range

Now: $15.07

$13.32

$16.12

Volume

151,684 shs

Average Volume

275,127 shs

Market Capitalization

$1.63 billion

P/E Ratio

N/A

Dividend Yield

10.09%

Beta

0.72

Who are the company insiders with the largest holdings of BlackRock Capital Allocation Trust?: BlackRock Capital Allocation Trust's top insider shareholders include:
Richard M Rieder (Portfolio Manager)
Russell Jared Koesterich (Portfolio Manager)
Learn More about top insider investors at BlackRock Capital Allocation Trust.
Who are the major institutional investors of BlackRock Capital Allocation Trust?: BlackRock Capital Allocation Trust's top institutional investors include:
UBS Group AG — 1.27%
Bank of America Corp DE — 1.04%
Raymond James & Associates — 0.94%
Allspring Global Investments Holdings LLC — 0.67%
Atlas Wealth LLC — 0.49%
Clough Capital Partners L P — 0.43%
Learn More about top institutional investors of BlackRock Capital Allocation Trust stock.
Which institutional investors are selling BlackRock Capital Allocation Trust stock?: Within the last quarter, BCAT stock was sold by these institutional investors:
Relative Value Partners Group LLC
Amplius Wealth Advisors LLC
Penserra Capital Management LLC
Allspring Global Investments Holdings LLC
Atlas Wealth LLC
Karpus Management Inc.
Steward Partners Investment Advisory LLC
Ameriprise Financial Inc.
Which institutional investors are buying BlackRock Capital Allocation Trust stock?: Within the previous quarter, BCAT stock was purchased by institutional investors including:
UBS Group AG
Consolidated Portfolio Review Corp
Thomas J. Herzfeld Advisors Inc.
Raymond James & Associates
Clough Capital Partners L P
JPMorgan Chase & Co.
Commonwealth Equity Services LLC
LPL Financial LLC
During the last year, these company insiders have bought BlackRock Capital Allocation Trust stock:
Richard M Rieder (Portfolio Manager)
Russell Jared Koesterich (Portfolio Manager)
Learn More investors buying BlackRock Capital Allocation Trust stock.

27 U.S. Cities Where Stocks Yield 26% a Year

From Investing Daily | Ad

Get in on the action here.

BCAT Insider Trading

BlackRock Capital Allocation Trust Insider Trading History Chart

BlackRock Capital Allocation Trust Share Price & Price History

BlackRock Capital Allocation Trust Insider Trading History

SEC Filings (Institutional Ownership Changes) for BlackRock Capital Allocation Trust (NYSE:BCAT)