BlackRock Capital Allocation Term Trust

BCATNYSE

$13.73+0.14 (+1.03%)as of Oct 2, 2026

Legend

Insider buy

Insider sell

Congress buy

Congress sell

Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.

Company share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size.

Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds bought vs sold

Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

Insider Buy
Insider Sell
Congress Buy
Congress Sell
Hedge funds bought vs sold
BuybackNo changeNet dilution

BlackRock Capital Allocation Term Trust price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-7.8%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
Date	Category	Person	Role	Action	Amount	Change in holding

Largest institutional holders

13F · Q2 2026

Fund	% of company held	Value	% of portfolio	Quarterly activity
Morgan Stanley	Not reported	$57.4M	0.00%	Not reported
Wells Fargo & Company	Not reported	$38.8M	0.01%	Not reported
Penserra Capital Management LLC	Not reported	$25.7M	0.20%	Not reported
Cohen & Steers, Inc.	Not reported	$25.1M	0.04%	Reduce 4.55%
Bank of America Corp	Not reported	$24.7M	0.00%	Not reported
UBS Group AG	Not reported	$16.8M	0.00%	Not reported
Invesco Ltd.	Not reported	$11.1M	0.00%	Not reported
Royal Bank of Canada	Not reported	$10.8M	0.00%	Not reported
Ameriprise Financial Inc	Not reported	$9.26M	0.00%	Not reported
Cambridge Investment Research Advisors, Inc.	Not reported	$7.46M	0.01%	Not reported
LPL Financial LLC	Not reported	$7.41M	0.00%	Not reported
Rockefeller Capital Management L.P.	Not reported	$7.05M	0.01%	Not reported
Stifel Financial Corp	Not reported	$6.4M	0.01%	Not reported
Advisors Asset Management, Inc.	Not reported	$6.12M	0.09%	Not reported
Raymond James Financial Inc	Not reported	$5.68M	0.00%	Not reported
Keebeck Wealth Management	Not reported	$5.61M	0.55%	Not reported
Lido Advisors, LLC	Not reported	$3.02M	0.01%	Add 1.74%
Jane Street Group, LLC	Not reported	$1.98M	0.00%	Not reported
Integrated Wealth Concepts LLC	Not reported	$1.98M	0.01%	Not reported
Perennial Investment Advisors, LLC	Not reported	$1.83M	0.12%	Add 21.10%
Osaic Holdings, Inc.	Not reported	$1.66M	0.00%	Not reported
PFG Investments, LLC	Not reported	$1.62M	0.06%	Add 4.10%
Baird Financial Group, Inc.	Not reported	$1.44M	0.00%	Add 2.05%
Aviance Capital Partners, LLC	Not reported	$1.41M	0.15%	Add 325.76%
Thrivent Financial for Lutherans	Not reported	$1.38M	0.00%	Not reported
Clearstead Advisors, LLC	Not reported	$1.33M	0.01%	Not reported
Cetera Investment Advisers	Not reported	$1.29M	0.00%	Not reported
Commonwealth Equity Services, LLC	Not reported	$1.29M	0.00%	Not reported
Formidable Asset Management, LLC	Not reported	$1.13M	0.18%	Add 21.53%
First Trust Advisors LP	Not reported	$975K	0.00%	Reduce 41.37%
Winebrenner Capital Management LLC	Not reported	$908K	0.55%	Add 39.02%
Bramshill Investments, LLC	Not reported	$817K	0.06%	Add 1.17%
Evolve Private Wealth, LLC	Not reported	$814K	0.05%	Reduce 48.43%
&Partners	Not reported	$786K	0.00%	Add 3.03%
CoreCap Advisors, LLC	Not reported	$767K	0.02%	Not reported
Mathes Company, Inc.	Not reported	$733K	0.23%	Reduce 32.60%
Triumph Capital Management	Not reported	$692K	0.13%	New Not reported
Summit Financial, LLC	Not reported	$675K	0.01%	New Not reported
TD Capital Management LLC	Not reported	$597K	0.05%	Add 5.06%
Vestmark Advisory Solutions, Inc.	Not reported	$571K	0.01%	Reduce 6.03%
Elevation Point Wealth Partners, LLC	Not reported	$571K	0.01%	Reduce 6.03%
Amplius Wealth Advisors, LLC	Not reported	$562K	0.04%	Reduce 0.93%
Corient Private Wealth LP	Not reported	$552K	0.00%	Not reported
Joseph P. Lucia & Associates, LLC	Not reported	$534K	0.16%	Add 0.81%
Bison Wealth, LLC	Not reported	$529K	0.05%	Add 1.54%
OneAscent Family Office, LLC	Not reported	$498K	0.25%	New Not reported
HighTower Advisors, LLC	Not reported	$465K	0.00%	Not reported
Kingswood Wealth Advisors, LLC	Not reported	$455K	0.02%	Add 14.15%
Quantinno Capital Management LP	Not reported	$430K	0.00%	Reduce 34.52%
Envestnet Asset Management Inc	Not reported	$419K	0.00%	Not reported

50 of 104 holders

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