BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 4.36 M | $61.60 M | 2.71% | 4.10% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 2.52 M | $35.58 M | 22.97% | 2.37% |
| COHEN & STEERS, INC. | 05/15/2026 | 1.65 M | $23.28 M | 0.92% | 1.55% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.55 M | $21.93 M | 8.05% | 1.46% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.48 M | $20.87 M | 0.02% | 1.39% |
| UBS GROUP AG | 05/05/2026 | 978.78 K | $13.83 M | 1.90% | 0.92% |
| INVESCO LTD. | 05/12/2026 | 917.40 K | $12.96 M | -27.25% | 0.86% |
| ROYAL BANK OF CANADA | 05/15/2026 | 570.04 K | $8.06 M | 50.23% | 0.54% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 501.40 K | $7.08 M | 6.85% | 0.47% |
| LPL FINANCIAL LLC | 05/06/2026 | 472.00 K | $6.67 M | 17.65% | 0.44% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 418.02 K | $5.91 M | -2.64% | 0.39% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 361.27 K | $5.10 M | 1.82% | 0.34% |
| KEEBECK WEALTH MANAGEMENT, LLC | 05/14/2026 | 351.98 K | $4.97 M | -2.23% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 338.53 K | $4.78 M | 1.22% | 0.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 229.61 K | $3.24 M | 7.12% | 0.22% |
| LIDO ADVISORS, LLC | 05/13/2026 | 186.32 K | $2.63 M | 3.17% | 0.18% |
| CWM, LLC | 05/14/2026 | 127.77 K | $1.81 M | 81.77% | 0.12% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 120.46 K | $1.70 M | -0.27% | 0.11% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 104.39 K | $1.48 M | -11.85% | 0.10% |
| 04/16/2026 | 99.07 K | $1.40 M | -0.01% | 0.09% | |
| PFG INVESTMENTS, LLC | 04/27/2026 | 97.59 K | $1.38 M | 28.81% | 0.09% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 97.40 K | $1.38 M | 6.27% | 0.09% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 05/15/2026 | 94.64 K | $1.34 M | 40.79% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 91.59 K | $1.29 M | -7.65% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2026 | 90.14 K | $1.27 M | 416.57% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 88.68 K | $1.25 M | 10.99% | 0.08% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 86.65 K | $1.23 M | 0.00% | 0.08% |
| CLEARSTEAD ADVISORS, LLC | 05/06/2026 | 83.42 K | $1.18 M | -1.18% | 0.08% |
| JANE STREET GROUP, LLC | 05/12/2026 | 81.14 K | $1.15 M | -56.54% | 0.08% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 72.54 K | $1.02 M | 8.57% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 69.11 K | $976.53 K | -36.53% | 0.07% |
| MATHES COMPANY, INC. | 05/08/2026 | 68.25 K | $964.00 K | -21.10% | 0.06% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 65.92 K | $933.44 K | 100.00% | 0.06% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 50.68 K | $716.07 K | 100.00% | 0.05% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 05/13/2026 | 48.84 K | $690.17 K | 100.00% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 47.91 K | $677.02 K | 3.82% | 0.05% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 41.23 K | $582.62 K | 3.32% | 0.04% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 04/10/2026 | 41.00 K | $579.33 K | 13.89% | 0.04% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 05/15/2026 | 38.15 K | $539.06 K | -0.52% | 0.04% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 04/27/2026 | 38.15 K | $539.06 K | -0.52% | 0.04% |
| TD CAPITAL MANAGEMENT LLC | 05/11/2026 | 35.66 K | $503.93 K | 5.47% | 0.03% |
| AMPLIUS WEALTH ADVISORS, LLC | 04/13/2026 | 35.62 K | $503.32 K | 5.15% | 0.03% |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 04/22/2026 | 33.30 K | $470.52 K | 100.00% | 0.03% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 05/15/2026 | 33.28 K | $470.20 K | -10.72% | 0.03% |
| BISON WEALTH, LLC | 05/15/2026 | 32.57 K | $512.07 K | 1.67% | 0.03% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 28.06 K | $28.63 K | 0.00% | 0.03% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 26.66 K | $376.77 K | 47.29% | 0.03% |
| KINGSWOOD WEALTH ADVISORS, LLC | 04/28/2026 | 25.00 K | $353.24 K | 39.58% | 0.02% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 24.51 K | $346.26 K | 0.00% | 0.02% |
| PROSPERITY CONSULTING GROUP, LLC | 05/05/2026 | 24.14 K | $341.11 K | 42.80% | 0.02% |
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BlackRock Capital Allocation Term Trust institutional Ownership - FAQ's
During the previous two years, 139 institutional investors and hedge funds held shares of BlackRock Capital Allocation Term Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 4.36 M
WELLS FARGO & COMPANY/MN: 2.52 M
COHEN & STEERS, INC.: 1.65 M
Penserra Capital Management LLC: 1.55 M
BANK OF AMERICA CORP /DE/: 1.48 M
UBS Group AG: 978,775
18.33% of BlackRock Capital Allocation Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.16 M shares in the last 24 months. This purchase volume represents approximately $320.74 M in transactions.