BlackRock Capital Allocation Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 3.60 M | $57.40 M | -17.36% | 3.39% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 2.43 M | $38.77 M | -3.33% | 2.29% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.61 M | $25.70 M | 3.97% | 1.52% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.57 M | $25.05 M | -4.55% | 1.48% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.55 M | $24.72 M | 5.08% | 1.46% |
| UBS GROUP AG | 08/13/2026 | 1.05 M | $16.75 M | 7.43% | 0.99% |
| INVESCO LTD. | 08/14/2026 | 699.93 K | $11.15 M | -23.70% | 0.66% |
| ROYAL BANK OF CANADA | 08/14/2026 | 680.44 K | $10.84 M | 19.37% | 0.64% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 580.81 K | $9.26 M | 382.16% | 0.55% |
| LPL FINANCIAL LLC | 08/07/2026 | 464.98 K | $7.41 M | -1.49% | 0.44% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 442.87 K | $7.05 M | 5.95% | 0.42% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 401.72 K | $6.40 M | -19.88% | 0.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 384.29 K | $6.12 M | 6.37% | 0.36% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 356.33 K | $5.68 M | 5.26% | 0.34% |
| KEEBECK WEALTH MANAGEMENT, LLC | 08/11/2026 | 351.98 K | $5.61 M | 0.00% | 0.33% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 234.11 K | $3.73 M | 1.96% | 0.22% |
| LIDO ADVISORS, LLC | 08/07/2026 | 189.56 K | $3.02 M | 1.74% | 0.18% |
| JANE STREET GROUP, LLC | 08/14/2026 | 124.51 K | $1.98 M | 53.46% | 0.12% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/14/2026 | 114.61 K | $1.83 M | 21.10% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 104.07 K | $1.66 M | 13.63% | 0.10% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 101.59 K | $1.62 M | 4.10% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 90.49 K | $1.44 M | 2.05% | 0.09% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 88.41 K | $1.41 M | 325.76% | 0.08% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 86.65 K | $1.38 M | 0.00% | 0.08% |
| CLEARSTEAD ADVISORS, LLC | 08/06/2026 | 83.42 K | $1.33 M | 0.00% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 81.18 K | $1.29 M | 11.91% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 80.88 K | $1.29 M | 17.03% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 80.21 K | $1.28 M | 100.00% | 0.08% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 80.12 K | $1.13 M | 21.53% | 0.08% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 77.12 K | $1.23 M | -20.82% | 0.07% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 61.20 K | $974.90 K | -41.37% | 0.06% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 07/15/2026 | 57.00 K | $908.01 K | 39.02% | 0.05% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 51.27 K | $816.70 K | 1.17% | 0.05% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 51.09 K | $813.85 K | -48.43% | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 49.36 K | $786.38 K | 3.03% | 0.05% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 48.15 K | $766.97 K | 80.57% | 0.05% |
| MATHES COMPANY, INC. | 08/11/2026 | 46.00 K | $733.00 K | -32.60% | 0.04% |
| TRIUMPH CAPITAL MANAGEMENT | 07/21/2026 | 43.44 K | $692.05 K | 100.00% | 0.04% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 42.40 K | $675.37 K | 100.00% | 0.04% |
| TD CAPITAL MANAGEMENT LLC | 08/06/2026 | 37.47 K | $596.86 K | 5.06% | 0.04% |
| VESTMARK ADVISORY SOLUTIONS, INC. | 08/14/2026 | 35.85 K | $571.09 K | -6.03% | 0.03% |
| MOUNT YALE INVESTMENT ADVISORS, LLC | 08/12/2026 | 35.85 K | $571.09 K | -6.03% | 0.03% |
| AMPLIUS WEALTH ADVISORS, LLC | 07/17/2026 | 35.29 K | $562.16 K | -0.93% | 0.03% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 34.65 K | $551.99 K | 23.49% | 0.03% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 08/07/2026 | 33.55 K | $534.40 K | 0.81% | 0.03% |
| BISON WEALTH, LLC | 07/07/2026 | 33.08 K | $528.90 K | 1.54% | 0.03% |
| ONEASCENT FAMILY OFFICE, LLC | 08/11/2026 | 31.26 K | $497.96 K | 100.00% | 0.03% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 29.22 K | $465.44 K | 72.69% | 0.03% |
| KINGSWOOD WEALTH ADVISORS, LLC | 07/27/2026 | 28.54 K | $454.58 K | 14.15% | 0.03% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 27.00 K | $430.13 K | -34.52% | 0.03% |
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BlackRock Capital Allocation Term Trust institutional Ownership - FAQ's
During the previous two years, 144 institutional investors and hedge funds held shares of BlackRock Capital Allocation Term Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 3.6 M
WELLS FARGO & COMPANY/MN: 2.43 M
Penserra Capital Management LLC: 1.61 M
COHEN & STEERS, INC.: 1.57 M
BANK OF AMERICA CORP /DE/: 1.55 M
UBS Group AG: 1.05 M
18.01% of BlackRock Capital Allocation Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 21.07 M shares in the last 24 months. This purchase volume represents approximately $319.49 M in transactions.