BlackRock ESG Capital Allocation Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 22.02 M | $299.06 M | -16.38% | 21.69% |
| MORGAN STANLEY | 05/15/2026 | 2.20 M | $29.94 M | 1.73% | 2.17% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.46 M | $19.81 M | 6.94% | 1.44% |
| BLACKROCK, INC. | 05/13/2026 | 1.23 M | $16.75 M | 0.41% | 1.22% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.22 M | $16.61 M | 0.82% | 1.20% |
| INVESCO LTD. | 05/12/2026 | 1.05 M | $14.21 M | 0.44% | 1.03% |
| COHEN & STEERS, INC. | 05/15/2026 | 868.62 K | $11.80 M | 4.83% | 0.86% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 785.90 K | $10.67 M | 0.51% | 0.77% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 646.96 K | $8.79 M | 11.41% | 0.64% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 642.59 K | $8.73 M | 15.02% | 0.63% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 558.51 K | $7.58 M | 531.38% | 0.55% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 391.49 K | $5.32 M | -30.66% | 0.39% |
| MASON & ASSOCIATES INC | 04/30/2026 | 332.20 K | $4.44 M | -3.01% | 0.33% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 301.87 K | $4.64 M | 2.14% | 0.30% |
| LPL FINANCIAL LLC | 05/06/2026 | 277.65 K | $3.77 M | 18.91% | 0.27% |
| UBS GROUP AG | 05/05/2026 | 244.43 K | $3.32 M | 20.67% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 230.52 K | $3.13 M | -2.26% | 0.23% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 221.85 K | $3.01 M | 159.87% | 0.22% |
| OPPENHEIMER & CO INC | 04/24/2026 | 199.23 K | $2.71 M | -4.72% | 0.20% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 152.53 K | $2.07 M | 36.34% | 0.15% |
| AMERICANA PARTNERS, LLC | 05/12/2026 | 108.61 K | $1.47 M | -3.12% | 0.11% |
| RFG ADVISORY, LLC | 04/20/2026 | 105.81 K | $1.44 M | 76.89% | 0.10% |
| 04/16/2026 | 103.23 K | $1.40 M | -0.07% | 0.10% | |
| NORTH GROUND CAPITAL | 05/11/2026 | 100.00 K | $1.36 M | -55.30% | 0.10% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 98.46 K | $1.34 M | 0.00% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 79.44 K | $1.08 M | 13.61% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 72.79 K | $988.43 K | -13.52% | 0.07% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 72.23 K | $980.83 K | 8.60% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 68.64 K | $932.15 K | 12.22% | 0.07% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 68.33 K | $927.91 K | 250.41% | 0.07% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 67.69 K | $919.17 K | 11.72% | 0.07% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 48.91 K | $664.00 K | -6.97% | 0.05% |
| JANE STREET GROUP, LLC | 05/12/2026 | 46.00 K | $624.68 K | 169.53% | 0.05% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 44.50 K | $604.31 K | -1.28% | 0.04% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 04/10/2026 | 44.00 K | $597.52 K | 12.82% | 0.04% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 40.70 K | $552.67 K | 100.00% | 0.04% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 40.20 K | $545.92 K | -0.71% | 0.04% |
| WEALTH EFFECTS LLC | 04/21/2026 | 38.31 K | $520.25 K | 100.00% | 0.04% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 37.14 K | $504.32 K | 100.00% | 0.04% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 35.02 K | $475.60 K | -64.98% | 0.03% |
| BECKERMAN INSTITUTIONAL, LLC | 05/04/2026 | 34.59 K | $469.72 K | -2.88% | 0.03% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 29.71 K | $403.52 K | -2.77% | 0.03% |
| XTX TOPCO LTD | 05/15/2026 | 28.61 K | $388.58 K | 100.00% | 0.03% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 26.62 K | $361.56 K | 103.91% | 0.03% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 26.42 K | $358.78 K | 100.00% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 26.17 K | $355.00 K | -5.69% | 0.03% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 25.76 K | $349.85 K | 100.00% | 0.03% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 25.46 K | $345.77 K | 4.09% | 0.03% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 24.04 K | $326.41 K | 34.69% | 0.02% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 24.03 K | $326.28 K | 14.59% | 0.02% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
BlackRock ESG Capital Allocation Term Trust institutional Ownership - FAQ's
During the previous two years, 104 institutional investors and hedge funds held shares of BlackRock ESG Capital Allocation Term Trust. The most heavily invested institutionals were:
Saba Capital Management, L.P.: 22.02 M
MORGAN STANLEY: 2.2 M
Penserra Capital Management LLC: 1.46 M
BlackRock, Inc.: 1.23 M
ROYAL BANK OF CANADA: 1.22 M
Invesco Ltd.: 1.05 M
36.31% of BlackRock ESG Capital Allocation Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 38.29 M shares in the last 24 months. This purchase volume represents approximately $557.53 M in transactions.