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. | 08/14/2026 | 17.61 M | $276.87 M | -20.02% | 17.35% |
| MORGAN STANLEY | 08/13/2026 | 2.16 M | $33.97 M | -1.97% | 2.13% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.52 M | $23.85 M | 3.97% | 1.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.25 M | $19.72 M | 2.53% | 1.24% |
| BLACKROCK, INC. | 08/07/2026 | 1.23 M | $19.31 M | -0.41% | 1.21% |
| INVESCO LTD. | 08/14/2026 | 994.94 K | $15.64 M | -4.89% | 0.98% |
| COHEN & STEERS, INC. | 08/14/2026 | 928.62 K | $14.60 M | 6.91% | 0.91% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 813.49 K | $12.79 M | 26.60% | 0.80% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 786.47 K | $12.36 M | 0.07% | 0.77% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 701.46 K | $11.03 M | 8.42% | 0.69% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 646.89 K | $10.17 M | 65.24% | 0.64% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 586.65 K | $9.22 M | 5.04% | 0.58% |
| MASON & ASSOCIATES INC | 07/23/2026 | 357.59 K | $5.62 M | 7.64% | 0.35% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 296.03 K | $4.02 M | -1.93% | 0.29% |
| LPL FINANCIAL LLC | 08/07/2026 | 269.32 K | $4.23 M | -3.00% | 0.27% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 255.32 K | $4.01 M | 10.76% | 0.25% |
| OPPENHEIMER & CO INC | 08/03/2026 | 196.34 K | $3.09 M | -1.45% | 0.19% |
| UBS GROUP AG | 08/13/2026 | 179.85 K | $2.83 M | -26.42% | 0.18% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 152.74 K | $2.40 M | 0.14% | 0.15% |
| RFG ADVISORY, LLC | 07/15/2026 | 117.20 K | $1.84 M | 10.77% | 0.12% |
| AMERICANA PARTNERS, LLC | 08/05/2026 | 104.53 K | $1.64 M | -3.75% | 0.10% |
| JANE STREET GROUP, LLC | 08/14/2026 | 102.96 K | $1.62 M | 123.83% | 0.10% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 98.46 K | $1.55 M | 0.00% | 0.10% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 93.64 K | $1.47 M | -9.29% | 0.09% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 86.12 K | $1.35 M | 25.47% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 82.54 K | $1.30 M | 3.90% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 82.48 K | $1.30 M | 13.32% | 0.08% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 66.97 K | $1.05 M | -1.06% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 61.79 K | $971.34 K | 132.08% | 0.06% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 07/15/2026 | 55.00 K | $864.60 K | 25.00% | 0.05% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 54.05 K | $850.00 K | 10.52% | 0.05% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 43.27 K | $680.19 K | 6.32% | 0.04% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 40.20 K | $631.94 K | 0.00% | 0.04% |
| SEACREST WEALTH MANAGEMENT, LLC | 07/09/2026 | 40.00 K | $628.80 K | 34.62% | 0.04% |
| CREATIVEONE WEALTH, LLC | 08/13/2026 | 38.70 K | $608.36 K | -13.03% | 0.04% |
| WEALTH EFFECTS LLC | 08/06/2026 | 37.58 K | $590.71 K | -1.91% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 34.30 K | $539.23 K | 19.88% | 0.03% |
| BECKERMAN INSTITUTIONAL, LLC | 08/11/2026 | 34.10 K | $536.04 K | -1.42% | 0.03% |
| NORTH GROUND CAPITAL | 08/13/2026 | 28.00 K | $440.16 K | -72.00% | 0.03% |
| &PARTNERS | 08/14/2026 | 26.47 K | $416.03 K | 3.94% | 0.03% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 26.46 K | $415.98 K | 2.72% | 0.03% |
| ARAX ADVISORY PARTNERS | 08/10/2026 | 26.14 K | $410.89 K | 100.00% | 0.03% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 25.47 K | $400.00 K | -2.67% | 0.03% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 25.31 K | $397.81 K | 265.69% | 0.02% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 24.98 K | $392.76 K | -5.44% | 0.02% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 24.22 K | $380.78 K | 0.82% | 0.02% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 24.10 K | $378.77 K | 0.25% | 0.02% |
| ALPINE GLOBAL MANAGEMENT, LLC | 08/14/2026 | 21.85 K | $343.45 K | -37.62% | 0.02% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 20.20 K | $317.61 K | 5.00% | 0.02% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 18.49 K | $290.59 K | 100.00% | 0.02% |
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BlackRock ESG Capital Allocation Term Trust institutional Ownership - FAQ's
During the previous two years, 95 institutional investors and hedge funds held shares of BlackRock ESG Capital Allocation Term Trust. The most heavily invested institutionals were:
FLAGSHIP HARBOR ADVISORS, LLC: 628,428
Formidable Asset Management, LLC: 287,267
OPPENHEIMER & CO INC: 145,774
RFG Advisory, LLC: 140,599
Americana Partners, LLC: 104,534
COMMONWEALTH EQUITY SERVICES, LLC: 89,611
32.17% of BlackRock ESG Capital Allocation Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 34.35 M shares in the last 24 months. This purchase volume represents approximately $500.18 M in transactions.