Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
BCAT (BlackRock Capital Allocation Term Trust) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
BlackRock Capital Allocation Term Trust
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Financial
Prev close 14.21 · gapped above the open, then crossed back over prior close. High/low 14.50 at 7:00 am ET, 14.21 at 1:30 pm ET.
109 institutional managers report a position in BlackRock Capital Allocation Term Trust worth $305.1M between them, filed on form 13F for the quarter ending 2026-06-30. 13 of them hold 80% of it, the largest being Morgan Stanley at 18.81%.
84 more managers in the register
13 managers hold 80% of the $305.1M institutional base. The other 96 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
via Penserra Capital Management LLC, Cohen & Steers Inc, Janney Montgomery Scott LLC +2 more · 8.42% of BCAT, 10.68% of PAXS
via Penserra Capital Management LLC, Cohen & Steers Inc, Stifel Financial Corp +8 more · 8.42% of BCAT, 12.88% of WDI
via Penserra Capital Management LLC, Stifel Financial Corp, Advisors Asset Management, Inc. +6 more · 8.42% of BCAT, 9.71% of NMAI
via Penserra Capital Management LLC, Stifel Financial Corp, Cambridge Investment Research Advisors, Inc. +2 more · 8.42% of BCAT, 10.05% of NPCT
via Cohen & Steers Inc, Advisors Asset Management, Inc., Baird Financial Group, Inc. +2 more · 8.21% of BCAT, 7.58% of GUG
via Penserra Capital Management LLC, Cohen & Steers Inc, Advisors Asset Management, Inc. +4 more · 8.42% of BCAT, 4.65% of ECAT
Managers holding a meaningful stake in BCAT also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.