BCAT

BlackRock Capital Allocation Term Trust

NYSE · CIK 0001809541
$16.05 +0.56% $1.7B
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Inst. Holders30 funds
Inst. Value$171.9M
Inst. Activity1 buys / 2 sells
Exchange NYSE·CIK 0001809541·Prev Close $15.96

Recent Activity

Jun 12, 2026 short_volume
Short Volume: BCAT — 64.7% short (0.4M / 0.6M)
Short: 395,578 | Exempt: 1,570 | TRF Vol: 611,707 | Short Ratio: 64.7% | Off-exchange volume (dark p
Jan 30, 2026 Insider
Koesterich Russell Jared acquired via exercise 5,554.04 shares
Jan 30, 2026 Insider
Koesterich Russell Jared disposed of 5,554.04 shares
$14.70 ($81.6K)
Jan 30, 2026 Insider
Koesterich Russell Jared acquired via exercise 3,414.015 shares
Inst.
Invesco Ltd. — TRIM
917,395 shares ($13.0M)
Inst.
CWM, LLC — ADD
127,774 shares ($1.8M)

Top Institutional Holders

FundValueMove
MORGAN STANLEY$61.6M—
WELLS FARGO & COMPANY/MN$35.6MADD
BANK OF AMERICA CORP$20.9MEXIT
Invesco Ltd.$13.0MTRIM
ROYAL BANK OF CANADA$8.1MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
Jan 30, 2026Koesterich RussellM$0.00
Jan 30, 2026Koesterich RussellD$81.6K
Jan 30, 2026Koesterich RussellM$0.00
Jan 30, 2026Berkowitz RandyM$0.00
Jan 30, 2026Berkowitz RandyD$54.1K
30 institutional holders with $171.9M total value (12,185,771 shares) as of 2026-Q1. Top holders: MORGAN, WELLS, BANK. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1MORGAN STANLEY4,359,752$61.6M35.8%—
2WELLS FARGO & COMPANY/MN2,517,785$35.6M20.7%ADD +41.6%
3BANK OF AMERICA CORP /DE/1,476,778$20.9M12.1%EXIT -100.0%
4Invesco Ltd.917,395$13.0M7.5%TRIM -27.2%
5ROYAL BANK OF CANADA570,035$8.1M4.7%DOUBLED +401.7%
6STIFEL FINANCIAL CORP501,404$7.1M4.1%—
7Rockefeller Capital Management L.P.418,019$5.9M3.4%—
8RAYMOND JAMES FINANCIAL INC338,530$4.8M2.8%ADD +32.3%
9Lido Advisors, LLC186,316$2.6M1.5%DOUBLED +1243.1%
10CWM, LLC127,774$1.8M1.1%ADD +81.8%
11AMERIPRISE FINANCIAL INC120,460$1.7M1.0%DOUBLED +133.6%
12FIRST TRUST ADVISORS LP104,390$1.5M0.9%—
13CITADEL ADVISORS LLC90,136$1.3M0.7%—
14Baird Financial Group, Inc.88,675$1.3M0.7%ADD +78.2%
15COMMONWEALTH EQUITY SERVICES, LLC69,111$976.5K0.6%TRIM -36.5%
16Bramshill Investments, LLC50,677$716.1K0.4%—
17O'SHAUGHNESSY ASSET MANAGEMENT, LLC48,844$690.2K0.4%—
18&PARTNERS47,914$677.0K0.4%DOUBLED +186.3%
19Vestmark Advisory Solutions, Inc.38,150$539.1K0.3%—
20CAPTRUST FINANCIAL ADVISORS24,505$346.3K0.2%ADD +34.5%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Invesco Ltd.TRIM1,261,012917,395-27.2%$13.0M2026-Q1
CWM, LLCADD70,296127,774+81.8%$1.8M2026-Q1
COMMONWEALTH EQUITY SERVICES, LLCTRIM108,89669,111-36.5%$976.5K2026-Q1
Lido Advisors, LLCDOUBLED13,446180,590+1243.1%$2.6M2025-Q4
COMMONWEALTH EQUITY SERVICES, LLCADD73,877108,896+47.4%$1.5M2025-Q4
&PARTNERSDOUBLED16,11946,152+186.3%$653.5K2025-Q4
WELLS FARGO & COMPANY/MNADD1,494,9342,117,208+41.6%$31.3M2025-Q3
CAPTRUST FINANCIAL ADVISORSADD18,85325,361+34.5%$375.1K2025-Q3
BlackRock, Inc.TRIM29,0559,048-68.9%$133.8K2025-Q3
BROWN BROTHERS HARRIMAN & CODOUBLED1,0005,500+450.0%$81.3K2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED537,2831,494,934+178.2%$22.6M2025-Q2
RAYMOND JAMES FINANCIAL INCADD282,503373,788+32.3%$5.7M2025-Q2
AMERIPRISE FINANCIAL INCDOUBLED48,889114,181+133.6%$1.7M2025-Q2
Corient Private Wealth LLCADD14,89928,059+88.3%$424.3K2025-Q2
CWM, LLCDOUBLED77970,479+8947.4%$1.1K2025-Q2
COMMONWEALTH EQUITY SERVICES, LLCTRIM198,15762,676-68.4%$949.002025-Q2
Allworth Financial LPADD1624+50.0%$357.002025-Q2
ROYAL BANK OF CANADADOUBLED85,431428,585+401.7%$6.2M2025-Q1
RAYMOND JAMES FINANCIAL INCADD208,631282,503+35.4%$4.1M2025-Q1
WOLVERINE ASSET MANAGEMENT LLCADD82,454114,083+38.4%$1.6M2025-Q1
Baird Financial Group, Inc.ADD45,49781,079+78.2%$1.2M2025-Q1
Walleye Capital LLCDOUBLED12,48429,257+134.4%$421.3K2025-Q1
BlackRock, Inc.DOUBLED5,00023,254+365.1%$334.9K2025-Q1
ASSETMARK, INCDOUBLED2865,286+1748.3%$76.1K2025-Q1
Sanctuary Advisors, LLCTRIM139,902104,707-25.2%$1.6M2024-Q4
3 unique insiders with 8 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jan 30, 2026Koesterich Russell JaredEXERCISE5,554.04——
Jan 30, 2026Koesterich Russell JaredD5,554.04$14.70$81.6K
Jan 30, 2026Koesterich Russell JaredEXERCISE3,414.015——
Jan 30, 2026Berkowitz Randy WilliamEXERCISE3,680.386——
Jan 30, 2026Berkowitz Randy WilliamD3,680.386$14.70$54.1K
Jan 30, 2026Berkowitz Randy WilliamEXERCISE712.174——
Jan 30, 2026Thompson Sarah CroughanEXERCISE693.851——
Jan 30, 2026Thompson Sarah CroughanD693.851$14.70$10.2K
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No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.

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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next Q
 $0.00 $0.00 $0.00 — — — $0.0B — —
Current FY
 $0.00 $0.00 $0.00 — — — $0.0B — —
Next FY
 $0.00 $0.00 $0.00 — — — $0.0B — —
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 12, 2026
short_volume
Short Volume: BCAT — 64.7% short (0.4M / 0.6M)
Short: 395,578 | Exempt: 1,570 | TRF Vol: 611,707 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: BCAT — 57.3% short (0.3M / 0.5M)
Short: 301,826 | Exempt: 0 | TRF Vol: 526,770 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Mar 2, 2026
earnings_calendar
BCAT Q4 2025 Earnings Scheduled — 2026-03-02