BlackRock Capital Allocation Term Trust (BCAT)
The BlackRock Capital Allocation Term Trust (BCAT) is a recently established, closed-end investment management company. As a non-diversified entity, it currently operates without a prior operational track record. Its primary goal is to achieve a blend of total return and income for investors, which it aims to do by generating immediate income streams, realizing short-term profits, and fostering long-term capital growth. The Trust's main office is situated in Wilmington, Delaware.
Industry: Asset Management
BlackRock Capital Allocation Trust
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 106.28M shares outstanding
USThe BlackRock Capital Allocation Term Trust (BCAT) is a recently established, closed-end investment management company. As a non-diversified entity, it currently operates without a prior operational track record.
Its primary goal is to achieve a blend of total return and income for investors, which it aims to do by generating immediate income streams, realizing short-term profits, and fostering long-term capital growth. The Trust's main office is situated in Wilmington, Delaware.
Leadership
Aaron Wasserman
Chief Compliance Officer (“CCO”)
Janey Ahn
Secretary
Jay M. Fife
Treasurer
John M. Perlowski
Director/ Trustee, President and Chief Executive Officer
Employees
--
Country
US
Sector
Financial Services
Website
blackrock.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
 Rieder Richard M | -- | Sale | 35.7K | $570.3K | Jul 13, 2026 |
 Thompson Sarah Croughan | -- | Option Exercise | 693.851 | -- | Jan 30, 2026 |
 Koesterich Russell Jared | -- | Option Exercise | 5.6K | -- | Jan 30, 2026 |
| Koesterich Russell Jared | -- | Withholding/Transfer | 5.6K | $81.6K | Jan 30, 2026 |
| Thompson Sarah Croughan | -- | Option Exercise | 693.851 | -- | Jan 30, 2026 |
 Berkowitz Randy William | -- | Option Exercise | 712.174 | -- | Jan 30, 2026 |
| Name | Shares | % | Source |
|---|---|---|---|
MORGAN STANLEY | 3.6M | 3.4% | 13F |
Morgan Stanley I.R.S. # 36-3145972 · also on 13F· may incl. warrants· filed Nov 2024 | 3.4M | 3.2% | 13G |
WELLS FARGO & COMPANY/MN | 2.4M | 2.3% | 13F |
Penserra Capital Management LLC | 1.6M | 1.5% | 13F |
COHEN & STEERS, INC. | 1.6M | 1.5% | 13F |
BANK OF AMERICA CORP /DE/ | 1.6M | 1.5% | 13F |
UBS Group AG | 1.1M | 1.0% | 13F |
Invesco Ltd. | 699.9K | 0.7% | 13F |
ROYAL BANK OF CANADA | 680.4K | 0.6% | 13F |
AMERIPRISE FINANCIAL INC | 580.8K | 0.5% | 13F |
Insiders
based on 106.28M shares outstanding
US30d Avg
844.92K
60d Avg
1.02M
90d Avg
889.43K