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Blackrock Capital Allocation Trust shares owned by LPL Financial

Quarter-by-quarter ownership of Blackrock Capital Allocation Trust (BCAT) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Blackrock Capital Allocation Trust

Tip: Access up to 7 years of quarterly data

All positions including Blackrock Capital Allocation Trust held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock Capital Allocation Trust by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $769k 46k 16.66
2023-09-30 $1.2M 81k 14.49
2023-06-30 $2.0M 132k 15.25
2023-03-31 $1.6M 107k 15.14
2022-12-31 $695k 50k 13.87
2022-09-30 $608k 45k 13.61
2022-06-30 $358k 24k 14.64

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View all positions for LPL Financial

Top funds holding Blackrock Capital Allocation Trust

Saba Capital Management
Morgan Stanley
Rivernorth Capital Management
Pathstone Holdings
UBS Group
Bank of America Corporation
Cohen & Steers Capital Management
Sit Investment Associates
Raymond James & Associates
Stifel Financial
Rockefeller Capital Management
Wells Fargo & Company
Commonwealth Equity Services
Advisors Asset Management
D. E. Shaw & Co

View all funds holding Blackrock Capital Allocation Trust