Companies / BlackRock Capital Allocation Term Trust / Activity
Activity — BlackRock Capital Allocation Term Trust
25 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Absolute Investment Advisers, LLC 13F manager | Exit | Closed-End Fund | $-5.08M | -353K -100.00% | 0 | medium |
| Q1 2026 as of | Royal Bank of Canada 13F manager | Add | Closed-End Fund | $2.69M | +191K +50.23% | 570,035 | low |
| Q1 2026 as of | Wolverine Asset Management, LLC 13F manager | Exit | Closed-End Fund | $-2.56M | -181K -100.00% | 0 | low |
| Q4 2025 as of | Bank of America Corp /De 13F manager | Add | Closed-End Fund | $1.18M | +84K +6.00% | 1,476,515 | low |
| Q2 2026 as of | LPL Financial LLC 13F manager | Add | Closed-End Fund | $1.02M | +64K +15.90% | 464,975 | low |
| Q4 2025 as of | Elevation Point Wealth Partners, LLC 13F manager | New | Closed-End Fund | $543.0K | +38K | 38,350 | low |
| Q1 2026 as of | Millennium Management LLC 13F manager | New | Closed-End Fund | $270.9K | +19K | 19,174 | low |
| Q1 2026 as of | First Trust Advisors LP 13F manager | Trim | Closed-End Fund | $-198.3K | -14K -11.85% | 104,390 | low |
| Q2 2026 as of | Lido Advisors, LLC 13F manager | Add | Closed-End Fund | $142.9K | +9K +4.97% | 189,561 | low |
| Q1 2026 as of | Advisors Asset Management, Inc. 13F manager | Add | Closed-End Fund | $91.5K | +6K +1.82% | 361,265 | low |
| Q2 2026 as of | Joseph P. Lucia & Associates, LLC 13F manager | Trim | Closed-End Fund | $-59.4K | -4K -10.00% | 33,547 | low |
| Q2 2023 as of | Chesapeake Asset Management LLC 13F manager | Add | Closed-End Fund | $25.5K | +2K +335.00% | 2,175 | low |
| Q4 2023 as of | Chesapeake Asset Management LLC 13F manager | Trim | Closed-End Fund | $-25.0K | -2K -77.01% | 500 | low |
| Q1 2026 as of | &Partners 13F manager | Add | Closed-End Fund | $24.9K | +2K +3.82% | 47,914 | low |
| Q2 2026 as of | Pinnacle Wealth Planning Services, Inc. 13F manager | Trim | Closed-End Fund | $-23.7K | -1K -39.21% | 2,307 | low |
| Q4 2025 as of | Boreal Capital Management LLC 13F manager | Trim | Closed-End Fund | $-18.1K | -1K -8.16% | 14,414 | low |
| Q1 2026 as of | Blue Bell Private Wealth Management, LLC 13F manager | Exit | Closed-End Fund | $-11.3K | -795 -100.00% | 0 | low |
| Q2 2024 as of | Chesapeake Asset Management LLC 13F manager | Exit | Closed-End Fund | $-8.3K | -500 -100.00% | 0 | low |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Add | Closed-End Fund | $8.2K | +513 +5.67% | 9,561 | low |
| Q1 2026 as of | Northwestern Mutual Wealth Management Co 13F manager | New | Closed-End Fund | $3.5K | +250 | 250 | low |
| Q1 2026 as of | Whittier Trust Co of Nevada Inc 13F manager | New | Closed-End Fund | $1.4K | +95 | 95 | low |
| Q1 2026 as of | Janney Montgomery Scott LLC 13F manager | Exit | Closed-End Fund | $-1.1K | -79K -100.00% | 0 | low |
| Q1 2026 as of | Mathes Company, Inc. 13F manager | Trim | Closed-End Fund | $-258 | -18K -21.10% | 68,250 | low |
| Q1 2026 as of | Cohen & Steers, Inc. 13F manager | Add | Closed-End Fund | $212 | +15K +0.92% | 1,647,657 | low |
| Q1 2026 as of | Wedbush Securities Inc 13F manager | Add | Closed-End Fund | $18 | +1K +7.87% | 17,828 | low |