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The company

BlackRock Capital Allocation Term Trust Common Shares of Beneficial Interest

BCAT · NYSE

FinancialsFunds, Shells & SPACs

BCAT stood above a rising 150-day average in 20 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 12.8% below that average now. Financials: 53% of its 739 stocks in an uptrend (−0 points in four weeks).

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 6
Insider buys, 12 months
$0
Insider sales, 12 months
$1.1M
Officials’ trades on record
0
Institutions holding
101 (+10)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 20 of 52 weeks.

23 Apr – 22 Oct
47%54%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
−$15.7M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months1
Buyers · sellers0 · 1
WhoDidSharesTraded
Richard M. RiederOthersold35,734at $15.9613 Jul 2026filed 15 Jul 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders101+10 on the quarter
New · exited22 · 14
Reported value$247.1M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
MORGAN STANLEYreduced · filed 13 Aug 20263,603,068$57.4M-756,684−17.4%
WELLS FARGO & COMPANYreduced · filed 14 Aug 20262,433,927$38.8M-83,858−3.3%
BANK OF AMERICA CORPadded · filed 14 Aug 20261,551,775$24.7M+74,997+5.1%
UBS Group AGadded · filed 13 Aug 20261,051,479$16.8M+72,704+7.4%
Invesco Ltd.reduced · filed 14 Aug 2026699,927$11.1M-217,468−23.7%
ROYAL BANK OF CANADAadded · filed 14 Aug 2026680,442$10.8M+110,407+19.4%
AMERIPRISE FINANCIAL INCadded · filed 14 Aug 2026580,806$9.3M+460,346+382.2%
LPL Financial LLCreduced · filed 7 Aug 2026464,975$7.4M-7,021−1.5%
Rockefeller Capital Management L.P.added · filed 13 Aug 2026442,872$7.1M+24,853+5.9%
STIFEL FINANCIAL CORPreduced · filed 12 Aug 2026401,718$6.4M-99,686−19.9%
31 Mar 2023 – 30 Jun 2026
6281100Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Richard M. Rieder Company insiderOther · last 13 Jul 202619 · 2
Randy William Berkowitz Company insiderOther · last 30 Jan 20260 · 0
Russell Jared Koesterich Company insiderOther · last 30 Jan 202618 · 0
Sarah Croughan Thompson Company insiderOther · last 30 Jan 20260 · 0
Boaz Weinstein Company insider10% owner · last 16 May 202525 · 52
Saba Capital Management, L.P. Company insider10% owner · last 12 May 202530 · 48
Stayce D. Harris Company insiderDirector · last 28 Oct 20241 · 0
David William Clayton Company insiderOther · last 31 Jan 20240 · 0
Robert W. Fairbairn Company insiderDirector · last 22 Nov 20213 · 1

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.