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BlackRock Capital Allocation Term Trust
BCAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.7M +$7.34M +418,060 +9%
RCM
2
Rivernorth Capital Management
Florida
$72.7M -$4.06M -231,148 -5%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$41M +$12M +680,661 +38%
Bank of America
4
Bank of America
North Carolina
$32.8M -$4.55M -258,961 -12%
UBS Group
5
UBS Group
Switzerland
$32.7M -$6.41M -365,134 -16%
PPA
6
Parametric Portfolio Associates
Washington
$14.3M +$2.65M +150,660 +21%
SIA
7
Sit Investment Associates
Minnesota
$12.9M +$2.1M +119,414 +18%
Wells Fargo
8
Wells Fargo
California
$9.48M +$2.77M +157,432 +38%
Cohen & Steers
9
Cohen & Steers
New York
$7.71M +$1.53M +86,930 +23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.55M +$1.4M +79,792 +21%
KIM
11
Karpus Investment Management
New York
$6.97M -$3.24M -184,642 -30%
WAM
12
Wolverine Asset Management
Illinois
$5.2M +$2.59M +147,555 +89%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$5.09M +$1.38M +78,718 +34%
RJA
14
Raymond James & Associates
Florida
$4.32M +$2.22M +126,252 +94%
LSC
15
Logan Stone Capital
Illinois
$4.26M +$2.56M +146,027 +131%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.44M +$1.64M +93,336 +47%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$2.92M +$1.25M +71,404 +68%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.77M +$116K +6,595 +4%
Stifel Financial
19
Stifel Financial
Missouri
$2.21M +$277K +15,770 +13%
1CP
20
1607 Capital Partners
Virginia
$2.11M +$683K +38,900 +44%
MC
21
Mathes Company
New York
$1.56M +$444K +25,250 +36%
PCM
22
Penserra Capital Management
California
$1.52M +$1.62M +92,113 New
MIG
23
Mariner Investment Group
New York
$1.47M +$366K +20,857 +31%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M +$3.21K +183 +0.3%
TCA
25
Transcend Capital Advisors
New Jersey
$764K +$211K +12,000 +35%
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