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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
$114M +$15.1M +1,016,911 +14%
RCM
2
Rivernorth Capital Management
Florida
$70.5M +$3.33M +223,933 +5%
UBS Group
3
UBS Group
Switzerland
$22.3M +$625K +42,076 +3%
Bank of America
4
Bank of America
North Carolina
$22M -$2.39M -160,656 -9%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$20.7M -$15.8M -1,066,198 -41%
SIA
6
Sit Investment Associates
Minnesota
$20.3M +$4.88M +328,828 +28%
SCM
7
Saba Capital Management
New York
$15.3M +$12.9M +871,420 +342%
Wells Fargo
8
Wells Fargo
California
$9.22M +$1.3M +87,388 +15%
Cohen & Steers
9
Cohen & Steers
New York
$8.96M +$2.21M +148,953 +29%
LSC
10
Logan Stone Capital
Illinois
$6.51M +$780K +52,503 +12%
RJA
11
Raymond James & Associates
Florida
$5.5M -$93.7K -6,308 -2%
AC
12
Almitas Capital
California
$5.49M +$5.8M +390,296 +3,045%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$5.38M +$3.38M +227,669 +136%
MP
14
Mangrove Partners
Connecticut
$5.32M – – –
PCM
15
Penserra Capital Management
California
$4.79M +$3.88M +261,463 +289%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$4.75M +$503K +33,885 +11%
KIM
17
Karpus Investment Management
New York
$4.55M +$2.15M +144,725 +76%
WAM
18
Wolverine Asset Management
Illinois
$4.11M -$690K -46,471 -13%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$3.8M -$453K -30,486 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.25M -$4.58M -308,575 -56%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.14M +$646K +43,537 +23%
1CP
22
1607 Capital Partners
Virginia
$2.42M – – –
RVPG
23
Relative Value Partners Group
$2.07M +$1.07M +71,851 +90%
AAM
24
Advisors Asset Management
Colorado
$1.28M +$491K +33,096 +54%
Stifel Financial
25
Stifel Financial
Missouri
$1.25M -$110K -7,438 -8%
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