BlackRock Capital Allocation Term Trust
Total Trades
74
Buys
27
Sells
47
Largest Trade
$1M+
Insiders
3
Institutional Funds
82
Inst. Value
$1M+
Activist Filings
25
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 235K | $15.50 | Feb 21, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 164K | $15.54 | Feb 15, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $15K–$50K | 2K | $15.44 | Feb 8, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 8K | $15.40 | Feb 5, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 88K | $15.43 | Jan 31, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 47K | $15.39 | Jan 26, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 135K | $15.25 | Jan 24, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 325K | $15.08 | Jan 23, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 60K | $14.95 | Jan 18, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 157K | $14.96 | Jan 16, 2024 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 16K | $14.77 | Nov 30, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 388K | $14.64 | Nov 28, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 479K | $14.70 | Nov 24, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 82K | $14.75 | Nov 21, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 267K | $14.75 | Nov 17, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 9K | $14.54 | Nov 13, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 83K | $14.54 | Nov 9, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 42K | $14.44 | Nov 6, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $1M+ | 128K | $13.85 | Oct 31, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $100K–$500K | 35K | $13.80 | Oct 30, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 53K | $13.90 | Oct 25, 2023 |
| Saba Capital Management, L.P. | 10% Owner | BUY | $500K+ | 67K | $13.81 | Oct 23, 2023 |
| Rieder Richard M | Insider | SELL | $100K–$500K | 19K | $15.36 | Jul 7, 2023 |
| Rieder Richard M | Insider | BUY | $100K–$500K | 15K | $13.76 | Dec 30, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 82 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| COHEN & STEERS, INC. | 1.6M | $1M+ | SH |
| Penserra Capital Management LLC | 1.4M | $1M+ | SH |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.4M | $1M+ | SH |
| UBS Group AG | 945K | $1M+ | SH |
| STIFEL FINANCIAL CORP | 469K | $1M+ | SH |
| LPL Financial LLC | 401K | $1M+ | SH |
| ABSOLUTE INVESTMENT ADVISERS, LLC | 353K | $1M+ | SH |
| Advisors Asset Management, Inc. | 355K | $1M+ | SH |
| WELLS FARGO & COMPANY/MN | 325K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 271K | $1M+ | SH |
| Cambridge Investment Research Advisors, Inc. | 214K | $1M+ | SH |
| Lido Advisors, LLC | 181K | $1M+ | SH |
| WOLVERINE ASSET MANAGEMENT LLC | 181K | $1M+ | SH |
| Quarry LP | 142K | $1M+ | SH |
| JANE STREET GROUP, LLC | 139K | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 118K | $1M+ | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 109K | $1M+ | SH |
| Integrated Wealth Concepts LLC | 92K | $1M+ | SH |
| Mathes Company, Inc. | 87K | $1M+ | SH |
| Clearstead Advisors, LLC | 84K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D/A · Aug 7, 2025
4.9%
5.1M shares
SC 13D/A · Jul 28, 2025
5.1%
5.4M shares
SC 13D/A · Jul 14, 2025
6.3%
6.6M shares
SC 13D/A · Jun 30, 2025
7.5%
7.8M shares
SC 13D/A · Jun 11, 2025
8.6%
9.0M shares
SC 13D/A · May 30, 2025
9.6%
10.1M shares
SC 13D/A · May 9, 2025
10.6%
11.1M shares
SC 13D/A · Mar 4, 2025
11.7%
12.5M shares
SC 13D/A · Jan 21, 2025
12.7%
13.6M shares
SC 13D/A · Dec 16, 2024
12.9%
13.9M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Nov 6, 2024
3.3%
3.4M shares
SC 13D/A · Oct 11, 2024
14.3%
15.3M shares
SC 13D/A · May 21, 2024
15.2%
16.3M shares
SC 13D/A · Mar 13, 2024
15.2%
16.3M shares
SC 13D/A · Feb 20, 2024
13.6%
14.7M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G/A · Feb 12, 2024
5.7%
6.1M shares
SC 13D/A · Dec 26, 2023
12.7%
13.6M shares
SC 13D/A · Dec 13, 2023
12.4%
13.4M shares
SC 13D/A · Nov 24, 2023
11.2%
12.1M shares
SC 13D/A · Oct 18, 2023
10.2%
11.0M shares
SC 13D/A · Sep 15, 2023
9.1%
9.8M shares
SC 13D/A · Jun 26, 2023
7.9%
8.6M shares
SC 13D/A · May 12, 2023
6.5%
7.0M shares
SC 13D/A · May 9, 2023
6.3%
6.8M shares
SC 13D · Mar 28, 2023
5.3%
5.7M shares