CreativeOne Wealth LLC Sells 8,894 Shares of BlackRock Capital Allocation Term Trust $BCAT

Posted by Michael Walen on Sep 4th, 2025

CreativeOne Wealth LLC decreased its position in shares of BlackRock Capital Allocation Term Trust (NYSE:BCAT – Free Report) by 39.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 13,717 shares of the company’s stock after selling 8,894 shares during the period. CreativeOne Wealth LLC’s holdings in BlackRock Capital Allocation Term Trust were worth $198,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in BCAT. Noble Wealth Management PBC bought a new stake in BlackRock Capital Allocation Term Trust during the 1st quarter worth approximately $32,000. NBC Securities Inc. raised its position in shares of BlackRock Capital Allocation Term Trust by 151,600.0% during the first quarter. NBC Securities Inc. now owns 3,034 shares of the company’s stock valued at $43,000 after buying an additional 3,032 shares during the last quarter. Private Trust Co. NA bought a new stake in shares of BlackRock Capital Allocation Term Trust during the first quarter valued at approximately $50,000. Assetmark Inc. raised its position in shares of BlackRock Capital Allocation Term Trust by 1,748.3% during the first quarter. Assetmark Inc. now owns 5,286 shares of the company’s stock valued at $76,000 after buying an additional 5,000 shares during the last quarter. Finally, Comerica Bank raised its position in shares of BlackRock Capital Allocation Term Trust by 27.1% during the fourth quarter. Comerica Bank now owns 10,126 shares of the company’s stock valued at $153,000 after buying an additional 2,157 shares during the last quarter. Institutional investors own 36.12% of the company’s stock.

BlackRock Capital Allocation Term Trust Trading Up 0.8%

BlackRock Capital Allocation Term Trust stock opened at $15.06 on Thursday. BlackRock Capital Allocation Term Trust has a 1 year low of $12.91 and a 1 year high of $16.80. The firm’s 50 day moving average price is $14.98 and its 200-day moving average price is $14.80.

BlackRock Capital Allocation Term Trust Cuts Dividend

The business also recently disclosed a monthly dividend, which will be paid on Tuesday, September 30th. Stockholders of record on Monday, September 15th will be given a dividend of $0.2699 per share. The ex-dividend date is Monday, September 15th. This represents a c) annualized dividend and a dividend yield of 21.5%.