75,069 Shares in BlackRock Capital Allocation Term Trust (NYSE:BCAT) Acquired by SOA Wealth Advisors LLC.

Posted by Casey Walker on Jun 8th, 2025

SOA Wealth Advisors LLC. purchased a new stake in BlackRock Capital Allocation Term Trust (NYSE:BCAT – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 75,069 shares of the company’s stock, valued at approximately $1,081,000.

A number of other institutional investors have also recently bought and sold shares of the stock. Amplius Wealth Advisors LLC lifted its stake in BlackRock Capital Allocation Term Trust by 5.4% in the first quarter. Amplius Wealth Advisors LLC now owns 29,005 shares of the company’s stock valued at $418,000 after buying an additional 1,492 shares in the last quarter. NBC Securities Inc. lifted its stake in BlackRock Capital Allocation Term Trust by 151,600.0% in 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 in the last quarter. Elequin Capital LP bought a new position in BlackRock Capital Allocation Term Trust in the fourth quarter valued at approximately $162,000. Cetera Investment Advisers lifted its stake in BlackRock Capital Allocation Term Trust by 11.8% in the fourth quarter. Cetera Investment Advisers now owns 39,302 shares of the company’s stock valued at $595,000 after buying an additional 4,163 shares in the last quarter. Finally, Citadel Advisors LLC bought a new position in BlackRock Capital Allocation Term Trust in the fourth quarter valued at approximately $221,000. Institutional investors own 36.12% of the company’s stock.

BlackRock Capital Allocation Term Trust Stock Up 0.2%

Shares of BCAT opened at $15.22 on Friday. BlackRock Capital Allocation Term Trust has a twelve month low of $12.91 and a twelve month high of $17.06. The firm’s 50 day moving average price is $14.44 and its two-hundred day moving average price is $15.11.

BlackRock Capital Allocation Term Trust Cuts Dividend

The business also recently declared a monthly dividend, which will be paid on Monday, June 30th. Shareholders of record on Friday, June 13th will be paid a $0.2782 dividend. This represents a $3.34 dividend on an annualized basis and a yield of 21.94%. The ex-dividend date is Friday, June 13th.