Walkner Condon Financial Advisors LLC Purchases Shares of 16,213 BlackRock Capital Allocation Term Trust (NYSE:BCAT)

Posted by Wayne Rhoads on Jun 24th, 2025

Walkner Condon Financial Advisors LLC acquired a new position in shares of BlackRock Capital Allocation Term Trust (NYSE:BCAT – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 16,213 shares of the company’s stock, valued at approximately $233,000.

Several other institutional investors have also modified their holdings of BCAT. Noble Wealth Management PBC acquired a new stake in shares of BlackRock Capital Allocation Term Trust in the 1st quarter valued at about $32,000. CIBC Private Wealth Group LLC purchased a new stake in BlackRock Capital Allocation Term Trust in the fourth quarter valued at approximately $36,000. NBC Securities Inc. boosted its holdings in shares of 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 acquiring an additional 3,032 shares during the period. Anfield Capital Management LLC acquired a new stake in shares of BlackRock Capital Allocation Term Trust in the fourth quarter valued at approximately $56,000. Finally, Comerica Bank grew 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 worth $153,000 after acquiring an additional 2,157 shares during the last quarter. Hedge funds and other institutional investors own 36.12% of the company’s stock.

BlackRock Capital Allocation Term Trust Stock Up 0.9%

Shares of BlackRock Capital Allocation Term Trust stock opened at $14.88 on Tuesday. The firm’s fifty day simple moving average is $14.68 and its 200-day simple moving average is $15.01. BlackRock Capital Allocation Term Trust has a 12 month low of $12.91 and a 12 month high of $17.06.

BlackRock Capital Allocation Term Trust Cuts Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Monday, June 30th. Shareholders of record on Friday, June 13th will be given a dividend of $0.2782 per share. This represents a $3.34 annualized dividend and a yield of 22.44%. The ex-dividend date is Friday, June 13th.