Amplius Wealth Advisors LLC Has $417,000 Stock Holdings in BlackRock Capital Allocation Term Trust (NYSE:BCAT)

Posted by on Jan 21st, 2025

Amplius Wealth Advisors LLC decreased its position in BlackRock Capital Allocation Term Trust (NYSE:BCAT – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 27,513 shares of the company’s stock after selling 1,152 shares during the period. Amplius Wealth Advisors LLC’s holdings in BlackRock Capital Allocation Term Trust were worth $417,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. MassMutual Private Wealth & Trust FSB acquired a new position in shares of BlackRock Capital Allocation Term Trust in the fourth quarter valued at $112,000. Ashton Thomas Securities LLC bought a new position in shares of BlackRock Capital Allocation Term Trust during the 3rd quarter worth about $156,000. Walleye Capital LLC acquired a new stake in shares of BlackRock Capital Allocation Term Trust during the 3rd quarter valued at about $234,000. B. Riley Wealth Advisors Inc. bought a new stake in BlackRock Capital Allocation Term Trust in the third quarter valued at about $238,000. Finally, Truist Financial Corp acquired a new position in BlackRock Capital Allocation Term Trust in the second quarter worth about $319,000. Institutional investors own 36.12% of the company’s stock.

BlackRock Capital Allocation Term Trust Trading Up 0.6 %

BCAT stock opened at $15.67 on Tuesday. BlackRock Capital Allocation Term Trust has a 1-year low of $14.90 and a 1-year high of $17.18. The business’s 50 day moving average is $15.82 and its 200-day moving average is $16.15.

BlackRock Capital Allocation Term Trust Increases Dividend

The business also recently disclosed a monthly dividend, which will be paid on Friday, January 31st. Shareholders of record on Wednesday, January 15th will be paid a dividend of $0.2891 per share. This is a positive change from BlackRock Capital Allocation Term Trust’s previous monthly dividend of $0.10. This represents a $3.47 annualized dividend and a yield of 22.14%. The ex-dividend date of this dividend is Wednesday, January 15th.

BlackRock Capital Allocation Term Trust Profile

(Free Report)

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Institutional Ownership by Quarter for BlackRock Capital Allocation Term Trust (NYSE:BCAT)

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