Amplius Wealth Advisors LLC Buys 1,571 Shares of BlackRock Capital Allocation Term Trust $BCAT

Posted by George Bondi on Oct 31st, 2025

Amplius Wealth Advisors LLC increased its stake in BlackRock Capital Allocation Term Trust (NYSE:BCAT – Free Report) by 5.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 30,576 shares of the company’s stock after purchasing an additional 1,571 shares during the quarter. Amplius Wealth Advisors LLC’s holdings in BlackRock Capital Allocation Term Trust were worth $463,000 at the end of the most recent quarter.

A number of other hedge funds also recently modified their holdings of BCAT. Joseph P. Lucia & Associates LLC boosted its position in BlackRock Capital Allocation Term Trust by 37.2% during the second quarter. Joseph P. Lucia & Associates LLC now owns 33,066 shares of the company’s stock worth $501,000 after purchasing an additional 8,972 shares during the period. CWM LLC boosted its position in BlackRock Capital Allocation Term Trust by 8,947.4% during the second quarter. CWM LLC now owns 70,479 shares of the company’s stock worth $1,067,000 after purchasing an additional 69,700 shares during the period. Red Tortoise LLC bought a new position in BlackRock Capital Allocation Term Trust during the second quarter worth about $33,000. AdvisorNet Financial Inc boosted its position in BlackRock Capital Allocation Term Trust by 83.3% during the second quarter. AdvisorNet Financial Inc now owns 1,947 shares of the company’s stock worth $29,000 after purchasing an additional 885 shares during the period. Finally, SeaCrest Wealth Management LLC bought a new position in BlackRock Capital Allocation Term Trust during the second quarter worth about $166,000. Institutional investors own 36.12% of the company’s stock.

BlackRock Capital Allocation Term Trust Trading Up 0.5%

Shares of NYSE:BCAT opened at $14.64 on Friday. BlackRock Capital Allocation Term Trust has a twelve month low of $12.91 and a twelve month high of $16.54. The company has a 50-day moving average price of $14.81 and a two-hundred day moving average price of $14.82.

BlackRock Capital Allocation Term Trust Cuts Dividend

The firm also recently announced a monthly dividend, which will be paid on Friday, October 31st. Shareholders of record on Wednesday, October 15th will be given a dividend of $0.2675 per share. This represents a c) dividend on an annualized basis and a yield of 21.9%. The ex-dividend date is Wednesday, October 15th.