Institutional Ownership Black Rock Health Sciences Trust Ii (BMEZ)
This table provides information about the institutional ownership of Black Rock Health Sciences Trust Ii (BMEZ). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 12.1 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,240
shares
|
$209,185
0.03% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
13,999
shares
|
$205,645
0.0% of portfolio
|
Q3 2025
Reduced 74.22%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
12,934
shares
|
$190,000
0.0% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
12,562
shares
|
$184,535
0.03% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,827
shares
|
$159,048
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
10,145
shares
|
$149,030
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,000
shares
|
$146,900
0.0% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$146,900
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
6,434
shares
|
$94,515
0.0% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
6,418
shares
|
$94,280
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,295
shares
|
$92,473
0.0% of portfolio
|
Q1 2023
Added 9.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,830
shares
|
$85,642
0.0% of portfolio
|
Q1 2024
Added 21.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
5,500
shares
|
$80,795
0.0% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
4,804
shares
|
$70,570
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,209
shares
|
$47,140
0.0% of portfolio
|
Q3 2025
Added 24584.62%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,847
shares
|
$41,822
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
2,672
shares
|
$39,251
0.01% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,656
shares
|
$39,016
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
2,615
shares
|
$38,414
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,340
shares
|
$34,374
0.0% of portfolio
|
Q3 2020
Reduced 12.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
2,250
shares
|
$33,052
0.0% of portfolio
|
Q3 2025
Reduced 25.07%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,050
shares
|
$30,114
0.0% of portfolio
|
Q1 2025
Added 51.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$14,690
0.0% of portfolio
|
Q3 2025
Reduced 90.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
909
shares
|
$13,353
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
875
shares
|
$12,853
0.0% of portfolio
|
Q2 2025
New holding
|
|