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 109 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $654 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
26,225
shares
|
$382,885
0.0% of portfolio
|
Q4 2024
Added 24.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
25,889
shares
|
$377,979
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
25,420
shares
|
$371,132
0.01% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
24,555
shares
|
$358,503
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
24,032
shares
|
$350,867
0.0% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
23,902
shares
|
$348,969
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
23,433
shares
|
$342,121
0.0% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
22,450
shares
|
$327,770
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
22,000
shares
|
$321,200
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Clough Capital Partners L P
Boston, MA |
Feb 14, 2025 Q4 2024 |
21,036
shares
|
$307,125
0.04% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
20,356
shares
|
$297,197
0.1% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Apr 23, 2025 Q1 2025 |
19,500
shares
|
$284,700
0.05% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
18,552
shares
|
$270,859
0.0% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
17,879
shares
|
$261,033
0.01% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
16,871
shares
|
$246,316
0.0% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
16,271
shares
|
$237,556
0.08% of portfolio
|
Q4 2024
Added 62.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
15,700
shares
|
$229,220
0.01% of portfolio
|
Q1 2025
Added 153.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,845
shares
|
$216,737
0.0% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
14,429
shares
|
$210,663
0.02% of portfolio
|
Q1 2025
Reduced 41.1%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
14,240
shares
|
$207,904
0.04% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
14,202
shares
|
$207,349
0.01% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
14,191
shares
|
$207,188
0.02% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
13,202
shares
|
$192,749
0.04% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
12,350
shares
|
$180,310
0.0% of portfolio
|
Q4 2024
Added 15.02%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
11,838
shares
|
$172,834
0.0% of portfolio
|
Q4 2024
New holding
|