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 107 institutions that hold shares in the stock, with a total of 43 Million shares, which have been reported (via 13F filing form) to have a value of $602 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
23,889
shares
|
$334,207
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
22,862
shares
|
$319,839
0.01% of portfolio
|
Q2 2025
Reduced 36.86%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
22,450
shares
|
$314,075
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
22,000
shares
|
$307,780
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
20,954
shares
|
$293,146
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
20,830
shares
|
$291,411
0.15% of portfolio
|
Q1 2025
Added 28.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
20,614
shares
|
$288,389
0.0% of portfolio
|
Q1 2025
Reduced 14.22%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
19,645
shares
|
$274,833
0.0% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,025
shares
|
$224,189
0.0% of portfolio
|
Q1 2025
Reduced 38.89%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
15,700
shares
|
$219,643
0.01% of portfolio
|
Q1 2025
Added 153.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
15,083
shares
|
$211,011
0.0% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,845
shares
|
$207,681
0.0% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
14,568
shares
|
$203,806
0.02% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,240
shares
|
$199,217
0.03% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
13,234
shares
|
$185,143
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
13,202
shares
|
$184,695
0.03% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,734
shares
|
$178,148
0.0% of portfolio
|
Q1 2025
Reduced 50.81%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
10,694
shares
|
$149,609
0.0% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,145
shares
|
$141,928
0.0% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
10,000
shares
|
$139,900
0.0% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,000
shares
|
$139,900
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
6,319
shares
|
$88,402
0.0% of portfolio
|
Q2 2025
Reduced 43.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,295
shares
|
$88,067
0.0% of portfolio
|
Q1 2023
Added 9.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,060
shares
|
$84,779
0.0% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,830
shares
|
$81,561
0.0% of portfolio
|
Q1 2024
Added 21.66%
|