Latest Institutional Transactions on Black Rock Science & Technology Trust (BST)
This table provides information on the latest institutional transactions involving Black Rock Science & Technology Trust (BST) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-191- 3.01% |
$6.3K - $7.25K
|
6.17K
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
125New |
$4.12K - $4.74K
|
125
$4.99K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14.9K+ 527.53% |
$491K - $563K
|
17.7K
$707K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
710New |
$23.4K - $26.8K
|
710
$28.3K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
260New |
$8.56K - $9.82K
|
260
$10.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.7K+ 17.89% |
$188K - $215K
|
37.6K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-300- 4.48% |
$9.88K - $11.3K
|
6.4K
$255K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-972- 6.84% |
$32K - $36.7K
|
13.2K
$528K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1New |
$32.9 - $37.8
|
1
$39.9
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
7.53KNew |
$248K - $284K
|
7.53K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-50- 7.17% |
$1.65K - $1.89K
|
647
$25.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
300New |
$9.88K - $11.3K
|
300
$12K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
7New |
$230 - $264
|
7
$279
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
250New |
$8.23K - $9.44K
|
250
$9.97K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1KNew |
$32.9K - $37.8K
|
1K
$39.9K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1New |
$29.7 - $34.5
|
1
$39.9
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-500- 25.0% |
$14.9K - $17.2K
|
1.5K
$59.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.1K+ 76.78% |
$181K - $210K
|
14K
$560K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
8.51KNew |
$253K - $293K
|
8.51K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
9.08KNew |
$270K - $313K
|
9.08K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.5KNew |
$104K - $121K
|
3.5K
$140K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-590- 60.64% |
$17.5K - $20.3K
|
383
$15.3K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
195+ 78.0% |
$5.8K - $6.72K
|
445
$17.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
400New |
$11.9K - $13.8K
|
400
$16K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
783New |
$23.3K - $27K
|
783
$31.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$15.1K - $17.5K
|
507
$20.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 0.41% |
$832 - $965
|
6.83K
$272K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-1K- 27.03% |
$29.7K - $34.5K
|
2.7K
$108K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2KNew |
$59.4K - $69K
|
2K
$79.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
850+ 345.53% |
$25.3K - $29.3K
|
1.1K
$43.7K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
469New |
$14.4K - $16.5K
|
469
$18.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.53KNew |
$292K - $336K
|
9.53K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.8K- 77.72% |
$360K - $414K
|
3.37K
$134K
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.28K+ 17.38% |
$39K - $44.9K
|
8.61K
$343K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 2.44% |
$30.6 - $35.3
|
42
$1.67K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-332- 9.95% |
$10K - $11.4K
|
3K
$120K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
2KNew |
$60.5K - $68.9K
|
2K
$79.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1New |
$30.3 - $34.4
|
1
$39.9
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.44KNew |
$41.2K - $49.3K
|
1.44K
$57.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-570- 47.42% |
$16.3K - $19.4K
|
632
$25.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
666New |
$19K - $22.7K
|
666
$26.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
500New |
$14.3K - $17.1K
|
500
$19.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 6.94% |
$713 - $853
|
335
$13.4K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.3KNew |
$288K - $333K
|
10.3K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.9KNew |
$334K - $386K
|
11.9K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-250- 35.97% |
$7.02K - $8.11K
|
445
$17.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4New |
$112 - $130
|
4
$160
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
12.6KNew |
$352K - $407K
|
12.6K
$501K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 25.0% |
$28.1 - $32.5
|
5
$199
|
|