Latest Institutional Transactions on Black Rock Science & Technology Trust Ii (BSTZ)
This table provides information on the latest institutional transactions involving Black Rock Science & Technology Trust Ii (BSTZ) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
40.3KNew |
$571K - $692K
|
40.3K
$819K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 15.21% |
$37.5K - $45.5K
|
20.1K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
24.8K+ 95.96% |
$351K - $425K
|
50.5K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-55.4K- 58.97% |
$784K - $951K
|
38.5K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
500New |
$7.08K - $8.59K
|
500
$10.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$198K - $241K
|
14K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.92KNew |
$27.1K - $32.9K
|
1.92K
$38.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
10.4KNew |
$147K - $179K
|
10.4K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
102+ 9.2% |
$1.44K - $1.75K
|
1.21K
$24.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.62K- 33.31% |
$22.9K - $27.8K
|
3.24K
$65.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-408- 66.67% |
$5.78K - $7.01K
|
204
$4.15K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1KNew |
$14.2K - $17.2K
|
1K
$20.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$23.4K - $28.3K
|
1.65K
$33.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.17K- 90.83% |
$16.6K - $20.1K
|
118
$2.4K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-700- 5.26% |
$11.4K - $13.3K
|
12.6K
$256K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.5K- 51.89% |
$171K - $199K
|
9.75K
$198K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
105+ 150.0% |
$1.7K - $1.99K
|
175
$3.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.1KNew |
$164K - $192K
|
10.1K
$205K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.39K- 8.88% |
$87.5K - $102K
|
55.3K
$1.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.7KNew |
$173K - $203K
|
10.7K
$217K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
182+ 1.18% |
$2.95K - $3.45K
|
15.6K
$316K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
460+ 2.38% |
$7.47K - $8.73K
|
19.8K
$403K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
361+ 1.78% |
$5.86K - $6.85K
|
20.6K
$419K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
24.3K+ 10.89% |
$392K - $444K
|
248K
$5.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
151+ 1.3% |
$2.43K - $2.75K
|
11.8K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.43K- 32.73% |
$39.2K - $44.4K
|
5K
$102K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
11.4KNew |
$184K - $208K
|
11.4K
$232K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-442- 48.84% |
$7.12K - $8.06K
|
463
$9.41K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.5KNew |
$473K - $563K
|
29.5K
$601K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
275New |
$4.4K - $5.24K
|
275
$5.59K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2K+ 250.0% |
$32K - $38.1K
|
2.8K
$56.9K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-108K- 39.92% |
$1.72M - $2.05M
|
162K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.28K- 2.8% |
$84.4K - $100K
|
183K
$3.72M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-400- 2.86% |
$6.4K - $7.62K
|
13.6K
$276K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8New |
$128 - $152
|
8
$163
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
750New |
$12K - $14.3K
|
750
$15.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
515New |
$7.9K - $9.49K
|
515
$10.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
10KNew |
$153K - $184K
|
10K
$203K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 82.16% |
$15.8K - $18.9K
|
223
$4.53K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.5K- 6.78% |
$23K - $27.6K
|
20.6K
$420K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
52+ 0.11% |
$798 - $958
|
46.6K
$948K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31+ 4.92% |
$476 - $571
|
661
$13.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.04KNew |
$92.6K - $111K
|
6.04K
$123K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-41.9K- 23.17% |
$643K - $772K
|
139K
$2.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
6.33KNew |
$97K - $117K
|
6.33K
$129K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.74K- 11.29% |
$26.7K - $32.1K
|
13.7K
$278K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
83New |
$1.27K - $1.53K
|
83
$1.69K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
33New |
$580 - $759
|
33
$671
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.4KNew |
$394K - $515K
|
22.4K
$455K
|
|