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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
151+ 1.3% |
$2.43K - $2.75K
|
11.8K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
11.4KNew |
$184K - $208K
|
11.4K
$246K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
550New |
$8.86K - $10K
|
550
$11.9K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-442- 48.84% |
$7.12K - $8.06K
|
463
$9.98K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.5KNew |
$473K - $563K
|
29.5K
$637K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
275New |
$4.4K - $5.24K
|
275
$5.93K
|
|
|
May 15, 2023
Q1 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-108K- 39.92% |
$1.72M - $2.05M
|
162K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2K+ 250.0% |
$32K - $38.1K
|
2.8K
$60.4K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5.28K- 2.8% |
$84.4K - $100K
|
183K
$3.94M
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-400- 2.86% |
$6.4K - $7.62K
|
13.6K
$293K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8New |
$128 - $152
|
8
$172
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
750New |
$12K - $14.3K
|
750
$16.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
515New |
$7.9K - $9.49K
|
515
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
10KNew |
$153K - $184K
|
10K
$216K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.5K- 6.78% |
$23K - $27.6K
|
20.6K
$445K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 82.16% |
$15.8K - $18.9K
|
223
$4.81K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
52+ 0.11% |
$798 - $958
|
46.6K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31+ 4.92% |
$476 - $571
|
661
$14.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.04KNew |
$92.6K - $111K
|
6.04K
$130K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-41.9K- 23.17% |
$643K - $772K
|
139K
$2.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450New |
$6.9K - $8.29K
|
450
$9.7K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
6.33KNew |
$97K - $117K
|
6.33K
$136K
|
|
|
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
$295K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
83New |
$1.27K - $1.53K
|
83
$1.79K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
33New |
$580 - $759
|
33
$711
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.22KNew |
$21.4K - $28K
|
1.22K
$26.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
81+ 2.96% |
$1.42K - $1.86K
|
2.81K
$60.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-150- 60.0% |
$2.64K - $3.45K
|
100
$2.16K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
22.4KNew |
$394K - $515K
|
22.4K
$483K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
115New |
$2.02K - $2.64K
|
115
$2.48K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.14K- 27.86% |
$72.8K - $95.2K
|
10.7K
$231K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-10.8KClosed |
$190K - $248K
|
0
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
525New |
$9.23K - $12.1K
|
525
$11.3K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
800New |
$14.1K - $18.4K
|
800
$17.2K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.47KNew |
$25.8K - $33.7K
|
1.47K
$31.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
PUT |
119New |
$2.09K - $2.74K
|
119
$2.57K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-199KClosed |
$3.86M - $6.09M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200Closed |
$3.87K - $6.11K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-275Closed |
$5.32K - $8.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-175KClosed |
$3.39M - $5.35M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.5KClosed |
$203K - $321K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-19.2KClosed |
$371K - $586K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-900Closed |
$17.4K - $27.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.2K- 2.79% |
$23.2K - $36.6K
|
41.8K
$900K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.09KClosed |
$156K - $247K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.54KClosed |
$165K - $261K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-11.4KClosed |
$220K - $347K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-987- 6.29% |
$19.1K - $30.1K
|
14.7K
$317K
|
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.86KClosed |
$133K - $210K
|
0
$0
|
|