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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-7.5KClosed |
$145K - $229K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
17.5KNew |
$338K - $533K
|
17.5K
$363K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 94.86% |
$35.7K - $56.4K
|
100
$2.08K
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-9.4KClosed |
$182K - $287K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
48.4KNew |
$936K - $1.48M
|
48.4K
$1.01M
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-614- 3.17% |
$11.9K - $18.8K
|
18.7K
$389K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300Closed |
$5.8K - $9.16K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.81KClosed |
$132K - $208K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.42K- 79.07% |
$27.4K - $43.3K
|
375
$7.8K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-43Closed |
$832 - $1.31K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
3KNew |
$58K - $91.6K
|
3K
$62.3K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2KClosed |
$38.7K - $61.1K
|
0
$0
|
|
Q1 2022 | |||||||
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.75KNew |
$43.2K - $68.3K
|
1.75K
$36.4K
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-6.4KClosed |
$158K - $250K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.7KClosed |
$41.9K - $66.2K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Leisure Capital Management
|
SELL
|
- |
-5.5KClosed |
$136K - $215K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.94KClosed |
$147K - $232K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-700- 4.0% |
$17.3K - $27.3K
|
16.8K
$349K
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-5.59KClosed |
$138K - $218K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-6.05KClosed |
$149K - $236K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-6.02KClosed |
$149K - $235K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.5KClosed |
$185K - $293K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32KNew |
$32.7K - $51.6K
|
1.32K
$27.5K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6New |
$148 - $234
|
6
$125
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-735Closed |
$18.2K - $28.7K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
SELL
|
- |
-500Closed |
$12.4K - $19.5K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-8.87KClosed |
$219K - $346K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-450Closed |
$11.1K - $17.6K
|
0
$0
|
|
Apr 05, 2022
Q1 2022
|
Farmers Trust CO
|
SELL
|
- |
-5.46KClosed |
$135K - $213K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-395- 6.8% |
$14.1K - $17.2K
|
5.41K
$113K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
100New |
$3.57K - $4.35K
|
100
$2.08K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-537Closed |
$19.2K - $23.4K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-18KClosed |
$643K - $784K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.5KClosed |
$409K - $499K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-12.6KClosed |
$451K - $549K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
21New |
$750 - $914
|
21
$437
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$3.57K - $4.35K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-6.28KClosed |
$224K - $273K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-450Closed |
$16.1K - $19.6K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
60New |
$2.14K - $2.61K
|
60
$1.25K
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-1.5KClosed |
$53.6K - $65.3K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.44KNew |
$93.7K - $104K
|
2.44K
$50.7K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-101Closed |
$3.43K - $4.21K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
SELL
|
- |
-290Closed |
$9.84K - $12.1K
|
0
$0
|
|
Jul 23, 2021
Q2 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-10.3KClosed |
$349K - $429K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
1.2KNew |
$40.7K - $50.1K
|
1.2K
$24.9K
|
|
Q1 2021 | |||||||
Jun 07, 2022
Q1 2021
|
True North Advisors, LLC
|
SELL
|
- |
-10KClosed |
$326K - $403K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-32.5KClosed |
$1.06M - $1.31M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.08KClosed |
$35.1K - $43.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.8KClosed |
$91.2K - $113K
|
0
$0
|