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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
81+ 2.96% |
$1.42K - $1.86K
|
2.81K
$57.2K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-150- 60.0% |
$2.64K - $3.45K
|
100
$2.03K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.22KNew |
$21.4K - $28K
|
1.22K
$24.8K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
115New |
$2.02K - $2.64K
|
115
$2.34K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.14K- 27.86% |
$72.8K - $95.2K
|
10.7K
$218K
|
|
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
$10.7K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
800New |
$14.1K - $18.4K
|
800
$16.3K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.47KNew |
$25.8K - $33.7K
|
1.47K
$29.8K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
PUT |
119New |
$2.09K - $2.74K
|
119
$2.42K
|
|
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
|
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 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-200Closed |
$3.87K - $6.11K
|
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
$849K
|
|
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
|
Lincoln National Corp
|
SELL
|
- |
-987- 6.29% |
$19.1K - $30.1K
|
14.7K
$299K
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-11.4KClosed |
$220K - $347K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-6.86KClosed |
$133K - $210K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.5K- 8.83% |
$29K - $45.8K
|
15.5K
$315K
|
|
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
$355K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.85K- 94.86% |
$35.7K - $56.4K
|
100
$2.03K
|
|
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
$984K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-6.81KClosed |
$132K - $208K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-300Closed |
$5.8K - $9.16K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-614- 3.17% |
$11.9K - $18.8K
|
18.7K
$381K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.42K- 79.07% |
$27.4K - $43.3K
|
375
$7.62K
|
|
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
$61K
|
|
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
$35.6K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.7KClosed |
$41.9K - $66.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-6.4KClosed |
$158K - $250K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-700- 4.0% |
$17.3K - $27.3K
|
16.8K
$342K
|
|
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
|
Leisure Capital Management
|
SELL
|
- |
-5.5KClosed |
$136K - $215K
|
0
$0
|
|
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
$26.9K
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
6New |
$148 - $234
|
6
$122
|
|
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
|