Institutional Ownership Black Rock Science & Technology Trust Ii (BSTZ)
This table provides information about the institutional ownership of Black Rock Science & Technology Trust Ii (BSTZ). We have compiled data on the 127 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,058
shares
|
$23,656
0.0% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
941
shares
|
$21,040
0.02% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
884
shares
|
$19,766
0.01% of portfolio
|
Q1 2024
Reduced 9.98%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
806
shares
|
$18,022
0.0% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
800
shares
|
$17,888
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
785
shares
|
$17,552
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
750
shares
|
$16,770
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
680
shares
|
$15,204
0.0% of portfolio
|
Q2 2025
Reduced 72.02%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
605
shares
|
$13,527
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
560
shares
|
$12,521
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
550
shares
|
$12,298
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
500
shares
|
$11,180
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
450
shares
|
$10,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
429
shares
|
$9,592
0.0% of portfolio
|
Q1 2025
Reduced 24.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
390
shares
|
$8,720
0.0% of portfolio
|
Q4 2024
Reduced 71.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
320
shares
|
$7,155
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
303
shares
|
$6,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
279
shares
|
$6,238
0.0% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
250
shares
|
$5,590
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
175
shares
|
$3,913
0.0% of portfolio
|
Q3 2023
Added 150.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
173
shares
|
$3,868
0.0% of portfolio
|
Q4 2024
Reduced 53.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
160
shares
|
$3,577
0.0% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
139
shares
|
$3,108
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
135
shares
|
$3,018
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
83
shares
|
$1,855
0.0% of portfolio
|
Q2 2025
New holding
|