Purchases and Sales Made in Q1 2023 in Black Rock Science & Technology Trust Ii (BSTZ)
This table provides information about the institutional ownership of Black Rock Science & Technology Trust Ii (BSTZ) during Q1 2023. The information is specifically focused on institutions that hold shares of BlackRock Science & Technology Trust II.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.15M+ 6129.45% |
$18.3M - $21.8M
|
1.16M
$24.9M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
257K+ 22.55% |
$4.11M - $4.89M
|
1.4M
$29.9M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
140K+ 77.52% |
$2.25M - $2.67M
|
322K
$6.89M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59KNew |
$944K - $1.12M
|
59K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
45.4KNew |
$726K - $864K
|
45.4K
$972K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.9KNew |
$654K - $778K
|
40.9K
$876K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.3K+ 8.98% |
$565K - $672K
|
428K
$9.18M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29.5KNew |
$473K - $563K
|
29.5K
$633K
|
|
May 15, 2023
Q1 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
19.4K+ 9.5% |
$310K - $369K
|
224K
$4.79M
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.6KNew |
$250K - $297K
|
15.6K
$334K
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
15.1KNew |
$242K - $288K
|
15.1K
$323K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.6KNew |
$234K - $278K
|
14.6K
$313K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
13.8K+ 122.24% |
$220K - $262K
|
25K
$536K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$219K - $261K
|
13.7K
$293K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.4K+ 16.31% |
$199K - $237K
|
88.7K
$1.9M
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
11.7KNew |
$186K - $222K
|
11.7K
$250K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.6K+ 33.46% |
$185K - $220K
|
46.1K
$988K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.9KNew |
$175K - $208K
|
10.9K
$234K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.25K+ 28.63% |
$99.9K - $119K
|
28.1K
$601K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.54K+ 6.88% |
$72.7K - $86.5K
|
70.5K
$1.51M
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.31K+ 27.64% |
$68.9K - $82K
|
19.9K
$426K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.79K+ 4.81% |
$60.6K - $72.2K
|
82.6K
$1.77M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3KNew |
$48K - $57.1K
|
3K
$64.3K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.43K+ 48.66% |
$38.9K - $46.3K
|
7.43K
$159K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2K+ 250.0% |
$32K - $38.1K
|
2.8K
$60K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.08K+ 3.46% |
$17.2K - $20.5K
|
32.2K
$689K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
899+ 0.74% |
$14.4K - $17.1K
|
123K
$2.63M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
823+ 1.43% |
$13.2K - $15.7K
|
58.4K
$1.25M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
750New |
$12K - $14.3K
|
750
$16.1K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
612New |
$9.79K - $11.7K
|
612
$13.1K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
541+ 2.99% |
$8.66K - $10.3K
|
18.6K
$399K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
275New |
$4.4K - $5.24K
|
275
$5.89K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
180+ 19.5% |
$2.88K - $3.43K
|
1.1K
$23.6K
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
151+ 3.11% |
$2.42K - $2.88K
|
5K
$107K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102+ 0.05% |
$1.63K - $1.94K
|
218K
$4.67M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
100+ 0.74% |
$1.6K - $1.9K
|
13.7K
$293K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
51+ 3.14% |
$816 - $971
|
1.67K
$35.8K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
51+ 3.14% |
$816 - $971
|
1.67K
$35.8K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
37+ 3.99% |
$592 - $704
|
965
$20.7K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
31+ 0.1% |
$496 - $590
|
30.9K
$661K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 1.37% |
$208 - $248
|
963
$20.6K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8New |
$128 - $152
|
8
$171
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6+ 0.4% |
$96 - $114
|
1.5K
$32.2K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 2.92% |
$80 - $95.2
|
176
$3.77K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.23% |
$48 - $57.1
|
1.28K
$27.5K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1New |
$16 - $19
|
1
$21.4
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 7.69% |
$16 - $19
|
14
$300
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-14- 0.1% |
$224 - $267
|
14.3K
$306K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-283- 1.83% |
$4.53K - $5.39K
|
15.2K
$325K
|