Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
503+ 0.61% |
$8.16K - $9.55K
|
83.2K
$1.73M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
460+ 2.38% |
$7.47K - $8.73K
|
19.8K
$412K
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
378+ 2.2% |
$6.13K - $7.17K
|
17.6K
$366K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
361+ 1.78% |
$5.86K - $6.85K
|
20.6K
$429K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
214+ 0.38% |
$3.47K - $4.06K
|
57.2K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$3.25K - $3.8K
|
200
$4.16K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
182+ 1.18% |
$2.95K - $3.45K
|
15.6K
$323K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
145+ 2.82% |
$2.35K - $2.75K
|
5.29K
$110K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
145+ 2.82% |
$2.35K - $2.75K
|
5.29K
$110K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
144+ 0.95% |
$2.34K - $2.73K
|
15.2K
$317K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
115+ 2.43% |
$1.87K - $2.18K
|
4.85K
$101K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
105+ 150.0% |
$1.7K - $1.99K
|
175
$3.64K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
48+ 2.79% |
$779 - $911
|
1.77K
$36.8K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
26+ 0.1% |
$422 - $493
|
25.7K
$534K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15+ 0.12% |
$243 - $285
|
12.7K
$264K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 1.23% |
$195 - $228
|
988
$20.5K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.16% |
$32.5 - $38
|
1.29K
$26.8K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-250- 12.96% |
$4.06K - $4.75K
|
1.68K
$34.9K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-274- 2.62% |
$4.45K - $5.2K
|
10.2K
$212K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-360- 2.26% |
$5.84K - $6.83K
|
15.5K
$323K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-575- 1.71% |
$9.33K - $10.9K
|
33.1K
$689K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-700- 5.26% |
$11.4K - $13.3K
|
12.6K
$262K
|
|
Nov 09, 2023
Q3 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-800- 0.35% |
$13K - $15.2K
|
225K
$4.68M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1K- 1.39% |
$16.3K - $19K
|
71.3K
$1.48M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.36K- 11.86% |
$22.1K - $25.8K
|
10.1K
$210K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-1.78K- 19.17% |
$29K - $33.9K
|
7.52K
$156K
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.11K- 0.32% |
$66.7K - $78K
|
1.27M
$26.4M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.39K- 8.88% |
$87.5K - $102K
|
55.3K
$1.15M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.87K- 7.98% |
$128K - $149K
|
90.7K
$1.89M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.5K- 51.89% |
$171K - $199K
|
9.75K
$203K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-26.1K- 1.94% |
$424K - $496K
|
1.32M
$27.5M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-43.1K- 11.23% |
$700K - $819K
|
341K
$7.09M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-43.7K- 4.72% |
$708K - $828K
|
880K
$18.3M
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-154K- 13.56% |
$2.5M - $2.92M
|
980K
$20.4M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-238K- 6.27% |
$3.87M - $4.52M
|
3.56M
$74.1M
|