BLACKROCK SCIENCE & TECHNOLO BST
SHS · Closed-End Fund · CUSIP 09258G104
97
institutional holders
+9 vs Q3 2022
5.7m
shares reported held*
$160.9mreported value*
19 new
34 added
22 reduced
8 sold out
net bought ≈ $8.9m (+316.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $28.36.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 88 |
| Q4 2022 | 97 |
Biggest buyers
| WEDBUSH SECURITIES INC | Added | +83.5k |
| Sowell Financial Services LLC | New | +78.2k |
| AMERIPRISE FINANCIAL INC | Added | +77.9k |
| WELLS FARGO & COMPANY/MN | Added | +51.3k |
| MORGAN STANLEY | Added | +39.4k |
| Perigon Wealth Management, LLC | New | +20.1k |
| Atria Wealth Solutions, Inc. | Added | +19.1k |
| Raymond James Financial Services Advisors, Inc. | Added | +18.5k |
| OSAIC HOLDINGS, INC. | Added | +13.7k |
| Elequin Capital, LP | New | +13.5k |
Biggest sellers
| UBS Group AG | Reduced | -41.5k |
| ROYAL BANK OF CANADA | Reduced | -38.2k |
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -21.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -18.4k |
| Kovack Advisors, Inc. | Sold out | -18.0k |
| Karpus Management, Inc. | Sold out | -15.7k |
| Beacon Pointe Advisors, LLC | Sold out | -12.2k |
| Bickling Financial Services, Inc. | Reduced | -12.2k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Sold out | -9.5k |
| Altus Wealth Group LLC | Sold out | -8.2k |
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $35.6m | Added +39.4k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 628.0k $17.8m | Added +51.3k |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 488.7k $13.9m | Added +18.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 428.5k $12.2m | Added +77.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 350.2k $9.9m | Reduced -8.1k |
| Invesco Ltd. 0.00% of their portfolio | 323.5k $9.2m | Added +11.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 249.8k $7.1m | Reduced -38.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 223.4k $6.3m | Reduced -18.4k |
| UBS Group AG 0.00% of their portfolio | 174.7k $5.0m | Reduced -41.5k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 116.4k $3.3m | Reduced -1.1k |
| Steward Partners Investment Advisory, LLC 0.06% of their portfolio | 114.3k $3.2m | Added +11.1k |
| LPL Financial LLC 0.00% of their portfolio | 113.4k $3.2m | Added +3.6k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 99.4k $2.8m | Added +13.7k |
| WEDBUSH SECURITIES INC 0.15% of their portfolio | 97.9k $2.8m | Added +83.5k |
| Sowell Financial Services LLC 0.14% of their portfolio | 78.2k $2.2m | New |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 66.0k $1.9m | Added +408 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 62.3k $1.8m | Reduced -1.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 55.9k $1.6m | Reduced -2.0k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 53.7k $1.5m | Reduced -2.3k |
| Bickling Financial Services, Inc. 0.89% of their portfolio | 50.4k $1.4m | Reduced -12.2k |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 33.7k $956.3k | Added +19.1k |
| Wealthspire Retirement, LLC 0.19% of their portfolio | 30.9k $875.5k | Added +11.5k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 24.2k $687.4k | Reduced -532 |
| Equitable Holdings, Inc. 0.01% of their portfolio | 24.0k $682.2k | Added +11.1k |
| WEALTH EFFECTS LLC 0.38% of their portfolio | 23.2k $659.2k | Reduced -5.1k |
| Sunbelt Securities, Inc. 0.13% of their portfolio | 23.2k $657.2k | Added +374 |
| OPPENHEIMER & CO INC 0.01% of their portfolio | 22.9k $648.3k | Reduced -2.0k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 21.0k $595.5k | Reduced -3.2k |
| Claro Advisors Inc. 0.19% of their portfolio | 20.5k $581.7k | Added +489 |
| Kingsview Wealth Management, LLC 0.02% of their portfolio | 20.2k $572.0k | Reduced -278 |
| Perigon Wealth Management, LLC 0.02% of their portfolio | 20.1k $570.3k | New |
| Stolper Co 0.24% of their portfolio | 19.0k $538.0k | Reduced -538 |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 18.7k $529.7k | Added +323 |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 18.4k $520.8k | Reduced -298 |
| SMITH, MOORE & CO. 0.07% of their portfolio | 16.9k $479.1k | Added +650 |
| STEPHENS INC /AR/ 0.01% of their portfolio | 16.5k $469.1k | Added +1.4k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 14.8k $419.9k | Added +2.2k |
| Arete Wealth Advisors, LLC 0.04% of their portfolio | 14.5k $410.1k | Added +3.3k |
| Aurora Private Wealth, Inc. 0.45% of their portfolio | 13.8k $392.0k | Added +713 |
| Prospera Financial Services Inc 0.02% of their portfolio | 13.5k $382.8k | Added +117 |
| Elequin Capital, LP 0.11% of their portfolio | 13.5k $382.1k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 13.1k $374.0k | New |
| Prime Capital Investment Advisors, LLC 0.01% of their portfolio | 12.6k $356.2k | New |
| GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio | 11.9k $337.4k | Added +2.6k |
| Mariner, LLC 0.00% of their portfolio | 11.9k $337.0k | New |
| Virtu Financial LLC 0.04% of their portfolio | 11.9k $336.0k | New |
| Next Level Private LLC 0.24% of their portfolio | 10.9k $328.8k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.3k $291.3k | New |
| Hilltop Holdings Inc. 0.04% of their portfolio | 10.1k $285.7k | Added +436 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 9.5k $269.7k | New |
| Future Financial Wealth Managment LLC 0.31% of their portfolio | 9.5k $269.5k | Reduced -3.4k |
| Semus Wealth Partners LLC 0.32% of their portfolio | 9.4k $266.7k | First filing |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio | 9.1k $258.4k | Added +1.8k |
| RAYMOND JAMES TRUST N.A. 0.01% of their portfolio | 8.2k $233.0k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.1k $230.0k | Added +3.1k |
| Jaffetilchin Investment Partners, LLC 0.03% of their portfolio | 8.0k $225.9k | Added +177 |
| Spire Wealth Management 0.01% of their portfolio | 7.8k $222.0k | Added +128 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.15% of their portfolio | 7.7k $218.3k | Added +170 |
| ELCO Management Co., LLC 0.16% of their portfolio | 7.5k $212.8k | Added +100 |
| Cetera Investment Advisers 0.00% of their portfolio | 7.2k $203.6k | Reduced -239 |
| HARBOR INVESTMENT ADVISORY, LLC 0.03% of their portfolio | 5.9k $167.6k | Unchanged |
| Parallel Advisors, LLC 0.00% of their portfolio | 4.0k $112.7k | Reduced -2.7k |
| Tradition Wealth Management, LLC 0.01% of their portfolio | 3.1k $87.0k | Added +2.1k |
| Column Capital Advisors, LLC 0.01% of their portfolio | 3.0k $84.4k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 2.5k $5.4k | New |
| TRUST CO OF VERMONT 0.00% of their portfolio | 2.0k $56.7k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 1.5k $43.0k | Added +545 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 1.4k $42.1k | New |
| Avior Wealth Management, LLC 0.00% of their portfolio | 1.4k $38.7k | Unchanged |
| Retirement Group, LLC 0.02% of their portfolio | 1.2k $35.0k | New |
| Belpointe Asset Management LLC 0.00% of their portfolio | 1.2k $34.1k | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.2k $33.7k | Reduced -147 |
| Westside Investment Management, Inc. 0.00% of their portfolio | 1.0k $28.0k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 970 $27.5k | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 934 $26.5k | Added +5 |
| HM PAYSON & CO 0.00% of their portfolio | 600 $17.0k | Unchanged |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 445 $12.6k | Reduced -250 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 385 $10.9k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 371 $10.5k | Unchanged |
| Independence Bank of Kentucky 0.00% of their portfolio | 360 $10.0k | New |
| JNBA Financial Advisors 0.00% of their portfolio | 359 $10.2k | Unchanged |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio | 257 $7.3k | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 250 $9.0k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 246 $7.0k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 242 $6.9k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 200 $5.7k | New |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 200 $5.7k | Unchanged |
| Princeton Global Asset Management LLC 0.00% of their portfolio | 185 $5.0k | Unchanged |
| Bartlett & Co. LLC 0.00% of their portfolio | 75 $2.0k | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 75 $2.1k | Unchanged |
| Financial Freedom, LLC 0.00% of their portfolio | 39 $1.1k | First filing |
| CoreCap Advisors, LLC 0.00% of their portfolio | 7 $213 | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 5 $0 | Reduced -115 |
| Bogart Wealth, LLC 0.00% of their portfolio | 5 $147 | Added +1 |
| BlackRock Inc. 0.00% of their portfolio | 4 $114 | New |
| FMR LLC 0.00% of their portfolio | 1 $28 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |