BLACKROCK SCIENCE & TECHNOLO BST
SHS · Closed-End Fund · CUSIP 09258G104
96
institutional holders
-1 vs Q4 2022
5.8m
shares reported held*
$189.1mreported value*
10 new
34 added
28 reduced
12 sold out
net bought ≈ $4.7m (+150.9k 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 ≈ $32.33.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 88 |
| Q4 2022 | 97 |
| Q1 2023 | 96 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 53 | 30 |
| Q1 2023 | 44 | 40 |
Biggest buyers
| WEDBUSH SECURITIES INC | Added | +83.9k |
| Raymond James Financial Services Advisors, Inc. | Added | +74.0k |
| MORGAN STANLEY | Added | +70.3k |
| AMERIPRISE FINANCIAL INC | Added | +68.3k |
| RAYMOND JAMES & ASSOCIATES | Added | +27.5k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New | +22.2k |
| ENVESTNET ASSET MANAGEMENT INC | New | +18.9k |
| TRUIST FINANCIAL CORP | Added | +13.5k |
| Wealthspire Retirement, LLC | Added | +10.9k |
| Faithward Advisors, LLC | New | +9.9k |
Biggest sellers
| Sowell Financial Services LLC | Sold out | -78.2k |
| Invesco Ltd. | Reduced | -63.2k |
| BANK OF AMERICA CORP /DE/ | Reduced | -24.0k |
| Elequin Capital, LP | Sold out | -13.5k |
| UBS Group AG | Reduced | -13.0k |
| FIRST TRUST ADVISORS LP | Reduced | -12.9k |
| Prime Capital Investment Advisors, LLC | Sold out | -12.6k |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | -12.4k |
| Mariner, LLC | Sold out | -11.9k |
| Virtu Financial LLC | Sold out | -11.9k |
Insider purchases and sales in Q1 2023
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 Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $42.8m | Added +70.3k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 622.4k $20.1m | Reduced -5.6k |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 562.7k $18.2m | Added +74.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 496.8k $16.1m | Added +68.3k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 377.6k $12.2m | Added +27.5k |
| Invesco Ltd. 0.00% of their portfolio | 260.4k $8.4m | Reduced -63.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 246.8k $8.0m | Reduced -3.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 199.4k $6.4m | Reduced -24.0k |
| WEDBUSH SECURITIES INC 0.29% of their portfolio | 181.8k $5.9m | Added +83.9k |
| UBS Group AG 0.00% of their portfolio | 161.7k $5.2m | Reduced -13.0k |
| LPL Financial LLC 0.00% of their portfolio | 120.6k $3.9m | Added +7.1k |
| Steward Partners Investment Advisory, LLC 0.06% of their portfolio | 120.1k $3.9m | Added +5.7k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 115.2k $3.7m | Reduced -1.2k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 108.5k $3.5m | Added +9.0k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 62.8k $2.0m | Reduced -3.2k |
| NWF Advisory Services Inc. 0.47% of their portfolio | 58.3k $2.0m | First filing |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 49.4k $1.6m | Reduced -12.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 44.1k $1.4m | Reduced -9.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 43.4k $1.4m | Reduced -12.4k |
| Wealthspire Retirement, LLC 0.27% of their portfolio | 41.8k $1.4m | Added +10.9k |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 38.9k $1.3m | Added +5.2k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 28.3k $916.3k | Added +13.5k |
| Equitable Holdings, Inc. 0.01% of their portfolio | 26.5k $855.9k | Added +2.4k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 24.9k $806.6k | Added +712 |
| Sunbelt Securities, Inc. 0.12% of their portfolio | 24.2k $773.4k | Added +1.0k |
| OPPENHEIMER & CO INC 0.02% of their portfolio | 23.3k $752.4k | Added +411 |
| WEALTH EFFECTS LLC 0.37% of their portfolio | 22.4k $725.0k | Reduced -818 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 22.2k $574.8k | New |
| Kingsview Wealth Management, LLC 0.03% of their portfolio | 22.1k $714.2k | Added +1.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 18.9k $610.0k | New |
| STEPHENS INC /AR/ 0.01% of their portfolio | 18.5k $599.4k | Added +2.0k |
| Arete Wealth Advisors, LLC 0.05% of their portfolio | 18.5k $599.0k | Added +4.1k |
| Claro Advisors Inc. 0.17% of their portfolio | 17.8k $574.1k | Reduced -2.8k |
| Stolper Co 0.25% of their portfolio | 17.8k $574.0k | Reduced -1.2k |
| B. Riley Wealth Advisors, Inc. 0.02% of their portfolio | 17.6k $567.7k | Reduced -1.1k |
| Compound Planning, Inc. 0.32% of their portfolio | 17.5k $565.6k | First filing |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 17.3k $558.0k | Reduced -1.1k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 17.1k $553.4k | Reduced -3.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 16.7k $539.2k | Added +7.2k |
| SMITH, MOORE & CO. 0.07% of their portfolio | 16.0k $518.6k | Reduced -850 |
| HighTower Advisors, LLC 0.00% of their portfolio | 14.4k $466.0k | Added +1.2k |
| Prospera Financial Services Inc 0.02% of their portfolio | 13.6k $441.2k | Added +135 |
| Aurora Private Wealth, Inc. 0.46% of their portfolio | 13.3k $430.0k | Reduced -491 |
| GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio | 11.0k $357.1k | Reduced -850 |
| Next Level Private LLC 0.28% of their portfolio | 10.9k $351.0k | Unchanged |
| Hilltop Holdings Inc. 0.05% of their portfolio | 10.3k $332.7k | Added +215 |
| Perigon Wealth Management, LLC 0.02% of their portfolio | 10.1k $325.6k | Reduced -10.0k |
| Faithward Advisors, LLC 0.07% of their portfolio | 9.9k $311.2k | New |
| Future Financial Wealth Managment LLC 0.34% of their portfolio | 9.5k $304.9k | Unchanged |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio | 9.2k $297.8k | Added +101 |
| Semus Wealth Partners LLC 0.31% of their portfolio | 9.0k $292.6k | Reduced -354 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 8.1k $262.7k | Added +4 |
| HRT FINANCIAL LP 0.00% of their portfolio | 7.9k $256.0k | New |
| Spire Wealth Management 0.01% of their portfolio | 7.9k $255.4k | Added +80 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.13% of their portfolio | 7.9k $254.1k | Added +164 |
| ELCO Management Co., LLC 0.17% of their portfolio | 7.4k $239.3k | Reduced -100 |
| Cetera Investment Advisers 0.00% of their portfolio | 7.2k $231.8k | Reduced -12 |
| IHT Wealth Management, LLC 0.01% of their portfolio | 6.8k $220.1k | New |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 6.7k $216.7k | New |
| RAYMOND JAMES TRUST N.A. 0.01% of their portfolio | 6.6k $215.0k | Reduced -1.6k |
| Parallel Advisors, LLC 0.00% of their portfolio | 4.0k $131.0k | Added +79 |
| CENTAURUS FINANCIAL, INC. 0.01% of their portfolio | 3.7k $119.0k | New |
| Tradition Wealth Management, LLC 0.01% of their portfolio | 3.3k $108.0k | Added +282 |
| Column Capital Advisors, LLC 0.01% of their portfolio | 3.0k $96.2k | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC 0.01% of their portfolio | 2.8k $90.4k | Reduced -3.1k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 2.3k $74.0k | Reduced -206 |
| TRUST CO OF VERMONT 0.00% of their portfolio | 2.0k $64.7k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 1.9k $60.0k | Added +347 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 1.4k $46.8k | Unchanged |
| Avior Wealth Management, LLC 0.00% of their portfolio | 1.4k $44.1k | Unchanged |
| Retirement Group, LLC 0.02% of their portfolio | 1.2k $40.0k | Added +20 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.2k $38.6k | Added +6 |
| Westside Investment Management, Inc. 0.01% of their portfolio | 1.0k $32.3k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 970 $31.4k | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 947 $30.6k | Added +13 |
| WealthPLAN Partners, LLC 0.00% of their portfolio | 666 $21.5k | New |
| Belpointe Asset Management LLC 0.00% of their portfolio | 632 $20.4k | Reduced -570 |
| HM PAYSON & CO 0.00% of their portfolio | 600 $19.4k | Unchanged |
| Ahrens Investment Partners LLC 0.01% of their portfolio | 500 $16.2k | New |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 445 $14.4k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 385 $12.5k | Unchanged |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 371 $12.0k | Unchanged |
| JNBA Financial Advisors 0.00% of their portfolio | 359 $11.6k | Unchanged |
| Independence Bank of Kentucky 0.00% of their portfolio | 335 $10.8k | Reduced -25 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 246 $7.6k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 200 $6.5k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 200 $6.5k | Unchanged |
| Princeton Global Asset Management LLC 0.00% of their portfolio | 185 $6.0k | Unchanged |
| Bartlett & Co. LLC 0.00% of their portfolio | 75 $2.0k | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 75 $2.4k | Unchanged |
| CHESAPEAKE ASSET MANAGEMENT LLC 0.00% of their portfolio | 55 $1.8k | First filing |
| Financial Freedom, LLC 0.00% of their portfolio | 40 $1.3k | Added +1 |
| BlackRock Inc. 0.00% of their portfolio | 4 $134 | Unchanged |
| FMR LLC 0.00% of their portfolio | 2 $64 | Added +1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| MassMutual Private Wealth & Trust, FSB 0.00% of their portfolio | 0 $0 | New |