BLACKROCK SCIENCE & TECHNOLO BST
SHS · Closed-End Fund · CUSIP 09258G104
94
institutional holders
-2 vs Q1 2023
6.0m
shares reported held*
$205.9mreported value*
10 new
37 added
21 reduced
12 sold out
net bought ≈ $2.9m (+79.7k 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 ≈ $34.44.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 88 |
| Q4 2022 | 97 |
| Q1 2023 | 96 |
| Q2 2023 | 94 |
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 |
| Q2 2023 | 47 | 33 |
Biggest buyers
| WEDBUSH SECURITIES INC | Added | +69.4k |
| Sowell Financial Services LLC | New | +66.7k |
| HighTower Advisors, LLC | Added | +38.5k |
| AMERIPRISE FINANCIAL INC | Added | +33.8k |
| Raymond James Financial Services Advisors, Inc. | Added | +17.0k |
| Steward Partners Investment Advisory, LLC | Added | +14.9k |
| UBS Group AG | Added | +12.8k |
| CENTAURUS FINANCIAL, INC. | Added | +11.5k |
| Janney Montgomery Scott LLC | Added | +11.2k |
| OSAIC HOLDINGS, INC. | Added | +10.6k |
Biggest sellers
| WELLS FARGO & COMPANY/MN | Reduced | -163.2k |
| MORGAN STANLEY | Reduced | -23.4k |
| JANE STREET GROUP, LLC | Sold out | -16.7k |
| Prospera Financial Services Inc | Sold out | -13.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -10.6k |
| Faithward Advisors, LLC | Sold out | -9.9k |
| Invesco Ltd. | Reduced | -9.8k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -9.2k |
| HRT FINANCIAL LP | Sold out | -7.9k |
| Cetera Investment Advisers | Sold out | -7.2k |
Insider purchases and sales in Q2 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 Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $44.8m | Reduced -23.4k |
| Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio | 579.7k $20.0m | Added +17.0k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 530.6k $18.3m | Added +33.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 459.3k $15.8m | Reduced -163.2k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 374.1k $12.9m | Reduced -3.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 252.5k $8.7m | Added +5.7k |
| WEDBUSH SECURITIES INC 0.41% of their portfolio | 251.3k $8.7m | Added +69.4k |
| Invesco Ltd. 0.00% of their portfolio | 250.5k $8.6m | Reduced -9.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 188.9k $6.5m | Reduced -10.6k |
| UBS Group AG 0.00% of their portfolio | 174.5k $6.0m | Added +12.8k |
| Steward Partners Investment Advisory, LLC 0.07% of their portfolio | 135.0k $4.6m | Added +14.9k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 126.4k $4.4m | Added +11.2k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 119.1k $4.1m | Added +10.6k |
| LPL Financial LLC 0.00% of their portfolio | 117.5k $4.0m | Reduced -3.1k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 67.8k $2.3m | Added +5.0k |
| Sowell Financial Services LLC 0.13% of their portfolio | 66.7k $2.3m | New |
| NWF Advisory Services Inc. 0.47% of their portfolio | 58.3k $2.0m | Unchanged |
| HighTower Advisors, LLC 0.00% of their portfolio | 52.9k $1.8m | Added +38.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 50.6k $1.7m | Added +1.2k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 49.0k $1.7m | First filing |
| Wealthspire Retirement, LLC 0.28% of their portfolio | 42.9k $1.5m | Added +1.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 42.0k $1.4m | Reduced -1.4k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 40.6k $1.4m | Reduced -3.5k |
| Atria Wealth Solutions, Inc. 0.02% of their portfolio | 37.0k $1.3m | Reduced -2.0k |
| Sunbelt Securities, Inc. 0.16% of their portfolio | 31.5k $1.1m | Added +7.3k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 30.0k $1.0m | Added +1.7k |
| Kingsview Wealth Management, LLC 0.03% of their portfolio | 25.2k $866.4k | Added +3.1k |
| Cetera Advisor Networks LLC 0.01% of their portfolio | 24.4k $841.0k | Reduced -523 |
| OPPENHEIMER & CO INC 0.02% of their portfolio | 23.3k $801.4k | Added +6 |
| Equitable Holdings, Inc. 0.01% of their portfolio | 23.2k $799.1k | Reduced -3.3k |
| WEALTH EFFECTS LLC 0.34% of their portfolio | 22.6k $778.4k | Added +182 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 20.2k $694.7k | Added +1.3k |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 20.0k $690.0k | Added +2.8k |
| Arete Wealth Advisors, LLC 0.06% of their portfolio | 19.7k $679.0k | Added +1.2k |
| LEVEL FOUR ADVISORY SERVICES, LLC 0.04% of their portfolio | 19.3k $663.2k | Added +10.1k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 18.5k $638.3k | Unchanged |
| Claro Advisors Inc. 0.15% of their portfolio | 17.8k $613.4k | Added +58 |
| Stolper Co 0.25% of their portfolio | 17.3k $597.0k | Reduced -408 |
| B. Riley Wealth Advisors, Inc. 0.01% of their portfolio | 17.1k $590.1k | Reduced -418 |
| SMITH, MOORE & CO. 0.07% of their portfolio | 16.9k $583.3k | Added +900 |
| Compound Planning, Inc. 0.26% of their portfolio | 16.6k $572.4k | Reduced -870 |
| CENTAURUS FINANCIAL, INC. 0.05% of their portfolio | 15.1k $521.0k | Added +11.5k |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 14.9k $511.6k | Reduced -2.3k |
| GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio | 13.9k $479.2k | Added +2.9k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 13.0k $449.1k | Reduced -9.2k |
| Aurora Private Wealth, Inc. 0.46% of their portfolio | 11.8k $406.0k | Reduced -1.5k |
| Hilltop Holdings Inc. 0.05% of their portfolio | 11.4k $391.7k | Added +1.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 11.1k $383.6k | Added +3.0k |
| Next Level Private LLC 0.24% of their portfolio | 10.9k $372.3k | Unchanged |
| Perigon Wealth Management, LLC 0.01% of their portfolio | 9.6k $329.1k | Reduced -515 |
| Future Financial Wealth Managment LLC 0.34% of their portfolio | 9.5k $327.2k | Unchanged |
| Semus Wealth Partners LLC 0.29% of their portfolio | 9.3k $320.4k | Added +257 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.13% of their portfolio | 8.0k $276.3k | Added +164 |
| Focus Financial Network, Inc. 0.02% of their portfolio | 8.0k $276.1k | New |
| ELCO Management Co., LLC 0.18% of their portfolio | 7.4k $254.9k | Unchanged |
| Greenwich Wealth Management LLC 0.03% of their portfolio | 7.3k $253.0k | New |
| IHT Wealth Management, LLC 0.01% of their portfolio | 6.8k $234.4k | Unchanged |
| Beacon Pointe Advisors, LLC 0.00% of their portfolio | 6.7k $230.7k | Unchanged |
| RAYMOND JAMES TRUST N.A. 0.01% of their portfolio | 6.6k $228.0k | Unchanged |
| Altus Wealth Group LLC 0.14% of their portfolio | 6.6k $226.7k | New |
| Spire Wealth Management 0.01% of their portfolio | 6.4k $219.4k | Reduced -1.5k |
| D.A. DAVIDSON & CO. 0.00% of their portfolio | 6.3k $216.1k | New |
| DAYMARK WEALTH PARTNERS, LLC 0.02% of their portfolio | 6.0k $205.8k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 4.1k $142.7k | Added +94 |
| HBC Financial Services, PLLC 0.10% of their portfolio | 4.0k $140.0k | New |
| HARBOR INVESTMENT ADVISORY, LLC 0.02% of their portfolio | 3.3k $112.3k | Added +466 |
| Tradition Wealth Management, LLC 0.01% of their portfolio | 3.0k $103.0k | Reduced -332 |
| Column Capital Advisors, LLC 0.01% of their portfolio | 3.0k $102.5k | Unchanged |
| NewEdge Advisors, LLC 0.00% of their portfolio | 2.5k $85.6k | Added +197 |
| CWM, LLC 0.00% of their portfolio | 2.2k $76.0k | Added +349 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ 0.01% of their portfolio | 2.0k $68.9k | New |
| TRUST CO OF VERMONT 0.00% of their portfolio | 2.0k $68.9k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 1.8k $63.4k | Added +1.5k |
| Avior Wealth Management, LLC 0.00% of their portfolio | 1.4k $47.0k | Unchanged |
| Retirement Group, LLC 0.02% of their portfolio | 1.2k $42.9k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.2k $41.4k | Added +6 |
| CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio | 1.0k $35.6k | New |
| Westside Investment Management, Inc. 0.01% of their portfolio | 1.0k $34.4k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 970 $33.4k | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 960 $33.1k | Added +13 |
| WealthPLAN Partners, LLC 0.00% of their portfolio | 666 $22.9k | Unchanged |
| HM PAYSON & CO 0.00% of their portfolio | 600 $20.7k | Unchanged |
| MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio | 445 $15.3k | Unchanged |
| JNBA Financial Advisors 0.00% of their portfolio | 359 $12.4k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 246 $8.5k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 200 $6.9k | Unchanged |
| Geneos Wealth Management Inc. 0.00% of their portfolio | 200 $6.9k | Unchanged |
| Princeton Global Asset Management LLC 0.00% of their portfolio | 185 $6.4k | Unchanged |
| Bartlett & Co. LLC 0.00% of their portfolio | 75 $3.0k | Unchanged |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio | 75 $2.6k | Unchanged |
| Financial Freedom, LLC 0.00% of their portfolio | 41 $1.4k | Added +1 |
| FMR LLC 0.00% of their portfolio | 1 $34 | Reduced -1 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 1 $34 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |