Vault-13

BLACKROCK SCIENCE & TECHNOLO BST

SHS · Closed-End Fund · CUSIP 09258G104

109 institutional holders +7 vs Q3 2023
7,731,7437.7m shares reported held*
$260.3mreported value*
14 new 36 added 35 reduced 9 sold out net bought ≈ $50.3m (+1.5m 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 ≈ $33.66.

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 88Q4 22: 97Q1 23: 96Q2 23: 94Q3 23: 102Q4 23: 109109Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202288
Q4 202297
Q1 202396
Q2 202394
Q3 2023102
Q4 2023109

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 53 bought or addedQ4 22: 30 cut or sold outQ4 22Q1 23: 44 bought or addedQ1 23: 40 cut or sold outQ1 23Q2 23: 47 bought or addedQ2 23: 33 cut or sold outQ2 23Q3 23: 46 bought or addedQ3 23: 35 cut or sold outQ3 23Q4 23: 50 bought or addedQ4 23: 44 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20225330
Q1 20234440
Q2 20234733
Q3 20234635
Q4 20235044

Biggest buyers

MORGAN STANLEY Added +1,499,204+1.5m
LPL Financial LLC Added +33,937+33.9k
JPMORGAN CHASE & CO Added +30,837+30.8k
WELLS FARGO & COMPANY/MN Added +24,732+24.7k
Raymond James Financial Services Advisors, Inc. Added +21,452+21.5k
STIFEL FINANCIAL CORP Added +14,209+14.2k
NWF Advisory Services Inc. Added +13,769+13.8k
JANE STREET GROUP, LLC New +12,423+12.4k
HRT FINANCIAL LP New +11,979+12.0k
RAYMOND JAMES & ASSOCIATES Added +9,987+10.0k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -90,990-91.0k
AMERIPRISE FINANCIAL INC Reduced -44,788-44.8k
Invesco Ltd. Reduced -37,731-37.7k
HighTower Advisors, LLC Reduced -17,258-17.3k
Elequin Capital, LP Sold out -16,616-16.6k
Flow State Investments, L.P. Sold out -13,532-13.5k
LEVEL FOUR ADVISORY SERVICES, LLC Reduced -8,779-8.8k
Greenwich Wealth Management LLC Sold out -8,609-8.6k
Sowell Financial Services LLC Reduced -6,163-6.2k
Equitable Holdings, Inc. Reduced -5,347-5.3k

Insider purchases and sales in Q4 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 Q4 2023.

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,826,7822.8m $95.1m $95.1m 0.00% Added +1.5m +1,499,204
2 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 580,345580.3k $19.5m $19.5m 0.03% Added +21.5k +21,452
3 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 483,746483.7k $16.3m $16.3m 0.00% Reduced -44.8k -44,788
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 482,202482.2k $16.2m $16.2m 0.00% Added +24.7k +24,732
5 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 381,469381.5k $12.8m $12.8m 0.01% Added +10.0k +9,987
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 292,281292.3k $9.8m $9.8m 0.00% Reduced -37.7k -37,731
7 WEDBUSH SECURITIES INC 0.40% of their portfolio PASADENA, CA 269,045269.0k $9.1m $9.1m 0.40% Added +1.2k +1,228
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 253,627253.6k $8.5m $8.5m 0.00% Reduced -4.4k -4,365
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 192,039192.0k $6.5m $6.5m 0.00% Added +1.8k +1,779
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 160,202160.2k $5.4m $5.4m 0.00% Added +33.9k +33,937
11 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 158,287158.3k $5.3m $5.3m 0.07% Added +9.6k +9,640
12 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 130,250130.2k $4.4m $4.4m 0.01% Added +2.6k +2,637
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 123,350123.3k $4.2m $4.2m 0.00% Reduced -473 -473
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 111,195111.2k $3.7m $3.7m 0.01% Reduced -91.0k -90,990
15 NWF Advisory Services Inc. 0.50% of their portfolio Los Angeles, CA 74,96975.0k $2.5m $2.5m 0.50% Added +13.8k +13,769
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 65,42465.4k $2.2m $2.2m 0.01% Reduced -3.8k -3,760
17 Sowell Financial Services LLC 0.11% of their portfolio NORTH LITTLE ROCK, AR 58,83858.8k $2.0m $2.0m 0.11% Reduced -6.2k -6,163
18 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 57,06557.1k $1.9m $1.9m 0.01% Reduced -465 -465
19 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 55,24655.2k $1.9m $1.9m 0.00% Added +14.2k +14,209
20 Wealthspire Retirement, LLC 0.31% of their portfolio ALISO VIEJO, CA 54,61554.6k $1.8m $1.8m 0.31% Added +9.5k +9,471
21 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 49,14749.1k $1.7m $1.7m 0.00% Reduced -2.9k -2,901
22 Sunbelt Securities, Inc. 0.18% of their portfolio HOUSTON, TX 42,00242.0k $1.4m $1.4m 0.18% Added +7.1k +7,132
23 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,05838.1k $1.3m $1.3m 0.00% Reduced -3.9k -3,854
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 35,42635.4k $1.2m $1.2m 0.00% Added +30.8k +30,837
25 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,98434.0k $1.1m $1.1m 0.00% Reduced -17.3k -17,258
26 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 32,37132.4k $1.1m $1.1m 0.02% Added +8.8k +8,848
27 Cetera Advisor Networks LLC 0.01% of their portfolio EL SEGUNDO, CA 31,85831.9k $1.1m $1.1m 0.01% Added +5.2k +5,190
28 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 31,55731.6k $1.1m $1.1m 0.01% Reduced -1.6k -1,594
29 LANARK FINANCIAL, INC. 0.11% of their portfolio BIRMINGHAM, AL 31,26031.3k $1.1m $1.1m 0.11% Reduced -655 -655
30 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 30,42530.4k $1.0m $1.0m 0.00% Reduced -690 -690
31 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 24,92424.9k $838.9k $838.9k 0.03% Reduced -171 -171
32 WEALTH EFFECTS LLC 0.28% of their portfolio BOSTON, MA 22,39122.4k $753.7k $753.7k 0.28% Added +47 +47
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 20,30620.3k $683.5k $683.5k 0.00% Reduced -1.5k -1,465
34 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 19,69919.7k $663.1k $663.1k 0.02% Added +361 +361
35 Arete Wealth Advisors, LLC 0.05% of their portfolio CHICAGO, IL 18,66118.7k $628.1k $628.1k 0.05% Reduced -118 -118
36 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 18,50718.5k $622.9k $622.9k 0.03% Reduced -100 -100
37 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 17,53517.5k $590.2k $590.2k 0.01% Reduced -2.0k -2,000
38 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 17,49617.5k $588.9k $588.9k 0.00% Reduced -913 -913
39 Stolper Co 0.23% of their portfolio TULSA, OK 17,06817.1k $575.0k $575.0k 0.23% Reduced -47 -47
40 SMITH, MOORE & CO. 0.07% of their portfolio CLAYTON, MO 16,39116.4k $551.7k $551.7k 0.07% Reduced -495 -495
41 Compound Planning, Inc. 0.07% of their portfolio NEW YORK, NY 15,59015.6k $524.8k $524.8k 0.07% Reduced -850 -850
42 Claro Advisors Inc. 0.11% of their portfolio BOSTON, MA 14,88414.9k $501.0k $501.0k 0.11% Reduced -3.0k -2,952
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 14,81514.8k $498.7k $498.7k 0.00% Added +772 +772
44 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio ORLANDO, FL 14,47914.5k $487.4k $487.4k 0.06% Added +50 +50
45 Stonebrook Private Inc. 0.16% of their portfolio NORTHVILLE, MI 14,20814.2k $478.2k $478.2k 0.16% First filing
46 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 14,03614.0k $498.3k $498.3k 0.00% Added +6.1k +6,096
47 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 13,41513.4k $451.5k $451.5k 0.02% Reduced -500 -500
48 Aurora Private Wealth, Inc. 0.40% of their portfolio ROCKAWAY, NJ 12,57512.6k $423.0k $423.0k 0.40% Added +1.1k +1,126
49 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 12,42312.4k $418.2k $418.2k 0.00% New
50 Hilltop Holdings Inc. 0.05% of their portfolio DALLAS, TX 12,33812.3k $415.3k $415.3k 0.05% Added +178 +178
51 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 11,97912.0k $403.0k $403.0k 0.00% New
52 Next Level Private LLC 0.21% of their portfolio HARRISON, NY 10,85510.9k $365.4k $365.4k 0.21% Unchanged
53 Future Financial Wealth Managment LLC 0.35% of their portfolio CINCINNATI, OH 10,60010.6k $356.8k $356.8k 0.35% Added +1.0k +1,000
54 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 9,6349.6k $324.3k $324.3k 0.01% Added +3.0k +3,000
55 Arax Advisory Partners 0.04% of their portfolio NEW YORK, NY 9,5319.5k $320.8k $320.8k 0.04% Unchanged
56 Semus Wealth Partners LLC 0.25% of their portfolio Boca Raton, FL 9,2119.2k $310.0k $310.0k 0.25% Reduced -46 -46
57 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,1939.2k $309.4k $309.4k 0.01% Added +20 +20
58 FOCUS FINANCIAL NETWORK INC /ADV 0.01% of their portfolio Minneapolis, MN 9,0819.1k $305.7k $305.7k 0.01% First filing
59 Cape Investment Advisory, Inc. 0.14% of their portfolio MCDONOUGH, GA 8,5068.5k $286.3k $286.3k 0.14% New
60 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.12% of their portfolio HIGHLAND PARK, IL 7,5857.6k $255.3k $255.3k 0.12% Added +172 +172
61 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 7,3537.4k $247.5k $247.5k 0.01% Reduced -8.8k -8,779
62 ELCO Management Co., LLC 0.16% of their portfolio New York, NY 7,2007.2k $242.4k $242.4k 0.16% Reduced -200 -200
63 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,1657.2k $241.2k $241.2k 0.01% Added +190 +190
64 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,1007.1k $239.0k $239.0k 0.00% New
65 Altus Wealth Group LLC 0.13% of their portfolio COLORADO SPRINGS, CO 6,8296.8k $229.9k $229.9k 0.13% Added +28 +28
66 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 6,7746.8k $228.0k $228.0k 0.00% Unchanged
67 Keystone Financial Group 0.04% of their portfolio LEXINGTON, KY 6,7346.7k $226.7k $226.7k 0.04% Reduced -175 -175
68 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% of their portfolio CONCORD, MA 6,7246.7k $226.3k $226.3k 0.04% New
69 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,7006.7k $225.5k $225.5k 0.00% Unchanged
70 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 6,5996.6k $222.1k $222.1k 0.00% Reduced -5.3k -5,347
71 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 5,9756.0k $201.1k $201.1k 0.01% New
72 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 5,8925.9k $198.3k $198.3k 0.00% New
73 EPG Wealth Management LLC 0.06% of their portfolio ATLANTA, GA 5,8085.8k $216.1k $216.1k 0.06% New
74 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,6824.7k $157.6k $157.6k 0.00% Added +562 +562
75 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 4,0164.0k $135.2k $135.2k 0.01% First filing
76 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,7183.7k $125.0k $125.0k 0.00% Added +1.4k +1,446
77 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,5023.5k $117.9k $117.9k 0.00% New
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,3923.4k $114.2k $114.2k 0.00% Reduced -357 -357
79 HARBOR INVESTMENT ADVISORY, LLC 0.01% of their portfolio LUTHERVILLE, MD 3,2623.3k $109.8k $109.8k 0.01% Unchanged
80 Tradition Wealth Management, LLC 0.01% of their portfolio EDINA, MN 3,0043.0k $101.0k $101.0k 0.01% Unchanged
81 HBC Financial Services, PLLC 0.06% of their portfolio SEATTLE, WA 2,7002.7k $90.0k $90.0k 0.06% Reduced -1.0k -1,000
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,2792.3k $76.7k $76.7k 0.00% Added +47 +47
83 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 2,0002.0k $67.3k $67.3k 0.00% New
84 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8401.8k $61.9k $61.9k 0.00% Unchanged
85 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 1,5001.5k $50.5k $50.5k 0.00% Reduced -500 -500
86 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,2431.2k $41.8k $41.8k 0.00% Unchanged
87 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,1951.2k $40.0k $40.0k 0.00% Added +268 +268
88 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,1731.2k $40.6k $40.6k 0.00% Reduced -2.8k -2,761
89 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1321.1k $38.1k $38.1k 0.00% Added +34 +34
90 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0961.1k $37.7k $37.7k 0.00% Added +850 +850
91 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0341.0k $34.8k $34.8k 0.00% Unchanged
92 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,0001.0k $33.7k $33.7k 0.01% Unchanged
93 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 970970 $32.6k $32.6k 0.00% Unchanged
94 Annapolis Financial Services, LLC 0.01% of their portfolio ANNAPOLIS, MD 783783 $26.4k $26.4k 0.01% New
95 Retirement Group, LLC 0.01% of their portfolio SAN DIEGO, CA 697697 $23.5k $23.5k 0.01% Unchanged
96 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 600600 $20.2k $20.2k 0.00% Unchanged
97 Mariner Managed Account Solutions, LLC 0.00% of their portfolio Boston, MA 507507 $17.1k $17.1k 0.00% New
98 SouthState Bank Corp 0.00% of their portfolio Winter Haven, FL 445445 $15.0k $15.0k 0.00% Added +195 +195
99 MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio ST LOUIS, MO 445445 $15.0k $15.0k 0.00% Unchanged
100 Clearstead Trust, LLC 0.00% of their portfolio PORTLAND, ME 400400 $13.5k $13.5k 0.00% New