Vault-13

BLACKROCK SCIENCE & TECHNOLO BST

SHS · Closed-End Fund · CUSIP 09258G104

107 institutional holders -2 vs Q4 2023
9,050,5589.1m shares reported held*
$333.9mreported value*
12 new 37 added 32 reduced 16 sold out net bought ≈ $47.8m (+1.3m 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 ≈ $36.90.

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 88Q4 22: 97Q1 23: 96Q2 23: 94Q3 23: 102Q4 23: 109Q1 24: 107107Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 202288
Q4 202297
Q1 202396
Q2 202394
Q3 2023102
Q4 2023109
Q1 2024107

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 23Q1 24: 49 bought or addedQ1 24: 48 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 20225330
Q1 20234440
Q2 20234733
Q3 20234635
Q4 20235044
Q1 20244948

Biggest buyers

MORGAN STANLEY Added +1,317,049+1.3m
Cetera Investment Advisers New +42,396+42.4k
AMERIPRISE FINANCIAL INC Added +14,768+14.8k
Raymond James Financial Services Advisors, Inc. Added +10,756+10.8k
LPL Financial LLC Added +10,415+10.4k
WELLS FARGO & COMPANY/MN Added +9,950+9.9k
FIRST TRUST ADVISORS LP Added +7,914+7.9k
HARTLINE INVESTMENT CORP/ New +7,530+7.5k
Mirador Capital Partners LP New +7,503+7.5k
Sunbelt Securities, Inc. Added +7,285+7.3k

Biggest sellers

Cetera Advisor Networks LLC Sold out -31,858-31.9k
AE Wealth Management LLC Sold out -14,036-14.0k
Invesco Ltd. Reduced -12,545-12.5k
HRT FINANCIAL LP Sold out -11,979-12.0k
RAYMOND JAMES & ASSOCIATES Reduced -11,206-11.2k
Arax Advisory Partners Sold out -9,531-9.5k
Cape Investment Advisory, Inc. Sold out -8,506-8.5k
WEDBUSH SECURITIES INC Reduced -7,219-7.2k
CAPTRUST FINANCIAL ADVISORS Sold out -7,100-7.1k
Altus Wealth Group LLC Sold out -6,829-6.8k

Insider purchases and sales in Q1 2024

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 2024.

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 4,143,8314.1m $153.0m $153.0m 0.00% Added +1.3m +1,317,049
2 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 591,101591.1k $21.8m $21.8m 0.03% Added +10.8k +10,756
3 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 498,514498.5k $18.4m $18.4m 0.01% Added +14.8k +14,768
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 492,152492.2k $18.2m $18.2m 0.00% Added +9.9k +9,950
5 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 370,263370.3k $13.7m $13.7m 0.01% Reduced -11.2k -11,206
6 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 279,736279.7k $10.3m $10.3m 0.00% Reduced -12.5k -12,545
7 WEDBUSH SECURITIES INC 0.36% of their portfolio PASADENA, CA 261,826261.8k $9.7m $9.7m 0.36% Reduced -7.2k -7,219
8 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 250,301250.3k $9.2m $9.2m 0.00% Reduced -3.3k -3,326
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 193,846193.8k $7.2m $7.2m 0.00% Added +1.8k +1,807
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 170,617170.6k $6.3m $6.3m 0.00% Added +10.4k +10,415
11 Steward Partners Investment Advisory, LLC 0.07% of their portfolio STAMFORD, CT 161,354161.4k $6.0m $6.0m 0.07% Added +3.1k +3,067
12 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 136,636136.6k $5.0m $5.0m 0.02% Added +6.4k +6,386
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 119,014119.0k $4.4m $4.4m 0.00% Reduced -4.3k -4,336
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 111,241111.2k $4.1m $4.1m 0.01% Added +46 +46
15 NWF Advisory Services Inc. 0.44% of their portfolio Los Angeles, CA 71,60071.6k $2.6m $2.6m 0.44% Reduced -3.4k -3,369
16 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 67,22467.2k $2.5m $2.5m 0.01% Added +1.8k +1,800
17 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 59,20759.2k $2.2m $2.2m 0.00% Added +4.0k +3,961
18 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 58,50458.5k $2.2m $2.2m 0.01% Added +1.4k +1,439
19 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 57,06157.1k $2.1m $2.1m 0.00% Added +7.9k +7,914
20 Wealthspire Retirement, LLC 0.18% of their portfolio ALISO VIEJO, CA 55,18955.2k $2.0m $2.0m 0.18% Added +574 +574
21 Sowell Financial Services LLC 0.10% of their portfolio NORTH LITTLE ROCK, AR 54,78654.8k $2.0m $2.0m 0.10% Reduced -4.1k -4,052
22 Sunbelt Securities, Inc. 0.20% of their portfolio HOUSTON, TX 49,28749.3k $1.8m $1.8m 0.20% Added +7.3k +7,285
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 42,39642.4k $1.6m $1.6m 0.00% New
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 40,66840.7k $1.5m $1.5m 0.00% Added +2.6k +2,610
25 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 35,46835.5k $1.3m $1.3m 0.00% Added +42 +42
26 OPPENHEIMER & CO INC 0.02% of their portfolio NEW YORK, NY 32,62232.6k $1.2m $1.2m 0.02% Added +251 +251
27 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 32,35732.4k $1.2m $1.2m 0.00% Reduced -1.6k -1,627
28 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 31,74531.7k $1.2m $1.2m 0.00% Added +1.3k +1,320
29 LANARK FINANCIAL, INC. 0.10% of their portfolio BIRMINGHAM, AL 30,02730.0k $1.1m $1.1m 0.10% Reduced -1.2k -1,233
30 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 25,13825.1k $928.1k $928.1k 0.01% Reduced -6.4k -6,419
31 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 24,58424.6k $907.6k $907.6k 0.02% Reduced -340 -340
32 WEALTH EFFECTS LLC 0.29% of their portfolio BOSTON, MA 21,42921.4k $791.2k $791.2k 0.29% Reduced -962 -962
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 20,26420.3k $748.1k $748.1k 0.00% Reduced -42 -42
34 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 19,33819.3k $607.4k $607.4k 0.02% Reduced -361 -361
35 Arete Wealth Advisors, LLC 0.06% of their portfolio CHICAGO, IL 18,90918.9k $698.1k $698.1k 0.06% Added +248 +248
36 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 18,80718.8k $694.4k $694.4k 0.03% Added +300 +300
37 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 17,53517.5k $647.4k $647.4k 0.01% Unchanged
38 Stolper Co 0.23% of their portfolio TULSA, OK 17,18117.2k $634.0k $634.0k 0.23% Added +113 +113
39 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,66616.7k $615.3k $615.3k 0.00% Reduced -830 -830
40 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio ORLANDO, FL 15,63715.6k $567.8k $567.8k 0.06% Added +1.2k +1,158
41 Compound Planning, Inc. 0.05% of their portfolio NEW YORK, NY 15,02515.0k $554.7k $554.7k 0.05% Reduced -565 -565
42 Future Financial Wealth Managment LLC 0.41% of their portfolio CINCINNATI, OH 14,60014.6k $539.0k $539.0k 0.41% Added +4.0k +4,000
43 SMITH, MOORE & CO. 0.06% of their portfolio CLAYTON, MO 13,98614.0k $516.4k $516.4k 0.06% Reduced -2.4k -2,405
44 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 13,78313.8k $508.9k $508.9k 0.00% Reduced -1.0k -1,032
45 Claro Advisors Inc. 0.09% of their portfolio BOSTON, MA 13,76513.8k $508.2k $508.2k 0.09% Reduced -1.1k -1,119
46 GREAT VALLEY ADVISOR GROUP, INC. 0.02% of their portfolio WILMINGTON, DE 13,41513.4k $495.3k $495.3k 0.02% Unchanged
47 Stonebrook Private Inc. 0.14% of their portfolio NORTHVILLE, MI 13,23613.2k $488.7k $488.7k 0.14% Reduced -972 -972
48 Hilltop Holdings Inc. 0.05% of their portfolio DALLAS, TX 12,60812.6k $465.5k $465.5k 0.05% Added +270 +270
49 Equitable Holdings, Inc. 0.00% of their portfolio NEW YORK, NY 11,61011.6k $428.6k $428.6k 0.00% Added +5.0k +5,011
50 RAYMOND JAMES TRUST N.A. 0.01% of their portfolio ST. PETERSBURG, FL 10,98911.0k $405.7k $405.7k 0.01% Added +1.4k +1,355
51 Aurora Private Wealth, Inc. 0.33% of their portfolio ROCKAWAY, NJ 10,62010.6k $386.0k $386.0k 0.33% Reduced -2.0k -1,955
52 Focus Financial Network, Inc. 0.02% of their portfolio MINNEAPOLIS, MN 10,61110.6k $360.4k $360.4k 0.02% First filing
53 Next Level Private LLC 0.16% of their portfolio HARRISON, NY 9,3559.4k $345.4k $345.4k 0.16% Reduced -1.5k -1,500
54 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 9,2109.2k $340.1k $340.1k 0.01% Added +17 +17
55 Faithward Advisors, LLC 0.06% of their portfolio LANCASTER, PA 8,8678.9k $327.4k $327.4k 0.06% Not comparable
56 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,5338.5k $315.0k $315.0k 0.00% Reduced -3.9k -3,890
57 MOSAIC FINANCIAL GROUP, LLC 0.25% of their portfolio CHICAGO, IL 8,5008.5k $314.0k $314.0k 0.25% First filing
58 Semus Wealth Partners LLC 0.26% of their portfolio Boca Raton, FL 8,4658.5k $312.5k $312.5k 0.26% Reduced -746 -746
59 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 7,7657.8k $286.7k $286.7k 0.01% Added +600 +600
60 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.12% of their portfolio HIGHLAND PARK, IL 7,7417.7k $285.8k $285.8k 0.12% Added +156 +156
61 HARTLINE INVESTMENT CORP/ 0.05% of their portfolio WINNETKA, IL 7,5307.5k $278.0k $278.0k 0.05% New
62 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% of their portfolio CONCORD, MA 7,5307.5k $278.0k $278.0k 0.05% Added +806 +806
63 D.A. DAVIDSON & CO. 0.00% of their portfolio GREAT FALLS, MT 7,5247.5k $277.8k $277.8k 0.00% Added +750 +750
64 Mirador Capital Partners LP 0.05% of their portfolio PLEASANTON, CA 7,5037.5k $277.0k $277.0k 0.05% New
65 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 7,3537.4k $247.5k $247.5k 0.01% Unchanged
66 ELCO Management Co., LLC 0.16% of their portfolio New York, NY 7,2007.2k $265.8k $265.8k 0.16% Unchanged
67 Keystone Financial Group 0.04% of their portfolio LEXINGTON, KY 6,7346.7k $248.6k $248.6k 0.04% Unchanged
68 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 6,4006.4k $236.3k $236.3k 0.00% Reduced -300 -300
69 Coordinated Financial Services, Inc./CO 0.20% of their portfolio DENVER, CO 6,3566.4k $234.7k $234.7k 0.20% First filing
70 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 5,9756.0k $220.6k $220.6k 0.01% Unchanged
71 EPG Wealth Management LLC 0.05% of their portfolio ATLANTA, GA 5,8875.9k $217.3k $217.3k 0.05% Added +79 +79
72 COMERICA BANK 0.00% of their portfolio DALLAS, TX 4,8984.9k $180.8k $180.8k 0.00% Added +216 +216
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 3,6473.6k $135.0k $135.0k 0.00% Reduced -71 -71
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 3,3923.4k $125.2k $125.2k 0.00% Unchanged
75 HARBOR INVESTMENT ADVISORY, LLC 0.01% of their portfolio LUTHERVILLE, MD 2,9963.0k $110.6k $110.6k 0.01% Reduced -266 -266
76 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 2,6962.7k $99.5k $99.5k 0.00% Reduced -1.3k -1,320
77 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,8401.8k $67.9k $67.9k 0.00% Unchanged
78 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 1,5001.5k $55.4k $55.4k 0.00% Unchanged
79 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 1,3121.3k $48.0k $48.0k 0.00% Added +117 +117
80 TUCKER ASSET MANAGEMENT LLC 0.01% of their portfolio LITTLETON, CO 1,2421.2k $45.9k $45.9k 0.01% New
81 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,1551.2k $42.7k $42.7k 0.00% Added +23 +23
82 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1,0961.1k $40.5k $40.5k 0.00% Unchanged
83 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 1,0341.0k $38.2k $38.2k 0.00% Unchanged
84 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 1,0221.0k $37.7k $37.7k 0.00% Reduced -221 -221
85 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 1,0031.0k $37.0k $37.0k 0.00% Reduced -1.3k -1,276
86 Westside Investment Management, Inc. 0.01% of their portfolio SANTA MONICA, CA 1,0001.0k $36.9k $36.9k 0.01% Unchanged
87 Compass Wealth Management LLC 0.01% of their portfolio GUILFORD, CT 1,0001.0k $36.9k $36.9k 0.01% New
88 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 993993 $36.7k $36.7k 0.00% Added +793 +793
89 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 970970 $35.8k $35.8k 0.00% Unchanged
90 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 891891 $32.9k $32.9k 0.00% Reduced -282 -282
91 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 710710 $24.6k $24.6k 0.00% New
92 Retirement Group, LLC 0.01% of their portfolio SAN DIEGO, CA 647647 $23.9k $23.9k 0.01% Reduced -50 -50
93 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 600600 $22.2k $22.2k 0.00% Unchanged
94 MONETARY MANAGEMENT GROUP INC 0.00% of their portfolio ST LOUIS, MO 445445 $16.4k $16.4k 0.00% Unchanged
95 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 383383 $14.1k $14.1k 0.00% Unchanged
96 JNBA Financial Advisors 0.00% of their portfolio BLOOMINGTON, MN 359359 $13.3k $13.3k 0.00% Unchanged
97 BENJAMIN EDWARDS INC 0.00% of their portfolio Clayton, MO 300300 $11.0k $11.0k 0.00% New
98 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 260260 $9.6k $9.6k 0.00% New
99 SJS Investment Consulting Inc. 0.00% of their portfolio SYLVANIA, OH 250250 $9.2k $9.2k 0.00% New
100 TruNorth Capital Management, LLC 0.00% of their portfolio KALAMAZOO, MI 9090 $3.3k $3.3k 0.00% First filing