Institutional Ownership Black Rock Health Sciences Trust (BME)
This table provides information about the institutional ownership of Black Rock Health Sciences Trust (BME). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
5,623
shares
|
$224,301
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
5,575
shares
|
$222,386
0.05% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,505
shares
|
$219,594
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Oct 21, 2025 Q3 2025 |
5,400
shares
|
$215,406
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,899
shares
|
$195,421
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,807
shares
|
$191,751
0.0% of portfolio
|
Q1 2025
Added 7.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
3,096
shares
|
$123,499
0.0% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
2,780
shares
|
$110,894
0.01% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,050
shares
|
$81,774
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,900
shares
|
$75,791
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,595
shares
|
$63,624
0.05% of portfolio
|
Q2 2025
Reduced 29.49%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,522
shares
|
$60,712
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,160
shares
|
$46,272
0.0% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
590
shares
|
$23,535
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
580
shares
|
$23,136
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
447
shares
|
$17,830
0.0% of portfolio
|
Q4 2024
Added 204.08%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
431
shares
|
$17,192
0.0% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
420
shares
|
$16,753
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$15,956
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
400
shares
|
$15,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
300
shares
|
$11,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
232
shares
|
$9,254
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
200
shares
|
$7,978
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
188
shares
|
$7,499
0.0% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
150
shares
|
$5,983
0.0% of portfolio
|
Q2 2025
New holding
|