Latest Institutional Transactions on Black Rock Health Sciences Trust Ii (BMEZ)
This table provides information on the latest institutional transactions involving Black Rock Health Sciences Trust Ii (BMEZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-900- 8.04% |
$12.7K - $14.8K
|
10.3K
$156K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.38KNew |
$90.1K - $105K
|
6.38K
$96.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Epiq Partners, LLC
|
SELL
|
- |
-15.1K- 12.75% |
$213K - $247K
|
103K
$1.56M
|
|
|
Oct 13, 2023
Q3 2023
|
Matisse Capital
|
SELL
|
- |
-30.6K- 37.37% |
$433K - $503K
|
51.3K
$775K
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-743Closed |
$11.7K - $12.5K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-412- 2.78% |
$6.47K - $6.93K
|
14.4K
$218K
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
188KNew |
$2.94M - $3.15M
|
188K
$2.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2K+ 10.0% |
$31.4K - $33.6K
|
22K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodline Partners LP
San Francisco, CA |
SELL
|
- |
-161K- 52.68% |
$2.53M - $2.7M
|
144K
$2.18M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
19New |
$298 - $319
|
19
$287
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
1KNew |
$15.7K - $16.8K
|
1K
$15.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10.1KNew |
$159K - $170K
|
10.1K
$153K
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
10KNew |
$157K - $168K
|
10K
$151K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10KNew |
$152K - $170K
|
10K
$151K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
525+ 9.1% |
$7.99K - $8.92K
|
6.3K
$95.1K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-38.4K- 57.17% |
$585K - $653K
|
28.8K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
675+ 225.0% |
$10.3K - $11.5K
|
975
$14.7K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.26KNew |
$95.2K - $106K
|
6.26K
$94.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
165New |
$2.51K - $2.8K
|
165
$2.49K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-5.54K- 9.42% |
$84.3K - $94.1K
|
53.2K
$804K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
21.1KNew |
$321K - $359K
|
21.1K
$319K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$7.61K - $8.5K
|
500
$7.55K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
600New |
$9.13K - $10.2K
|
600
$9.06K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
30New |
$457 - $510
|
30
$453
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.44KNew |
$49.9K - $56.9K
|
3.44K
$51.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
186New |
$2.7K - $3.07K
|
186
$2.81K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-61.1K- 57.34% |
$885K - $1.01M
|
45.4K
$686K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-867- 8.14% |
$12.6K - $14.3K
|
9.78K
$148K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
47.8KNew |
$693K - $789K
|
47.8K
$721K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 107.34% |
$170K - $193K
|
22.6K
$341K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
2.97KNew |
$43.1K - $49.1K
|
2.97K
$44.9K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-4.65K- 69.93% |
$67.7K - $82.3K
|
2K
$30.2K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100+ 20.08% |
$1.46K - $1.77K
|
598
$9.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
108+ 2.73% |
$1.57K - $1.91K
|
4.07K
$61.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 23.49% |
$510 - $619
|
184
$2.78K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.49K- 88.2% |
$36.3K - $44K
|
333
$5.03K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
119New |
$1.73K - $2.11K
|
119
$1.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
475New |
$6.92K - $8.4K
|
475
$7.17K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
10KNew |
$146K - $177K
|
10K
$151K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1New |
$14.6 - $17.7
|
1
$15.1
|
|
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
13K+ 19.46% |
$189K - $229K
|
79.6K
$1.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
11.5KNew |
$168K - $204K
|
11.5K
$174K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
803New |
$11.7K - $14.2K
|
803
$12.1K
|
|
| Q2 2022 | |||||||
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.44KClosed |
$21.8K - $29.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mangrove Partners
New York, NY |
BUY
|
- |
377KNew |
$5.74M - $7.7M
|
377K
$5.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
12.5KNew |
$190K - $255K
|
12.5K
$189K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$152K - $205K
|
10K
$151K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-397- 4.8% |
$6.03K - $8.1K
|
7.88K
$119K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
20.3KNew |
$309K - $415K
|
20.3K
$307K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-500Closed |
$7.6K - $10.2K
|
0
$0
|
|