Institutional Ownership Black Rock Health Sciences Trust Ii (BMEZ)
This table provides information about the institutional ownership of Black Rock Health Sciences Trust Ii (BMEZ). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $177 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
61,464
shares
|
$902,906
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
56,941
shares
|
$836,463
0.0% of portfolio
|
Q3 2025
Added 17.89%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
46,666
shares
|
$685,523
0.17% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
43,594
shares
|
$640,395
0.1% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
39,717
shares
|
$583,442
0.06% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,083
shares
|
$500,679
0.01% of portfolio
|
Q3 2025
Added 42.67%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
32,235
shares
|
$473,532
0.0% of portfolio
|
Q3 2025
Added 9.59%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Nov 13, 2025 Q3 2025 |
28,547
shares
|
$419,355
0.05% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
28,039
shares
|
$411,892
0.0% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
27,605
shares
|
$405,517
0.1% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 30, 2025 Q3 2025 |
25,304
shares
|
$371,715
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
23,445
shares
|
$344,407
0.0% of portfolio
|
Q3 2025
Added 61.46%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
22,450
shares
|
$329,790
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
21,681
shares
|
$318,493
0.03% of portfolio
|
Q4 2023
Reduced 2.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
20,721
shares
|
$304,391
0.02% of portfolio
|
Q3 2025
Reduced 14.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
20,442
shares
|
$300,292
0.0% of portfolio
|
Q2 2025
Reduced 32.85%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
19,874
shares
|
$291,949
0.0% of portfolio
|
Q3 2025
Reduced 82.43%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
18,738
shares
|
$275,261
0.0% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
16,454
shares
|
$241,709
0.13% of portfolio
|
Q3 2025
Added 63.66%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
16,033
shares
|
$235,524
0.0% of portfolio
|
Q3 2025
Reduced 71.28%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,699
shares
|
$230,618
0.0% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
14,845
shares
|
$218,073
0.0% of portfolio
|
Q2 2023
Reduced 2.78%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
14,707
shares
|
$216,045
0.01% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,467
shares
|
$212,520
0.0% of portfolio
|
Q3 2025
Added 35.28%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
14,240
shares
|
$209,185
0.03% of portfolio
|
Q1 2025
Added 28.12%
|
|