Purchases and Sales Made in Q4 2022 in Black Rock Science & Technology Trust Ii (BSTZ)
This table provides information about the institutional ownership of Black Rock Science & Technology Trust Ii (BSTZ) during Q4 2022. The information is specifically focused on institutions that hold shares of BlackRock Science & Technology Trust II.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
450New |
$6.9K - $8.29K
|
450
$9.83K
|
|
|
Dec 06, 2023
Q4 2022
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
275New |
$4.22K - $5.07K
|
275
$6.01K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
255New |
$3.91K - $4.7K
|
255
$5.57K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
218+ 1.22% |
$3.34K - $4.02K
|
18.1K
$395K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
171New |
$2.62K - $3.15K
|
171
$3.74K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
138+ 1.35% |
$2.12K - $2.54K
|
10.4K
$227K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
123New |
$1.89K - $2.27K
|
123
$2.69K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
100+ 16.67% |
$1.53K - $1.84K
|
700
$15.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
83New |
$1.27K - $1.53K
|
83
$1.81K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
55+ 3.51% |
$844 - $1.01K
|
1.62K
$35.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
52+ 0.11% |
$798 - $958
|
46.6K
$1.02M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
31+ 4.92% |
$476 - $571
|
661
$14.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15+ 1.6% |
$230 - $276
|
950
$20.8K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
13New |
$199 - $240
|
13
$284
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-51- 3.05% |
$782 - $940
|
1.62K
$35.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-988- 6.47% |
$15.2K - $18.2K
|
14.3K
$312K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.03K- 82.16% |
$15.8K - $18.9K
|
223
$4.87K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.5K- 6.78% |
$23K - $27.6K
|
20.6K
$451K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.54K- 54.65% |
$23.6K - $28.4K
|
1.28K
$27.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.64K- 25.22% |
$25.1K - $30.2K
|
4.85K
$106K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.74K- 11.29% |
$26.7K - $32.1K
|
13.7K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.84K- 5.47% |
$28.2K - $33.9K
|
31.8K
$695K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.15K- 3.15% |
$32.9K - $39.6K
|
66K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.95K- 25.54% |
$91.3K - $110K
|
17.4K
$379K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.02K- 9.47% |
$92.3K - $111K
|
57.5K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8.21K- 75.25% |
$126K - $151K
|
2.7K
$59K
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-11K- 45.91% |
$169K - $203K
|
13K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15K- 44.58% |
$230K - $277K
|
18.7K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-16.1K- 2.85% |
$247K - $297K
|
549K
$12M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.6K- 55.91% |
$301K - $362K
|
15.5K
$338K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.6K- 13.21% |
$331K - $398K
|
142K
$3.1M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-22.7K- 15.72% |
$349K - $419K
|
122K
$2.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.5K- 35.05% |
$452K - $543K
|
54.6K
$1.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-41.9K- 23.17% |
$643K - $772K
|
139K
$3.03M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-64.7K- 49.23% |
$992K - $1.19M
|
66.7K
$1.46M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-110K- 21.89% |
$1.69M - $2.03M
|
393K
$8.59M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-111K- 59.06% |
$1.7M - $2.04M
|
76.9K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-151K- 15.74% |
$2.31M - $2.78M
|
807K
$17.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-174K- 15.66% |
$2.67M - $3.21M
|
938K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-257K- 38.84% |
$3.94M - $4.73M
|
404K
$8.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-500K- 30.54% |
$7.68M - $9.22M
|
1.14M
$24.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-517K- 94.84% |
$7.93M - $9.53M
|
28.1K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-641K- 12.95% |
$9.83M - $11.8M
|
4.31M
$94.2M
|