Grundlæggende statistik
| Institutionelle ejere | 123 total, 123 long only, 0 short only, 0 long/short - change of 7,89% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2186 % - change of -25,07% MRQ |
| Institutionelle aktier (lange) | 20.411.508 (ex 13D/G) - change of -2,18MM shares -9,65% MRQ |
| Institutionel værdi (lang) | $ 380.192 USD ($1000) |
Institutionelt ejerskab og aktionærer
BlackRock Science and Technology Term Trust (US:BSTZ) har 123 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 20,411,508 aktier. Største aktionærer omfatter Saba Capital Management, L.P., Morgan Stanley, Rivernorth Capital Management, Llc, UBS Group AG, Raymond James Financial Inc, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Bank Of America Corp /de/, Penserra Capital Management LLC, and YYY - Amplify High Income ETF .
BlackRock Science and Technology Term Trust (NYSE:BSTZ) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 22,25 / share. Previously, on September 16, 2024, the share price was 18,57 / share. This represents an increase of 19,82% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-23 | Saba Capital Management, L.P. | 5,078,335 | 4,066,572 | -19.92 | 5.77 | -17.81 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6.397 | 3,48 | 133 | 21,10 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 18.884 | 19,53 | 392 | 39,64 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | LM Advisors LLC | 49.857 | -14,58 | 1 | 0,00 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101.267 | 15,36 | 2.102 | 34,94 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 336.660 | 220,21 | 6.986 | 274,53 | ||||
| 2025-06-26 | NP | Templeton Global Income Fund | 70.730 | -41,93 | 1.255 | -51,36 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 90.594 | 5,54 | 1.880 | 23,46 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | 2.403 | -57,36 | 50 | -50,51 | ||||
| 2025-05-12 | 13F | Intrinsic Edge Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 92.039 | 18,21 | 1.910 | 38,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 173.915 | 3,10 | 3.609 | 20,59 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 250 | 0,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | potrero capital research llc | 539.713 | -13,88 | 11.199 | 0,74 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.600 | 0,00 | 33 | 17,86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 328.209 | -12,65 | 6.810 | 2,16 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 11.267 | 3,49 | 234 | 20,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.969 | 15,82 | 41 | 33,33 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 206.178 | -23,51 | 3.996 | -25,85 | ||||
| 2025-08-14 | 13F | CF Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 173 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 44.393 | -2,98 | 921 | 13,56 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 17.496 | -2,37 | 363 | 14,51 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 124.854 | -14,28 | 2.591 | 0,27 | ||||
| 2025-05-09 | 13F | City Of London Investment Management Co Ltd | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2.850 | 0,00 | 59 | 18,00 | ||||
| 2025-08-14 | 13F | Intrepid Family Office Llc | 79.679 | -13,88 | 1.653 | 0,73 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 182 | -96,04 | 4 | -96,30 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 83 | 2 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.861 | 2,37 | 38 | 15,63 | ||||
| 2025-05-22 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 6.813 | -87,80 | 121 | -89,62 | ||||
| 2025-05-29 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 87.676 | 53,79 | 1.819 | 79,92 | ||||
| 2025-07-31 | 13F | United Community Bank | 785 | 0,00 | 16 | 23,08 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 27.164 | 564 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 26.047 | 540 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 175 | 0,00 | 0 | |||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 24 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25.385 | 94,12 | 527 | 127,71 | ||||
| 2025-08-14 | 13F | Quarry LP | 28.811 | -22,53 | 598 | -9,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.231.731 | 10,16 | 25.558 | 28,85 | ||||
| 2025-06-26 | NP | Voya Prime Rate Trust | 4.433 | -44,08 | 79 | -53,29 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 13.600 | 0,00 | 282 | 17,01 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 49.271 | 6,80 | 1 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12.000 | 0,00 | 249 | 17,45 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 79.839 | 1.657 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31.560 | -3,08 | 655 | 13,34 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 151.770 | -7,86 | 3.123 | 6,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 175.426 | 5,35 | 3.640 | 23,26 | ||||
| 2025-08-14 | 13F | Css Llc/il | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Absolute Investment Advisers Llc | 62.574 | -37,42 | 1.298 | -26,79 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1.058 | 2,12 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 10.544 | 219 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 41 | 1 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 14.252 | -33,51 | 296 | -22,37 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 12.475 | 4,74 | 259 | 4,88 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 698.725 | -19,45 | 14 | -6,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 68.823 | 5,24 | 1.428 | 23,10 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 18.233 | -1,09 | 378 | 15,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27.565 | 83,55 | 574 | 115,41 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1.465 | 163,49 | 30 | 172,73 | ||||
| 2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5.000 | 0,00 | 104 | 17,05 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.249 | 26 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 33.906 | -11,62 | 704 | 3,38 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10.785 | 0,00 | 224 | 16,75 | ||||
| 2025-08-13 | 13F | Hbk Investments L P | 52.222 | 2,16 | 1.084 | 19,54 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 103.591 | 8,66 | 2.150 | 27,08 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 10.022 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 680 | -72,02 | 14 | -67,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.638 | 13,06 | 138 | 31,73 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 9.791 | 203 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 810.530 | 1,99 | 16.818 | 19,30 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 303 | 0,00 | 6 | 20,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5.936 | 123 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.218 | -1,20 | 46 | 17,95 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82.936 | 2,72 | 1.721 | 20,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6.525 | 6,97 | 135 | 25,00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 990.482 | 4,20 | 20.553 | 21,88 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 18.693 | -2,71 | 388 | 13,82 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 135 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 941 | -12,95 | 20 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 320 | 0,00 | 7 | 20,00 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 20.235 | -15,85 | 420 | -1,64 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 139 | 3 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 439.459 | -35,73 | 9.119 | -24,83 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 377 | -12,12 | 8 | 16,67 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 1.289.664 | -4,80 | 26.761 | 11,35 | ||||
| 2025-05-15 | 13F | FSA Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.171.446 | -18,27 | 24.308 | -4,40 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 112.055 | -22,75 | 2.325 | -9,64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.527 | 89,86 | 52 | 126,09 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 53.469 | -45,80 | 1.155 | -34,06 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 11.258 | 3,49 | 234 | 21,35 | ||||
| 2025-05-14 | 13F | Mosaic Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 806 | 1,13 | 17 | 14,29 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 160 | 0,00 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2.017 | 11.764,71 | 42 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8.006 | -57,72 | 166 | -50,45 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 550 | 11 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 605 | 13 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15.496 | -23,29 | 322 | -10,34 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2.000 | -22,39 | 42 | -8,89 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.208 | 25 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6.250 | 0,00 | 130 | 17,27 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 20.705 | 430 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 29.902 | 50,01 | 620 | 75,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 279 | 3,33 | 6 | 25,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 71.475 | -4,66 | 1 | 0,00 | ||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Quantedge Capital Pte Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Cnh Partners Llc | 0 | -100,00 | 0 | |||||
| 2025-08-28 | NP | Rivernorth Opportunities Fund, Inc. | 398.162 | 12,99 | 8.262 | 32,15 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 21.718 | 451 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 4.127.740 | -15,86 | 85.651 | -1,58 | ||||
| 2025-07-17 | 13F | City Holding Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 58.587 | 20,78 | 1.216 | 41,28 | ||||
| 2025-08-28 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 55.048 | -4,82 | 1.142 | 11,41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8.227 | 0,00 | 171 | 17,24 | ||||
| 2025-04-29 | 13F/A | Huntleigh Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 500 | 10 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 390 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12.650 | -0,59 | 262 | 16,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.802.871 | -4,16 | 58.160 | 12,10 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 21.181 | 0,00 | 376 | 0,00 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 11.270 | 4,64 | 234 | 21,99 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 340.290 | -13,88 | 7 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 78.004 | 10,31 | 1.619 | 29,03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.091 | 230 | ||||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 181.310 | -10,62 | 3.762 | 4,56 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 821.917 | 12,93 | 17.055 | 32,09 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 957.523 | -3,84 | 18.557 | -6,78 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 22.493 | -1,62 | 467 | 15,06 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 818.870 | 3,04 | 17 | 14,29 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 20.200 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 450 | 0,00 | 9 | 28,57 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13.780 | 286 |
