BlackRock Health Sciences Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 345.79 K | $14.22 M | 5.12% | 2.68% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 289.42 K | $11.90 M | 33.74% | 2.24% |
| NOVA R WEALTH, INC. | 01/14/2026 | 230.69 K | $9.49 M | -9.08% | 1.78% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 229.26 K | $9.43 M | 49.55% | 1.77% |
| INVESCO LTD. | 02/19/2026 | 191.86 K | $7.89 M | -11.66% | 1.48% |
| ROYAL BANK OF CANADA | 02/17/2026 | 160.46 K | $6.60 M | 12.99% | 1.24% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 154.74 K | $6.36 M | -54.55% | 1.20% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 141.66 K | $5.83 M | 107.35% | 1.10% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 105.67 K | $4.35 M | 1.40% | 0.82% |
| UBS GROUP AG | 01/29/2026 | 104.29 K | $4.29 M | -1.26% | 0.81% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 69.57 K | $2.86 M | 0.82% | 0.54% |
| CORNERSTONE ADVISORY, LLC | 01/28/2026 | 58.91 K | $2.42 M | -3.75% | 0.46% |
| LPL FINANCIAL LLC | 02/11/2026 | 56.77 K | $2.33 M | -0.93% | 0.44% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 46.48 K | $1.91 M | 0.00% | 0.36% |
| NFP RETIREMENT, INC. | 02/18/2026 | 46.25 K | $1.90 M | 4.70% | 0.36% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 43.63 K | $1.79 M | 26.47% | 0.34% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 02/09/2026 | 37.86 K | $1.56 M | 0.00% | 0.29% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 32.66 K | $1.34 M | -15.86% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 32.40 K | $1.33 M | 24.57% | 0.25% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 27.92 K | $1.15 M | -2.44% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 26.70 K | $1.10 M | -28.83% | 0.21% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 26.02 K | $1.07 M | 63.80% | 0.20% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 22.76 K | $936.20 K | 24.46% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 20.00 K | $823.00 K | -15.77% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 18.56 K | $763.32 K | -13.46% | 0.14% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 17.28 K | $710.79 K | -10.28% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 15.87 K | $652.81 K | -1.24% | 0.12% |
| HARA CAPITAL LLC | 01/15/2026 | 15.35 K | $631.47 K | 0.00% | 0.12% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 13.54 K | $556.81 K | -0.42% | 0.10% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 13.22 K | $543.65 K | 12.59% | 0.10% |
| HBK SORCE ADVISORY LLC | 02/09/2026 | 13.16 K | $554.04 K | 3.75% | 0.10% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 12.89 K | $529.96 K | 21.74% | 0.10% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 02/02/2026 | 12.10 K | $182.09 K | 2.18% | 0.09% |
| NBC SECURITIES, INC. | 01/29/2026 | 11.83 K | $486.45 K | -0.69% | 0.09% |
| DIVERSIFIED ENTERPRISES, LLC | 01/28/2026 | 10.93 K | $449.55 K | 0.80% | 0.08% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 10.44 K | $429.52 K | 100.00% | 0.08% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 9.57 K | $393.78 K | -9.67% | 0.07% |
| NATIONAL BANK OF CANADA /FI/ | 02/17/2026 | 7.28 K | $299.37 K | 100.00% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 7.24 K | $297.74 K | -5.66% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 7.17 K | $294.81 K | 27.48% | 0.06% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 7.00 K | $287.91 K | 100.00% | 0.05% |
| JANE STREET GROUP, LLC | 02/12/2026 | 6.83 K | $281.04 K | 1.91% | 0.05% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 6.81 K | $280.14 K | 23.72% | 0.05% |
| OPPENHEIMER & CO INC | 02/02/2026 | 6.79 K | $279.19 K | 1.09% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 6.45 K | $265.29 K | 108.33% | 0.05% |
| 01/28/2026 | 6.44 K | $264.96 K | -26.02% | 0.05% | |
| SAGE INVESTMENT COUNSEL LLC | 01/23/2026 | 5.40 K | $222.10 K | 0.00% | 0.04% |
| WATERFRONT WEALTH INC. | 01/27/2026 | 5.28 K | $223.13 K | -5.38% | 0.04% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 02/17/2026 | 5.09 K | $209.00 K | 100.00% | 0.04% |
| GENEOS WEALTH MANAGEMENT INC. | 01/28/2026 | 4.90 K | $201.50 K | 0.00% | 0.04% |
BlackRock Health Sciences Trust institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of BlackRock Health Sciences Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 345,789
BANK OF AMERICA CORP /DE/: 289,421
Nova R Wealth, Inc.: 230,686
1607 Capital Partners, LLC: 229,260
Invesco Ltd.: 191,858
ROYAL BANK OF CANADA: 160,464
21.48% of BlackRock Health Sciences Trust stock is owned by institutional investors.
Institutional investors have bought a total of 3.01 M shares in the last 24 months. This purchase volume represents approximately $128.28 M in transactions.