BlackRock Health Sciences Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 340.46 K | $12.68 M | -3.33% | 2.63% |
| MORGAN STANLEY | 11/14/2025 | 328.93 K | $12.25 M | -8.58% | 2.55% |
| NOVA R WEALTH, INC. | 10/23/2025 | 253.73 K | $9.45 M | -9.82% | 1.96% |
| INVESCO LTD. | 11/13/2025 | 217.17 K | $8.09 M | 7.62% | 1.68% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 216.40 K | $8.06 M | 18.78% | 1.67% |
| 1607 CAPITAL PARTNERS, LLC | 11/14/2025 | 153.30 K | $5.71 M | -0.13% | 1.19% |
| ROYAL BANK OF CANADA | 11/14/2025 | 142.02 K | $5.29 M | 0.58% | 1.10% |
| UBS GROUP AG | 11/13/2025 | 105.62 K | $3.93 M | -9.12% | 0.82% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 104.20 K | $3.88 M | 7.28% | 0.81% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 69.01 K | $2.57 M | -2.74% | 0.53% |
| KARPUS MANAGEMENT, INC. | 11/14/2025 | 68.32 K | $2.54 M | 29.71% | 0.53% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 61.35 K | $2.28 M | 30.70% | 0.47% |
| CORNERSTONE ADVISORY, LLC | 11/07/2025 | 61.21 K | $2.28 M | -56.09% | 0.47% |
| LPL FINANCIAL LLC | 11/12/2025 | 57.30 K | $2.13 M | 5.43% | 0.44% |
| CONSOLIDATED PORTFOLIO REVIEW CORP | 11/12/2025 | 54.52 K | $2.03 M | 40.24% | 0.42% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 46.48 K | $1.73 M | 32.39% | 0.36% |
| NFP RETIREMENT, INC. | 02/06/2026 | 44.18 K | $1.64 M | -0.75% | 0.34% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 38.81 K | $1.45 M | 0.87% | 0.30% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 11/03/2025 | 37.86 K | $1.41 M | -1.78% | 0.29% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 37.51 K | $1.38 M | -5.36% | 0.29% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 34.50 K | $1.28 M | 100.00% | 0.27% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 28.62 K | $1.07 M | -3.07% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 26.01 K | $968.00 K | -5.97% | 0.20% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 23.74 K | $884.00 K | -11.20% | 0.18% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 21.45 K | $798.40 K | -4.59% | 0.17% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/07/2025 | 19.26 K | $717.15 K | 12.97% | 0.15% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 18.29 K | $680.88 K | 22.49% | 0.14% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 16.07 K | $598.33 K | 0.53% | 0.12% |
| CALAMOS ADVISORS LLC | 10/20/2025 | 15.89 K | $591.40 K | 175.59% | 0.12% |
| HARA CAPITAL LLC | 10/30/2025 | 15.35 K | $571.59 K | -2.29% | 0.12% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 13.59 K | $506.13 K | -4.17% | 0.11% |
| HBK SORCE ADVISORY LLC | 10/16/2025 | 12.68 K | $475.54 K | 9.33% | 0.10% |
| NBC SECURITIES, INC. | 11/14/2025 | 11.91 K | $443.37 K | 1.91% | 0.09% |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 11/13/2025 | 11.84 K | $170.75 K | 3.50% | 0.09% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 11.74 K | $437.11 K | -3.82% | 0.09% |
| CORNERSTONE ADVISORS, LLC | 11/07/2025 | 11.43 K | $425.50 K | 100.00% | 0.09% |
| DIVERSIFIED ENTERPRISES, LLC | 10/10/2025 | 10.84 K | $403.67 K | -9.50% | 0.08% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 10.60 K | $394.60 K | 70.21% | 0.08% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 10.58 K | $394.05 K | 9.50% | 0.08% |
| 12/22/2025 | 8.71 K | $324.20 K | 100.00% | 0.07% | |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 7.67 K | $285.68 K | 11.48% | 0.06% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 6.90 K | $256.74 K | -0.55% | 0.05% |
| OPPENHEIMER & CO INC | 11/06/2025 | 6.72 K | $250.00 K | 5.88% | 0.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 6.71 K | $249.63 K | 100.00% | 0.05% |
| OWEN LARUE, LLC | 10/31/2025 | 6.04 K | $224.67 K | -11.22% | 0.05% |
| L.M. KOHN & COMPANY | 11/04/2025 | 5.69 K | $211.76 K | -4.37% | 0.04% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 5.62 K | $209.33 K | 100.00% | 0.04% |
| WATERFRONT WEALTH INC. | 11/06/2025 | 5.58 K | $212.69 K | 0.00% | 0.04% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 5.51 K | $204.95 K | 100.00% | 0.04% |
| SAGE INVESTMENT COUNSEL LLC | 10/21/2025 | 5.40 K | $201.04 K | 100.00% | 0.04% |
BlackRock Health Sciences Trust institutional Ownership - FAQ's
During the previous two years, 90 institutional investors and hedge funds held shares of BlackRock Health Sciences Trust. The most heavily invested institutionals were:
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 4.05 M
Nova R Wealth, Inc.: 230,686
Cornerstone Advisory, LLC: 58,910
Hara Capital LLC: 15,353
AlphaStar Capital Management, LLC: 12,099
Diversified Enterprises, LLC: 10,930
22.15% of BlackRock Health Sciences Trust stock is owned by institutional investors.
Institutional investors have bought a total of 6.78 M shares in the last 24 months. This purchase volume represents approximately $285.82 M in transactions.