BlackRock Health Sciences Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 1.81 M | $26.04 M | 2.27% | 13.62% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 1.54 M | $22.14 M | 4.15% | 11.58% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 1.33 M | $19.22 M | 15.18% | 10.05% |
| UBS GROUP AG | 11/13/2025 | 1.08 M | $15.51 M | -8.04% | 8.11% |
| INVESCO LTD. | 11/13/2025 | 929.12 K | $13.40 M | 42.70% | 7.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 740.77 K | $10.68 M | 9.60% | 5.59% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 426.65 K | $6.15 M | -39.92% | 3.22% |
| ROYAL BANK OF CANADA | 11/14/2025 | 366.71 K | $5.29 M | -11.98% | 2.77% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 266.58 K | $3.84 M | 2.18% | 2.01% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 247.07 K | $3.56 M | 664.63% | 1.86% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 224.52 K | $3.24 M | 5,782.05% | 1.69% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/14/2025 | 219.28 K | $3.16 M | 100.00% | 1.65% |
| LPL FINANCIAL LLC | 11/12/2025 | 186.07 K | $2.68 M | -1.42% | 1.40% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 184.07 K | $2.65 M | 100.00% | 1.39% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 160.90 K | $2.31 M | 11.61% | 1.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 122.92 K | $1.77 M | -4.95% | 0.93% |
| OPPENHEIMER & CO INC | 11/06/2025 | 104.13 K | $1.50 M | 29.40% | 0.79% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10/22/2025 | 89.47 K | $1.29 M | 100.00% | 0.67% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 76.09 K | $1.10 M | 100.00% | 0.57% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 11/14/2025 | 74.07 K | $1.07 M | 100.00% | 0.56% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 64.46 K | $930.00 K | -1.05% | 0.49% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 61.46 K | $886.31 K | 100.00% | 0.46% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 56.94 K | $821.09 K | 17.89% | 0.43% |
| BROWN, LISLE/CUMMINGS, INC. | 10/10/2025 | 46.67 K | $672.92 K | 3.44% | 0.35% |
| MARIDEA WEALTH MANAGEMENT LLC | 11/07/2025 | 43.59 K | $653.03 K | 0.73% | 0.33% |
| SOA WEALTH ADVISORS, LLC. | 10/21/2025 | 39.72 K | $39.72 K | 0.00% | 0.30% |
| APOLLON WEALTH MANAGEMENT, LLC | 10/17/2025 | 34.08 K | $491.48 K | 42.67% | 0.26% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 32.24 K | $465.00 K | 9.59% | 0.24% |
| SEACREST WEALTH MANAGEMENT, LLC | 11/13/2025 | 28.55 K | $428.21 K | 6.52% | 0.22% |
| 12/22/2025 | 28.52 K | $411.23 K | 100.00% | 0.22% | |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 28.04 K | $404.32 K | 3.47% | 0.21% |
| CHAPIN DAVIS, INC. | 10/09/2025 | 27.61 K | $398.07 K | 3.17% | 0.21% |
| TRUEMARK INVESTMENTS, LLC | 10/30/2025 | 25.30 K | $364.88 K | 100.00% | 0.19% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 23.45 K | $338.08 K | 61.46% | 0.18% |
| LIVE OAK PRIVATE WEALTH LLC | 10/17/2025 | 22.45 K | $323.73 K | 0.00% | 0.17% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 21.68 K | $312.64 K | 100.00% | 0.16% |
| KINGSWOOD WEALTH ADVISORS, LLC | 10/23/2025 | 20.72 K | $298.79 K | -14.70% | 0.16% |
| CI PRIVATE WEALTH, LLC | 11/14/2025 | 20.44 K | $294.77 K | 0.00% | 0.15% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 19.87 K | $286.58 K | -82.43% | 0.15% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 18.74 K | $270.21 K | -4.62% | 0.14% |
| QUANTEDGE CAPITAL PTE LTD | 11/14/2025 | 16.45 K | $237.27 K | 63.66% | 0.12% |
| FIDUCIARY TRUST CO | 11/14/2025 | 16.03 K | $231.20 K | -71.28% | 0.12% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 15.70 K | $226.38 K | 6.94% | 0.12% |
| INSIGNEO ADVISORY SERVICES, LLC | 11/12/2025 | 14.71 K | $212.07 K | 0.95% | 0.11% |
| CREATIVE PLANNING | 11/14/2025 | 14.47 K | $208.61 K | 35.28% | 0.11% |
| EVOLUTION WEALTH ADVISORS, LLC | 10/28/2025 | 14.24 K | $205.34 K | 0.00% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 14.00 K | $201.87 K | -74.22% | 0.11% |
| B. RILEY WEALTH ADVISORS, INC. | 10/31/2025 | 12.93 K | $186.51 K | 0.59% | 0.10% |
| STABLEPOINT PARTNERS, LLC | 11/03/2025 | 12.56 K | $181.14 K | -4.85% | 0.09% |
| TWO SIGMA SECURITIES, LLC | 11/14/2025 | 10.83 K | $156.13 K | 100.00% | 0.08% |
BlackRock Health Sciences Term Trust institutional Ownership - FAQ's
During the previous two years, 82 institutional investors and hedge funds held shares of BlackRock Health Sciences Term Trust. The most heavily invested institutionals were:
WOLVERINE ASSET MANAGEMENT LLC: 401,511
TrueMark Investments, LLC: 48,567
CHAPIN DAVIS, INC.: 27,605
Left Brain Wealth Management, LLC: 17,861
TRUIST FINANCIAL CORP: 16,820
Nova Wealth Management, Inc.: 2,615
83.28% of BlackRock Health Sciences Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 10.82 M shares in the last 24 months. This purchase volume represents approximately $162.45 M in transactions.