BlackRock Health Sciences Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 2.09 M | $31.42 M | 15.62% | 15.75% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.56 M | $23.53 M | 1.83% | 11.79% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.47 M | $22.10 M | 10.20% | 11.08% |
| UBS GROUP AG | 01/29/2026 | 1.03 M | $15.57 M | -3.78% | 7.81% |
| INVESCO LTD. | 02/19/2026 | 912.92 K | $13.74 M | -1.74% | 6.89% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 711.39 K | $10.71 M | -3.97% | 5.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 658.68 K | $9.91 M | 54.38% | 4.97% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 648.57 K | $9.76 M | 195.78% | 4.89% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 401.51 K | $6.04 M | 78.83% | 3.03% |
| LAZARD ASSET MANAGEMENT LLC | 02/17/2026 | 378.55 K | $5.70 M | 100.00% | 2.86% |
| ROYAL BANK OF CANADA | 02/17/2026 | 378.50 K | $5.70 M | 3.22% | 2.86% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 321.26 K | $4.83 M | 30.03% | 2.42% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 02/13/2026 | 317.72 K | $4.78 M | 328.94% | 2.40% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 266.47 K | $4.01 M | -0.04% | 2.01% |
| LPL FINANCIAL LLC | 02/11/2026 | 197.99 K | $2.98 M | 6.41% | 1.49% |
| ALMITAS CAPITAL LLC | 02/17/2026 | 152.91 K | $2.30 M | 100.00% | 1.15% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 136.97 K | $2.06 M | -14.87% | 1.03% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 123.39 K | $1.86 M | 37.92% | 0.93% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 113.06 K | $1.70 M | -8.02% | 0.85% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 99.53 K | $1.50 M | 30.80% | 0.75% |
| QUANTEDGE CAPITAL PTE LTD | 02/17/2026 | 73.45 K | $1.11 M | 346.42% | 0.55% |
| 02/17/2026 | 73.33 K | $1.10 M | 100.00% | 0.55% | |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 69.26 K | $1.04 M | 341.16% | 0.52% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 59.83 K | $900.49 K | -2.65% | 0.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 54.78 K | $824.38 K | -15.03% | 0.41% |
| 02/03/2026 | 54.46 K | $819.64 K | 100.00% | 0.41% | |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 53.74 K | $808.72 K | -5.63% | 0.41% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 52.65 K | $792.41 K | -71.40% | 0.40% |
| BROWN, LISLE/CUMMINGS, INC. | 01/23/2026 | 50.76 K | $764.00 K | 8.78% | 0.38% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 48.57 K | $730.93 K | 91.93% | 0.37% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 47.10 K | $708.78 K | 38.18% | 0.36% |
| JANE STREET GROUP, LLC | 02/12/2026 | 45.04 K | $677.82 K | 100.00% | 0.34% |
| MARIDEA WEALTH MANAGEMENT LLC | 01/08/2026 | 43.55 K | $655.47 K | -0.09% | 0.33% |
| CSS LLC/IL | 02/17/2026 | 37.80 K | $568.86 K | 100.00% | 0.29% |
| SEACREST WEALTH MANAGEMENT, LLC | 01/12/2026 | 28.85 K | $449.21 K | 1.06% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 28.65 K | $431.10 K | 2.16% | 0.22% |
| CHAPIN DAVIS, INC. | 01/30/2026 | 27.61 K | $415.46 K | 0.00% | 0.21% |
| 01/28/2026 | 26.91 K | $404.95 K | -5.65% | 0.20% | |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 26.17 K | $394.00 K | -18.82% | 0.20% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 26.15 K | $393.57 K | 100.00% | 0.20% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 23.02 K | $346.44 K | -1.82% | 0.17% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 22.45 K | $337.87 K | 0.00% | 0.17% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 21.74 K | $327.14 K | 100.00% | 0.16% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 20.44 K | $307.65 K | 0.00% | 0.15% |
| CREATIVE PLANNING | 02/17/2026 | 19.34 K | $291.06 K | 33.68% | 0.15% |
| KINGSWOOD WEALTH ADVISORS, LLC | 01/28/2026 | 18.82 K | $283.24 K | -9.17% | 0.14% |
| LEFT BRAIN WEALTH MANAGEMENT, LLC | 02/05/2026 | 17.86 K | $268.80 K | 100.00% | 0.13% |
| INSIGNEO ADVISORY SERVICES, LLC | 02/12/2026 | 17.31 K | $260.53 K | 17.71% | 0.13% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 16.82 K | $253.14 K | -10.24% | 0.13% |
| FIDUCIARY TRUST CO | 02/13/2026 | 16.03 K | $241.30 K | 0.00% | 0.12% |
BlackRock Health Sciences Term Trust institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of BlackRock Health Sciences Term Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 2.09 M
BANK OF AMERICA CORP /DE/: 1.56 M
Penserra Capital Management LLC: 1.47 M
UBS Group AG: 1.03 M
Invesco Ltd.: 912,922
WELLS FARGO & COMPANY/MN: 711,388
100.09% of BlackRock Health Sciences Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 14.38 M shares in the last 24 months. This purchase volume represents approximately $216.10 M in transactions.