BlackRock Health Sciences Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 357.92 K | $13.78 M | 3.51% | 2.75% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 266.50 K | $10.26 M | -7.92% | 2.05% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 233.26 K | $8.98 M | 1.74% | 1.79% |
| ROYAL BANK OF CANADA | 05/15/2026 | 160.68 K | $6.19 M | 0.14% | 1.24% |
| NOVA R WEALTH, INC. | 04/17/2026 | 154.62 K | $5.95 M | -32.98% | 1.19% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 152.93 K | $5.89 M | -1.17% | 1.18% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 141.44 K | $5.45 M | -0.15% | 1.09% |
| INVESCO LTD. | 05/12/2026 | 134.65 K | $5.19 M | -29.82% | 1.04% |
| UBS GROUP AG | 05/05/2026 | 109.02 K | $4.20 M | 4.54% | 0.84% |
| LPL FINANCIAL LLC | 05/06/2026 | 107.76 K | $4.15 M | 89.82% | 0.83% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 107.44 K | $4.14 M | 1.67% | 0.83% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 68.98 K | $2.66 M | -0.85% | 0.53% |
| CORNERSTONE ADVISORY, LLC | 05/04/2026 | 53.87 K | $2.07 M | -8.55% | 0.41% |
| NFP RETIREMENT, INC. | 05/13/2026 | 51.89 K | $2.00 M | 12.18% | 0.40% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 48.04 K | $1.85 M | 10.11% | 0.37% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 05/08/2026 | 44.86 K | $1.73 M | 18.49% | 0.35% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 31.37 K | $1.21 M | -3.92% | 0.24% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 30.99 K | $1.19 M | -4.33% | 0.24% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 27.68 K | $1.07 M | -0.85% | 0.21% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 26.51 K | $1.02 M | 16.45% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 24.23 K | $933.05 K | -9.25% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 19.77 K | $761.00 K | -1.16% | 0.15% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 19.33 K | $744.36 K | 11.84% | 0.15% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 18.08 K | $696.35 K | -2.56% | 0.14% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 16.53 K | $636.53 K | 28.28% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 15.22 K | $585.96 K | -4.13% | 0.12% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 14.62 K | $562.98 K | -43.82% | 0.11% |
| NBC SECURITIES, INC. | 04/14/2026 | 14.45 K | $556.36 K | 22.15% | 0.11% |
| HBK SORCE ADVISORY LLC | 05/11/2026 | 13.96 K | $544.06 K | 6.09% | 0.11% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 13.21 K | $508.56 K | -0.09% | 0.10% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 12.33 K | $474.67 K | -8.95% | 0.09% |
| DIVERSIFIED ENTERPRISES, LLC | 05/15/2026 | 11.02 K | $424.31 K | 0.81% | 0.08% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 9.70 K | $373.36 K | 1.26% | 0.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 9.52 K | $366.46 K | 39.27% | 0.07% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 8.19 K | $315.47 K | 100.00% | 0.06% |
| XTX TOPCO LTD | 05/15/2026 | 8.11 K | $312.24 K | 100.00% | 0.06% |
| 04/30/2026 | 7.89 K | $303.65 K | 11.29% | 0.06% | |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 7.81 K | $300.58 K | 7.82% | 0.06% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 7.74 K | $297.99 K | 13.61% | 0.06% |
| TCG ADVISORY SERVICES, LLC | 05/15/2026 | 7.00 K | $269.57 K | 0.00% | 0.05% |
| OPPENHEIMER & CO INC | 04/24/2026 | 6.77 K | $260.87 K | -0.21% | 0.05% |
| 04/17/2026 | 6.71 K | $258.21 K | 4.08% | 0.05% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 6.25 K | $240.69 K | -3.10% | 0.05% |
| PVG ASSET MANAGEMENT CORP | 06/16/2026 | 6.21 K | $250.89 K | 100.00% | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 04/30/2026 | 5.42 K | $208.53 K | 100.00% | 0.04% |
| SAGE INVESTMENT COUNSEL LLC | 04/24/2026 | 5.40 K | $207.95 K | 0.00% | 0.04% |
| WATERFRONT WEALTH INC. | 04/30/2026 | 5.28 K | $203.14 K | 0.00% | 0.04% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 4.90 K | $188.66 K | 0.00% | 0.04% |
| FIFTH THIRD BANCORP | 05/01/2026 | 4.68 K | $180.30 K | 100.00% | 0.04% |
| HARA CAPITAL LLC | 05/14/2026 | 4.06 K | $156.20 K | -73.58% | 0.03% |
BlackRock Health Sciences Trust institutional Ownership - FAQ's
During the previous two years, 115 institutional investors and hedge funds held shares of BlackRock Health Sciences Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 357,918
BANK OF AMERICA CORP /DE/: 266,499
1607 Capital Partners, LLC: 233,260
ROYAL BANK OF CANADA: 160,682
Nova R Wealth, Inc.: 154,617
WELLS FARGO & COMPANY/MN: 152,927
20.32% of BlackRock Health Sciences Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.87 M shares in the last 24 months. This purchase volume represents approximately $117.62 M in transactions.