BlackRock Health Sciences Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 364.75 K | $15.67 M | 1.91% | 2.81% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 275.37 K | $11.83 M | 3.33% | 2.12% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 163.55 K | $7.02 M | -29.88% | 1.26% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 159.82 K | $6.86 M | 4.51% | 1.23% |
| ROYAL BANK OF CANADA | 08/14/2026 | 154.88 K | $6.65 M | -3.61% | 1.19% |
| NOVA R WEALTH, INC. | 07/17/2026 | 140.94 K | $6.05 M | -8.85% | 1.08% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 140.34 K | $6.03 M | -0.78% | 1.08% |
| INVESCO LTD. | 08/14/2026 | 130.08 K | $5.59 M | -3.39% | 1.00% |
| LPL FINANCIAL LLC | 08/07/2026 | 113.13 K | $4.86 M | 4.98% | 0.87% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 109.81 K | $4.72 M | 2.21% | 0.84% |
| UBS GROUP AG | 08/13/2026 | 96.91 K | $4.16 M | -11.11% | 0.75% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 70.67 K | $3.04 M | 2.45% | 0.54% |
| CORNERSTONE ADVISORY, LLC | 07/29/2026 | 54.48 K | $2.34 M | 1.12% | 0.42% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 08/06/2026 | 53.31 K | $2.29 M | 18.83% | 0.41% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 51.92 K | $2.23 M | 8.07% | 0.40% |
| NFP RETIREMENT, INC. | 08/12/2026 | 51.43 K | $2.21 M | -0.87% | 0.40% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 29.06 K | $1.25 M | 9.64% | 0.22% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 28.98 K | $1.24 M | -6.49% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 28.94 K | $1.24 M | 4.55% | 0.22% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 28.20 K | $1.21 M | -10.12% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 25.10 K | $1.08 M | 3.61% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 20.63 K | $886.00 K | 4.35% | 0.16% |
| ALESSANDRA CAPITAL MANAGEMENT, LLC | 07/28/2026 | 20.37 K | $874.68 K | 158.28% | 0.16% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 19.20 K | $824.63 K | -0.67% | 0.15% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 16.18 K | $694.89 K | -2.12% | 0.12% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 15.14 K | $650.40 K | 22.85% | 0.12% |
| NBC SECURITIES, INC. | 07/21/2026 | 14.20 K | $609.98 K | -1.70% | 0.11% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 14.16 K | $608.30 K | -6.92% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 13.92 K | $598.04 K | -23.00% | 0.11% |
| HBK SORCE ADVISORY LLC | 08/06/2026 | 13.17 K | $572.28 K | -5.66% | 0.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 12.82 K | $550.42 K | -2.96% | 0.10% |
| DIVERSIFIED ENTERPRISES, LLC | 07/31/2026 | 11.11 K | $477.10 K | 0.82% | 0.09% |
| XTX TOPCO LTD | 08/14/2026 | 10.53 K | $452.39 K | 29.91% | 0.08% |
| JANE STREET GROUP, LLC | 08/14/2026 | 9.81 K | $421.51 K | 3.13% | 0.08% |
| CITADEL ADVISORS LLC | 09/02/2026 | 8.26 K | $354.85 K | 100.00% | 0.06% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 8.22 K | $353.05 K | -15.21% | 0.06% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 7.85 K | $337.09 K | 0.55% | 0.06% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 7.51 K | $322.47 K | -2.97% | 0.06% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 7.13 K | $306.23 K | 6.34% | 0.05% |
| TCG ADVISORY SERVICES, LLC | 07/31/2026 | 7.00 K | $300.65 K | 0.00% | 0.05% |
| OPPENHEIMER & CO INC | 08/03/2026 | 6.85 K | $294.17 K | 1.11% | 0.05% |
| PVG ASSET MANAGEMENT CORP | 07/01/2026 | 6.40 K | $274.97 K | 3.14% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 6.25 K | $268.44 K | 0.00% | 0.05% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 08/11/2026 | 6.17 K | $265.11 K | 100.00% | 0.05% |
| MONEY CONCEPTS CAPITAL CORP | 08/04/2026 | 5.52 K | $237.09 K | 1.94% | 0.04% |
| SAGE INVESTMENT COUNSEL LLC | 07/22/2026 | 5.40 K | $231.93 K | 0.00% | 0.04% |
| WATERFRONT WEALTH INC. | 07/30/2026 | 5.28 K | $226.88 K | 0.00% | 0.04% |
| CORRADO ADVISORS, LLC | 07/29/2026 | 4.78 K | $205.22 K | 100.00% | 0.04% |
| FIFTH THIRD BANCORP | 08/05/2026 | 4.68 K | $201.09 K | 0.00% | 0.04% |
| GENEOS WEALTH MANAGEMENT INC. | 08/06/2026 | 4.30 K | $184.64 K | -12.25% | 0.03% |
BlackRock Health Sciences Trust institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of BlackRock Health Sciences Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 364,745
BANK OF AMERICA CORP /DE/: 275,369
1607 Capital Partners, LLC: 163,553
WELLS FARGO & COMPANY/MN: 159,824
ROYAL BANK OF CANADA: 154,876
Nova R Wealth, Inc.: 140,936
19.88% of BlackRock Health Sciences Trust stock is owned by institutional investors.
Institutional investors have bought a total of 2.83 M shares in the last 24 months. This purchase volume represents approximately $115.86 M in transactions.