BlackRock Health Sciences Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 1.94 M | $27.84 M | -7.12% | 14.63% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.31 M | $18.86 M | -15.99% | 9.91% |
| UBS GROUP AG | 05/05/2026 | 1.01 M | $14.49 M | -2.49% | 7.61% |
| INVESCO LTD. | 05/12/2026 | 969.54 K | $13.92 M | 6.20% | 7.31% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 964.71 K | $13.85 M | 46.46% | 7.28% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 809.20 K | $11.62 M | 24.77% | 6.10% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 778.79 K | $11.18 M | 9.47% | 5.88% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 759.51 K | $10.91 M | 100.00% | 5.73% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 621.60 K | $8.93 M | 64.21% | 4.69% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 514.47 K | $7.39 M | 100.00% | 3.88% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 506.40 K | $7.27 M | 231.16% | 3.82% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 503.27 K | $7.23 M | 58.40% | 3.80% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 496.42 K | $7.13 M | -66.20% | 3.75% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 379.62 K | $5.45 M | -5.45% | 2.86% |
| 05/07/2026 | 366.37 K | $5.26 M | 4.60% | 2.76% | |
| ROYAL BANK OF CANADA | 05/15/2026 | 353.61 K | $5.08 M | -6.58% | 2.67% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 250.65 K | $3.60 M | -5.94% | 1.89% |
| LPL FINANCIAL LLC | 05/06/2026 | 196.04 K | $2.82 M | -0.99% | 1.48% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 157.89 K | $2.27 M | 27.96% | 1.19% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 137.20 K | $1.97 M | 0.17% | 1.04% |
| QUANTEDGE CAPITAL PTE LTD | 05/12/2026 | 135.85 K | $1.95 M | 84.95% | 1.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 127.30 K | $1.83 M | 12.59% | 0.96% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 117.68 K | $1.69 M | 100.00% | 0.89% |
| OPPENHEIMER & CO INC | 04/24/2026 | 99.20 K | $1.42 M | 100.00% | 0.75% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 87.26 K | $1.25 M | 25.99% | 0.66% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 84.79 K | $1.22 M | -14.81% | 0.64% |
| 04/16/2026 | 82.31 K | $1.18 M | 12.24% | 0.62% | |
| 04/30/2026 | 72.51 K | $1.04 M | 33.13% | 0.55% | |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 65.21 K | $936.43 K | 100.00% | 0.49% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 63.15 K | $906.90 K | 5.55% | 0.48% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 62.25 K | $893.85 K | 3,561.53% | 0.47% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 60.20 K | $864.43 K | 27.82% | 0.45% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 59.20 K | $850.06 K | 21.89% | 0.45% |
| NEWEDGE ADVISORS, LLC | 05/18/2026 | 53.58 K | $53.58 K | -0.29% | 0.40% |
| BROWN, LISLE/CUMMINGS, INC. | 04/20/2026 | 52.92 K | $759.91 K | 4.24% | 0.40% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 51.56 K | $740.39 K | 100.00% | 0.39% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 46.21 K | $663.61 K | -12.23% | 0.35% |
| MARIDEA WEALTH MANAGEMENT LLC | 04/21/2026 | 43.13 K | $619.41 K | -0.96% | 0.33% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 41.33 K | $593.50 K | 90.14% | 0.31% |
| CSS LLC/IL | 05/15/2026 | 40.98 K | $588.44 K | 8.41% | 0.31% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 40.47 K | $581.13 K | 16.68% | 0.31% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 29.29 K | $420.55 K | 2.24% | 0.22% |
| 04/17/2026 | 28.23 K | $405.34 K | 4.91% | 0.21% | |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 28.14 K | $404.00 K | 7.51% | 0.21% |
| SEACREST WEALTH MANAGEMENT, LLC | 04/15/2026 | 26.62 K | $382.31 K | -7.72% | 0.20% |
| CHAPIN DAVIS, INC. | 04/21/2026 | 26.05 K | $374.13 K | -5.62% | 0.20% |
| RFG ADVISORY, LLC | 04/20/2026 | 25.20 K | $49.14 K | 3,118.39% | 0.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 25.00 K | $358.98 K | 8.60% | 0.19% |
| XTX TOPCO LTD | 05/15/2026 | 23.00 K | $330.31 K | 100.00% | 0.17% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 22.45 K | $322.38 K | 0.00% | 0.17% |
BlackRock Health Sciences Term Trust institutional Ownership - FAQ's
During the previous two years, 118 institutional investors and hedge funds held shares of BlackRock Health Sciences Term Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 1.94 M
BANK OF AMERICA CORP /DE/: 1.31 M
UBS Group AG: 1.01 M
Invesco Ltd.: 969,543
RAYMOND JAMES FINANCIAL INC: 964,706
RIVERNORTH CAPITAL MANAGEMENT, LLC: 809,196
113.55% of BlackRock Health Sciences Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 15.76 M shares in the last 24 months. This purchase volume represents approximately $229.25 M in transactions.