BlackRock Health Sciences Term Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 1.79 M | $27.55 M | -7.44% | 13.54% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.40 M | $21.50 M | 6.65% | 10.57% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 1.35 M | $20.69 M | 77.51% | 10.17% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 1.33 M | $20.46 M | 114.42% | 10.06% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.11 M | $16.97 M | 14.60% | 8.34% |
| UBS GROUP AG | 08/13/2026 | 1.06 M | $16.35 M | 5.53% | 8.03% |
| INVESCO LTD. | 08/14/2026 | 885.41 K | $13.59 M | -8.68% | 6.68% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 08/14/2026 | 873.82 K | $13.41 M | 7.99% | 6.59% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 780.23 K | $11.98 M | 0.19% | 5.89% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 516.07 K | $7.92 M | 3.96% | 3.89% |
| ALMITAS CAPITAL LLC | 08/17/2026 | 507.10 K | $7.78 M | 0.14% | 3.83% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 503.27 K | $7.73 M | 0.00% | 3.80% |
| ATLAS WEALTH LLC | 07/28/2026 | 499.70 K | $7.67 M | 100.00% | 3.77% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 442.21 K | $6.79 M | -14.05% | 3.34% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 393.51 K | $6.04 M | 7.41% | 2.97% |
| ROYAL BANK OF CANADA | 08/14/2026 | 341.10 K | $5.24 M | -3.54% | 2.57% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 271.27 K | $4.16 M | 100.00% | 2.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 224.53 K | $3.45 M | -10.42% | 1.69% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 177.07 K | $2.72 M | 12.14% | 1.34% |
| LPL FINANCIAL LLC | 08/07/2026 | 171.68 K | $2.64 M | -12.43% | 1.30% |
| OSAIC HOLDINGS, INC. | 08/14/2026 | 145.68 K | $2.24 M | 6.18% | 1.10% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 117.62 K | $1.81 M | -0.05% | 0.89% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 114.38 K | $1.76 M | -10.15% | 0.86% |
| OPPENHEIMER & CO INC | 08/03/2026 | 100.11 K | $1.54 M | 0.92% | 0.76% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 93.69 K | $1.44 M | 13.84% | 0.71% |
| TRUEMARK INVESTMENTS, LLC | 07/22/2026 | 88.56 K | $1.36 M | 49.60% | 0.67% |
| &PARTNERS | 08/14/2026 | 85.76 K | $1.34 M | -1.71% | 0.65% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 70.02 K | $1.07 M | 16.32% | 0.53% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 69.38 K | $1.06 M | 9.85% | 0.52% |
| INDIVISIBLE PARTNERS | 08/04/2026 | 65.67 K | $1.01 M | -9.43% | 0.50% |
| BROWN, LISLE/CUMMINGS, INC. | 09/02/2026 | 57.03 K | $875.36 K | 7.76% | 0.43% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 55.24 K | $847.98 K | 7.15% | 0.42% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 54.75 K | $840.36 K | 100.00% | 0.41% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 49.52 K | $760.06 K | -41.60% | 0.37% |
| MARIDEA WEALTH MANAGEMENT LLC | 08/06/2026 | 47.05 K | $722.20 K | 9.08% | 0.35% |
| SOA WEALTH ADVISORS, LLC. | 07/21/2026 | 44.81 K | $44.81 K | 100.00% | 0.34% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 42.77 K | $656.44 K | -31.30% | 0.32% |
| QUANTEDGE CAPITAL PTE LTD | 08/06/2026 | 40.65 K | $624.04 K | -70.08% | 0.31% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 40.47 K | $621.26 K | 0.01% | 0.31% |
| ADALTA CAPITAL MANAGEMENT LLC | 08/14/2026 | 37.08 K | $569.18 K | 100.00% | 0.28% |
| XTX TOPCO LTD | 08/14/2026 | 35.42 K | $543.76 K | 54.00% | 0.27% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 31.96 K | $490.61 K | 9.14% | 0.24% |
| CORIENT PRIVATE WEALTH LP | 08/27/2026 | 30.44 K | $467.29 K | 100.00% | 0.23% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 30.34 K | $465.78 K | 7.50% | 0.23% |
| JANE STREET GROUP, LLC | 08/14/2026 | 29.78 K | $457.05 K | 100.00% | 0.22% |
| CSS LLC/IL | 08/14/2026 | 28.80 K | $442.02 K | -29.73% | 0.22% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 27.88 K | $428.00 K | -57.24% | 0.21% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 27.54 K | $422.80 K | 10.18% | 0.21% |
| CHAPIN DAVIS, INC. | 07/07/2026 | 26.45 K | $406.07 K | 1.54% | 0.20% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 26.27 K | $403.00 K | -6.63% | 0.20% |
BlackRock Health Sciences Term Trust institutional Ownership - FAQ's
During the previous two years, 111 institutional investors and hedge funds held shares of BlackRock Health Sciences Term Trust. The most heavily invested institutionals were:
Allspring Global Investments Holdings, LLC: 649,982
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 385,424
OPPENHEIMER & CO INC: 197,033
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 184,701
Calamos Advisors LLC: 79,371
Apollon Wealth Management, LLC: 70,389
125.73% of BlackRock Health Sciences Term Trust stock is owned by institutional investors.
Institutional investors have bought a total of 18.37 M shares in the last 24 months. This purchase volume represents approximately $267.29 M in transactions.