Statistiques de base
Propriétaires institutionnels | 134 total, 134 long only, 0 short only, 0 long/short - change of 4,65% MRQ |
Allocation moyenne du portefeuille | 0.1246 % - change of 5,87% MRQ |
Actions institutionnelles (Long) | 7 030 847 (ex 13D/G) - change of 0,21MM shares 3,10% MRQ |
Valeur institutionnelle (Long) | $ 249 064 USD ($1000) |
Participation institutionnels et actionnaires
BlackRock Science and Technology Trust (US:BST) détient 134 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 7,030,847 actions. Les principaux actionnaires incluent Morgan Stanley, Raymond James Financial Inc, Ameriprise Financial Inc, Invesco Ltd., PCEF - Invesco CEF Income Composite ETF, Karpus Management, Inc., Royal Bank Of Canada, 1607 Capital Partners, LLC, LPL Financial LLC, and Wedbush Securities Inc .
BlackRock Science and Technology Trust (NYSE:BST) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 10, 2025 is 40,45 / share. Previously, on September 11, 2024, the share price was 34,13 / share. This represents an increase of 18,52% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-08 | 13F | Parallel Advisors, LLC | 721 | 8,26 | 28 | 28,57 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 148 258 | 9,57 | 5 659 | 26,77 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 15 773 | 9,37 | 602 | 26,74 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 700 | 0,00 | 27 | 13,04 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 313 | 0,00 | 12 | 10,00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 970 | 0,00 | 37 | 15,63 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 59 465 | 8,80 | 2 270 | 25,85 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 901 | -1,16 | 263 | 14,35 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 660 | 0,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8 347 | 35,79 | 319 | 57,43 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 296 112 | -0,24 | 11 303 | 15,44 | ||||
2025-05-13 | 13F | NINE MASTS CAPITAL Ltd | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 260 467 | 4,24 | 9 942 | 20,61 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 115 | 0,00 | 43 | 16,67 | ||||
2025-08-14 | 13F | Comerica Bank | 2 330 | 8,47 | 89 | 25,71 | ||||
2025-08-08 | 13F | Calamos Advisors LLC | 8 586 | 1,11 | 328 | 16,79 | ||||
2025-07-25 | 13F | Cwm, Llc | 3 336 | -2,54 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 14 988 | 5,39 | 572 | 21,96 | ||||
2025-05-15 | 13F | Parvin Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 3 859 | 36,55 | 147 | 58,06 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 7 | 0,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 49 871 | 3,68 | 1 904 | 19,99 | ||||
2025-08-04 | 13F | Spire Wealth Management | 180 | -79,82 | 7 | -79,31 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 096 | 0,00 | 42 | 2,50 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 9 | 0,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 359 | 0,00 | 14 | 18,18 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7 297 | -10,40 | 279 | 3,73 | ||||
2025-07-10 | 13F | Stolper Co | 18 390 | 4,78 | 1 | |||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 13 | -91,28 | 0 | -100,00 | ||||
2025-07-07 | 13F | Investors Research Corp | 250 | 10 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 46 043 | -28,85 | 2 | -50,00 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 6 826 | -11,42 | 261 | 2,36 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 148 438 | 0,41 | 6 | 25,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 434 074 | -2,22 | 16 576 | 13,19 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9 980 | 0,00 | 381 | 15,50 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 123 252 | 7,50 | 4 705 | 24,38 | ||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 22 | -78,85 | 1 | -100,00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 150 | 0,00 | 82 | 17,14 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 32 451 | 13,47 | 1 239 | 31,28 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 21 646 | 3,90 | 826 | 20,23 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 100 | 2,04 | 4 | 0,00 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 14 685 | 0,44 | 561 | 16,18 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 37 096 | 1 416 | ||||||
2025-07-08 | 13F | Next Level Private LLC | 9 521 | 1,31 | 363 | 17,10 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 96 | 0,00 | 4 | 0,00 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 44 407 | 3,72 | 1 695 | 20,04 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 133 | 0,66 | 387 | 16,27 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 16 431 | -0,02 | 1 | |||||
2025-08-05 | 13F | Huntington National Bank | 80 | 15,94 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 32 373 | 8,09 | 1 236 | 25,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 9 834 | 15,68 | 375 | 20,97 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 220 815 | -8,97 | 8 | 0,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 221 | 2,57 | 314 | 16,79 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10 777 | -48,48 | 411 | -40,43 | ||||
2025-08-14 | 13F | Polar Asset Management Partners Inc. | 14 730 | 1,47 | 562 | 17,57 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 363 | 83,69 | 52 | 116,67 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 8 594 | 1,17 | 328 | 17,14 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 58 527 | -1,91 | 2 234 | 13,47 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12 482 | 477 | ||||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 352 | 13 | ||||||
2025-07-18 | 13F | Trust Co Of Vermont | 1 500 | 0,00 | 57 | 16,33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 27 410 | 2,53 | 1 046 | 18,73 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 13 652 | 2,32 | 521 | 18,41 | ||||
2025-08-07 | 13F | Readystate Asset Management Lp | 8 971 | 342 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 210 | 11,80 | 275 | 29,72 | ||||
2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35 204 | 10,38 | 1 284 | 10,32 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 307 | 0,00 | 12 | 10,00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 24 453 | 0,00 | 933 | 15,76 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 8 591 | 2,10 | 328 | 18,05 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 14 000 | 0,00 | 534 | 15,84 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 7 597 | 0,73 | 290 | 16,53 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 70 663 | -0,80 | 2 697 | 14,81 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 13 000 | 496 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 16 485 | 3,13 | 629 | 19,35 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 68 399 | 2 611 | ||||||
2025-04-29 | 13F | Hm Payson & Co | 600 | 0,00 | 20 | -9,52 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 447 | 6,00 | 246 | 23,00 | ||||
2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 7 812 | -34,79 | 261 | -42,38 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 445 | 0,00 | 17 | 14,29 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 776 | -17,69 | 220 | -4,76 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 169 148 | -0,34 | 6 456 | 15,31 | ||||
2025-07-31 | 13F | Anchor Capital Management Group Inc | 18 000 | 0,00 | 687 | 15,85 | ||||
2025-08-13 | 13F | Invesco Ltd. | 432 215 | -12,41 | 16 498 | 1,34 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1 033 | -26,42 | 39 | -17,02 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 20 552 | 0,00 | 784 | 15,63 | ||||
2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 13 402 | 512 | ||||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 8 808 | 1,46 | 0 | |||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 76 735 | 2,31 | 2 929 | 18,35 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 162 | 0,17 | 44 | 15,79 | ||||
2025-06-26 | NP | ATCAX - Anchor Risk Managed Credit Strategies Fund Advisor Class Shares | 18 000 | 0,00 | 656 | 0,00 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 980 | 20,24 | 686 | 39,15 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
2025-08-14 | 13F | Karpus Management, Inc. | 322 983 | 7,39 | 12 328 | 24,25 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 14 685 | -14,42 | 561 | -1,06 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 045 902 | 2,38 | 39 922 | 18,46 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 6 233 | 1,65 | 238 | 17,33 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 100 | 4 | ||||||
2025-08-14 | 13F | 1607 Capital Partners, LLC | 284 950 | -8,54 | 10 877 | 5,82 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 383 | 0,00 | 15 | 16,67 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 6 762 | 0,43 | 258 | 16,22 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 074 | 12,90 | 79 | 17,91 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 435 | 97,16 | 418 | 118,85 | ||||
2025-08-07 | 13F | Allworth Financial LP | 7 | 16,67 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 840 | -33,50 | 299 | -22,94 | ||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 36 014 | 313,15 | 1 375 | 378,75 | ||||
2025-08-11 | 13F | Tidemark, LLC | 42 | 0,00 | 2 | 0,00 | ||||
2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 59 383 | 5,85 | 2 267 | 22,49 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 259 | 10 | ||||||
2025-08-11 | 13F | Elequin Capital Lp | 13 024 | 2 059,87 | 497 | 2 515,79 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 367 | 205 | ||||||
2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 418 145 | -5,67 | 15 246 | -5,70 | ||||
2025-07-09 | 13F | David J Yvars Group | 28 045 | 0,57 | 1 071 | 16,03 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 820 | 1,61 | 31 | 19,23 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39 897 | -1,40 | 2 | 0,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 710 | 0,00 | 27 | 17,39 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 44 | 0,00 | 2 | 0,00 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 13 153 | 502 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 15 173 | 0,33 | 579 | 16,27 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 67 218 | 242,04 | 2 566 | 295,83 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Keystone Financial Group | 6 734 | 0,00 | 257 | 15,77 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 975 | 228 | ||||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 765 | -9,33 | 449 | 4,91 | ||||
2025-08-22 | NP | Cornerstone Total Return Fund Inc | 28 142 | 0,00 | 1 074 | 15,73 | ||||
2025-08-08 | 13F | Cornerstone Advisors, LLC | 87 525 | 3,90 | 3 341 | 20,19 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 6 311 | -0,71 | 241 | 14,83 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 163 | -9,40 | 121 | 4,35 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 15 340 | 23,35 | 586 | 42,68 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 14 245 | 5,40 | 555 | 22,84 | ||||
2025-08-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 8 673 | 0,91 | 331 | 16,96 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 281 194 | -1,47 | 48 903 | 14,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 192 302 | 1,32 | 7 340 | 17,23 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 455 | 0,00 | 56 | 14,58 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 35 413 | 1,49 | 1 352 | 17,38 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 600 | 23 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 5 856 | 224 | ||||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7 449 | 12,74 | 284 | 30,88 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 056 | 0,26 | 384 | 14,33 |