Go Pro

BlackRock Health Sciences Term Trust (BMEZ) Institutional Ownership

BlackRock Health Sciences Term Trust logo
$16.50 -0.08 (-0.46%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$16.49 -0.01 (-0.08%)
As of 10/2/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for BlackRock Health Sciences Term Trust (NYSE:BMEZ)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$69.26M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$18.93M
Get BMEZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Health Sciences Term Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BMEZ Institutional Buying and Selling by Quarter

BlackRock Health Sciences Term Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026Integrated Wealth Concepts LLC3,012$46K0.0%N/A0.000%
9/9/2026RFG Advisory LLC8,068$124K0.0%-68.0%0.000%
9/2/2026Brown Lisle Cummings Inc.57,026$875K0.2%+7.8%0.000%
8/27/2026Corient Private Wealth LP30,442$467K0.0%N/A0.000%
5/19/2026Bank of America Corp DE1,313,210$18.86M0.0%-16.0%0.000%
5/18/2026Readystate Asset Management LP13,236$190K0.0%-95.9%0.000%
5/18/2026Rivernorth Capital Management LLC809,196$11.62M0.6%+24.8%0.000%
5/18/2026Royal Bank of Canada353,605$5.08M0.0%-6.6%0.000%
5/16/2026Saba Capital Management L.P.759,506$10.91M0.3%N/A0.000%
5/16/2026Lazard Asset Management LLC621,604$8.93M0.0%+64.2%0.000%
5/12/2026Quantedge Capital Pte Ltd135,854$1.95M1.1%+85.0%0.000%
5/8/2026PNC Financial Services Group Inc.2,420$35K0.0%N/A0.000%
5/5/2026SouthState Bank Corp2,000$29K0.0%N/A0.000%
5/4/2026Calamos Advisors LLC51,559$740K0.0%N/A0.000%
5/4/2026NWF Advisory Services Inc.40,469$581K0.1%+16.7%0.000%
5/1/2026Fifth Third Bancorp9,920$142K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC62,246$894K0.0%+3,561.5%0.000%
4/28/2026Kathmere Capital Management LLC12,700$182K0.0%N/A0.000%
4/23/2026Apollon Wealth Management LLC60,197$864K0.0%+27.8%0.000%
4/22/2026Janney Montgomery Scott LLC28,135$404K0.0%+7.5%0.000%
4/20/2026TrueMark Investments LLC59,196$850K0.2%+21.9%0.000%
4/20/2026RFG Advisory LLC25,200$362K0.0%+3,118.4%0.000%
4/20/2026Brown Lisle Cummings Inc.52,918$760K0.2%+4.2%0.000%
4/17/2026PMG Family Office LLC28,227$405K0.5%+4.9%0.000%
4/16/2026Evolve Private Wealth LLC82,305$1.18M0.1%+12.2%0.000%
3/17/2026Rockefeller Capital Management L.P.113,060$1.70M0.0%-8.0%0.000%
3/9/2026Corient Private Wealth LLC30,442$458K0.0%+48.9%0.000%
3/3/2026NWF Advisory Services Inc.34,685$522K0.1%+60.0%0.000%
2/23/2026Virtu Financial LLC15,289$230K0.0%N/A0.000%
2/19/2026Invesco Ltd.912,922$13.74M0.0%-1.7%0.000%
2/18/2026NewEdge Advisors LLC53,736$809K0.0%-5.6%0.000%
2/18/2026Readystate Asset Management LP321,259$4.84M0.2%+30.0%0.000%
2/18/2026Rivernorth Capital Management LLC648,567$9.76M0.5%+195.8%0.000%
2/18/2026Evolve Private Wealth LLC73,330$1.10M0.1%N/A0.000%
2/17/2026Almitas Capital LLC152,914$2.30M0.5%N/A0.000%
2/17/2026Lazard Asset Management LLC378,550$5.70M0.0%N/A0.000%
2/17/2026Quantedge Capital Pte Ltd73,454$1.11M0.5%+346.4%0.000%
2/17/2026Osaic Holdings Inc.136,969$2.06M0.0%-14.9%0.000%
2/17/2026&PARTNERS69,257$1.04M0.0%+341.2%0.000%
2/17/2026Royal Bank of Canada378,499$5.70M0.0%+3.2%0.000%
Do NOT Buy SpaceX – Do This Instead (Ad)

SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in could be a costly mistake. He calls it among the most overhyped, overvalued large-cap offerings ever pushed onto everyday investors. Tilson believes a rare economic event is approaching - one with serious consequences for your portfolio this summer. He has prepared a free analysis outlining what he sees and the specific steps he recommends taking now.tc pixel

Read Tilson's free analysis and find out what to do with your money
2/13/2026Kestra Advisory Services LLC1,700$26K0.0%N/A0.000%
2/13/2026Wells Fargo & Company MN711,388$10.71M0.0%-4.0%0.000%
2/13/2026Summit Financial LLC59,833$900K0.0%-2.7%0.000%
2/12/2026Jane Street Group LLC45,038$678K0.0%N/A0.000%
2/12/2026Insigneo Advisory Services LLC17,311$261K0.0%+17.7%0.000%
2/12/2026Commonwealth Equity Services LLC54,776$824K0.0%-15.0%0.000%
2/12/2026Steward Partners Investment Advisory LLC14,687$221K0.0%+4.9%0.000%
2/11/2026Janney Montgomery Scott LLC26,169$394K0.0%-18.8%0.000%
2/11/2026LPL Financial LLC197,992$2.98M0.0%+6.4%0.000%
2/9/2026Blue Bell Private Wealth Management LLC123,390$1.86M0.3%+37.9%0.000%
2/9/2026Prospera Financial Services Inc11,915$179K0.0%N/A0.000%
2/6/2026HighTower Advisors LLC26,151$394K0.0%N/A0.000%
2/5/2026Left Brain Wealth Management LLC17,861$269K0.1%N/A0.000%
2/3/2026Indivisible Partners54,461$820K0.1%N/A0.000%
2/2/2026Wolverine Asset Management LLC401,511$6.04M0.0%+78.8%0.000%
2/2/2026Truist Financial Corp16,820$253K0.0%-10.2%0.000%
1/29/2026UBS Group AG1,034,791$15.57M0.0%-3.8%0.000%
1/28/2026Kingswood Wealth Advisors LLC18,820$283K0.0%-9.2%0.000%
1/28/2026PMG Family Office LLC26,907$405K0.5%-5.6%0.000%
1/26/2026Shaker Financial Services LLC52,652$792K0.3%-71.4%0.000%
1/26/2026CWM LLC3,336$50K0.0%+25.6%0.000%
1/23/2026Brown Lisle Cummings Inc.50,764$764K0.2%+8.8%0.000%
1/22/2026Apollon Wealth Management LLC47,095$709K0.0%+38.2%0.000%
1/22/2026Spirepoint Private Client LLC10,239$154K0.0%N/A0.000%
1/20/2026Kavar Capital Partners Group LLC14,250$214K0.0%N/A0.000%
1/14/2026TrueMark Investments LLC48,567$731K0.1%+91.9%0.000%
1/12/2026DAVENPORT & Co LLC13,730$207K0.0%N/A0.000%
12/22/2025PMG Family Office LLC28,518$411K0.5%N/A0.000%
12/2/2025Allworth Financial LP3,209$46K0.0%+24,584.6%0.000%
11/17/2025NewEdge Advisors LLC56,941$821K0.0%+17.9%0.000%
11/17/2025Susquehanna International Group LLP76,094$1.10M0.0%N/A0.000%
11/17/2025City of London Investment Management Co. Ltd.74,070$1.07M0.1%N/A0.000%
11/17/2025Bank of America Corp DE1,535,091$22.14M0.0%+4.1%0.000%
11/17/2025Ameriprise Financial Inc.23,445$338K0.0%+61.5%0.000%
11/14/2025Creative Planning14,467$209K0.0%+35.3%0.000%
11/14/2025Raymond James Financial Inc.426,649$6.15M0.0%-39.9%0.000%
11/14/2025Fiduciary Trust Co16,033$231K0.0%-71.3%0.000%
11/13/2025SeaCrest Wealth Management LLC28,547$428K0.0%+6.5%0.000%
11/13/2025Invesco Ltd.929,121$13.40M0.0%+42.7%0.000%
11/13/2025UBS Group AG1,075,432$15.51M0.0%-8.0%0.000%
11/13/2025Private Advisor Group LLC28,039$404K0.0%+3.5%0.000%
11/7/2025Readystate Asset Management LP247,074$3.56M0.2%+664.6%0.000%
11/6/2025Oppenheimer & Co. Inc.104,131$1.50M0.0%+29.4%0.000%
11/5/2025Smartleaf Asset Management LLC6,418$91K0.0%N/A0.000%
11/4/2025Penserra Capital Management LLC1,332,633$19.22M0.2%+15.2%0.000%
11/3/2025Truist Financial Corp18,738$270K0.0%-4.6%0.000%
10/31/2025NWF Advisory Services Inc.21,681$313K0.0%N/A0.000%
10/30/2025TrueMark Investments LLC25,304$365K0.1%N/A0.000%
10/28/2025Wolverine Asset Management LLC224,518$3.24M0.0%+5,782.1%0.000%
10/23/2025Kingswood Wealth Advisors LLC20,721$299K0.0%-14.7%0.000%
The end may be near for these iconic stocks (Ad)

Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are triggering a historic wealth transfer already underway in 2026. Household names like Intuit (-57%), Boston Scientific (-49%), and Tractor Supply (-40%) are cratering, while lesser-known companies like Sandisk (+573%) and Rackspace (+444%) surge. Chaikin has identified specific stocks he believes investors should sell before they fall further - and the names may surprise you. He's also pinpointing a company tapped as Nvidia's self-driving partner and a potential AI megadeal that could split into three high-growth stocks. Stream his free presentation to get every buy and sell recommendation with no membership or credit card required.tc pixel

Watch Marc Chaikin's free presentation and get his full buy-and-sell list today
10/22/2025Shaker Financial Services LLC184,069$2.65M0.9%N/A0.000%
10/22/2025Blue Bell Private Wealth Management LLC89,467$1.29M0.2%N/A0.000%
10/17/2025Apollon Wealth Management LLC34,083$491K0.0%+42.7%0.000%
10/10/2025Brown Lisle Cummings Inc.46,666$673K0.2%+3.4%0.000%
10/9/2025Chapin Davis Inc.27,605$398K0.1%+3.2%0.000%
10/7/2025Salem Investment Counselors Inc.2,250$32K0.0%-25.1%0.000%
9/26/2025Corient Private Wealth LLC20,442$292K0.0%+27.6%0.000%
9/4/2025Osaic Holdings Inc.144,166$2.06M0.0%+13.0%0.000%
8/19/2025B. Riley Wealth Advisors Inc.12,858$183K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.4,804$69K0.0%N/A0.000%


BMEZ Institutional Ownership - Frequently Asked Questions

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 Sit Investment Associates Inc. ($22.29M), Sessa Capital IM L.P. ($20.80M), Penserra Capital Management LLC ($19.22M), Bank of America Corp DE ($18.86M), UBS Group AG ($15.57M), Invesco Ltd. ($13.74M), and Rivernorth Capital Management LLC ($11.62M).Learn more on BlackRock Health Sciences Term Trust's institutional investors.

Of the 98 institutional investors that purchased BlackRock Health Sciences Term Trust's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penserra Capital Management LLC ($1.26M), Royal Bank of Canada ($1.23M), Saba Capital Management L.P. ($849.03K), Raymond James Financial Inc. ($754.82K), Lazard Asset Management LLC ($621.60K), Rivernorth Capital Management LLC ($589.92K), and Absolute Investment Advisers LLC ($582.26K).

Institutional investors have bought a total of 4,721,401 shares in the last 24 months. This purchase volume represents approximately $69.26M in transactions.

Of the 20 institutional investors that sold BlackRock Health Sciences Term Trust's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Readystate Asset Management LP ($308.02K), Raymond James Financial Inc. ($283.48K), Bank of America Corp DE ($249.99K), UBS Group AG ($134.62K), Shaker Financial Services LLC ($131.42K), Fiduciary Trust Co ($39.79K), and Wells Fargo & Company MN ($29.38K).

Institutional investors have sold a total of 1,299,965 shares in the last 24 months. This volume of shares sold represents approximately $18.93M in transactions.



Institutional ownership data for NYSE:BMEZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners