Free Trial
→ PH: Do THESE 4 things to your bank account now … (From Weiss Ratings) (Ad)tc pixel Free BTX Stock Alerts

BlackRock Tchnlgy nd Prvt Eqty Trm Trst (BTX) Institutional Ownership

$8.90 -0.01 (-0.06%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$8.90 -0.01 (-0.11%)
As of 05/22/2026 07:56 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.
Compare

Institutional Ownership Changes (13F Filings) for BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX)

Current
Institutional Ownership
Percentage
26.00%
Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$151.62M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$3.40M
Get BTX Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Tchnlgy nd Prvt Eqty Trm Trst stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
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

BTX Institutional Buying and Selling by Quarter

BlackRock Tchnlgy nd Prvt Eqty Trm Trst Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026 Bank of America Corp DE447,999$2.96M0.0%+7.4%0.762%
5/18/2026 Rivernorth Capital Management LLC2,570,038$16.96M0.9%N/A4.369%
5/18/2026 Royal Bank of Canada372,470$2.46M0.0%-3.0%0.633%
5/16/2026 Quantinno Capital Management LP158,168$1.04M0.0%-9.1%0.269%
5/16/2026 Saba Capital Management L.P.764,197$5.04M0.1%N/A1.299%
5/16/2026 Lazard Asset Management LLC3,364,475$22.21M0.0%-0.4%5.719%
5/15/2026 Punch & Associates Investment Management Inc.24,905$164K0.0%N/A0.042%
5/13/2026 Cetera Investment Advisers22,004$145K0.0%+64.5%0.037%
5/12/2026 Quantedge Capital Pte Ltd1,187,179$7.84M4.3%+33.8%2.018%
5/5/2026 SouthState Bank Corp10,413$69K0.0%N/A0.018%
5/1/2026 Fifth Third Bancorp8,658$57K0.0%N/A0.015%
4/30/2026 WPG Advisers LLC7,055$47K0.0%+55.2%0.012%
4/29/2026 Baxter Bros Inc.10,000$66K0.0%N/A0.017%
4/27/2026 PFG Investments LLC18,655$123K0.0%+7.7%0.032%
4/27/2026 Private Advisor Group LLC292,211$1.93M0.0%+51.1%0.497%
4/27/2026 Elevation Point Wealth Partners LLC19,772$130K0.0%N/A0.034%
4/22/2026 Absolute Investment Advisers LLC1,549,398$10.23M1.2%+144.4%2.634%
4/21/2026 Silver Oak Securities Incorporated17,135$113K0.0%+26.5%0.029%
4/20/2026 TrueMark Investments LLC29,708$196K0.0%+5.4%0.051%
4/18/2026 CENTRAL TRUST Co35,200$232K0.0%N/A0.060%
4/16/2026 Tactive Advisors LLC13,115$87K0.0%-12.7%0.022%
4/16/2026 Evolve Private Wealth LLC27,195$179K0.0%+26.4%0.046%
3/17/2026 Rockefeller Capital Management L.P.328,501$2.17M0.0%-4.4%0.558%
2/23/2026 Virtu Financial LLC39,399$260K0.0%N/A0.067%
2/19/2026 Invesco Ltd.1,811,362$11.94M0.0%+13.2%3.079%
2/18/2026 NewEdge Advisors LLC239,552$1.58M0.0%+54.9%0.407%
2/18/2026 Virtus Investment Advisers LLC108,899$718K0.2%-19.0%0.185%
2/18/2026 Readystate Asset Management LP686,666$4.53M0.2%+102.8%1.167%
2/18/2026 Evolve Private Wealth LLC21,518$142K0.0%N/A0.037%
2/17/2026 Cetera Investment Advisers13,378$88K0.0%-35.5%0.023%
2/17/2026 Lazard Asset Management LLC3,378,783$22.27M0.0%N/A5.744%
2/17/2026 Quantedge Capital Pte Ltd887,079$5.85M2.8%+471.1%1.508%
2/17/2026 Kovack Advisors Inc.18,809$124K0.0%N/A0.032%
2/17/2026 Osaic Holdings Inc.52,662$347K0.0%-6.3%0.090%
2/17/2026 &PARTNERS12,366$81K0.0%-15.4%0.021%
2/17/2026 Royal Bank of Canada384,147$2.53M0.0%-17.3%0.653%
2/16/2026 Mariner LLC35,162$232K0.0%+86.6%0.060%
2/13/2026 Kestra Advisory Services LLC5,749$38K0.0%N/A0.010%
2/13/2026 Thomas J. Herzfeld Advisors Inc.543,195$3.58M1.2%N/A0.923%
2/13/2026 Stifel Financial Corp89,439$589K0.0%-24.1%0.152%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
2/13/2026 Quarry LP170,066$1.12M0.2%N/A0.289%
2/13/2026 Wells Fargo & Company MN40,850$269K0.0%+29.7%0.069%
2/12/2026 Advisors Asset Management Inc.514,941$3.39M0.1%+20.4%0.875%
2/12/2026 Jane Street Group LLC330,514$2.18M0.0%-12.6%0.562%
2/12/2026 Steward Partners Investment Advisory LLC23,627$156K0.0%-50.7%0.040%
2/12/2026 Wedbush Securities Inc.55,731$367K0.0%-16.0%0.095%
2/12/2026 Kovack Advisors Inc.18,809$125K0.0%N/A0.032%
2/11/2026 Janney Montgomery Scott LLC81,194$535K0.0%+4.6%0.138%
2/11/2026 LPL Financial LLC93,620$617K0.0%-34.5%0.159%
2/11/2026 Closed End Fund Advisors Inc.15,624$103K0.1%N/A0.027%
2/10/2026 Lido Advisors LLC20,109$134K0.0%+65.0%0.034%
2/9/2026 Blue Bell Private Wealth Management LLC240,173$1.58M0.2%+86.1%0.408%
2/9/2026 Accredited Investor Services LLC19,699$130K0.1%N/A0.033%
2/6/2026 Ignite Planners LLC11,123$74K0.0%-16.9%0.019%
2/6/2026Global Retirement Partners LLC26,661$176K0.0%N/A0.045%
2/3/2026 International Assets Investment Management LLC11,034$73K0.0%N/A0.019%
2/3/2026 Indivisible Partners40,604$268K0.0%N/A0.069%
2/2/2026 Wolverine Asset Management LLC773,052$5.09M0.0%+46.4%1.314%
2/2/2026 Mutual Advisors LLC33,425$220K0.0%-8.2%0.057%
2/2/2026 Oppenheimer & Co. Inc.222,520$1.47M0.0%-3.3%0.378%
1/30/2026 Chapin Davis Inc.69,499$458K0.1%-25.3%0.118%
1/29/2026 Matisse Capital571,000$3.76M1.7%+3.6%0.971%
1/29/2026 UBS Group AG596,389$3.93M0.0%-14.1%1.014%
1/29/2026 Sanctuary Advisors LLC92,067$607K0.0%+33.1%0.157%
1/29/2026 Concurrent Investment Advisors LLC18,181$120K0.0%-68.3%0.031%
1/28/2026 WPG Advisers LLC4,546$30K0.0%+122.8%0.008%
1/28/2026 Absolute Investment Advisers LLC633,924$4.30M0.5%N/A1.078%
1/26/2026 Shaker Financial Services LLC194,268$1.28M0.4%+34.9%0.330%
1/26/2026 Merit Financial Group LLC23,549$155K0.0%+97.8%0.040%
1/23/2026 Choreo LLC38,072$254K0.0%N/A0.065%
1/21/2026 Modera Wealth Management LLC19,083$126K0.0%-19.1%0.032%
1/15/2026 Silver Oak Securities Incorporated13,548$90K0.0%N/A0.023%
1/14/2026 TrueMark Investments LLC28,196$186K0.0%N/A0.048%
1/12/2026 Amplius Wealth Advisors LLC11,845$78K0.0%N/A0.020%
1/5/2026 Park Avenue Securities LLC17,958$118K0.0%N/A0.031%
11/17/2025 NewEdge Advisors LLC154,669$1.04M0.0%N/A0.263%
11/17/2025 Susquehanna Advisors Group Inc.10,600$71K0.0%N/A0.018%
11/17/2025 Susquehanna International Group LLP41,263$276K0.0%N/A0.070%
11/17/2025 Millennium Management LLC92,674$621K0.0%N/A0.158%
11/17/2025 Lido Advisors LLC12,190$82K0.0%N/A0.021%
11/17/2025 Bank of America Corp DE590,003$3.95M0.0%N/A1.003%
11/17/2025 Ameriprise Financial Inc.461,378$3.09M0.0%N/A0.784%
11/14/2025 Creative Planning20,958$140K0.0%N/A0.036%
11/14/2025 Raymond James Financial Inc.1,343,222$9M0.0%N/A2.283%
11/14/2025Comerica Bank7,061$47K0.0%N/A0.012%
11/14/2025 Newbridge Financial Services Group Inc.6,400$43K0.0%N/A0.011%
11/13/2025 SeaCrest Wealth Management LLC65,074$452K0.0%N/A0.111%
11/13/2025 Invesco Ltd.1,599,817$10.72M0.0%N/A2.720%
11/13/2025 UBS Group AG694,448$4.65M0.0%N/A1.181%
11/13/2025 Private Advisor Group LLC140,177$939K0.0%N/A0.238%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
11/13/2025 CreativeOne Wealth LLC15,020$101K0.0%N/A0.026%
11/12/2025 Insigneo Advisory Services LLC18,346$123K0.0%N/A0.031%
11/12/2025 Level Four Advisory Services LLC13,635$91K0.0%N/A0.023%
11/10/2025 Clearstead Advisors LLC12,935$87K0.0%N/A0.022%
11/7/2025 NewEdge Wealth LLC10,767$74K0.0%N/A0.018%
11/7/2025 Readystate Asset Management LP338,664$2.27M0.1%N/A0.576%
11/6/2025 Wedbush Securities Inc.66,339$444K0.0%N/A0.113%
11/6/2025 Advisors Asset Management Inc.427,724$2.87M0.0%N/A0.727%
11/6/2025 Oppenheimer & Co. Inc.230,048$1.54M0.0%N/A0.391%
11/6/2025 RFG Advisory LLC27,331$183K0.0%N/A0.046%


BTX Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of BlackRock Tchnlgy nd Prvt Eqty Trm Trst. The most heavily invested institutionals were Lazard Asset Management LLC ($22.21M), Penserra Capital Management LLC ($18.34M), Rivernorth Capital Management LLC ($16.96M), Invesco Ltd. ($11.94M), Absolute Investment Advisers LLC ($10.23M), Raymond James Financial Inc. ($9M), and Quantedge Capital Pte Ltd ($7.84M).Learn more on BlackRock Tchnlgy nd Prvt Eqty Trm Trst's institutional investors.

26.00% of BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock is owned by institutional investors. Learn more on BTX's institutional investor holdings.

Of the 86 institutional investors that purchased BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lazard Asset Management LLC ($3.38M), Penserra Capital Management LLC ($2.74M), Rivernorth Capital Management LLC ($2.57M), Invesco Ltd. ($1.81M), Absolute Investment Advisers LLC ($1.55M), Raymond James Financial Inc. ($1.34M), and Quantedge Capital Pte Ltd ($1.03M).

Institutional investors have bought a total of 22,842,884 shares in the last 24 months. This purchase volume represents approximately $151.62M in transactions.

Of the 21 institutional investors that sold BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($98.06K), Royal Bank of Canada ($91.82K), LPL Financial LLC ($49.27K), Jane Street Group LLC ($47.57K), Concurrent Investment Advisors LLC ($39.23K), Stifel Financial Corp ($28.35K), and Virtus Investment Advisers LLC ($25.61K).

Institutional investors have sold a total of 516,120 shares in the last 24 months. This volume of shares sold represents approximately $3.40M in transactions.


Related Companies

This page (NYSE:BTX) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
The S-1 just dropped. 22 days left.
The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing con...
Behind the Markets | Sponsoredtc pixel
My crisis of conscience
Emmet Savage - named in Irish America's Wall Street 50 as one of the most successful investors in the world - ...
Porter & Company | Sponsoredtc pixel
Your $29.97 book is free today
Bill Poulos is giving away his 'Safe Trade Options Formula' book at no charge - the same book that sells for $...
Profits Run | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel