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

$8.60 +0.01 (+0.06%)
Closing price 07/2/2026 03:58 PM Eastern
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As of 07/2/2026 07:11 PM Eastern
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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)
22
Total
Institutional Outflows
(last 12 months)
$3.71M
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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
6/3/2026NewEdge Advisors LLC193,504$1.28M0.0%-19.2%0.329%
5/19/2026Bank of America Corp DE447,999$2.96M0.0%+7.4%0.762%
5/18/2026Rivernorth Capital Management LLC2,570,038$16.96M0.9%N/A4.369%
5/18/2026Royal Bank of Canada372,470$2.46M0.0%-3.0%0.633%
5/16/2026Quantinno Capital Management LP158,168$1.04M0.0%-9.1%0.269%
5/16/2026Saba Capital Management L.P.764,197$5.04M0.1%N/A1.299%
5/16/2026Lazard Asset Management LLC3,364,475$22.21M0.0%-0.4%5.719%
5/15/2026Punch & Associates Investment Management Inc.24,905$164K0.0%N/A0.042%
5/13/2026Cetera Investment Advisers22,004$145K0.0%+64.5%0.037%
5/12/2026Quantedge Capital Pte Ltd1,187,179$7.84M4.3%+33.8%2.018%
5/5/2026SouthState Bank Corp10,413$69K0.0%N/A0.018%
5/1/2026Fifth Third Bancorp8,658$57K0.0%N/A0.015%
4/30/2026WPG Advisers LLC7,055$47K0.0%+55.2%0.012%
4/29/2026Baxter Bros Inc.10,000$66K0.0%N/A0.017%
4/27/2026PFG Investments LLC18,655$123K0.0%+7.7%0.032%
4/27/2026Private Advisor Group LLC292,211$1.93M0.0%+51.1%0.497%
4/27/2026Elevation Point Wealth Partners LLC19,772$130K0.0%N/A0.034%
4/22/2026Absolute Investment Advisers LLC1,549,398$10.23M1.2%+144.4%2.634%
4/21/2026Silver Oak Securities Incorporated17,135$113K0.0%+26.5%0.029%
4/20/2026TrueMark Investments LLC29,708$196K0.0%+5.4%0.051%
4/18/2026CENTRAL TRUST Co35,200$232K0.0%N/A0.060%
4/16/2026Tactive Advisors LLC13,115$87K0.0%-12.7%0.022%
4/16/2026Evolve Private Wealth LLC27,195$179K0.0%+26.4%0.046%
3/17/2026Rockefeller Capital Management L.P.328,501$2.17M0.0%-4.4%0.558%
2/23/2026Virtu Financial LLC39,399$260K0.0%N/A0.067%
2/19/2026Invesco Ltd.1,811,362$11.94M0.0%+13.2%3.079%
2/18/2026NewEdge Advisors LLC239,552$1.58M0.0%+54.9%0.407%
2/18/2026Virtus Investment Advisers LLC108,899$718K0.2%-19.0%0.185%
2/18/2026Readystate Asset Management LP686,666$4.53M0.2%+102.8%1.167%
2/18/2026Evolve Private Wealth LLC21,518$142K0.0%N/A0.037%
2/17/2026Cetera Investment Advisers13,378$88K0.0%-35.5%0.023%
2/17/2026Lazard Asset Management LLC3,378,783$22.27M0.0%N/A5.744%
2/17/2026Quantedge Capital Pte Ltd887,079$5.85M2.8%+471.1%1.508%
2/17/2026Kovack Advisors Inc.18,809$124K0.0%N/A0.032%
2/17/2026Osaic Holdings Inc.52,662$347K0.0%-6.3%0.090%
2/17/2026&PARTNERS12,366$81K0.0%-15.4%0.021%
2/17/2026Royal Bank of Canada384,147$2.53M0.0%-17.3%0.653%
2/16/2026Mariner LLC35,162$232K0.0%+86.6%0.060%
2/13/2026Kestra Advisory Services LLC5,749$38K0.0%N/A0.010%
2/13/2026Thomas J. Herzfeld Advisors Inc.543,195$3.58M1.2%N/A0.923%
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2/13/2026Stifel Financial Corp89,439$589K0.0%-24.1%0.152%
2/13/2026Quarry LP170,066$1.12M0.2%N/A0.289%
2/13/2026Wells Fargo & Company MN40,850$269K0.0%+29.7%0.069%
2/12/2026Advisors Asset Management Inc.514,941$3.39M0.1%+20.4%0.875%
2/12/2026Jane Street Group LLC330,514$2.18M0.0%-12.6%0.562%
2/12/2026Steward Partners Investment Advisory LLC23,627$156K0.0%-50.7%0.040%
2/12/2026Wedbush Securities Inc.55,731$367K0.0%-16.0%0.095%
2/12/2026Kovack Advisors Inc.18,809$125K0.0%N/A0.032%
2/11/2026Janney Montgomery Scott LLC81,194$535K0.0%+4.6%0.138%
2/11/2026LPL Financial LLC93,620$617K0.0%-34.5%0.159%
2/11/2026Closed End Fund Advisors Inc.15,624$103K0.1%N/A0.027%
2/10/2026Lido Advisors LLC20,109$134K0.0%+65.0%0.034%
2/9/2026Blue Bell Private Wealth Management LLC240,173$1.58M0.2%+86.1%0.408%
2/9/2026Accredited Investor Services LLC19,699$130K0.1%N/A0.033%
2/6/2026Ignite Planners LLC11,123$74K0.0%-16.9%0.019%
2/6/2026Global Retirement Partners LLC26,661$176K0.0%N/A0.045%
2/3/2026International Assets Investment Management LLC11,034$73K0.0%N/A0.019%
2/3/2026Indivisible Partners40,604$268K0.0%N/A0.069%
2/2/2026Wolverine Asset Management LLC773,052$5.09M0.0%+46.4%1.314%
2/2/2026Mutual Advisors LLC33,425$220K0.0%-8.2%0.057%
2/2/2026Oppenheimer & Co. Inc.222,520$1.47M0.0%-3.3%0.378%
1/30/2026Chapin Davis Inc.69,499$458K0.1%-25.3%0.118%
1/29/2026Matisse Capital571,000$3.76M1.7%+3.6%0.971%
1/29/2026UBS Group AG596,389$3.93M0.0%-14.1%1.014%
1/29/2026Sanctuary Advisors LLC92,067$607K0.0%+33.1%0.157%
1/29/2026Concurrent Investment Advisors LLC18,181$120K0.0%-68.3%0.031%
1/28/2026WPG Advisers LLC4,546$30K0.0%+122.8%0.008%
1/28/2026Absolute Investment Advisers LLC633,924$4.30M0.5%N/A1.078%
1/26/2026Shaker Financial Services LLC194,268$1.28M0.4%+34.9%0.330%
1/26/2026Merit Financial Group LLC23,549$155K0.0%+97.8%0.040%
1/23/2026Choreo LLC38,072$254K0.0%N/A0.065%
1/21/2026Modera Wealth Management LLC19,083$126K0.0%-19.1%0.032%
1/15/2026Silver Oak Securities Incorporated13,548$90K0.0%N/A0.023%
1/14/2026TrueMark Investments LLC28,196$186K0.0%N/A0.048%
1/12/2026Amplius Wealth Advisors LLC11,845$78K0.0%N/A0.020%
1/5/2026Park Avenue Securities LLC17,958$118K0.0%N/A0.031%
11/17/2025NewEdge Advisors LLC154,669$1.04M0.0%N/A0.263%
11/17/2025Susquehanna Advisors Group Inc.10,600$71K0.0%N/A0.018%
11/17/2025Susquehanna International Group LLP41,263$276K0.0%N/A0.070%
11/17/2025Millennium Management LLC92,674$621K0.0%N/A0.158%
11/17/2025Lido Advisors LLC12,190$82K0.0%N/A0.021%
11/17/2025Bank of America Corp DE590,003$3.95M0.0%N/A1.003%
11/17/2025Ameriprise Financial Inc.461,378$3.09M0.0%N/A0.784%
11/14/2025Creative Planning20,958$140K0.0%N/A0.036%
11/14/2025Raymond James Financial Inc.1,343,222$9M0.0%N/A2.283%
11/14/2025Comerica Bank7,061$47K0.0%N/A0.012%
11/14/2025Newbridge Financial Services Group Inc.6,400$43K0.0%N/A0.011%
11/13/2025SeaCrest Wealth Management LLC65,074$452K0.0%N/A0.111%
11/13/2025Invesco Ltd.1,599,817$10.72M0.0%N/A2.720%
11/13/2025UBS Group AG694,448$4.65M0.0%N/A1.181%
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Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

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11/13/2025Private Advisor Group LLC140,177$939K0.0%N/A0.238%
11/13/2025CreativeOne Wealth LLC15,020$101K0.0%N/A0.026%
11/12/2025Insigneo Advisory Services LLC18,346$123K0.0%N/A0.031%
11/12/2025Level Four Advisory Services LLC13,635$91K0.0%N/A0.023%
11/10/2025Clearstead Advisors LLC12,935$87K0.0%N/A0.022%
11/7/2025NewEdge Wealth LLC10,767$74K0.0%N/A0.018%
11/7/2025Readystate Asset Management LP338,664$2.27M0.1%N/A0.576%
11/6/2025Wedbush Securities Inc.66,339$444K0.0%N/A0.113%
11/6/2025Advisors Asset Management Inc.427,724$2.87M0.0%N/A0.727%
11/6/2025Oppenheimer & Co. Inc.230,048$1.54M0.0%N/A0.391%


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 22 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), NewEdge Advisors LLC ($46.05K), Concurrent Investment Advisors LLC ($39.23K), and Stifel Financial Corp ($28.35K).

Institutional investors have sold a total of 562,168 shares in the last 24 months. This volume of shares sold represents approximately $3.71M in transactions.


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This page (NYSE:BTX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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