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

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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)
82
Total
Institutional Inflows
(last 12 months)
$127.33M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$3.13M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026SouthState 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%
3/17/2026Rockefeller 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%
2/18/2026 Evolve 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%
2/13/2026 Kestra Advisory Services LLC5,749$38K0.0%N/A0.010%
2/13/2026Thomas J. Herzfeld Advisors Inc.543,195$3.58M1.2%N/A0.923%
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%
2/12/2026 Wedbush Securities Inc.55,731$367K0.0%-16.0%0.095%
2/12/2026Kovack Advisors Inc.18,809$125K0.0%N/A0.032%
2/11/2026 Janney Montgomery Scott LLC81,194$535K0.0%+4.6%0.138%
2/11/2026LPL 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%
2/9/2026 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%
1/29/2026Matisse 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%
1/29/2026 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%
1/26/2026Shaker 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%
1/23/2026Choreo LLC38,072$254K0.0%N/A0.065%
1/21/2026Modera 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%
11/17/2025NewEdge 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%
11/13/2025 SeaCrest 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%
11/13/2025 Private 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%
11/6/2025 Wedbush Securities Inc.66,339$444K0.0%N/A0.113%
11/6/2025Advisors Asset Management Inc.427,724$2.87M0.0%N/A0.727%
11/6/2025 Oppenheimer & Co. Inc.230,048$1.54M0.0%N/A0.391%
11/6/2025 RFG Advisory LLC27,331$183K0.0%N/A0.046%
11/5/2025 J.W. Cole Advisors Inc.10,813$72K0.0%N/A0.018%
11/4/2025Penserra Capital Management LLC2,737,973$18.34M0.2%N/A4.654%
11/4/2025 Mutual Advisors LLC36,425$242K0.0%N/A0.062%
10/31/2025 B. Riley Wealth Advisors Inc.12,924$87K0.0%N/A0.022%
10/31/2025 Barrett & Company Inc.11,343$76K0.0%N/A0.019%
10/31/2025Modera Wealth Management LLC23,583$158K0.0%N/A0.040%
10/31/2025 PFG Investments LLC17,020$114K0.0%N/A0.029%
10/29/2025Matisse Capital551,000$3.69M1.7%N/A0.937%
10/28/2025 4WEALTH Advisors Inc.11,021$74K0.1%N/A0.019%


BTX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BTX shares?

During the previous two years, 91 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 ($22.27M), Penserra Capital Management LLC ($18.34M), Invesco Ltd. ($11.94M), Absolute Investment Advisers LLC ($10.23M), Raymond James Financial Inc. ($9M), Quantedge Capital Pte Ltd ($5.85M), and Wolverine Asset Management LLC ($5.09M).Learn more on BlackRock Tchnlgy nd Prvt Eqty Trm Trst's institutional investors.

What percentage of BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock is owned by 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.

Which institutional investors have been buying BlackRock Tchnlgy nd Prvt Eqty Trm Trst's stock?

Of the 82 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), Invesco Ltd. ($1.81M), Absolute Investment Advisers LLC ($1.55M), Raymond James Financial Inc. ($1.34M), Wolverine Asset Management LLC ($773.05K), and Quantedge Capital Pte Ltd ($731.75K).

How much institutional buying is happening at BlackRock Tchnlgy nd Prvt Eqty Trm Trst?

Institutional investors have bought a total of 19,144,273 shares in the last 24 months. This purchase volume represents approximately $127.33M in transactions.

Which of BlackRock Tchnlgy nd Prvt Eqty Trm Trst's major shareholders have been selling company stock?

Of the 19 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 ($80.14K), 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).

How much institutional selling is happening at BlackRock Tchnlgy nd Prvt Eqty Trm Trst?

Institutional investors have sold a total of 474,283 shares in the last 24 months. This volume of shares sold represents approximately $3.13M in transactions.


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