BlackRock Technology & Private Equity Term Trust
BTX- Exchange
- NYSE
- SEC CIK
- 0001836057
No open-market purchases or sales by BlackRock Technology & Private Equity Term Trust insiders were filed in the last 90 days; 119 institutions reported holding it in 13F filings for Q2 2026, worth $308.7M in total; no superinvestor holds it.
Q3 2021 vs. Q2 2021
How the institutions holding BlackRock Technology & Private Equity Term Trust changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Q3 2021 | Change |
|---|---|---|---|
| Holders | 42 | 51 | +9 |
| Shares | 10.4M | 15.5M | +5.07M (+48.8%) |
| Value | $211.0M | $279.8M | +$68.8M (+32.6%) |
New holders (15)
Institutions that held BlackRock Technology & Private Equity Term Trust at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 533,370 | $9.65M | 0.51% |
| Lazard Asset Management LLC | 303,000 | $5.48M | 0.01% |
| Wolverine Asset Management LLC | 137,372 | $2.49M | 0.03% |
| Strategic Advisors LLC | 25,000 | $452.0K | 0.10% |
| Raymond James Trust N.A. | 24,694 | $447.0K | 0.01% |
| National Asset Management, Inc. | 21,600 | $391.0K | 0.01% |
| Modera Wealth Management, LLC | 20,000 | $362.0K | 0.02% |
| Marcum Wealth, LLC | 15,000 | $272.0K | 0.04% |
| Kestra Advisory Services, LLC | 13,521 | $245.0K | 0.00% |
| Cresset Asset Management, LLC | 12,639 | $229.0K | 0.00% |
| Integrated Wealth Concepts LLC | 12,450 | $225.0K | 0.01% |
| Virtus ETF Advisers LLC | 5,361 | $97.0K | 0.04% |
| Koshinski Asset Management, Inc. | 401 | $7.26K | 0.00% |
| Blue Bell Private Wealth Management, LLC | 200 | $4.00K | 0.00% |
| Evoke Wealth, LLC | 100 | $1.00K | 0.00% |
Sold out (6)
Institutions that held BlackRock Technology & Private Equity Term Trust at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Tiedemann Advisors, LLC | 25,000 | $508.0K |
| Virtu Financial LLC | 22,907 | $465.0K |
| Newbridge Financial Services Group, Inc. | 17,000 | $345.0K |
| Citadel Advisors LLC | 9,986 | $203.0K |
| Pacitti Group Inc. | 5,000 | $101.0K |
| Northwestern Mutual Wealth Management Co | 1,500 | $30.0K |