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 2024 vs. Q2 2024
How the institutions holding BlackRock Technology & Private Equity Term Trust changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 121 | 1 | 112 | −8 |
| Shares | 97.8M | 5.00K | 98.0M | +277.1K (+0.3%) |
| Value | $703.8M | $36.1K | $740.1M | +$36.4M (+5.2%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (13)
Institutions that held BlackRock Technology & Private Equity Term Trust at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 1,996,835 | $15.1M | 0.33% |
| Capstone Investment Advisors, LLC | 240,859 | $1.82M | 0.03% |
| Uhlmann Price Securities, LLC | 65,699 | $496.0K | 0.39% |
| Virtu Financial LLC | 25,265 | $191.0K | 0.01% |
| Samalin Investment Counsel, LLC | 11,600 | $87.6K | 0.04% |
| Wiley Bros.-Aintree Capital, LLC | 11,243 | $84.9K | 0.00% |
| CoreCap Advisors, LLC | 10,000 | $75.5K | 0.00% |
| BlackRock, Inc. | 5,001 | $37.8K | 0.00% |
| Northwestern Mutual Wealth Management Co | 129 | $974 | 0.00% |
| IFP Advisors, Inc | 100 | $755 | 0.00% |
| FMR LLC | 1 | $8 | 0.00% |
| Signaturefd, LLC | 1 | $8 | 0.00% |
| International Assets Investment Management, LLC | 22,318 | – | – |
Sold out (21)
Institutions that held BlackRock Technology & Private Equity Term Trust at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Landscape Capital Management, L.L.C. | 545,200 | $3.94M |
| Atlas Wealth LLC | 279,315 | $2.07M |
| Flow State Investments, L.P. | 200,000 | $1.45M |
| Advisors Asset Management, Inc. | 57,680 | $417.0K |
| Logan Stone Capital, LLC | 48,677 | $351.9K |
| Marex Group plc | 29,272 | $211.6K |
| Claro Advisors LLC | 17,359 | $125.5K |
| Epiq Partners, LLC | 16,516 | $119.4K |
| MAI Capital Management | 16,305 | $117.9K |
| Stonebrook Private Inc. | 10,662 | $77.1K |
| Tempus Wealth Planning, LLC | 10,563 | $76.4K |
| Ancora Advisors, LLC | 10,000 | $72.3K |
| Register Financial Advisors LLC | 6,614 | $47.8K |
| CIBC Private Wealth Group, LLC | 5,533 | $41.0K |
| Bessemer Group Inc | 4,633 | $34.0K |
| Activest Wealth Management | 4,086 | $29.5K |
| GFS Advisors, LLC | 434,539 | $12.0K |
| Center for Financial Planning, Inc. | 600 | $4.34K |
| JPMorgan Chase & Co | 395 | $2.85K |
| Harbour Investments, Inc. | 300 | $2.17K |
| Stephens Consulting, LLC | 250 | $1.81K |
Not filed for Q3 2024 yet (1)
Institutions that held BlackRock Technology & Private Equity Term Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| BlackRock Inc. | 5,000 | $36.1K |