We are live on ! Find out more
BTX

BlackRock Technology and Private Equity Term Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
76
Bank of New York Mellon
New York
$71K
NW
77
NewEdge Wealth
Pennsylvania
$71K
SAG
78
Susquehanna Advisors Group
Pennsylvania
$69.9K
SFS
79
Sowell Financial Services
Arkansas
$67.3K +$1.18K +176 +2%
PL
80
Plancorp LLC
Missouri
$65.9K
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$64K +$1.23K +183 +2%
Comerica Bank
82
Comerica Bank
Texas
$51.9K +$5.48K +815 +12%
KAS
83
Kestra Advisory Services
Texas
$37.9K +$38.7K +5,749 New
BlackRock
84
BlackRock
New York
$33K
WA
85
WPG Advisers
Maryland
$30K +$16.9K +2,506 +123%
AUB
86
Atlantic Union Bankshares
Virginia
$16.1K
SAG
87
SageView Advisory Group
California
$13.4K +$13.7K +2,040 New
EB
88
Eastern Bank
Massachusetts
$12.3K
CFB
89
Cullen/Frost Bankers
Texas
$8.24K +$8.41K +1,250 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$8.14K +$1.01K +150 +14%
OCM
91
Osbon Capital Management
Massachusetts
$7.91K +$8.07K +1,200 New
CT
92
Caldwell Trust
Florida
$6.59K -$6.73K -1,000 -50%
IRC
93
Investors Research Corp
Georgia
$5.59K
MCM
94
MAI Capital Management
Ohio
$4.51K
HWP
95
Highline Wealth Partners
California
$3.29K
SC
96
Swan Capital
Florida
$2.24K
PWMG
97
Prestige Wealth Management Group
New Jersey
$310
Balyasny Asset Management
98
Balyasny Asset Management
Illinois
-$1.94M -289,409 Closed
Millennium Management
99
Millennium Management
New York
-$621K -92,674 Closed
HF
100
HRT Financial
New York
-$495K -74,026 Closed