BTX
BlackRock Technology & Private Equity Term Trust
$9.03
+0.89%
$2.1B
No data for this timeframe.
Vol
Market Cap$2.1B
Cap SizeMid Cap
Inst. Holders25 funds
Inst. Value$120.8M
Inst. Activity5 buys / 2 sells
Recent Activity
Jan 30, 2026
Insider
Menge Steven Reid was granted 4,136.943 shares
$7.85 ($32.5K)
Jan 30, 2026
Insider
Kim Tony was granted 29,270.828 shares
$7.85 ($229.8K)
Inst.
MORGAN STANLEY — ADD
10,044,148 shares ($66.3M)
Inst.
WOLVERINE ASSET MANAGEMENT LLC — TRIM
212,686 shares ($1.4M)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $66.3M | ADD |
| LAZARD ASSET MANAGEMENT LLC | $22.2M | NEW |
| Invesco Ltd. | $11.7M | TRIM |
| RAYMOND JAMES FINANCIAL INC | $5.4M | — |
| BANK OF AMERICA CORP | $3.0M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jan 30, 2026 | Menge Steven | A | $32.5K |
| Jan 30, 2026 | Kim Tony | A | $229.8K |
25 institutional holders with $120.8M total value (18,307,180 shares) as of 2026-Q1. Top holders: MORGAN, LAZARD, Invesco. Net buying activity: 5 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 10,044,148 | $66.3M | 54.9% | ADD +37.7% |
| 2 | LAZARD ASSET MANAGEMENT LLC | 3,364,475 | $22.2M | 18.4% | NEW |
| 3 | Invesco Ltd. | 1,778,169 | $11.7M | 9.7% | TRIM -42.9% |
| 4 | RAYMOND JAMES FINANCIAL INC | 815,175 | $5.4M | 4.5% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 447,999 | $3.0M | 2.4% | TRIM -29.3% |
| 6 | AMERIPRISE FINANCIAL INC | 446,783 | $2.9M | 2.4% | ADD +25.6% |
| 7 | ROYAL BANK OF CANADA | 372,470 | $2.5M | 2.0% | NEAR_EXIT -77.9% |
| 8 | Rockefeller Capital Management L.P. | 328,586 | $2.2M | 1.8% | — |
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 212,686 | $1.4M | 1.2% | TRIM -72.5% |
| 10 | HighTower Advisors, LLC | 103,852 | $685.4K | 0.6% | ADD +44.4% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 77,892 | $514.1K | 0.4% | — |
| 12 | STIFEL FINANCIAL CORP | 62,866 | $414.9K | 0.3% | TRIM -29.7% |
| 13 | Concurrent Investment Advisors, LLC | 51,419 | $339.4K | 0.3% | DOUBLED +182.8% |
| 14 | Merit Financial Group, LLC | 34,213 | $225.8K | 0.2% | ADD +45.3% |
| 15 | Mariner, LLC | 30,445 | $191.5K | 0.2% | ADD +86.6% |
| 16 | WELLS FARGO & COMPANY/MN | 24,663 | $162.8K | 0.1% | ADD +29.7% |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | 21,919 | $144.7K | 0.1% | — |
| 18 | Lido Advisors, LLC | 20,086 | $132.6K | 0.1% | ADD +65.0% |
| 19 | Vestmark Advisory Solutions, Inc. | 19,772 | $130.5K | 0.1% | — |
| 20 | &PARTNERS | 11,189 | $73.8K | 0.1% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | ADD | 7,293,873 | 10,044,148 | +37.7% | $66.3M | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | 773,052 | 212,686 | -72.5% | $1.4M | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 71,896 | 103,852 | +44.4% | $685.4K | 2026-Q1 |
| STIFEL FINANCIAL CORP | TRIM | 89,439 | 62,866 | -29.7% | $414.9K | 2026-Q1 |
| Concurrent Investment Advisors, LLC | DOUBLED | 18,181 | 51,419 | +182.8% | $339.4K | 2026-Q1 |
| Merit Financial Group, LLC | ADD | 23,549 | 34,213 | +45.3% | $225.8K | 2026-Q1 |
| BlackRock, Inc. | ADD | 5,000 | 7,443 | +48.9% | $49.1K | 2026-Q1 |
| MORGAN STANLEY | ADD | 5,364,223 | 7,293,873 | +36.0% | $48.1M | 2025-Q4 |
| LAZARD ASSET MANAGEMENT LLC | NEW | — | 3,378,783 | — | $22.3M | 2025-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 528,036 | 773,052 | +46.4% | $5.1M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 590,003 | 417,254 | -29.3% | $2.7M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 31,484 | 40,850 | +29.7% | $269.2K | 2025-Q4 |
| Mariner, LLC | ADD | 18,848 | 35,162 | +86.6% | $231.7K | 2025-Q4 |
| Merit Financial Group, LLC | ADD | 11,906 | 23,549 | +97.8% | $155.2K | 2025-Q4 |
| Lido Advisors, LLC | ADD | 12,190 | 20,109 | +65.0% | $133.8K | 2025-Q4 |
| Concurrent Investment Advisors, LLC | TRIM | 57,409 | 18,181 | -68.3% | $119.8K | 2025-Q4 |
| Invesco Ltd. | TRIM | 2,800,615 | 1,599,817 | -42.9% | $10.7M | 2025-Q3 |
| UBS Group AG | TRIM | 1,128,902 | 694,448 | -38.5% | $4.7M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,153,901 | 590,003 | -48.9% | $4.0M | 2025-Q3 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 12,034 | 528,036 | +4287.9% | $3.5M | 2025-Q3 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 217,150 | 289,409 | +33.3% | $1.9M | 2025-Q3 |
| Concurrent Investment Advisors, LLC | ADD | 35,274 | 57,409 | +62.8% | $384.6K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 8,265 | 31,484 | +280.9% | $210.9K | 2025-Q3 |
| Mariner, LLC | ADD | 11,000 | 18,848 | +71.3% | $126.3K | 2025-Q3 |
| HB Wealth Management, LLC | ADD | 13,750 | 17,683 | +28.6% | $118.5K | 2025-Q3 |
2 unique insiders with 2 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jan 30, 2026 | Menge Steven Reid | AWARD | 4,136.943 | $7.85 | $32.5K | |
| Jan 30, 2026 | Kim Tony | AWARD | 29,270.828 | $7.85 | $229.8K |
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
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No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.