BMEZ
BlackRock Health Sciences Term Trust
$14.54
+0.69%
$193.9M
No data for this timeframe.
Vol
Market Cap$193.9M
Cap SizeMicro Cap
Inst. Holders20 funds
Inst. Value$114.0M
Inst. Activity2 buys / 1 sells
Recent Activity
Mar 2, 2026
earnings_calendar
BMEZ Q4 2025 Earnings Scheduled — 2026-03-02
Jan 30, 2026
Insider
Liu Xiang acquired via exercise 523.331 shares
Jan 30, 2026
Insider
Liu Xiang was granted 1,026.693 shares
$15.21 ($15.6K)
Jan 30, 2026
Insider
Liu Xiang disposed of 777.922 shares
$15.21 ($11.8K)
Inst.
LAZARD ASSET MANAGEMENT LLC — ADD
621,604 shares ($8.9M)
Inst.
&PARTNERS — ADD
87,256 shares ($1.3M)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $27.8M | — |
| BANK OF AMERICA CORP | $18.9M | NEAR_EXIT |
| Invesco Ltd. | $13.9M | ADD |
| RAYMOND JAMES FINANCIAL INC | $13.9M | — |
| WELLS FARGO & COMPANY/MN | $11.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jan 30, 2026 | Liu Xiang | M | $0.00 |
| Jan 30, 2026 | Liu Xiang | A | $15.6K |
| Jan 30, 2026 | Liu Xiang | D | $11.8K |
| Jan 30, 2026 | Liu Xiang | M | $0.00 |
| Jan 30, 2026 | Xie H | M | $0.00 |
20 institutional holders with $114.0M total value (7,938,354 shares) as of 2026-Q1. Top holders: MORGAN, BANK, Invesco. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,939,009 | $27.8M | 24.4% | — |
| 2 | BANK OF AMERICA CORP /DE/ | 1,313,210 | $18.9M | 16.5% | NEAR_EXIT -100.0% |
| 3 | Invesco Ltd. | 969,543 | $13.9M | 12.2% | ADD +42.7% |
| 4 | RAYMOND JAMES FINANCIAL INC | 964,706 | $13.9M | 12.2% | — |
| 5 | WELLS FARGO & COMPANY/MN | 778,787 | $11.2M | 9.8% | — |
| 6 | LAZARD ASSET MANAGEMENT LLC | 621,604 | $8.9M | 7.8% | ADD +64.2% |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 379,615 | $5.5M | 4.8% | ADD +78.8% |
| 8 | ROYAL BANK OF CANADA | 353,605 | $5.1M | 4.5% | TRIM -73.9% |
| 9 | STIFEL FINANCIAL CORP | 250,648 | $3.6M | 3.2% | — |
| 10 | Rockefeller Capital Management L.P. | 127,297 | $1.8M | 1.6% | ADD +62.6% |
| 11 | &PARTNERS | 87,256 | $1.3M | 1.1% | ADD +26.0% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 84,787 | $1.2M | 1.1% | — |
| 13 | AMERIPRISE FINANCIAL INC | 24,998 | $359.0K | 0.3% | ADD +61.5% |
| 14 | HighTower Advisors, LLC | 16,948 | $243.4K | 0.2% | TRIM -35.2% |
| 15 | FIFTH THIRD BANCORP | 9,920 | $142.5K | 0.1% | — |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,600 | $80.4K | 0.1% | — |
| 17 | BlackRock, Inc. | 5,000 | $71.8K | 0.1% | TRIM -50.0% |
| 18 | CWM, LLC | 3,354 | $48.2K | 0.0% | ADD +25.6% |
| 19 | PNC FINANCIAL SERVICES GROUP, INC. | 2,420 | $34.8K | 0.0% | — |
| 20 | ASSETMARK, INC | 47 | $675.00 | 0.0% | NEAR_EXIT -84.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | ADD | 378,550 | 621,604 | +64.2% | $8.9M | 2026-Q1 |
| &PARTNERS | ADD | 69,257 | 87,256 | +26.0% | $1.3M | 2026-Q1 |
| HighTower Advisors, LLC | TRIM | 26,151 | 16,948 | -35.2% | $243.4K | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | ADD | 224,518 | 401,511 | +78.8% | $6.0M | 2025-Q4 |
| &PARTNERS | DOUBLED | 15,699 | 69,257 | +341.2% | $1.0M | 2025-Q4 |
| CWM, LLC | ADD | 2,656 | 3,336 | +25.6% | $50.00 | 2025-Q4 |
| Invesco Ltd. | ADD | 651,097 | 929,121 | +42.7% | $13.4M | 2025-Q3 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 3,817 | 224,518 | +5782.1% | $3.2M | 2025-Q3 |
| AMERIPRISE FINANCIAL INC | ADD | 14,521 | 23,445 | +61.5% | $338.1K | 2025-Q3 |
| Corient Private Wealth LLC | TRIM | 30,442 | 20,442 | -32.8% | $294.8K | 2025-Q3 |
| BALYASNY ASSET MANAGEMENT L.P. | NEAR_EXIT | 113,128 | 19,874 | -82.4% | $286.6K | 2025-Q3 |
| Allworth Financial LP | DOUBLED | 13 | 3,209 | +24584.6% | $46.3K | 2025-Q3 |
| ASSETMARK, INC | NEAR_EXIT | 297 | 47 | -84.2% | $678.00 | 2025-Q3 |
| Invesco Ltd. | TRIM | 1,206,849 | 651,097 | -46.0% | $9.3M | 2025-Q2 |
| ROYAL BANK OF CANADA | TRIM | 1,594,157 | 416,629 | -73.9% | $5.9M | 2025-Q2 |
| Corient Private Wealth LLC | ADD | 16,025 | 30,442 | +90.0% | $434.1K | 2025-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC | TRIM | 5,156 | 3,817 | -26.0% | $54.4K | 2025-Q2 |
| ROYAL BANK OF CANADA | DOUBLED | 373,393 | 1,594,157 | +326.9% | $23.8M | 2025-Q1 |
| Corient Private Wealth LLC | TRIM | 26,225 | 16,025 | -38.9% | $238.8K | 2025-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 25,889 | 12,734 | -50.8% | $189.7K | 2025-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC | NEAR_EXIT | 187,617 | 5,156 | -97.3% | $76.8K | 2025-Q1 |
| BlackRock, Inc. | TRIM | 10,000 | 5,000 | -50.0% | $74.5K | 2025-Q1 |
| CWM, LLC | DOUBLED | 934 | 2,596 | +177.9% | $39.00 | 2025-Q1 |
| ROYAL BANK OF CANADA | TRIM | 1,101,351 | 373,393 | -66.1% | $5.4M | 2024-Q4 |
| WOLVERINE ASSET MANAGEMENT LLC | DOUBLED | 31,476 | 187,617 | +496.1% | $2.7M | 2024-Q4 |
2 unique insiders with 8 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jan 30, 2026 | Liu Xiang | EXERCISE | 523.331 | — | — | |
| Jan 30, 2026 | Liu Xiang | AWARD | 1,026.693 | $15.21 | $15.6K | |
| Jan 30, 2026 | Liu Xiang | D | 777.922 | $15.21 | $11.8K | |
| Jan 30, 2026 | Liu Xiang | EXERCISE | 777.922 | — | — | |
| Jan 30, 2026 | Xie H Erin | EXERCISE | 8,915.347 | — | — | |
| Jan 30, 2026 | Xie H Erin | AWARD | 17,560.493 | $15.21 | $267.1K | |
| Jan 30, 2026 | Xie H Erin | D | 25,676.274 | $15.21 | $390.5K | |
| Jan 30, 2026 | Xie H Erin | EXERCISE | 25,676.274 | — | — |
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.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Mar 2, 2026
earnings_calendar
BMEZ Q4 2025 Earnings Scheduled — 2026-03-02