Comparable stake leader
MORGAN STANLEY
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001616678.
Comparable stake leader
MORGAN STANLEY
Disclosed value leader
MORGAN STANLEY
Comparable rows
0/50
Latest evidence
30 Jun 2026
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Quick read
0 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$72,535,434
1,430,397 shares
|
— | 30 Jun 2026 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$39,940,160
787,619 shares
|
— | 30 Jun 2026 |
| Karpus Management, Inc. |
13F
Company
|
—
class O/S missing
|
$32,428,127
639,482 shares
|
— | 30 Jun 2026 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$24,506,875
483,275 shares
|
— | 30 Jun 2026 |
| 1607 Capital Partners, LLC |
13F
Company
|
—
class O/S missing
|
$23,763,213
468,610 shares
|
— | 30 Jun 2026 |
| Z3 Capital Partners, LLC |
13F
Company
|
—
class O/S missing
|
$19,844,763
391,338 shares
|
— | 30 Jun 2026 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$14,129,201
278,628 shares
|
— | 30 Jun 2026 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$13,523,263
266,632 shares
|
— | 30 Jun 2026 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Net insider flow leans to buying over the last 12 months. Net value: +$1,570,954.
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 39,645 | 0 | $1,570,954 | $0 | +$1,570,954 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Showing 1-15 of 15 reporting-owner rows connected to BlackRock Science & Technology Trust. Open a relationship link for the CIK-to-CIK filing trail.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Tony Kim | Portfolio Manager | $3,110,405 | +$1,570,955 | +102% | Filing P/S | 05 Feb 2026 |
| Richard Cavanagh | Director | $27,381 | Mixed | 14 Jul 2021 | ||
| Michael J. Castellano | Director | $25,353 | Mixed | 02 Jul 2021 | ||
| Caroline Elizabeth Tall | Portfolio Manager | $23,152 | Mixed | 31 Jan 2023 | ||
| W. Carl Kester | Director | $4,215 | Mixed | 28 Jun 2021 | ||
| Stayce D. Harris | Director | $1,093 | Filing P/S | 28 Oct 2024 | ||
| Kyle McClements | Portfolio Manager | $0 | Mixed | 31 Jan 2025 | ||
| Steven Reid Menge | Portfolio Manager | $0 | Mixed | 30 Jan 2026 | ||
| Christopher Accettella | Portfolio Manager | $0 | Mixed | 31 Jan 2025 | ||
| Arthur Philip Steinmetz | Director | Mixed | 09 Sep 2023 | |||
| James Phillip Holloman | Director | Mixed | 10 Jun 2021 | |||
| Aaron David Wasserman | Chief Compliance Officer | Mixed | 01 Jul 2023 | |||
| Lorenzo Flores | Director | Mixed | 30 Jul 2021 | |||
| Stephen Thomas Minar | Vice President | Mixed | 08 May 2025 | |||
| Charles Park | Chief Compliance Officer | Mixed | 01 Aug 2026 |
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Tony Kim | BST | Common Stock | Purchase | 41.1% | $919,754 | $38.90 | 23,645 | 81,159 | 05 Feb 2026 | Direct |
| Steven Reid Menge | BST | Common Stock | Disposed to Issuer | -100% | -564 | 0 | 30 Jan 2026 | Direct | ||
| Steven Reid Menge | BST | Common Stock | Options Exercise | 564 | 564 | 30 Jan 2026 | Direct | |||
| Steven Reid Menge | BST | Phantom Shares | Options Exercise | -100% | -564 | 0 | 30 Jan 2026 | Direct | ||
| Steven Reid Menge | BST | Phantom Shares | Award | 793 | 793 | 30 Jan 2026 | Direct | |||
| Tony Kim | BST | Common Stock | Disposed to Issuer | -12.6% | -8,314 | 57,514 | 30 Jan 2026 | Direct | ||
| Tony Kim | BST | Common Stock | Options Exercise | 14.5% | 8,314 | 65,828 | 30 Jan 2026 | Direct | ||
| Tony Kim | BST | Phantom Shares | Options Exercise | -100% | -8,314 | 0 | 30 Jan 2026 | Direct | ||
| Tony Kim | BST | Phantom Shares | Award | 5,613 | 5,613 | 30 Jan 2026 | Direct | |||
| Tony Kim | BST | Common Stock | Purchase | 38.5% | $651,200 | $40.70 | 16,000 | 57,514 | 23 Jan 2026 | Direct |