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BlackRock Energy and Resources Trust (BGR) Institutional Ownership

$13.48 +0.07 (+0.48%)
As of 01/17/2025 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for BlackRock Energy and Resources Trust (NYSE:BGR)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$21.21M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$7.90M
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BGR Institutional Buying and Selling by Quarter

BlackRock Energy and Resources Trust Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Janney Montgomery Scott LLC47,239$596K0.0%-8.7%0.000%
11/15/2024MML Investors Services LLC12,472$161K0.0%-25.9%0.000%
11/15/2024Stifel Financial Corp30,278$390K0.0%-51.9%0.000%
11/13/2024D.A. Davidson & CO.17,668$228K0.0%-39.8%0.000%
11/13/2024Brown Brothers Harriman & Co.4,335$56K0.0%N/A0.000%
11/12/2024Raymond James Trust N.A.12,366$159K0.0%N/A0.000%
11/9/2024Landscape Capital Management L.L.C.56,618$729K0.1%-35.0%0.000%
11/8/2024Moors & Cabot Inc.10,617$137K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.221,822$2.86M0.1%-26.9%0.000%
11/5/2024Apollon Wealth Management LLC75,483$972K0.0%-2.0%0.000%
11/5/2024Nations Financial Group Inc. IA ADV26,980$348K0.0%-19.8%0.000%
11/4/2024Wolverine Asset Management LLC103,908$1.34M0.0%+74.0%0.000%
10/22/2024Private Advisor Group LLC14,762$190K0.0%-6.3%0.000%
10/19/2024Allspring Global Investments Holdings LLC1,751,563$22.56M0.0%-4.9%0.000%
10/15/2024NBC Securities Inc.9,164$118K0.0%+19.6%0.000%
8/21/2024Truist Financial Corp162,487$2.15M0.0%+0.7%0.000%
8/16/2024Creative Planning31,472$416K0.0%N/A0.000%
8/9/2024City of London Investment Management Co. Ltd.1,581,597$20.91M1.8%+19.9%0.000%
8/8/2024Vanguard Capital Wealth Advisors10,007$132K0.1%-14.5%0.000%
8/2/2024Wealth Effects LLC21,500$284K0.1%-3.6%0.000%
8/2/2024Wolverine Asset Management LLC59,734$790K0.0%-31.8%0.000%
7/26/2024Allspring Global Investments Holdings LLC1,842,055$24.35M0.0%+15.2%0.000%
7/23/2024All Season Financial Advisors Inc.43,452$574K0.5%+38.5%0.000%
7/19/2024Raymond James & Associates197,536$2.61M0.0%+43.8%0.000%
5/16/2024B. Riley Wealth Advisors Inc.12,282$161K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.376,970$5.00M0.1%-16.6%0.000%
5/10/2024City of London Investment Management Co. Ltd.1,319,146$17.48M1.4%+4.9%0.000%
5/1/2024Janney Montgomery Scott LLC50,466$669K0.0%+1.7%0.000%
4/30/2024Allspring Global Investments Holdings LLC1,599,452$21.19M0.0%-5.6%0.000%
4/23/2024Nations Financial Group Inc. IA ADV34,097$452K0.0%-20.8%0.000%
4/23/2024Wealth Effects LLC22,301$295K0.1%-10.1%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.235,503$3.12M0.0%-1.9%0.000%
4/18/2024Allspring Global Investments Holdings LLC1,599,452$21.19M0.0%-5.6%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC90,850$1.20M0.0%-1.6%0.000%
3/5/2024Twin Focus Capital Partners LLC149,000$1.86M0.2%N/A0.000%
2/13/20241607 Capital Partners LLC34,949$435K0.0%-10.5%0.000%
2/9/2024Nations Financial Group Inc. IA ADV43,028$536K0.0%-6.5%0.000%
2/9/2024City of London Investment Management Co. Ltd.1,257,351$15.65M1.3%+110.6%0.000%
2/9/2024D.A. Davidson & CO.103,080$1.28M0.0%+13.5%0.000%
2/8/2024Level Four Advisory Services LLC22,888$285K0.0%-7.3%0.000%
2/8/2024Janney Montgomery Scott LLC49,605$618K0.0%+4.0%0.000%
2/6/2024Apollon Wealth Management LLC82,310$1.03M0.0%-6.1%0.000%
2/5/2024Choreo LLC10,245$128K0.0%N/A0.000%
2/2/2024Truist Financial Corp137,379$1.71M0.0%+3.2%0.000%
1/29/2024Wealth Effects LLC24,801$309K0.1%-7.8%0.000%
1/25/2024Allspring Global Investments Holdings LLC1,693,578$21.09M0.0%-0.8%0.000%
1/25/2024 International Assets Investment Management LLC31,125$388K0.0%N/A0.000%
1/24/2024 International Assets Investment Management LLC31,125$388K0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.240,005$2.99M0.0%-1.7%0.000%
11/15/2023Advisors Asset Management Inc.474,470$6.22M0.1%-0.2%0.000%
11/14/2023AQR Arbitrage LLC59,149$775K0.0%+24.1%0.000%
11/14/2023Saba Capital Management L.P.167,630$2.20M0.1%-34.2%0.000%
11/14/2023Samalin Investment Counsel LLC35,276$462K0.3%+45.7%0.000%
11/13/2023Wolverine Asset Management LLC138,277$1.81M0.0%+382.2%0.000%
11/9/2023City of London Investment Management Co. Ltd.596,971$7.83M0.7%N/A0.000%
11/9/2023UBS Group AG371,979$4.88M0.0%+1.6%0.000%
11/8/2023D.A. Davidson & CO.90,793$1.19M0.0%+12.7%0.000%
11/8/2023Janney Montgomery Scott LLC47,701$625K0.0%+64.7%0.000%
11/8/2023Landscape Capital Management L.L.C.14,187$186K0.0%N/A0.000%
11/4/2023NBC Securities Inc.6,972$91K0.0%N/A0.000%
10/27/2023Allspring Global Investments Holdings LLC1,706,464$22.37M0.0%-2.2%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.244,157$3.20M0.0%+2.1%0.000%
10/24/2023Raymond James & Associates82,682$1.08M0.0%+6.5%0.000%
10/23/2023All Season Financial Advisors Inc.28,201$370K0.4%N/A0.000%
10/23/2023Commonwealth Equity Services LLC31,816$417K0.0%+4.1%0.000%
8/11/2023Guggenheim Capital LLC76,195$917K0.0%+17.2%0.000%
8/11/2023D.A. Davidson & CO.80,531$970K0.0%+17.1%0.000%
8/10/2023Truvestments Capital LLC2,721$33K0.0%N/A0.000%
8/10/2023Private Advisor Group LLC12,101$146K0.0%+11.6%0.000%
8/10/2023Cetera Advisors LLC21,695$261K0.0%+7.5%0.000%
8/10/2023Cetera Investment Advisers12,486$150K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC28,678$345K0.0%N/A0.000%
8/4/2023Apollon Wealth Management LLC39,754$479K0.0%+7.4%0.000%
8/3/2023Atria Wealth Solutions Inc.82,083$988K0.0%+1.8%0.000%
8/3/2023Samalin Investment Counsel LLC24,206$291K0.2%+74.5%0.000%
8/1/2023Truist Financial Corp129,413$1.56M0.0%+2.0%0.000%
7/31/2023LPL Financial LLC92,565$1.11M0.0%+87.0%0.000%
7/27/2023B. Riley Wealth Advisors Inc.11,582$139K0.0%-9.6%0.000%
7/26/2023Janney Montgomery Scott LLC28,968$349K0.0%-10.5%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.239,163$2.88M0.0%+20.1%0.000%
7/25/2023Raymond James & Associates77,600$934K0.0%+1.3%0.000%
7/24/2023Allspring Global Investments Holdings LLC1,744,556$21.00M0.0%-0.6%0.000%
7/18/2023Allspring Global Investments Holdings LLC1,744,556$21.00M0.0%-0.6%0.000%
7/11/2023 Brookstone Capital Management62,869$754K0.0%N/A0.000%
7/10/2023Level Four Advisory Services LLC27,530$331K0.0%+12.3%0.000%
5/12/2023Advisors Asset Management Inc.463,896$5.64M0.1%+15.2%0.000%
5/11/2023Karpus Management Inc.10,000$122K0.0%-50.0%0.000%
5/11/2023Elequin Securities LLC3,676$45K0.0%-64.2%0.000%
5/11/2023Guggenheim Capital LLC65,021$791K0.0%+28.9%0.000%
5/9/2023Samalin Investment Counsel LLC13,874$169K0.1%N/A0.000%
5/8/2023Sigma Planning Corp12,150$148K0.0%-11.1%0.000%
5/5/2023Truist Financial Corp126,855$1.54M0.0%+2.1%0.000%
4/28/2023 Ameritas Advisory Services LLC3,330$41K0.0%N/A0.000%
4/25/2023D.A. Davidson & CO.68,753$836K0.0%+16.6%0.000%
4/21/2023Vanguard Capital Wealth Advisors12,010$146K0.1%N/A0.000%
4/14/2023Raymond James Financial Services Advisors Inc.199,077$2.42M0.0%+71.0%0.000%
4/14/2023Raymond James & Associates76,632$932K0.0%-17.5%0.000%
4/13/2023Allspring Global Investments Holdings LLC1,754,789$21.34M0.0%+1.6%0.000%
2/13/2023Advisors Asset Management Inc.402,838$5.05M0.1%-9.7%0.000%
2/13/2023Atria Wealth Solutions Inc.80,614$1.01M0.0%-5.7%0.000%
(Data available from 1/1/2016 forward)

BGR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGR shares?

During the previous two years, 49 institutional investors and hedge funds held shares of BlackRock Energy and Resources Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($22.56M), City of London Investment Management Co. Ltd. ($20.91M), UBS Group AG ($4.88M), Raymond James Financial Services Advisors Inc. ($3.12M), Advisors Asset Management Inc. ($2.86M), Raymond James & Associates ($2.61M), and Saba Capital Management L.P. ($2.20M).Learn more on BGR's institutional investors.

Which institutional investors have been buying BlackRock Energy and Resources Trust stock?

Of the 41 institutional investors that purchased BlackRock Energy and Resources Trust stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: City of London Investment Management Co. Ltd. ($1.58M), Allspring Global Investments Holdings LLC ($486.58K), Wolverine Asset Management LLC ($182.45K), UBS Group AG ($177.56K), Twin Focus Capital Partners LLC ($149K), Raymond James Financial Services Advisors Inc. ($127.74K), and International Assets Investment Management LLC ($94.35K).

How much institutional buying is happening at BlackRock Energy and Resources Trust?

Institutional investors have bought a total of 3,462,502 shares in the last 24 months. This purchase volume represents approximately $44.10M in transactions.

Which BlackRock Energy and Resources Trust major shareholders have been selling company stock?

Of the 27 institutional investors that sold BlackRock Energy and Resources Trust stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($350.19K), Advisors Asset Management Inc. ($201.35K), Saba Capital Management L.P. ($87.23K), Raymond James Financial Services Advisors Inc. ($81.00K), Stifel Financial Corp ($32.63K), Landscape Capital Management L.L.C. ($30.55K), and Wolverine Asset Management LLC ($27.82K).

How much institutional selling is happening at BlackRock Energy and Resources Trust?

Institutional investors have sold a total of 924,539 shares in the last 24 months. This volume of shares sold represents approximately $11.95M in transactions.


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This page (NYSE:BGR) was last updated on 1/18/2025 by MarketBeat.com Staff
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