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BlackRock Energy and Resources Trust (BGR) Institutional Ownership

BlackRock Energy and Resources Trust logo
$13.55 +0.05 (+0.37%)
(As of 11/14/2024 ET)
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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)
14
Total
Institutional Outflows
(last 12 months)
$7.43M
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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
11/13/2024 D.A. Davidson & CO.17,668$228K0.0%-39.8%0.000%
11/13/2024 Brown Brothers Harriman & Co.4,335$56K0.0%N/A0.000%
11/12/2024 Raymond James Trust N.A.12,366$159K0.0%N/A0.000%
11/9/2024 Landscape Capital Management L.L.C.56,618$729K0.1%-35.0%0.000%
11/8/2024 Moors & Cabot Inc.10,617$137K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.221,822$2.86M0.1%-26.9%0.000%
11/5/2024 Apollon Wealth Management LLC75,483$972K0.0%-2.0%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV26,980$348K0.0%-19.8%0.000%
11/4/2024 Wolverine Asset Management LLC103,908$1.34M0.0%+74.0%0.000%
10/22/2024 Private Advisor Group LLC14,762$190K0.0%-6.3%0.000%
10/19/2024 Allspring Global Investments Holdings LLC1,751,563$22.56M0.0%-4.9%0.000%
10/15/2024 NBC Securities Inc.9,164$118K0.0%+19.6%0.000%
8/21/2024 Truist Financial Corp162,487$2.15M0.0%+0.7%0.000%
8/16/2024 Creative 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%
8/8/2024 Vanguard Capital Wealth Advisors10,007$132K0.1%-14.5%0.000%
8/2/2024 Wealth Effects LLC21,500$284K0.1%-3.6%0.000%
8/2/2024 Wolverine Asset Management LLC59,734$790K0.0%-31.8%0.000%
7/26/2024 Allspring Global Investments Holdings LLC1,842,055$24.35M0.0%+15.2%0.000%
7/23/2024 All 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%
5/14/2024 Advisors 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%
5/1/2024 Janney Montgomery Scott LLC50,466$669K0.0%+1.7%0.000%
4/30/2024 Allspring Global Investments Holdings LLC1,599,452$21.19M0.0%-5.6%0.000%
4/23/2024 Nations Financial Group Inc. IA ADV34,097$452K0.0%-20.8%0.000%
4/23/2024 Wealth 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%
4/18/2024 Allspring 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%
2/9/2024 Nations 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%
2/9/2024 D.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%
2/8/2024 Janney Montgomery Scott LLC49,605$618K0.0%+4.0%0.000%
2/6/2024 Apollon Wealth Management LLC82,310$1.03M0.0%-6.1%0.000%
2/5/2024 Choreo LLC10,245$128K0.0%N/A0.000%
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2/2/2024 Truist Financial Corp137,379$1.71M0.0%+3.2%0.000%
1/29/2024 Wealth Effects LLC24,801$309K0.1%-7.8%0.000%
1/25/2024 Allspring 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%
11/15/2023 Advisors 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%
11/14/2023 Samalin Investment Counsel LLC35,276$462K0.3%+45.7%0.000%
11/13/2023 Wolverine 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%
11/8/2023 D.A. Davidson & CO.90,793$1.19M0.0%+12.7%0.000%
11/8/2023 Janney Montgomery Scott LLC47,701$625K0.0%+64.7%0.000%
11/8/2023 Landscape Capital Management L.L.C.14,187$186K0.0%N/A0.000%
11/4/2023 NBC Securities Inc.6,972$91K0.0%N/A0.000%
10/27/2023 Allspring 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%
10/23/2023 All Season Financial Advisors Inc.28,201$370K0.4%N/A0.000%
10/23/2023Commonwealth Equity Services LLC31,816$417K0.0%+4.1%0.000%
8/11/2023 Guggenheim Capital LLC76,195$917K0.0%+17.2%0.000%
8/11/2023 D.A. Davidson & CO.80,531$970K0.0%+17.1%0.000%
8/10/2023 Truvestments Capital LLC2,721$33K0.0%N/A0.000%
8/10/2023 Private Advisor Group LLC12,101$146K0.0%+11.6%0.000%
8/10/2023Cetera Advisors LLC21,695$261K0.0%+7.5%0.000%
8/10/2023 Cetera Investment Advisers12,486$150K0.0%N/A0.000%
8/7/2023 Wolverine Asset Management LLC28,678$345K0.0%N/A0.000%
8/4/2023 Apollon Wealth Management LLC39,754$479K0.0%+7.4%0.000%
8/3/2023 Atria Wealth Solutions Inc.82,083$988K0.0%+1.8%0.000%
8/3/2023 Samalin Investment Counsel LLC24,206$291K0.2%+74.5%0.000%
8/1/2023 Truist Financial Corp129,413$1.56M0.0%+2.0%0.000%
7/31/2023 LPL 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%
7/26/2023 Janney 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%
7/24/2023 Allspring Global Investments Holdings LLC1,744,556$21.00M0.0%-0.6%0.000%
7/18/2023 Allspring 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%
5/12/2023 Advisors Asset Management Inc.463,896$5.64M0.1%+15.2%0.000%
5/11/2023 Karpus Management Inc.10,000$122K0.0%-50.0%0.000%
5/11/2023Elequin Securities LLC3,676$45K0.0%-64.2%0.000%
5/11/2023 Guggenheim Capital LLC65,021$791K0.0%+28.9%0.000%
5/9/2023 Samalin Investment Counsel LLC13,874$169K0.1%N/A0.000%
5/8/2023 Sigma Planning Corp12,150$148K0.0%-11.1%0.000%
5/5/2023 Truist Financial Corp126,855$1.54M0.0%+2.1%0.000%
4/28/2023 Ameritas Advisory Services LLC3,330$41K0.0%N/A0.000%
Bill Gates’s Next Big AI Bet: Stargate (Ad)

In February 2016… when almost nobody was talking about artificial intelligence…. I picked Nvidia as one of my favorite stocks. Shares have jumped by more than 20,000% since then.

I believe we are about to do it again with this new AI project called Stargate
4/25/2023 D.A. Davidson & CO.68,753$836K0.0%+16.6%0.000%
4/21/2023 Vanguard 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%
4/13/2023 Allspring Global Investments Holdings LLC1,754,789$21.34M0.0%+1.6%0.000%
2/13/2023 Advisors Asset Management Inc.402,838$5.05M0.1%-9.7%0.000%
2/13/2023 Atria Wealth Solutions Inc.80,614$1.01M0.0%-5.7%0.000%
2/9/2023Elequin Securities LLC10,272$129K0.0%N/A0.000%
2/9/2023OTA Financial Group L.P.44,811$561K0.6%N/A0.000%
2/8/2023Raymond James Financial Services Advisors Inc.116,416$1.46M0.0%-38.3%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, 50 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 42 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 3,504,151 shares in the last 24 months. This purchase volume represents approximately $44.55M in transactions.

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

Of the 28 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), Karpus Management Inc. ($324.58K), Advisors Asset Management Inc. ($201.35K), Saba Capital Management L.P. ($87.23K), Raymond James Financial Services Advisors Inc. ($81.00K), Logan Stone Capital LLC ($43.11K), and Landscape Capital Management L.L.C. ($30.55K).

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

Institutional investors have sold a total of 1,243,186 shares in the last 24 months. This volume of shares sold represents approximately $15.30M in transactions.


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This page (NYSE:BGR) was last updated on 11/15/2024 by MarketBeat.com Staff
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