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BlackRock Energy and Resources Trust (BGR) Institutional Ownership

BlackRock Energy and Resources Trust logo
$12.56 +0.12 (+0.96%)
Closing price 05/2/2025 03:58 PM Eastern
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$12.56 -0.01 (-0.04%)
As of 05/2/2025 04:05 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)
29
Total
Institutional Inflows
(last 12 months)
$22.77M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$17.41M
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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
5/2/2025Apollon Wealth Management LLC69,902$949K0.0%-5.8%0.000%
4/25/2025 Joel Isaacson & Co. LLC14,450$196K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC1,080,846$14.68M0.0%-21.7%0.000%
4/23/2025 Golden State Wealth Management LLC2,766$38K0.0%+66.4%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.18,080$246K0.0%N/A0.000%
4/22/2025 Garde Capital Inc.2,224$30K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC42,201$573K0.0%-10.7%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC71,048$965K0.0%-15.2%0.000%
4/9/2025 NBC Securities Inc.7,491$101K0.0%+106,914.3%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC83,817$1.06M0.0%-8.1%0.000%
2/21/2025WNY Asset Management LLC72,217$911K0.1%-1.9%0.000%
2/18/2025Elequin Capital LP3,238$41K0.0%N/A0.000%
2/17/2025Waverly Advisors LLC16,522$208K0.0%N/A0.000%
2/17/2025Saba Capital Management L.P.47,819$603K0.0%N/A0.000%
2/17/2025Cetera Investment Advisers51,149$645K0.0%-3.4%0.000%
2/17/2025Bank of America Corp DE157,191$1.98M0.0%-52.0%0.000%
2/14/2025Stifel Financial Corp31,769$401K0.0%+4.9%0.000%
2/13/2025Guggenheim Capital LLC50,986$643K0.0%-11.8%0.000%
2/13/2025Raymond James Financial Inc.386,116$4.87M0.0%N/A0.000%
2/13/2025Invesco Ltd.452,142$5.70M0.0%-13.6%0.000%
2/13/2025Wells Fargo & Company MN423,780$5.34M0.0%-2.8%0.000%
2/12/2025Level Four Advisory Services LLC14,925$188K0.0%-14.4%0.000%
2/11/2025Ashton Thomas Securities LLC42,955$542K0.1%-4.9%0.000%
2/11/2025LPL Financial LLC184,717$2.33M0.0%+20.1%0.000%
2/11/2025Samalin Investment Counsel LLC67,267$848K0.4%+6.9%0.000%
2/11/2025Millstone Evans Group LLC4,259$54K0.0%N/A0.000%
2/10/2025Advisors Asset Management Inc.258,499$3.26M0.1%+16.5%0.000%
2/10/2025one8zero8 LLC10,400$131K0.0%N/A0.000%
2/6/2025Raymond James Financial Inc.386,116$4.87M0.0%N/A0.000%
2/3/2025 Concurrent Investment Advisors LLC17,645$223K0.0%N/A0.000%
2/3/2025Private Advisor Group LLC18,525$234K0.0%+25.5%0.000%
1/31/2025 Truist Financial Corp135,942$1.71M0.0%+5.0%0.000%
1/29/2025 Allspring Global Investments Holdings LLC1,380,176$17.40M0.0%-21.2%0.000%
1/28/2025Apollon Wealth Management LLC74,227$936K0.0%-1.7%0.000%
1/28/2025 Mezzasalma Advisors LLC10,973$138K0.0%N/A0.000%
1/22/2025 Wealth Effects LLC18,000$227K0.1%-16.3%0.000%
1/17/2025 Janney 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%
11/13/2024 D.A. Davidson & CO.17,668$228K0.0%-39.8%0.000%
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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%
10/19/2024 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%
8/16/2024Creative 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%
8/8/2024 Vanguard Capital Wealth Advisors10,007$132K0.1%-14.5%0.000%
8/2/2024 Wealth Effects LLC21,500$284K0.1%-3.6%0.000%
8/2/2024Wolverine 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%
7/23/2024All 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%
5/1/2024 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%
4/23/2024Nations 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%
2/9/2024Nations 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%
2/9/2024 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%
2/6/2024Apollon Wealth Management LLC82,310$1.03M0.0%-6.1%0.000%
2/5/2024Choreo LLC10,245$128K0.0%N/A0.000%
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%
11/15/2023Advisors 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%
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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%
11/8/2023Landscape 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%
10/23/2023All Season Financial Advisors Inc.28,201$370K0.4%N/A0.000%
(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, 61 institutional investors and hedge funds held shares of BlackRock Energy and Resources Trust. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($20.91M), Allspring Global Investments Holdings LLC ($14.68M), Invesco Ltd. ($5.70M), Wells Fargo & Company MN ($5.34M), UBS Group AG ($4.88M), Raymond James Financial Inc. ($4.87M), and Advisors Asset Management Inc. ($3.26M).Learn more on BGR's institutional investors.

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

Of the 47 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), Raymond James Financial Inc. ($772.23K), Allspring Global Investments Holdings LLC ($242.60K), Wolverine Asset Management LLC ($182.45K), Twin Focus Capital Partners LLC ($149K), Advisors Asset Management Inc. ($97.74K), and LPL Financial LLC ($74.03K).

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

Institutional investors have bought a total of 3,822,042 shares in the last 24 months. This purchase volume represents approximately $48.77M in transactions.

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

Of the 29 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 ($1.02M), Bank of America Corp DE ($170.21K), Advisors Asset Management Inc. ($157.94K), Saba Capital Management L.P. ($87.23K), Invesco Ltd. ($71.41K), Stifel Financial Corp ($32.63K), 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 1,752,987 shares in the last 24 months. This volume of shares sold represents approximately $22.72M in transactions.


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This page (NYSE:BGR) was last updated on 5/3/2025 by MarketBeat.com Staff
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