BlackRock Energy and Resources Trust (BGR) Institutional Ownership

$13.09

-0.04 (-0.30%)

(As of 07/26/2024 ET)

Stock Analysis Chart Competitors Dividend Financials Ownership SEC Filings Short Interest Trends

Number of Institutional Buyers (last 12 months): 27
Total Institutional Inflows (last 12 months): $28.74M

Number of Institutional Sellers (last 12 months): 11
Total Institutional Outflows (last 12 months): $5.81M

Get BGR Insider Trade Alerts

Want to know when executives and insiders are buying or selling BlackRock Energy and Resources Trust stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

BGR Institutional Buying and Selling by Quarter

Ad DTI

We’re in a code red crisis and 99% of Americans are clueless

Folks, it's 2024… Things that we used to rely on - are failing us. Take the phasing out of fossil fuels… Matched with the destruction of oil refineries around the world… And the outright failure of solar and wind technologies… But there is just one solution… And right now governments around the world are stockpiling this resource at the fastest rate in DECADES!

And how YOU can prepare for the next 2024 BOOM here!

BlackRock Energy and Resources Trust Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	1,842,055	$24.35M	0.0%	+15.2%	0.000%
7/23/2024	All Season Financial Advisors Inc.	43,452	$574K	0.5%	+38.5%	0.000%
7/19/2024	Raymond James & Associates	197,536	$2.61M	0.0%	+43.8%	0.000%
5/16/2024	B. Riley Wealth Advisors Inc.	12,282	$161K	0.0%	N/A	0.000%
5/14/2024	Advisors Asset Management Inc.	376,970	$5.00M	0.1%	-16.6%	0.000%
5/10/2024	City of London Investment Management Co. Ltd.	1,319,146	$17.48M	1.4%	+4.9%	0.000%
Get the Latest News and Ratings for BGR and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for BlackRock Energy and Resources Trust and its competitors with MarketBeat's FREE daily newsletter.
5/1/2024	Janney Montgomery Scott LLC	50,466	$669K	0.0%	+1.7%	0.000%
4/30/2024	Allspring Global Investments Holdings LLC	1,599,452	$21.19M	0.0%	-5.6%	0.000%
4/23/2024	Nations Financial Group Inc. IA ADV	34,097	$452K	0.0%	-20.8%	0.000%
4/23/2024	Wealth Effects LLC	22,301	$295K	0.1%	-10.1%	0.000%
4/23/2024	Raymond James Financial Services Advisors Inc.	235,503	$3.12M	0.0%	-1.9%	0.000%
4/18/2024	Allspring Global Investments Holdings LLC	1,599,452	$21.19M	0.0%	-5.6%	0.000%
4/16/2024	Wealth Enhancement Advisory Services LLC	90,850	$1.20M	0.0%	-1.6%	0.000%
3/5/2024	Twin Focus Capital Partners LLC	149,000	$1.86M	0.2%	N/A	0.000%
2/13/2024	1607 Capital Partners LLC	34,949	$435K	0.0%	-10.5%	0.000%
2/9/2024	Nations Financial Group Inc. IA ADV	43,028	$536K	0.0%	-6.5%	0.000%
2/9/2024	City of London Investment Management Co. Ltd.	1,257,351	$15.65M	1.3%	+110.6%	0.000%
2/9/2024	D.A. Davidson & CO.	103,080	$1.28M	0.0%	+13.5%	0.000%
2/8/2024	Level Four Advisory Services LLC	22,888	$285K	0.0%	-7.3%	0.000%
2/8/2024	Janney Montgomery Scott LLC	49,605	$618K	0.0%	+4.0%	0.000%
2/6/2024	Apollon Wealth Management LLC	82,310	$1.03M	0.0%	-6.1%	0.000%
2/5/2024	Choreo LLC	10,245	$128K	0.0%	N/A	0.000%
2/2/2024	Truist Financial Corp	137,379	$1.71M	0.0%	+3.2%	0.000%
1/29/2024	Wealth Effects LLC	24,801	$309K	0.1%	-7.8%	0.000%
1/25/2024	Allspring Global Investments Holdings LLC	1,693,578	$21.09M	0.0%	-0.8%	0.000%
1/25/2024	International Assets Investment Management LLC	31,125	$388K	0.0%	N/A	0.000%
1/24/2024	International Assets Investment Management LLC	31,125	$388K	0.0%	N/A	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	240,005	$2.99M	0.0%	-1.7%	0.000%
11/15/2023	Advisors Asset Management Inc.	474,470	$6.22M	0.1%	-0.2%	0.000%
11/14/2023	AQR Arbitrage LLC	59,149	$775K	0.0%	+24.1%	0.000%
11/14/2023	Saba Capital Management L.P.	167,630	$2.20M	0.1%	-34.2%	0.000%
11/14/2023	Samalin Investment Counsel LLC	35,276	$462K	0.3%	+45.7%	0.000%
11/13/2023	Wolverine Asset Management LLC	138,277	$1.81M	0.0%	+382.2%	0.000%
11/9/2023	City of London Investment Management Co. Ltd.	596,971	$7.83M	0.7%	N/A	0.000%
11/9/2023	UBS Group AG	371,979	$4.88M	0.0%	+1.6%	0.000%
11/8/2023	D.A. Davidson & CO.	90,793	$1.19M	0.0%	+12.7%	0.000%
11/8/2023	Janney Montgomery Scott LLC	47,701	$625K	0.0%	+64.7%	0.000%
11/8/2023	Landscape Capital Management L.L.C.	14,187	$186K	0.0%	N/A	0.000%
11/4/2023	NBC Securities Inc.	6,972	$91K	0.0%	N/A	0.000%
10/27/2023	Allspring Global Investments Holdings LLC	1,706,464	$22.37M	0.0%	-2.2%	0.000%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
10/24/2023	Raymond James Financial Services Advisors Inc.	244,157	$3.20M	0.0%	+2.1%	0.000%
10/24/2023	Raymond James & Associates	82,682	$1.08M	0.0%	+6.5%	0.000%
10/23/2023	All Season Financial Advisors Inc.	28,201	$370K	0.4%	N/A	0.000%
10/23/2023	Commonwealth Equity Services LLC	31,816	$417K	0.0%	+4.1%	0.000%
8/11/2023	Guggenheim Capital LLC	76,195	$917K	0.0%	+17.2%	0.000%
8/11/2023	D.A. Davidson & CO.	80,531	$970K	0.0%	+17.1%	0.000%
8/10/2023	Truvestments Capital LLC	2,721	$33K	0.0%	N/A	0.000%
8/10/2023	Private Advisor Group LLC	12,101	$146K	0.0%	+11.6%	0.000%
8/10/2023	Cetera Advisors LLC	21,695	$261K	0.0%	+7.5%	0.000%
8/10/2023	Cetera Investment Advisers	12,486	$150K	0.0%	N/A	0.000%
8/7/2023	Wolverine Asset Management LLC	28,678	$345K	0.0%	N/A	0.000%
8/4/2023	Apollon Wealth Management LLC	39,754	$479K	0.0%	+7.4%	0.000%
8/3/2023	Atria Wealth Solutions Inc.	82,083	$988K	0.0%	+1.8%	0.000%
8/3/2023	Samalin Investment Counsel LLC	24,206	$291K	0.2%	+74.5%	0.000%
8/1/2023	Truist Financial Corp	129,413	$1.56M	0.0%	+2.0%	0.000%
7/31/2023	LPL Financial LLC	92,565	$1.11M	0.0%	+87.0%	0.000%
7/27/2023	B. Riley Wealth Advisors Inc.	11,582	$139K	0.0%	-9.6%	0.000%
7/26/2023	Janney Montgomery Scott LLC	28,968	$349K	0.0%	-10.5%	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	239,163	$2.88M	0.0%	+20.1%	0.000%
7/25/2023	Raymond James & Associates	77,600	$934K	0.0%	+1.3%	0.000%
7/24/2023	Allspring Global Investments Holdings LLC	1,744,556	$21.00M	0.0%	-0.6%	0.000%
7/18/2023	Allspring Global Investments Holdings LLC	1,744,556	$21.00M	0.0%	-0.6%	0.000%
7/11/2023	Brookstone Capital Management	62,869	$754K	0.0%	N/A	0.000%
7/10/2023	Level Four Advisory Services LLC	27,530	$331K	0.0%	+12.3%	0.000%
5/12/2023	Advisors Asset Management Inc.	463,896	$5.64M	0.1%	+15.2%	0.000%
5/11/2023	Karpus Management Inc.	10,000	$122K	0.0%	-50.0%	0.000%
5/11/2023	Elequin Securities LLC	3,676	$45K	0.0%	-64.2%	0.000%
5/11/2023	Guggenheim Capital LLC	65,021	$791K	0.0%	+28.9%	0.000%
5/9/2023	Samalin Investment Counsel LLC	13,874	$169K	0.1%	N/A	0.000%
5/8/2023	Sigma Planning Corp	12,150	$148K	0.0%	-11.1%	0.000%
5/5/2023	Truist Financial Corp	126,855	$1.54M	0.0%	+2.1%	0.000%
4/28/2023	Ameritas Advisory Services LLC	3,330	$41K	0.0%	N/A	0.000%
4/25/2023	D.A. Davidson & CO.	68,753	$836K	0.0%	+16.6%	0.000%
4/21/2023	Vanguard Capital Wealth Advisors	12,010	$146K	0.1%	N/A	0.000%
4/14/2023	Raymond James Financial Services Advisors Inc.	199,077	$2.42M	0.0%	+71.0%	0.000%
4/14/2023	Raymond James & Associates	76,632	$932K	0.0%	-17.5%	0.000%
4/13/2023	Allspring Global Investments Holdings LLC	1,754,789	$21.34M	0.0%	+1.6%	0.000%
2/13/2023	Advisors Asset Management Inc.	402,838	$5.05M	0.1%	-9.7%	0.000%
2/13/2023	Atria Wealth Solutions Inc.	80,614	$1.01M	0.0%	-5.7%	0.000%
2/9/2023	Elequin Securities LLC	10,272	$129K	0.0%	N/A	0.000%
2/9/2023	OTA Financial Group L.P.	44,811	$561K	0.6%	N/A	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	116,416	$1.46M	0.0%	-38.3%	0.000%
2/8/2023	Raymond James & Associates	92,898	$1.16M	0.0%	+8.8%	0.000%
2/8/2023	UBS Group AG	360,852	$4.52M	0.0%	+90.7%	0.000%
2/7/2023	Nations Financial Group Inc. IA ADV	31,942	$400K	0.0%	+7.5%	0.000%
2/7/2023	Commonwealth Equity Services LLC	31,721	$397K	0.0%	+10.2%	0.000%
2/7/2023	Envestnet Asset Management Inc.	24,992	$313K	0.0%	-8.1%	0.000%
2/7/2023	Moors & Cabot Inc.	11,583	$110K	0.0%	-14.7%	0.000%
2/3/2023	D.A. Davidson & CO.	58,984	$739K	0.0%	+26.2%	0.000%
2/3/2023	9258 Wealth Management LLC	11,127	$139K	0.0%	-17.0%	0.000%
Prepare for a Recession Unlike Any Other (Ad) Dave Ramsey Is Dangerously Wrong And Here’s Why>> Asked whether we’re on the cusp of a US Dollar crash, Dave Ramsey made a stunning miscalculation while live on air: “Am I worried about this? Absolutely not.” Frankly, I've never seen someone so confident in being wrong… Because what’s happening to the US Dollar is not something you should “keep an eye on”… But instead, is an imminent threat you should get ahead of right NOW. GET THE FREE GUIDE
2/2/2023	Wealth Effects LLC	26,901	$337K	0.2%	+5.9%	0.000%
2/1/2023	Janney Montgomery Scott LLC	32,424	$406K	0.0%	-5.7%	0.000%
1/30/2023	International Assets Investment Management LLC	16,052	$156K	0.0%	N/A	0.000%
1/24/2023	International Assets Investment Management LLC	16,052	$156K	0.0%	N/A	0.000%
1/24/2023	Sigma Planning Corp	13,670	$171K	0.0%	N/A	0.000%
1/23/2023	Allspring Global Investments Holdings LLC	1,727,699	$21.65M	0.0%	+14.4%	0.000%
1/13/2023	StrategIQ Financial Group LLC	11,200	$140K	0.0%	-8.2%	0.000%
12/5/2022	Centaurus Financial Inc.	15,272	$165K	0.0%	-8.6%	0.000%
11/15/2022	Karpus Management Inc.	20,000	$216K	0.0%	-94.0%	0.000%
11/15/2022	Logan Stone Capital LLC	10,634	$115K	0.1%	-80.2%	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, 54 institutional investors and hedge funds held shares of BlackRock Energy and Resources Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($24.35M), City of London Investment Management Co. Ltd. ($17.48M), Advisors Asset Management Inc. ($5.00M), UBS Group AG ($4.88M), Raymond James Financial Services Advisors Inc. ($3.12M), 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 44 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. ($1.36M), Allspring Global Investments Holdings LLC ($687.64K), Wolverine Asset Management LLC ($232.35K), Karpus Management Inc. ($189.27K), UBS Group AG ($185.63K), Twin Focus Capital Partners LLC ($149K), and Raymond James Financial Services Advisors Inc. ($127.74K).
How much institutional buying is happening at BlackRock Energy and Resources Trust?: Institutional investors have bought a total of 3,771,796 shares in the last 24 months. This purchase volume represents approximately $46.61M 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: Karpus Management Inc. ($324.58K), Wolverine Asset Management LLC ($265.36K), Allspring Global Investments Holdings LLC ($259.70K), Raymond James Financial Services Advisors Inc. ($235.56K), Advisors Asset Management Inc. ($209.23K), Saba Capital Management L.P. ($87.23K), and Logan Stone Capital LLC ($43.11K).
How much institutional selling is happening at BlackRock Energy and Resources Trust?: Institutional investors have sold a total of 1,575,192 shares in the last 24 months. This volume of shares sold represents approximately $18.40M in transactions.