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AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)

BlackRock Energy and Resources Trust (BGR) Institutional Ownership

$12.37
+0.18 (+1.48%)
(As of 02/21/2024 ET)

Institutional Ownership Changes (13F Filings) for BlackRock Energy and Resources Trust (NYSE:BGR)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$26.76 M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$4.66 M
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BGR Institutional Buying and Selling by Quarter


BlackRock Energy and Resources Trust Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Royal Bank of Canada152,234$1.90M0.0%+2.5%0.000%
2/13/2024Envestnet Asset Management Inc.26,786$0.33M0.0%-4.1%0.000%
2/13/20241607 Capital Partners LLC34,949$0.44M0.0%-10.5%0.000%
2/12/2024Stifel Financial Corp48,988$0.61M0.0%+8.1%0.000%
2/9/2024Nations Financial Group Inc. IA ADV43,028$0.54M0.0%-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%
2/9/2024UBS Group AG357,539$4.45M0.0%-3.9%0.000%
2/8/2024Level Four Advisory Services LLC22,888$0.29M0.0%-7.3%0.000%
2/8/2024Janney Montgomery Scott LLC49,605$0.62M0.0%+4.0%0.000%
2/6/2024Apollon Wealth Management LLC82,310$1.03M0.0%-6.1%0.000%
2/5/2024Choreo LLC10,245$0.13M0.0%N/A0.000%
2/2/2024Truist Financial Corp137,379$1.71M0.0%+3.2%0.000%
1/29/2024Wealth Effects LLC24,801$0.31M0.1%-7.8%0.000%
1/25/2024Allspring Global Investments Holdings LLC1,693,578$21.09M0.0%-0.8%0.000%
1/25/2024International Assets Investment Management LLC31,125$0.39M0.0%N/A0.000%
1/24/2024International Assets Investment Management LLC31,125$0.39M0.0%N/A0.000%
1/16/2024Raymond James Financial Services Advisors Inc.240,005$2.99M0.0%-1.7%0.000%
11/21/2023Walleye Capital LLC13,882$0.18M0.0%-18.5%0.000%
11/21/2023Comerica Bank19,226$0.25M0.0%N/A0.000%
11/15/2023Royal Bank of Canada148,520$1.95M0.0%+0.8%0.000%
11/15/2023Ameriprise Financial Inc.18,015$0.24M0.0%-5.5%0.000%
11/15/2023Advisors Asset Management Inc.474,470$6.22M0.1%-0.2%0.000%
11/14/2023AQR Arbitrage LLC59,149$0.78M0.0%+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$0.46M0.3%+45.7%0.000%
11/13/2023Stifel Financial Corp45,305$0.59M0.0%-20.9%0.000%
11/13/2023LPL Financial LLC101,897$1.34M0.0%+10.1%0.000%
11/13/2023Invesco Ltd.450,024$5.90M0.0%-5.2%0.000%
11/13/2023Wolverine Asset Management LLC138,277$1.81M0.0%+382.2%0.000%
11/13/2023Envestnet Asset Management Inc.27,933$0.37M0.0%-6.6%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$0.63M0.0%+64.7%0.000%
11/8/2023Landscape Capital Management L.L.C.14,187$0.19M0.0%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$0.37M0.4%N/A0.000%
10/23/2023Commonwealth Equity Services LLC31,816$0.42M0.0%+4.1%0.000%
8/21/2023Osaic Holdings Inc.49,074$0.59M0.0%+3.2%0.000%
8/15/2023Wells Fargo & Company MN347,725$4.19M0.0%+0.6%0.000%
8/15/2023Walleye Capital LLC17,033$0.21M0.0%-46.3%0.000%
8/15/2023Royal Bank of Canada147,394$1.78M0.0%-9.2%0.000%
8/15/2023Stifel Financial Corp57,305$0.69M0.0%-22.3%0.000%
8/14/2023MML Investors Services LLC19,620$0.24M0.0%+7.8%0.000%
8/11/2023Guggenheim Capital LLC76,195$0.92M0.0%+17.2%0.000%
8/11/2023D.A. Davidson & CO.80,531$0.97M0.0%+17.1%0.000%
8/10/2023Osaic Holdings Inc.49,074$0.59M0.0%+3.2%0.000%
8/10/2023Commonwealth Equity Services LLC30,567$0.37M0.0%+3.4%0.000%
8/10/2023Truvestments Capital LLC2,721$33K0.0%N/A0.000%
8/10/2023Private Advisor Group LLC12,101$0.15M0.0%+11.6%0.000%
8/10/2023Cetera Advisors LLC21,695$0.26M0.0%+7.5%0.000%
8/10/2023Cetera Investment Advisers12,486$0.15M0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC28,678$0.35M0.0%N/A0.000%
8/4/2023Envestnet Asset Management Inc.29,894$0.36M0.0%-15.6%0.000%
8/4/2023Apollon Wealth Management LLC39,754$0.48M0.0%+7.4%0.000%
8/3/2023Atria Wealth Solutions Inc.82,083$0.99M0.0%+1.8%0.000%
8/3/2023Samalin Investment Counsel LLC24,206$0.29M0.2%+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$0.14M0.0%-9.6%0.000%
7/26/2023Janney Montgomery Scott LLC28,968$0.35M0.0%-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$0.93M0.0%+1.3%0.000%
7/24/2023Allspring Global Investments Holdings LLC1,744,556$21M0.0%-0.6%0.000%
7/18/2023Allspring Global Investments Holdings LLC1,744,556$21M0.0%-0.6%0.000%
7/11/2023Brookstone Capital Management62,869$0.75M0.0%N/A0.000%
7/10/2023Level Four Advisory Services LLC27,530$0.33M0.0%+12.3%0.000%
5/16/2023Apollon Wealth Management LLC36,998$0.45M0.0%+6.5%0.000%
5/12/2023Stifel Financial Corp73,763$0.90M0.0%+11.6%0.000%
5/12/2023Advisors Asset Management Inc.463,896$5.64M0.1%+15.2%0.000%
5/12/2023Bank of America Corp DE282,222$3.43M0.0%-12.0%0.000%
5/12/2023UBS Group AG363,047$4.42M0.0%+0.6%0.000%
5/11/2023Karpus Management Inc.10,000$0.12M0.0%-50.0%0.000%
5/11/2023Elequin Securities LLC3,676$45K0.0%-64.2%0.000%
5/11/2023Envestnet Asset Management Inc.35,420$0.43M0.0%+41.7%0.000%
5/11/2023Commonwealth Equity Services LLC29,558$0.36M0.0%-6.8%0.000%
5/11/2023Guggenheim Capital LLC65,021$0.79M0.0%+28.9%0.000%
5/10/2023Private Advisor Group LLC10,845$0.13M0.0%N/A0.000%
5/9/2023Samalin Investment Counsel LLC13,874$0.17M0.1%N/A0.000%
5/8/2023Sigma Planning Corp12,150$0.15M0.0%-11.1%0.000%
5/5/2023Truist Financial Corp126,855$1.54M0.0%+2.1%0.000%
4/28/2023Ameritas Advisory Services LLC3,330$41K0.0%N/A0.000%
4/25/2023D.A. Davidson & CO.68,753$0.84M0.0%+16.6%0.000%
4/21/2023Vanguard Capital Wealth Advisors12,010$0.15M0.1%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$0.93M0.0%-17.5%0.000%
4/13/2023Allspring Global Investments Holdings LLC1,754,789$21.34M0.0%+1.6%0.000%
2/17/2023Truist Financial Corp124,220$1.56M0.0%-3.4%0.000%
2/15/2023Morgan Stanley1,379,251$17.28M0.0%-15.7%0.000%
2/15/2023Mariner LLC10,417$0.13M0.0%-16.9%0.000%
2/15/2023Ancora Advisors LLC7,609$96K0.0%-11.5%0.000%
2/14/2023Cetera Advisor Networks LLC62,447$0.78M0.0%-6.3%0.000%
2/14/2023Cetera Investment Advisers10,623$0.13M0.0%N/A0.000%
2/14/2023Cetera Advisors LLC20,865$0.26M0.0%-25.7%0.000%
2/13/2023Advisors Asset Management Inc.402,838$5.05M0.1%-9.7%0.000%
2/13/2023Wells Fargo & Company MN336,962$4.22M0.0%+4.1%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, 76 institutional investors and hedge funds held shares of BlackRock Energy and Resources Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($21.09M), Morgan Stanley ($17.28M), City of London Investment Management Co. Ltd. ($15.65M), Advisors Asset Management Inc. ($6.22M), Invesco Ltd. ($5.90M), UBS Group AG ($4.45M), and Wells Fargo & Company MN ($4.19M).Learn more on BGR's institutional investors.

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

Of the 60 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: Allspring Global Investments Holdings LLC ($1.75M), City of London Investment Management Co. Ltd. ($1.29M), Karpus Management Inc. ($0.33M), Raymond James Financial Services Advisors Inc. ($0.33M), Wolverine Asset Management LLC ($0.25M), UBS Group AG ($0.19M), and Bank of America Corp DE ($0.15M).

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

Institutional investors have bought a total of 5,698,690 shares in the last 24 months. This purchase volume represents approximately $67.55M in transactions.

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

Of the 48 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. ($0.32M), Wolverine Asset Management LLC ($0.27M), Morgan Stanley ($0.26M), Raymond James Financial Services Advisors Inc. ($0.23M), Advisors Asset Management Inc. ($0.13M), Walleye Capital LLC ($0.10M), and Royal Bank of Canada ($0.10M).

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

Institutional investors have sold a total of 2,108,604 shares in the last 24 months. This volume of shares sold represents approximately $24.44M in transactions.


This page (NYSE:BGR) was last updated on 2/21/2024 by MarketBeat.com Staff