Free Trial

BlackRock Energy and Resources Trust (BGR) Institutional Ownership

→ Amazon's betting big on this unknown AI company (From Manward Press) (Ad)
Free BGR Stock Alerts
$13.21
-0.08 (-0.60%)
(As of 05/15/2024 ET)
Compare
Stock AnalysisChartCompetitorsDividendFinancialsOwnershipSEC FilingsShort InterestSocial Media

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$25.71M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$6.10M
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.

Skip Chart & View Institutional Buying and Selling Data

BGR Institutional Buying and Selling by Quarter

BlackRock Energy and Resources Trust Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2024Advisors Asset Management Inc.376,970$5.00M0.1%-16.6%0.000%
5/10/2024 City 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%
4/23/2024 Raymond 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%
2/13/2024 1607 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%
2/9/2024 City 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%
2/8/2024 Level 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%
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%
1/16/2024 Raymond 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%
11/14/2023 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%
11/9/2023 City of London Investment Management Co. Ltd.596,971$7.83M0.7%N/A0.000%
11/9/2023 UBS 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%
10/24/2023 Raymond James Financial Services Advisors Inc.244,157$3.20M0.0%+2.1%0.000%
10/24/2023 Raymond 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%
Amazon's betting big on this unknown AI company (Ad)

Amazon's Betting Big on This Unknown AI Company Amazon has just made a stunning $144 million investment in one small AI company.

Discover why this company
8/11/2023Guggenheim Capital LLC76,195$917K0.0%+17.2%0.000%
8/11/2023 D.A. Davidson & CO.80,531$970K0.0%+17.1%0.000%
8/10/2023Truvestments 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%
8/10/2023Cetera 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%
7/25/2023 Raymond James Financial Services Advisors Inc.239,163$2.88M0.0%+20.1%0.000%
7/25/2023 Raymond 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%
7/10/2023 Level 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%
5/11/2023 Karpus Management Inc.10,000$122K0.0%-50.0%0.000%
5/11/2023Elequin Securities LLC3,676$45K0.0%-64.2%0.000%
5/11/2023Guggenheim 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%
4/28/2023Ameritas Advisory Services LLC3,330$41K0.0%N/A0.000%
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%
4/14/2023 Raymond James Financial Services Advisors Inc.199,077$2.42M0.0%+71.0%0.000%
4/14/2023 Raymond 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%
2/13/2023Advisors 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%
2/8/2023 Raymond James Financial Services Advisors Inc.116,416$1.46M0.0%-38.3%0.000%
2/8/2023 Raymond James & Associates92,898$1.16M0.0%+8.8%0.000%
2/8/2023 UBS Group AG360,852$4.52M0.0%+90.7%0.000%
2/7/2023 Nations Financial Group Inc. IA ADV31,942$400K0.0%+7.5%0.000%
2/7/2023Commonwealth Equity Services LLC31,721$397K0.0%+10.2%0.000%
2/7/2023 Envestnet Asset Management Inc.24,992$313K0.0%-8.1%0.000%
2/7/2023 Moors & Cabot Inc.11,583$110K0.0%-14.7%0.000%
2/3/2023 D.A. Davidson & CO.58,984$739K0.0%+26.2%0.000%
2/3/2023 9258 Wealth Management LLC11,127$139K0.0%-17.0%0.000%
2/2/2023 Wealth Effects LLC26,901$337K0.2%+5.9%0.000%
2/1/2023 Janney Montgomery Scott LLC32,424$406K0.0%-5.7%0.000%
1/30/2023 International Assets Investment Management LLC16,052$156K0.0%N/A0.000%
1/24/2023 International Assets Investment Management LLC16,052$156K0.0%N/A0.000%
The 2024 Gold Rush: Unleashing Market Potential (Ad)

Welcome to the financial rollercoaster of 2024, where inflation is persistent, stock markets are overinflated and volatile, global conflicts are intensifying, and the national debt is reaching new heights.

Get your free information kit NOW, before it's too late.
1/24/2023 Sigma Planning Corp13,670$171K0.0%N/A0.000%
1/23/2023 Allspring Global Investments Holdings LLC1,727,699$21.65M0.0%+14.4%0.000%
1/13/2023StrategIQ Financial Group LLC11,200$140K0.0%-8.2%0.000%
12/5/2022Centaurus Financial Inc.15,272$165K0.0%-8.6%0.000%
11/15/2022 Karpus Management Inc.20,000$216K0.0%-94.0%0.000%
11/15/2022Logan Stone Capital LLC10,634$115K0.1%-80.2%0.000%
11/15/2022 1607 Capital Partners LLC41,649$449K0.0%N/A0.000%
11/14/2022Guggenheim Capital LLC37,318$402K0.0%+4.0%0.000%
11/14/2022MML Investors Services LLC19,564$211K0.0%+8.6%0.000%
11/10/2022 City of London Investment Management Co. Ltd.36,501$392K0.0%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, 56 institutional investors and hedge funds held shares of BlackRock Energy and Resources Trust. The most heavily invested institutionals were Allspring Global Investments Holdings LLC ($21.19M), 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), Saba Capital Management L.P. ($2.20M), and Twin Focus Capital Partners LLC ($1.86M).Learn more on BGR's institutional investors.

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

Of the 43 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 ($1.31M), 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 4,308,665 shares in the last 24 months. This purchase volume represents approximately $51.76M in transactions.

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

Of the 32 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 1,609,709 shares in the last 24 months. This volume of shares sold represents approximately $18.79M in transactions.


Related Companies:
This page (NYSE:BGR) was last updated on 5/15/2024 by MarketBeat.com Staff

From Our Partners
Shocking $16T Elon Musk Crypto Leak
Crypto 101 Media
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
How to Play the AI and Crypto Markets in One Swing
Weiss Ratings
Amazon's betting big on this unknown AI company
Manward Press
This Wall Street stock prediction just went viral
Chaikin Analytics
With revenue forecasted to grow dramatically in 2024 and beyond, this company should be on your radar
Stocks News
The “Next Bitcoin”? 10 CENT Crypto Set to Explode
True Market Insiders
Gold Set to EXPLODE!
Gold Safe Exchange