Latest Institutional Transactions on Black Rock Energy & Resources Trust (BGR)
This table provides information on the latest institutional transactions involving Black Rock Energy & Resources Trust (BGR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
675+ 9642.86% |
$8.87K - $9.21K
|
682
$9.4K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71+ 6.83% |
$933 - $968
|
1.11K
$15.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$136K - $141K
|
10.3K
$142K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.4KNew |
$31.5K - $32.7K
|
2.4K
$33.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-13.2K- 29.18% |
$174K - $180K
|
32.1K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
127+ 1.01% |
$1.67K - $1.73K
|
12.7K
$175K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.37KNew |
$18K - $18.6K
|
1.37K
$18.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.7K+ 180.32% |
$391K - $406K
|
46.2K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39+ 0.29% |
$512 - $532
|
13.3K
$183K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87+ 0.06% |
$1.14K - $1.19K
|
155K
$2.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.83K+ 0.6% |
$89.8K - $93.2K
|
1.14M
$15.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.85K+ 4.84% |
$37.5K - $38.9K
|
61.7K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-116K- 29.32% |
$1.52M - $1.58M
|
279K
$3.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
923+ 11.14% |
$12.1K - $12.6K
|
9.21K
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-322- 0.99% |
$4.23K - $4.39K
|
32.1K
$442K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.01K+ 13.57% |
$92K - $95.5K
|
58.6K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
805+ 1.23% |
$10.6K - $11K
|
66K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
500New |
$6.57K - $6.82K
|
500
$6.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.01% |
$39.4 - $40.9
|
37.9K
$523K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.5K+ 29.77% |
$138K - $144K
|
45.9K
$633K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.6K- 5.64% |
$297K - $309K
|
378K
$5.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.88K- 2.57% |
$77.3K - $80.3K
|
223K
$3.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.46K- 0.64% |
$32.3K - $33.5K
|
380K
$5.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
89+ 0.8% |
$1.17K - $1.21K
|
11.3K
$156K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.23K+ 3.79% |
$16.2K - $16.8K
|
33.8K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 95.27% |
$1.85K - $1.92K
|
7
$96.5
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
211+ 1.35% |
$2.77K - $2.88K
|
15.9K
$219K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 1.17% |
$30.2K - $31.3K
|
195K
$2.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.98K+ 6.55% |
$26K - $27K
|
32.2K
$444K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.54K+ 18.66% |
$86K - $89.2K
|
41.6K
$574K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-533- 1.51% |
$7K - $7.27K
|
34.7K
$479K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4K+ 392.16% |
$52.6K - $54.6K
|
5.02K
$69.2K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-800- 0.3% |
$10.5K - $10.9K
|
265K
$3.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-850- 47.22% |
$11.2K - $11.6K
|
950
$13.1K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 28.75% |
$39.7K - $41.2K
|
13.5K
$187K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2KNew |
$26.3K - $27.3K
|
2K
$27.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
624+ 2.16% |
$8.2K - $8.51K
|
29.5K
$407K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$9.2K - $9.55K
|
700
$9.65K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.43K+ 2.83% |
$58.2K - $60.4K
|
161K
$2.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.05K+ 1.0% |
$40.1K - $41.6K
|
308K
$4.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11KNew |
$144K - $149K
|
11K
$151K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.52K- 70.95% |
$33.1K - $34.3K
|
1.03K
$14.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.36K+ 1.85% |
$17.9K - $18.6K
|
74.9K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.02K+ 1.4% |
$13.4K - $13.9K
|
74.1K
$1.02M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-285- 1.04% |
$3.74K - $3.89K
|
27.1K
$373K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3K+ 6.98% |
$39.4K - $40.9K
|
46K
$634K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.63K- 7.04% |
$34.5K - $35.9K
|
34.7K
$479K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1K- 5.56% |
$13.1K - $13.6K
|
17K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-995- 4.74% |
$13.1K - $13.6K
|
20K
$276K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10KNew |
$132K - $137K
|
10K
$138K
|
|