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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.2K+ 9.68% |
$58.6K - $70.8K
|
58.9K
$799K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 3.75% |
$463K - $560K
|
1.14M
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-54.7K- 19.28% |
$617K - $746K
|
229K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.64% |
$14.7K - $17.7K
|
12.2K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
194+ 1.57% |
$2.19K - $2.64K
|
12.6K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 4.99% |
$237K - $287K
|
401K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
679+ 5.4% |
$7.65K - $9.25K
|
13.3K
$180K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8KNew |
$156K - $188K
|
13.8K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 146.36% |
$203K - $245K
|
30.3K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74K- 1.11% |
$19.6K - $23.7K
|
154K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 14.78% |
$262K - $316K
|
134K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$197K - $238K
|
17.5K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23- 2.16% |
$259 - $313
|
1.04K
$14.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-32.2K- 49.72% |
$363K - $439K
|
32.6K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-499- 0.13% |
$5.62K - $6.8K
|
395K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 12.31% |
$19.3K - $23.4K
|
15.7K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
625New |
$7.04K - $8.52K
|
625
$8.48K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.5KNew |
$186K - $225K
|
16.5K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.7K- 3.95% |
$177K - $214K
|
383K
$5.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.24K+ 3.38% |
$14K - $16.9K
|
37.9K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.95K- 20.83% |
$33.2K - $40.1K
|
11.2K
$152K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72KNew |
$19.3K - $23.4K
|
1.72K
$23.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 48.79% |
$1.59K - $1.92K
|
148
$2.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.92K- 1.82% |
$55.5K - $67.1K
|
266K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.64K+ 5.14% |
$109K - $131K
|
197K
$2.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.07K+ 9.52% |
$34.6K - $41.8K
|
35.3K
$479K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
200+ 1.92% |
$2.25K - $2.73K
|
10.6K
$144K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31.1K+ 716.38% |
$350K - $423K
|
35.4K
$480K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$5.64K - $6.82K
|
500
$6.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 29.76% |
$90.6K - $110K
|
35.1K
$476K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
326+ 1.21% |
$3.67K - $4.44K
|
27.3K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$118K - $143K
|
10.5K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 16.42% |
$11.3K - $13.6K
|
5.09K
$69.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
386+ 0.75% |
$4.35K - $5.26K
|
51.6K
$701K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-316- 0.97% |
$3.56K - $4.31K
|
32.4K
$440K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.87K+ 4.06% |
$32.4K - $39.2K
|
73.6K
$999K
|
|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
183K+ 150.66% |
$2.06M - $2.5M
|
305K
$4.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.2% |
$462 - $559
|
21K
$285K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
54.8K+ 527.66% |
$618K - $747K
|
65.2K
$885K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.18KNew |
$35.8K - $43.3K
|
3.18K
$43.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8.94K- 16.49% |
$101K - $122K
|
45.3K
$614K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
113+ 1.02% |
$1.27K - $1.54K
|
11.2K
$152K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-289K- 26.73% |
$3.26M - $3.94M
|
792K
$10.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.17K- 8.82% |
$69.5K - $84.1K
|
63.7K
$865K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$20.3K - $24.5K
|
1.8K
$24.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
999+ 0.64% |
$11.3K - $13.6K
|
156K
$2.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.85K- 11.49% |
$54.7K - $66.1K
|
37.4K
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270- 20.96% |
$3.04K - $3.68K
|
1.02K
$13.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 2.8% |
$22.4K - $27.1K
|
73K
$991K
|