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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.03K- 18.35% |
$38.7K - $42.1K
|
13.5K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$2.5K - $2.72K
|
196
$2.4K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
684+ 2.13% |
$8.73K - $9.5K
|
32.7K
$402K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.02K- 0.65% |
$13K - $14.1K
|
156K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 1.6% |
$228K - $248K
|
1.09M
$13.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.14K+ 2.04% |
$40.1K - $43.6K
|
157K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.2K+ 4.71% |
$155K - $169K
|
271K
$3.32M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-989- 6.63% |
$12.6K - $13.7K
|
13.9K
$171K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-749- 5.62% |
$9.56K - $10.4K
|
12.6K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
109+ 0.78% |
$1.39K - $1.51K
|
14.1K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$12.8 - $13.9
|
1
$12.3
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.44K+ 5.12% |
$44K - $47.8K
|
70.7K
$868K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 28.1% |
$183K - $199K
|
36.7K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
173+ 1.42% |
$2.21K - $2.4K
|
12.4K
$152K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.5K- 61.35% |
$249K - $271K
|
12.3K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 0.41% |
$22.4K - $24.3K
|
422K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.06% |
$217 - $236
|
27K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 13.21% |
$562 - $611
|
289
$3.55K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.19K+ 2.38% |
$117K - $128K
|
395K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-26.9K- 8.66% |
$344K - $374K
|
284K
$3.48M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.12K+ 96.26% |
$39.8K - $43.3K
|
6.36K
$78K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.22K+ 11.88% |
$79.4K - $86.4K
|
58.6K
$718K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$134K - $146K
|
10.5K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-53.6K- 11.86% |
$685K - $745K
|
399K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.2KNew |
$411K - $447K
|
32.2K
$395K
|
|
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-670K- 60.12% |
$8.56M - $9.31M
|
445K
$5.45M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
32.4K+ 100.26% |
$414K - $451K
|
64.8K
$795K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195+ 0.94% |
$2.49K - $2.71K
|
21K
$257K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 19.64% |
$12.8K - $13.9K
|
6.09K
$74.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.4KNew |
$133K - $144K
|
10.4K
$127K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 1.41% |
$33.3K - $36.2K
|
187K
$2.3M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
344New |
$4.39K - $4.78K
|
344
$4.22K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105+ 0.21% |
$1.34K - $1.46K
|
51.3K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-713- 16.74% |
$9.11K - $9.9K
|
3.55K
$43.5K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-18K- 24.92% |
$230K - $250K
|
54.2K
$665K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
122KNew |
$1.55M - $1.69M
|
122K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.49K+ 45.85% |
$108K - $118K
|
27K
$332K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.33K- 5.83% |
$55.2K - $60.1K
|
69.9K
$858K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
19.4K+ 14.28% |
$248K - $270K
|
155K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.38K- 50.0% |
$17.7K - $19.2K
|
1.38K
$17K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-299K- 21.69% |
$3.82M - $4.16M
|
1.08M
$13.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 2.21% |
$294 - $319
|
1.06K
$13K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.5KNew |
$185K - $201K
|
14.5K
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134- 16.75% |
$1.71K - $1.86K
|
666
$8.17K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$231K - $251K
|
18.1K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$28.4K - $30.9K
|
2.22K
$27.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
102New |
$1.3K - $1.42K
|
102
$1.25K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
103+ 0.94% |
$1.32K - $1.43K
|
11.1K
$136K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.04K- 10.66% |
$64.3K - $70K
|
42.2K
$518K
|