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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.8K- 15.23% |
$163K - $177K
|
71K
$874K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-259- 16.74% |
$3.31K - $3.6K
|
1.29K
$15.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.48K+ 106914.29% |
$95.6K - $104K
|
7.49K
$92.1K
|
|
| Q4 2024 | |||||||
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
296+ 1.9% |
$3.7K - $4.08K
|
15.9K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.8KNew |
$598K - $659K
|
47.8K
$588K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$12.5K - $13.8K
|
1K
$12.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.19K- 4.85% |
$27.4K - $30.2K
|
43K
$528K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2New |
$25 - $27.6
|
2
$24.6
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
92+ 0.58% |
$1.15K - $1.27K
|
16K
$197K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
10.4KNew |
$130K - $143K
|
10.4K
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05KNew |
$13.1K - $14.4K
|
1.05K
$12.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-103K- 99.11% |
$1.29M - $1.42M
|
928
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$221K - $243K
|
17.6K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.5K- 16.28% |
$43.8K - $48.3K
|
18K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-286- 66.82% |
$3.58K - $3.94K
|
142
$1.75K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.62K+ 11.99% |
$32.1K - $34.9K
|
24.4K
$301K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.7K- 39.83% |
$144K - $156K
|
17.7K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.34KNew |
$53.2K - $57.8K
|
4.34K
$53.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$152K - $165K
|
12.4K
$152K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 24.39% |
$2.46K - $2.67K
|
1.02K
$12.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.6K- 35.05% |
$375K - $408K
|
56.6K
$696K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
50.8KNew |
$624K - $678K
|
50.8K
$625K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
366+ 1.5% |
$4.49K - $4.88K
|
24.8K
$305K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$2.46K - $2.67K
|
200
$2.46K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.18KNew |
$14.5K - $15.7K
|
1.18K
$14.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.69K- 1.94% |
$57.6K - $62.6K
|
238K
$2.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.3K- 22.94% |
$557K - $605K
|
152K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-662- 6.13% |
$8.13K - $8.83K
|
10.1K
$125K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$137K - $149K
|
10.9K
$134K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-5.86K- 14.91% |
$73.6K - $79.8K
|
33.4K
$411K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.3K+ 31.25% |
$255K - $277K
|
85.3K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
20KNew |
$251K - $273K
|
20K
$246K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.7K- 14.51% |
$21.4K - $23.2K
|
10K
$123K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.1K+ 38.51% |
$152K - $165K
|
43.5K
$534K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267+ 33.09% |
$3.17K - $3.54K
|
1.07K
$13.2K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3KNew |
$146K - $163K
|
12.3K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 1.66% |
$1.4K - $1.56K
|
7K
$86.1K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
64KNew |
$760K - $848K
|
64K
$788K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.6KNew |
$126K - $141K
|
10.6K
$130K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.4KNew |
$135K - $151K
|
11.4K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.83K- 12.91% |
$92.9K - $104K
|
52.8K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
497+ 0.6% |
$5.9K - $6.59K
|
82.8K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$11.9 - $13.3
|
1
$12.3
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.8KNew |
$152K - $170K
|
12.8K
$158K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 99.94% |
$20.3K - $22.7K
|
1
$12.3
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 1.95% |
$2.37K - $2.65K
|
10K
$124K
|
|
| Q4 2023 | |||||||
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
40+ 1.59% |
$483 - $522
|
2.56K
$31.5K
|
|
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.1K- 10.5% |
$49.5K - $53.5K
|
34.9K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
149KNew |
$1.8M - $1.94M
|
149K
$1.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15K- 4.11% |
$13.9K - $15K
|
26.8K
$329K
|
|