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 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1KNew |
$9.73K - $11.7K
|
1K
$12.3K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-10.4KClosed |
$101K - $122K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$103K - $125K
|
10.6K
$131K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1KNew |
$9.73K - $11.7K
|
1K
$12.3K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-700Closed |
$6.81K - $8.21K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.3KClosed |
$11.8K - $13.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.8KNew |
$52.7K - $59.9K
|
5.8K
$71.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-10.7KClosed |
$97.5K - $111K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-23Closed |
$209 - $238
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500Closed |
$4.55K - $5.17K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-72.2KClosed |
$657K - $746K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-604Closed |
$5.49K - $6.24K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7KClosed |
$143K - $162K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7KClosed |
$63.6K - $72.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20KClosed |
$165K - $201K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$123K - $150K
|
14.9K
$184K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.6KClosed |
$87.5K - $106K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-16KClosed |
$132K - $160K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-359Closed |
$2.96K - $3.6K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.4KClosed |
$19.8K - $24.1K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
2KNew |
$16.5K - $20.1K
|
2K
$24.6K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-35Closed |
$293 - $359
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.38KClosed |
$11.6K - $14.1K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-47.3KClosed |
$397K - $485K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-250Closed |
$2.1K - $2.56K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-465Closed |
$3.9K - $4.77K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.7KClosed |
$626K - $766K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-13KClosed |
$109K - $133K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-25.9KClosed |
$183K - $243K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.07KClosed |
$7.54K - $9.99K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-43.4KClosed |
$307K - $407K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-10.8KClosed |
$76.1K - $101K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-507Closed |
$3.59K - $4.76K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-23.4K- 49.09% |
$166K - $220K
|
24.3K
$299K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$7.04K - $9.69K
|
1.27K
$15.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.23KClosed |
$6.81K - $9.37K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6KClosed |
$103K - $142K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-53.5KClosed |
$296K - $408K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-114Closed |
$632 - $869
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
City Holding CO
|
SELL
|
- |
-1.1KClosed |
$6.09K - $8.38K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-245KClosed |
$1.45M - $1.82M
|
0
$0
|
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-75.1KClosed |
$444K - $559K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1KClosed |
$5.91K - $7.44K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-16KClosed |
$94.6K - $119K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-5.8KClosed |
$36K - $48.7K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-11.4KClosed |
$70.8K - $95.6K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-600Closed |
$3.73K - $5.03K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-1.45KClosed |
$8.99K - $12.1K
|
0
$0
|
|