Latest Institutional Purchases of Black Rock Energy & Resources Trust (BGR)
This list provides information on the latest institutional transactions involving Black Rock Energy & Resources Trust (BGR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
122KNew |
$1.55M - $1.69M
|
122K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
32.4K+ 100.26% |
$414K - $451K
|
64.8K
$797K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.2KNew |
$411K - $447K
|
32.2K
$396K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
19.4K+ 14.28% |
$248K - $270K
|
155K
$1.91M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$231K - $251K
|
18.1K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.5KNew |
$185K - $201K
|
14.5K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.2K+ 4.71% |
$155K - $169K
|
271K
$3.33M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$134K - $146K
|
10.5K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.4KNew |
$133K - $144K
|
10.4K
$128K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.19K+ 2.38% |
$117K - $128K
|
395K
$4.86M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.49K+ 45.85% |
$108K - $118K
|
27K
$332K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.48K+ 106914.29% |
$95.6K - $104K
|
7.49K
$92.1K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.22K+ 11.88% |
$79.4K - $86.4K
|
58.6K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.44K+ 5.12% |
$44K - $47.8K
|
70.7K
$870K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.14K+ 2.04% |
$40.1K - $43.6K
|
157K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.12K+ 96.26% |
$39.8K - $43.3K
|
6.36K
$78.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 1.41% |
$33.3K - $36.2K
|
187K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$28.4K - $30.9K
|
2.22K
$27.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 19.64% |
$12.8K - $13.9K
|
6.09K
$74.9K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
684+ 2.13% |
$8.73K - $9.5K
|
32.7K
$403K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
344New |
$4.39K - $4.78K
|
344
$4.23K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$2.5K - $2.72K
|
196
$2.41K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195+ 0.94% |
$2.49K - $2.71K
|
21K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
173+ 1.42% |
$2.21K - $2.4K
|
12.4K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
109+ 0.78% |
$1.39K - $1.51K
|
14.1K
$174K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105+ 0.21% |
$1.34K - $1.46K
|
51.3K
$630K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
103+ 0.94% |
$1.32K - $1.43K
|
11.1K
$136K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
102New |
$1.3K - $1.42K
|
102
$1.25K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 2.21% |
$294 - $319
|
1.06K
$13.1K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.06% |
$217 - $236
|
27K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$12.8 - $13.9
|
1
$12.3
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.8KNew |
$598K - $659K
|
47.8K
$588K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$221K - $243K
|
17.6K
$217K
|
|
|
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 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$12.5K - $13.8K
|
1K
$12.3K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
296+ 1.9% |
$3.7K - $4.08K
|
15.9K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
92+ 0.58% |
$1.15K - $1.27K
|
16K
$197K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2New |
$25 - $27.6
|
2
$24.6
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
50.8KNew |
$624K - $678K
|
50.8K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$152K - $165K
|
12.4K
$152K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.34KNew |
$53.2K - $57.8K
|
4.34K
$53.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.62K+ 11.99% |
$32.1K - $34.9K
|
24.4K
$301K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.18KNew |
$14.5K - $15.7K
|
1.18K
$14.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
366+ 1.5% |
$4.49K - $4.88K
|
24.8K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 24.39% |
$2.46K - $2.67K
|
1.02K
$12.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$2.46K - $2.67K
|
200
$2.46K
|
|
| Q2 2024 | |||||||
|
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
|
|