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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.7K+ 180.32% |
$391K - $406K
|
46.2K
$638K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11KNew |
$144K - $149K
|
11K
$151K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.5K+ 29.77% |
$138K - $144K
|
45.9K
$633K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$136K - $141K
|
10.3K
$142K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10KNew |
$132K - $137K
|
10K
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.01K+ 13.57% |
$92K - $95.5K
|
58.6K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.83K+ 0.6% |
$89.8K - $93.2K
|
1.14M
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.54K+ 18.66% |
$86K - $89.2K
|
41.6K
$574K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.43K+ 2.83% |
$58.2K - $60.4K
|
161K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4K+ 392.16% |
$52.6K - $54.6K
|
5.02K
$69.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.05K+ 1.0% |
$40.1K - $41.6K
|
308K
$4.25M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 28.75% |
$39.7K - $41.2K
|
13.5K
$187K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3K+ 6.98% |
$39.4K - $40.9K
|
46K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.85K+ 4.84% |
$37.5K - $38.9K
|
61.7K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.4KNew |
$31.5K - $32.7K
|
2.4K
$33.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2KNew |
$26.3K - $27.3K
|
2K
$27.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.98K+ 6.55% |
$26K - $27K
|
32.2K
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.37KNew |
$18K - $18.6K
|
1.37K
$18.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.36K+ 1.85% |
$17.9K - $18.6K
|
74.9K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.23K+ 3.79% |
$16.2K - $16.8K
|
33.8K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.02K+ 1.4% |
$13.4K - $13.9K
|
74.1K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
923+ 11.14% |
$12.1K - $12.6K
|
9.21K
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
805+ 1.23% |
$10.6K - $11K
|
66K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$9.2K - $9.55K
|
700
$9.65K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
675+ 9642.86% |
$8.87K - $9.21K
|
682
$9.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
624+ 2.16% |
$8.2K - $8.51K
|
29.5K
$407K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
500New |
$6.57K - $6.82K
|
500
$6.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
211+ 1.35% |
$2.77K - $2.88K
|
15.9K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
127+ 1.01% |
$1.67K - $1.73K
|
12.7K
$175K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
107+ 0.96% |
$1.41K - $1.46K
|
11.3K
$156K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
89+ 0.8% |
$1.17K - $1.21K
|
11.3K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87+ 0.06% |
$1.14K - $1.19K
|
155K
$2.13M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71+ 6.83% |
$933 - $968
|
1.11K
$15.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39+ 0.29% |
$512 - $532
|
13.3K
$183K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.01% |
$39.4 - $40.9
|
37.9K
$523K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$197K - $238K
|
17.5K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8KNew |
$156K - $188K
|
13.8K
$190K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.18KNew |
$35.8K - $43.3K
|
3.18K
$43.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
625New |
$7.04K - $8.52K
|
625
$8.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$5.64K - $6.82K
|
500
$6.9K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
200+ 1.92% |
$2.25K - $2.73K
|
10.6K
$146K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$231K - $251K
|
18.1K
$249K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16KNew |
$205K - $223K
|
16K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.5KNew |
$185K - $201K
|
14.5K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$134K - $146K
|
10.5K
$145K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.12K+ 96.26% |
$39.8K - $43.3K
|
6.36K
$87.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$28.4K - $30.9K
|
2.22K
$30.7K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
344New |
$4.39K - $4.78K
|
344
$4.74K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$2.5K - $2.72K
|
196
$2.7K
|
|