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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
183K+ 150.66% |
$2.06M - $2.5M
|
305K
$4.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
54.8K+ 527.66% |
$618K - $747K
|
65.2K
$885K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 3.75% |
$463K - $560K
|
1.14M
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31.1K+ 716.38% |
$350K - $423K
|
35.4K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 146.36% |
$203K - $245K
|
30.3K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$197K - $238K
|
17.5K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.5KNew |
$186K - $225K
|
16.5K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8KNew |
$156K - $188K
|
13.8K
$187K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$118K - $143K
|
10.5K
$143K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.64K+ 5.14% |
$109K - $131K
|
197K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 29.76% |
$90.6K - $110K
|
35.1K
$476K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.2K+ 9.68% |
$58.6K - $70.8K
|
58.9K
$799K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.18KNew |
$35.8K - $43.3K
|
3.18K
$43.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.07K+ 9.52% |
$34.6K - $41.8K
|
35.3K
$479K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.87K+ 4.06% |
$32.4K - $39.2K
|
73.6K
$999K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 2.8% |
$22.4K - $27.1K
|
73K
$991K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$20.3K - $24.5K
|
1.8K
$24.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 12.31% |
$19.3K - $23.4K
|
15.7K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72KNew |
$19.3K - $23.4K
|
1.72K
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.24K+ 3.38% |
$14K - $16.9K
|
37.9K
$514K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
999+ 0.64% |
$11.3K - $13.6K
|
156K
$2.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
793+ 10.59% |
$8.94K - $10.8K
|
8.28K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
679+ 5.4% |
$7.65K - $9.25K
|
13.3K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
625New |
$7.04K - $8.52K
|
625
$8.48K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$5.64K - $6.82K
|
500
$6.79K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
386+ 0.75% |
$4.35K - $5.26K
|
51.6K
$701K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
326+ 1.21% |
$3.67K - $4.44K
|
27.3K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
200+ 1.92% |
$2.25K - $2.73K
|
10.6K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
194+ 1.57% |
$2.19K - $2.64K
|
12.6K
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
113+ 1.02% |
$1.27K - $1.54K
|
11.2K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.2% |
$462 - $559
|
21K
$285K
|
|
|
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
$245K
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16KNew |
$205K - $223K
|
16K
$217K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.5KNew |
$185K - $201K
|
14.5K
$196K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$134K - $146K
|
10.5K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.12K+ 96.26% |
$39.8K - $43.3K
|
6.36K
$86.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$28.4K - $30.9K
|
2.22K
$30.2K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
344New |
$4.39K - $4.78K
|
344
$4.67K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$2.5K - $2.72K
|
196
$2.66K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
102New |
$1.3K - $1.42K
|
102
$1.38K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$12.8 - $13.9
|
1
$13.6
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.8KNew |
$598K - $659K
|
47.8K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$221K - $243K
|
17.6K
$239K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05KNew |
$13.1K - $14.4K
|
1.05K
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$12.5K - $13.8K
|
1K
$13.6K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
296+ 1.9% |
$3.7K - $4.08K
|
15.9K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2New |
$25 - $27.6
|
2
$27.1
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
50.8KNew |
$624K - $678K
|
50.8K
$689K
|
|
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
15.4K+ 53.25% |
$189K - $205K
|
44.3K
$601K
|
|