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 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$152K - $165K
|
12.4K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.62K+ 11.99% |
$32.1K - $34.9K
|
24.4K
$332K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.18KNew |
$14.5K - $15.7K
|
1.18K
$16K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
366+ 1.5% |
$4.49K - $4.88K
|
24.8K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 24.39% |
$2.46K - $2.67K
|
1.02K
$13.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$2.46K - $2.67K
|
200
$2.71K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.3K+ 31.25% |
$255K - $277K
|
85.3K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
20KNew |
$251K - $273K
|
20K
$271K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.1K+ 38.51% |
$152K - $165K
|
43.5K
$590K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
64KNew |
$760K - $848K
|
64K
$869K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.8KNew |
$152K - $170K
|
12.8K
$174K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3KNew |
$146K - $163K
|
12.3K
$167K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.4KNew |
$135K - $151K
|
11.4K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.6KNew |
$126K - $141K
|
10.6K
$144K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
497+ 0.6% |
$5.9K - $6.59K
|
82.8K
$1.12M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267+ 33.09% |
$3.17K - $3.54K
|
1.07K
$14.6K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$11.9 - $13.3
|
1
$13.6
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
149KNew |
$1.8M - $1.94M
|
149K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.1KNew |
$376K - $406K
|
31.1K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$12.1K - $13K
|
1K
$13.6K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
40+ 1.59% |
$483 - $522
|
2.56K
$34.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7New |
$84.6 - $91.3
|
7
$95
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$11.8K - $13.3K
|
1K
$13.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.72KNew |
$31.3K - $34.5K
|
2.72K
$36.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.51K+ 7.45% |
$17.3K - $19.1K
|
21.7K
$294K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
724New |
$8.32K - $9.19K
|
724
$9.82K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
24+ 1.59% |
$276 - $305
|
1.54K
$20.9K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
396New |
$4.45K - $5.29K
|
396
$5.37K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
69.8KNew |
$789K - $933K
|
69.8K
$947K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
44.8KNew |
$507K - $599K
|
44.8K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
31.2KNew |
$353K - $417K
|
31.2K
$424K
|
|
|
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
10.7KNew |
$122K - $144K
|
10.7K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24KNew |
$14K - $16.5K
|
1.24K
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
591New |
$6.68K - $7.9K
|
591
$8.02K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 1.3% |
$56.6 - $66.9
|
390
$5.29K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2KNew |
$205K - $243K
|
20.2K
$274K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
150New |
$1.52K - $1.81K
|
150
$2.04K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
125New |
$1.27K - $1.51K
|
125
$1.7K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30K+ 61.27% |
$316K - $409K
|
79K
$1.07M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
2.4KNew |
$25.3K - $32.7K
|
2.4K
$32.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.5K+ 6.97% |
$15.8K - $20.4K
|
23K
$312K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.5KNew |
$15.8K - $20.4K
|
1.5K
$20.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.27KNew |
$13.3K - $17.3K
|
1.27K
$17.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
381New |
$4.02K - $5.19K
|
381
$5.17K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
366New |
$3.86K - $4.99K
|
366
$4.97K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$103K - $125K
|
10.6K
$144K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1KNew |
$9.73K - $11.7K
|
1K
$13.6K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1KNew |
$9.73K - $11.7K
|
1K
$13.6K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.8KNew |
$52.7K - $59.9K
|
5.8K
$78.7K
|
|