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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
24+ 1.59% |
$276 - $305
|
1.54K
$20.8K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.33KNew |
$37.4K - $44.5K
|
3.33K
$45K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
396New |
$4.45K - $5.29K
|
396
$5.35K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
69.8KNew |
$789K - $933K
|
69.8K
$942K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
44.8KNew |
$507K - $599K
|
44.8K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
31.2KNew |
$353K - $417K
|
31.2K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.24KNew |
$14K - $16.5K
|
1.24K
$16.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
591New |
$6.68K - $7.9K
|
591
$7.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
5+ 1.3% |
$56.6 - $66.9
|
390
$5.27K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2KNew |
$205K - $243K
|
20.2K
$272K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
150New |
$1.52K - $1.81K
|
150
$2.03K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
125New |
$1.27K - $1.51K
|
125
$1.69K
|
|
| 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
$32.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.5K+ 6.97% |
$15.8K - $20.4K
|
23K
$311K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.5KNew |
$15.8K - $20.4K
|
1.5K
$20.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.27KNew |
$13.3K - $17.3K
|
1.27K
$17.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
381New |
$4.02K - $5.19K
|
381
$5.14K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
366New |
$3.86K - $4.99K
|
366
$4.94K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10.6KNew |
$103K - $125K
|
10.6K
$143K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1KNew |
$9.73K - $11.7K
|
1K
$13.5K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1KNew |
$9.73K - $11.7K
|
1K
$13.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
5.8KNew |
$52.7K - $59.9K
|
5.8K
$78.3K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.9KNew |
$123K - $150K
|
14.9K
$202K
|
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
2KNew |
$16.5K - $20.1K
|
2K
$27K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.27KNew |
$7.04K - $9.69K
|
1.27K
$17.2K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
46.5KNew |
$650K - $721K
|
46.5K
$627K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
402New |
$5.21K - $6.23K
|
402
$5.43K
|
|
| Q3 2017 | |||||||
|
Oct 19, 2017
Q3 2017
|
Cordasco Financial Network
|
BUY
|
- |
1.28KNew |
$15.8K - $17.6K
|
1.28K
$17.3K
|
|
| Q1 2016 | |||||||
|
Nov 06, 2023
Q1 2016
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
122New |
N/A
|
122
$1.65K
|
|