Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-289K- 26.73% |
$3.26M - $3.94M
|
792K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-54.7K- 19.28% |
$617K - $746K
|
229K
$3.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-32.2K- 49.72% |
$363K - $439K
|
32.6K
$434K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 14.78% |
$262K - $316K
|
134K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 4.99% |
$237K - $287K
|
401K
$5.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.7K- 3.95% |
$177K - $214K
|
383K
$5.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8.94K- 16.49% |
$101K - $122K
|
45.3K
$604K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.17K- 8.82% |
$69.5K - $84.1K
|
63.7K
$850K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.92K- 1.82% |
$55.5K - $67.1K
|
266K
$3.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.87K- 8.32% |
$54.9K - $66.4K
|
53.7K
$716K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.85K- 11.49% |
$54.7K - $66.1K
|
37.4K
$498K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.95K- 20.83% |
$33.2K - $40.1K
|
11.2K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74K- 1.11% |
$19.6K - $23.7K
|
154K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.64% |
$14.7K - $17.7K
|
12.2K
$162K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 16.42% |
$11.3K - $13.6K
|
5.09K
$67.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-499- 0.13% |
$5.62K - $6.8K
|
395K
$5.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-316- 0.97% |
$3.56K - $4.31K
|
32.4K
$432K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270- 20.96% |
$3.04K - $3.68K
|
1.02K
$13.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 48.79% |
$1.59K - $1.92K
|
148
$1.97K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23- 2.16% |
$259 - $313
|
1.04K
$13.9K
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-670K- 60.12% |
$8.56M - $9.31M
|
445K
$5.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.38K- 50.0% |
$17.7K - $19.2K
|
1.38K
$18.4K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-713- 16.74% |
$9.11K - $9.9K
|
3.55K
$47.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134- 16.75% |
$1.71K - $1.86K
|
666
$8.88K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-103K- 99.11% |
$1.29M - $1.42M
|
928
$12.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.5K- 16.28% |
$43.8K - $48.3K
|
18K
$240K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.19K- 4.85% |
$27.4K - $30.2K
|
43K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-286- 66.82% |
$3.58K - $3.94K
|
142
$1.89K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.3K- 22.94% |
$557K - $605K
|
152K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.6K- 35.05% |
$375K - $408K
|
56.6K
$755K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.7K- 39.83% |
$144K - $156K
|
17.7K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.69K- 1.94% |
$57.6K - $62.6K
|
238K
$3.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-662- 6.13% |
$8.13K - $8.83K
|
10.1K
$135K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-5.86K- 14.91% |
$73.6K - $79.8K
|
33.4K
$446K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.7K- 14.51% |
$21.4K - $23.2K
|
10K
$133K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.83K- 12.91% |
$92.9K - $104K
|
52.8K
$704K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 99.94% |
$20.3K - $22.7K
|
1
$13.3
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 1.95% |
$2.37K - $2.65K
|
10K
$134K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 1.66% |
$1.4K - $1.56K
|
7K
$93.3K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.1K- 10.5% |
$49.5K - $53.5K
|
34.9K
$466K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.98K- 83.83% |
$36K - $38.9K
|
575
$7.66K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15K- 4.11% |
$13.9K - $15K
|
26.8K
$357K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.62K- 15.31% |
$113K - $128K
|
53.2K
$710K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-576- 3.58% |
$6.62K - $7.31K
|
15.5K
$207K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 3.57% |
$4.6K - $5.08K
|
10.8K
$144K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10K- 50.0% |
$112K - $134K
|
10K
$133K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 11.12% |
$17.1K - $20.3K
|
12.2K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-435- 95.6% |
$4.89K - $5.81K
|
20
$267
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-106- 0.95% |
$1.19K - $1.42K
|
11K
$147K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 26.32% |
$1.12K - $1.34K
|
280
$3.73K
|
|