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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-508K- 64.14% |
$6.67M - $6.93M
|
284K
$3.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-116K- 29.32% |
$1.52M - $1.58M
|
279K
$3.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.6K- 5.64% |
$297K - $309K
|
378K
$5.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-13.2K- 29.18% |
$174K - $180K
|
32.1K
$442K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.4K- 16.37% |
$137K - $142K
|
53.3K
$735K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.88K- 2.57% |
$77.3K - $80.3K
|
223K
$3.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.63K- 7.04% |
$34.5K - $35.9K
|
34.7K
$479K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.52K- 70.95% |
$33.1K - $34.3K
|
1.03K
$14.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.46K- 0.64% |
$32.3K - $33.5K
|
380K
$5.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 1.17% |
$30.2K - $31.3K
|
195K
$2.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1K- 5.56% |
$13.1K - $13.6K
|
17K
$234K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-995- 4.74% |
$13.1K - $13.6K
|
20K
$276K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-850- 47.22% |
$11.2K - $11.6K
|
950
$13.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-800- 0.3% |
$10.5K - $10.9K
|
265K
$3.65M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-590- 34.4% |
$7.75K - $8.05K
|
1.13K
$15.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-533- 1.51% |
$7K - $7.27K
|
34.7K
$479K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-322- 0.99% |
$4.23K - $4.39K
|
32.1K
$442K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-285- 1.04% |
$3.74K - $3.89K
|
27.1K
$373K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 95.27% |
$1.85K - $1.92K
|
7
$96.5
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 14.78% |
$262K - $316K
|
134K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.64% |
$14.7K - $17.7K
|
12.2K
$168K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 16.42% |
$11.3K - $13.6K
|
5.09K
$70.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270- 20.96% |
$3.04K - $3.68K
|
1.02K
$14K
|
|
| 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
$6.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.38K- 50.0% |
$17.7K - $19.2K
|
1.38K
$19.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134- 16.75% |
$1.71K - $1.86K
|
666
$9.18K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-103K- 99.11% |
$1.29M - $1.42M
|
928
$12.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-286- 66.82% |
$3.58K - $3.94K
|
142
$1.96K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.3K- 22.94% |
$557K - $605K
|
152K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.6K- 35.05% |
$375K - $408K
|
56.6K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.7K- 39.83% |
$144K - $156K
|
17.7K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.69K- 1.94% |
$57.6K - $62.6K
|
238K
$3.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-662- 6.13% |
$8.13K - $8.83K
|
10.1K
$140K
|
|
| 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
$461K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.7K- 14.51% |
$21.4K - $23.2K
|
10K
$138K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.83K- 12.91% |
$92.9K - $104K
|
52.8K
$728K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 99.94% |
$20.3K - $22.7K
|
1
$13.8
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 1.95% |
$2.37K - $2.65K
|
10K
$139K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 1.66% |
$1.4K - $1.56K
|
7K
$96.5K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.1K- 10.5% |
$49.5K - $53.5K
|
34.9K
$482K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.98K- 83.83% |
$36K - $38.9K
|
575
$7.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15K- 4.11% |
$13.9K - $15K
|
26.8K
$369K
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.62K- 15.31% |
$113K - $128K
|
53.2K
$734K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-576- 3.58% |
$6.62K - $7.31K
|
15.5K
$214K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 3.57% |
$4.6K - $5.08K
|
10.8K
$149K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10K- 50.0% |
$112K - $134K
|
10K
$138K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 11.12% |
$17.1K - $20.3K
|
12.2K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-435- 95.6% |
$4.89K - $5.81K
|
20
$276
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-106- 0.95% |
$1.19K - $1.42K
|
11K
$152K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 26.32% |
$1.12K - $1.34K
|
280
$3.86K
|
|