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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-210K- 13.29% |
$2.58M - $2.8M
|
1.37M
$18.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-90.5K- 4.91% |
$1.11M - $1.21M
|
1.75M
$23.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-81.7K- 26.93% |
$1M - $1.09M
|
222K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-45.3K- 22.94% |
$557K - $605K
|
152K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-33.1K- 20.34% |
$406K - $441K
|
129K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.6K- 51.87% |
$401K - $435K
|
30.3K
$409K
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-30.6K- 35.05% |
$375K - $408K
|
56.6K
$764K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-23.3K- 6.59% |
$287K - $311K
|
331K
$4.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22K- 27.52% |
$270K - $293K
|
57.8K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-11.7K- 39.83% |
$144K - $156K
|
17.7K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.17K- 5.13% |
$100K - $109K
|
151K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.68K- 19.84% |
$82K - $89.1K
|
27K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.31K- 1.89% |
$77.5K - $84.1K
|
327K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-4.9K- 26.11% |
$60.2K - $65.4K
|
13.9K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.69K- 1.94% |
$57.6K - $62.6K
|
238K
$3.21M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.36K- 25.88% |
$53.5K - $58.1K
|
12.5K
$168K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.28K- 4.12% |
$27.9K - $30.4K
|
53K
$715K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.56K- 2.03% |
$19.2K - $20.9K
|
75.5K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.36K- 6.14% |
$16.7K - $18.2K
|
20.8K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-998- 6.33% |
$12.3K - $13.3K
|
14.8K
$199K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-662- 6.13% |
$8.13K - $8.83K
|
10.1K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-442- 3.17% |
$5.43K - $5.9K
|
13.5K
$182K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-426- 0.47% |
$5.23K - $5.68K
|
91.2K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-243- 1.37% |
$2.98K - $3.24K
|
17.4K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 29.75% |
$1.73K - $1.88K
|
333
$4.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-108- 0.21% |
$1.33K - $1.44K
|
52.3K
$706K
|
|
| 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
$451K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-1.7K- 14.51% |
$21.4K - $23.2K
|
10K
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-801- 3.59% |
$10.1K - $10.9K
|
21.5K
$290K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.83K- 12.91% |
$92.9K - $104K
|
52.8K
$713K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.71K- 99.94% |
$20.3K - $22.7K
|
1
$13.5
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57K- 38.22% |
$18.6K - $20.8K
|
2.53K
$34.2K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-200- 1.95% |
$2.37K - $2.65K
|
10K
$136K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 1.66% |
$1.4K - $1.56K
|
7K
$94.5K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.1K- 10.5% |
$49.5K - $53.5K
|
34.9K
$472K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.98K- 83.83% |
$36K - $38.9K
|
575
$7.76K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.15K- 4.11% |
$13.9K - $15K
|
26.8K
$362K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-87.2K- 34.23% |
$1.03M - $1.16M
|
168K
$2.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-9.62K- 15.31% |
$113K - $128K
|
53.2K
$719K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-576- 3.58% |
$6.62K - $7.31K
|
15.5K
$209K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-400- 3.57% |
$4.6K - $5.08K
|
10.8K
$146K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-10K- 50.0% |
$112K - $134K
|
10K
$135K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.52K- 11.12% |
$17.1K - $20.3K
|
12.2K
$164K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-435- 95.6% |
$4.89K - $5.81K
|
20
$270
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-106- 0.95% |
$1.19K - $1.42K
|
11K
$149K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-100- 26.32% |
$1.12K - $1.34K
|
280
$3.78K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.11K- 16.86% |
$23.9K - $28.2K
|
10.4K
$141K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-463- 95.07% |
$5.24K - $6.19K
|
24
$324
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-83- 4.42% |
$939 - $1.11K
|
1.8K
$24.2K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-20K- 61.37% |
$203K - $241K
|
12.6K
$170K
|
|