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, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.6K- 94.25% |
$108K - $128K
|
650
$8.78K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7.97K- 61.02% |
$81K - $96K
|
5.09K
$68.7K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.67K- 25.78% |
$37.3K - $44.2K
|
10.6K
$143K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.28K- 99.69% |
$23.1K - $27.4K
|
7
$94.5
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.69K- 10.1% |
$17.2K - $20.4K
|
15.1K
$203K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-38.3KClosed |
$404K - $522K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.11K- 21.11% |
$53.9K - $69.7K
|
19.1K
$258K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.99K- 14.6% |
$20.9K - $27.1K
|
11.6K
$157K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.5KClosed |
$15.8K - $20.4K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-479Closed |
$5.05K - $6.53K
|
0
$0
|
|
Q1 2022 | |||||||
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-20KClosed |
$195K - $235K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-19.9KClosed |
$193K - $233K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-10.4KClosed |
$101K - $122K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.4KClosed |
$13.6K - $16.4K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-700Closed |
$6.81K - $8.21K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-72.2KClosed |
$657K - $746K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.7KClosed |
$143K - $162K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Waterfront Wealth Inc.
|
SELL
|
- |
-10.7KClosed |
$97.5K - $111K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7KClosed |
$63.6K - $72.3K
|
0
$0
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.3KClosed |
$11.8K - $13.4K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-604Closed |
$5.49K - $6.24K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-500Closed |
$4.55K - $5.17K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-23Closed |
$209 - $238
|
0
$0
|
|
Q3 2021 | |||||||
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-20KClosed |
$165K - $201K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-16KClosed |
$132K - $160K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-10.6KClosed |
$87.5K - $106K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-2.4KClosed |
$19.8K - $24.1K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-359Closed |
$2.96K - $3.6K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-74.7KClosed |
$626K - $766K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-47.3KClosed |
$397K - $485K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-13KClosed |
$109K - $133K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.38KClosed |
$11.6K - $14.1K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-465Closed |
$3.9K - $4.77K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-250Closed |
$2.1K - $2.56K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-35Closed |
$293 - $359
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Rmb Capital Management, LLC
|
SELL
|
- |
-43.4KClosed |
$307K - $407K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-25.9KClosed |
$183K - $243K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Northside Capital Management, LLC
|
SELL
|
- |
-23.4K- 49.09% |
$166K - $220K
|
24.3K
$328K
|
|
May 04, 2021
Q1 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-10.8KClosed |
$76.1K - $101K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.07KClosed |
$7.54K - $9.99K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-507Closed |
$3.59K - $4.76K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-263Closed |
$1.86K - $2.47K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-53.5KClosed |
$296K - $408K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.6KClosed |
$103K - $142K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.23KClosed |
$6.81K - $9.37K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
City Holding CO
|
SELL
|
- |
-1.1KClosed |
$6.09K - $8.38K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-114Closed |
$632 - $869
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-245KClosed |
$1.45M - $1.82M
|
0
$0
|