Institutional Ownership Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $75.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,142,633
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
380,326
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
378,332
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
307,835
shares
|
$4.25 Million
4.35% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
283,998
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
279,062
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.32%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
264,944
shares
|
$3.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
237,614
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
223,190
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
194,658
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
160,784
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
154,523
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
152,214
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
149,864
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.78%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
74,947
shares
|
$1.03 Million
0.37% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
74,057
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
65,988
shares
|
$909,974
0.04% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
61,728
shares
|
$851,229
0.0% of portfolio
|
Q3 2025
Added 4.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
58,645
shares
|
$808,714
0.0% of portfolio
|
Q3 2025
Added 13.57%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
53,299
shares
|
$734,993
0.01% of portfolio
|
Q3 2025
Reduced 16.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
46,231
shares
|
$637,525
0.01% of portfolio
|
Q3 2025
Added 180.32%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
45,955
shares
|
$633,719
0.09% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
45,927
shares
|
$633,333
0.0% of portfolio
|
Q3 2025
Added 29.77%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
41,603
shares
|
$573,705
0.0% of portfolio
|
Q3 2025
Added 18.66%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
37,902
shares
|
$522,668
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|