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 84 institutions that hold shares in the stock, with a total of 6.63 Million shares, which have been reported (via 13F filing form) to have a value of $87.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,726
shares
|
$431,983
0.0% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
32,205
shares
|
$425,106
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
30,926
shares
|
$408,223
0.31% of portfolio
|
Q1 2025
Reduced 22.53%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
27,019
shares
|
$356,650
0.0% of portfolio
|
Q1 2025
Added 45.85%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
27,011
shares
|
$356,545
0.03% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
24,299
shares
|
$320,746
0.03% of portfolio
|
Q1 2021
Reduced 49.09%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
20,965
shares
|
$276,738
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,080
shares
|
$238,656
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
18,000
shares
|
$237,600
0.1% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
16,023
shares
|
$211,503
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
15,884
shares
|
$209,668
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
15,497
shares
|
$204,560
0.02% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
14,450
shares
|
$190,740
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
14,139
shares
|
$186,634
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
13,936
shares
|
$183,955
0.01% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
13,490
shares
|
$178,068
0.0% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,587
shares
|
$166,148
0.0% of portfolio
|
Q3 2022
Reduced 61.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
12,576
shares
|
$166,003
0.0% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,382
shares
|
$163,442
0.0% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,366
shares
|
$163,231
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
12,279
shares
|
$162,082
0.0% of portfolio
|
Q1 2025
Reduced 61.35%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
11,076
shares
|
$146,203
0.05% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
10,499
shares
|
$138,586
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
10,400
shares
|
$137,280
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,385
shares
|
$137,082
0.01% of portfolio
|
Q1 2025
New holding
|