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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
34,738
shares
|
$479,037
0.02% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
34,722
shares
|
$478,816
0.0% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
33,815
shares
|
$466,308
0.13% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,230
shares
|
$444,451
0.0% of portfolio
|
Q3 2025
Added 6.55%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
32,088
shares
|
$442,493
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
32,067
shares
|
$442,203
0.05% of portfolio
|
Q3 2025
Reduced 29.18%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
29,513
shares
|
$406,984
0.24% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
27,052
shares
|
$373,047
0.02% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
20,011
shares
|
$275,951
0.0% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,478
shares
|
$241,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
17,000
shares
|
$234,430
0.09% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
15,884
shares
|
$219,040
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
15,862
shares
|
$218,736
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
15,497
shares
|
$213,703
0.02% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
13,528
shares
|
$186,551
0.0% of portfolio
|
Q3 2025
Added 28.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
13,294
shares
|
$183,324
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
12,703
shares
|
$175,174
0.0% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,587
shares
|
$173,574
0.0% of portfolio
|
Q3 2022
Reduced 61.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,366
shares
|
$170,527
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
11,296
shares
|
$155,771
0.04% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
11,283
shares
|
$155,592
0.0% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
10,959
shares
|
$151,124
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
10,600
shares
|
$146,174
0.03% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,317
shares
|
$142,271
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
10,045
shares
|
$138,520
0.0% of portfolio
|
Q1 2024
Reduced 1.95%
|
|