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 83 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $82.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
35,271
shares
|
$478,627
0.02% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
35,060
shares
|
$475,764
0.0% of portfolio
|
Q2 2025
Added 29.76%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
32,581
shares
|
$442,124
0.14% of portfolio
|
Q2 2025
Reduced 49.72%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
32,410
shares
|
$439,803
0.0% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
30,250
shares
|
$410,492
0.0% of portfolio
|
Q2 2025
Added 146.36%
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
28,889
shares
|
$392,023
0.27% of portfolio
|
Q3 2024
Added 53.25%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
27,337
shares
|
$370,963
0.03% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
24,299
shares
|
$329,737
0.03% of portfolio
|
Q1 2021
Reduced 49.09%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
21,006
shares
|
$285,051
0.0% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
18,000
shares
|
$244,260
0.1% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,478
shares
|
$237,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
16,492
shares
|
$223,796
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
15,884
shares
|
$215,545
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
15,651
shares
|
$212,384
0.01% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
15,497
shares
|
$210,294
0.02% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,806
shares
|
$187,347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
13,255
shares
|
$179,870
0.0% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,587
shares
|
$170,805
0.0% of portfolio
|
Q3 2022
Reduced 61.37%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
12,576
shares
|
$170,656
0.0% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,366
shares
|
$167,806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
12,190
shares
|
$165,418
0.0% of portfolio
|
Q2 2025
Reduced 9.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
11,194
shares
|
$151,902
0.0% of portfolio
|
Q2 2025
Reduced 20.83%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,189
shares
|
$151,834
0.05% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
10,600
shares
|
$143,842
0.03% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,507
shares
|
$142,579
0.0% of portfolio
|
Q2 2025
New holding
|