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 76 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
7,000
shares
|
$95,900
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
5,800
shares
|
$79,460
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,091
shares
|
$69,746
0.0% of portfolio
|
Q3 2022
Reduced 61.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,335
shares
|
$59,389
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
2,000
shares
|
$27,400
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,547
shares
|
$21,193
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,538
shares
|
$21,070
0.01% of portfolio
|
Q2 2023
Added 1.59%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$20,550
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,282
shares
|
$17,563
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,177
shares
|
$16,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,020
shares
|
$13,974
0.0% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,020
shares
|
$13,974
0.0% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
807
shares
|
$11,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
650
shares
|
$8,905
0.0% of portfolio
|
Q3 2022
Reduced 94.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
550
shares
|
$7,535
0.0% of portfolio
|
Q4 2017
Reduced 9.09%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
428
shares
|
$5,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
396
shares
|
$5,425
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
390
shares
|
$5,343
0.0% of portfolio
|
Q4 2022
Added 1.3%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
366
shares
|
$5,014
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
333
shares
|
$4,562
0.0% of portfolio
|
Q3 2024
Reduced 29.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$3,836
0.0% of portfolio
|
Q1 2023
Reduced 26.32%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
200
shares
|
$2,740
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7
shares
|
$95
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q1 2024
Reduced 99.94%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$13
0.0% of portfolio
|
Q1 2024
New holding
|