Purchases and Sales Made in Q1 2025 in Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR) during Q1 2025. The information is specifically focused on institutions that hold shares of BlackRock Energy & Resources Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
122KNew |
$1.55M - $1.69M
|
122K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
32.4K+ 100.26% |
$414K - $451K
|
64.8K
$793K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
32.2KNew |
$411K - $447K
|
32.2K
$394K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
19.4K+ 14.28% |
$248K - $270K
|
155K
$1.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$231K - $251K
|
18.1K
$221K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.5KNew |
$185K - $201K
|
14.5K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
12.2K+ 4.71% |
$155K - $169K
|
271K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$134K - $146K
|
10.5K
$129K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.4KNew |
$133K - $144K
|
10.4K
$127K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
9.19K+ 2.38% |
$117K - $128K
|
395K
$4.84M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.49K+ 45.85% |
$108K - $118K
|
27K
$331K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.48K+ 106914.29% |
$95.6K - $104K
|
7.49K
$91.7K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.22K+ 11.88% |
$79.4K - $86.4K
|
58.6K
$717K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.44K+ 5.12% |
$44K - $47.8K
|
70.7K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.14K+ 2.04% |
$40.1K - $43.6K
|
157K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.12K+ 96.26% |
$39.8K - $43.3K
|
6.36K
$77.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.6K+ 1.41% |
$33.3K - $36.2K
|
187K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.22KNew |
$28.4K - $30.9K
|
2.22K
$27.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.1K+ 66.43% |
$14.1K - $15.3K
|
2.77K
$33.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1K+ 19.64% |
$12.8K - $13.9K
|
6.09K
$74.6K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
684+ 2.13% |
$8.73K - $9.5K
|
32.7K
$401K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
344New |
$4.39K - $4.78K
|
344
$4.21K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
196New |
$2.5K - $2.72K
|
196
$2.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
195+ 0.94% |
$2.49K - $2.71K
|
21K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
173+ 1.42% |
$2.21K - $2.4K
|
12.4K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
109+ 0.78% |
$1.39K - $1.51K
|
14.1K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
105+ 0.21% |
$1.34K - $1.46K
|
51.3K
$627K
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
103+ 0.94% |
$1.32K - $1.43K
|
11.1K
$136K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
102New |
$1.3K - $1.42K
|
102
$1.25K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
23+ 2.21% |
$294 - $319
|
1.06K
$13K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17+ 0.06% |
$217 - $236
|
27K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1New |
$12.8 - $13.9
|
1
$12.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-44- 13.21% |
$562 - $611
|
289
$3.54K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-134- 16.75% |
$1.71K - $1.86K
|
666
$8.15K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-259- 16.74% |
$3.31K - $3.6K
|
1.29K
$15.8K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-713- 16.74% |
$9.11K - $9.9K
|
3.55K
$43.4K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-749- 5.62% |
$9.56K - $10.4K
|
12.6K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-989- 6.63% |
$12.6K - $13.7K
|
13.9K
$171K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.02K- 0.65% |
$13K - $14.1K
|
156K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.38K- 50.0% |
$17.7K - $19.2K
|
1.38K
$16.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 0.41% |
$22.4K - $24.3K
|
422K
$5.17M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.03K- 18.35% |
$38.7K - $42.1K
|
13.5K
$165K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.33K- 5.83% |
$55.2K - $60.1K
|
69.9K
$856K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.04K- 10.66% |
$64.3K - $70K
|
42.2K
$517K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.8K- 15.23% |
$163K - $177K
|
71K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-14.3K- 28.1% |
$183K - $199K
|
36.7K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.8K- 1.6% |
$228K - $248K
|
1.09M
$13.4M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-18K- 24.92% |
$230K - $250K
|
54.2K
$664K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.5K- 61.35% |
$249K - $271K
|
12.3K
$150K
|