Purchases and Sales Made in Q2 2025 in Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
183K+ 150.66% |
$2.06M - $2.5M
|
305K
$4.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
54.8K+ 527.66% |
$618K - $747K
|
65.2K
$885K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
41.1K+ 3.75% |
$463K - $560K
|
1.14M
$15.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
31.1K+ 716.38% |
$350K - $423K
|
35.4K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18K+ 146.36% |
$203K - $245K
|
30.3K
$410K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5KNew |
$197K - $238K
|
17.5K
$237K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.5KNew |
$186K - $225K
|
16.5K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.8KNew |
$156K - $188K
|
13.8K
$187K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$118K - $143K
|
10.5K
$143K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.64K+ 5.14% |
$109K - $131K
|
197K
$2.67M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.04K+ 29.76% |
$90.6K - $110K
|
35.1K
$476K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.2K+ 9.68% |
$58.6K - $70.8K
|
58.9K
$799K
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3.18KNew |
$35.8K - $43.3K
|
3.18K
$43.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.07K+ 9.52% |
$34.6K - $41.8K
|
35.3K
$479K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2.87K+ 4.06% |
$32.4K - $39.2K
|
73.6K
$999K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.99K+ 2.8% |
$22.4K - $27.1K
|
73K
$991K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.8KNew |
$20.3K - $24.5K
|
1.8K
$24.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 12.31% |
$19.3K - $23.4K
|
15.7K
$212K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.72KNew |
$19.3K - $23.4K
|
1.72K
$23.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.24K+ 3.38% |
$14K - $16.9K
|
37.9K
$514K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
999+ 0.64% |
$11.3K - $13.6K
|
156K
$2.12M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
793+ 10.59% |
$8.94K - $10.8K
|
8.28K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
679+ 5.4% |
$7.65K - $9.25K
|
13.3K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
625New |
$7.04K - $8.52K
|
625
$8.48K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
500New |
$5.64K - $6.82K
|
500
$6.79K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
386+ 0.75% |
$4.35K - $5.26K
|
51.6K
$701K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
326+ 1.21% |
$3.67K - $4.44K
|
27.3K
$371K
|
|
|
Aug 12, 2025
Q2 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
200+ 1.92% |
$2.25K - $2.73K
|
10.6K
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
194+ 1.57% |
$2.19K - $2.64K
|
12.6K
$171K
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
113+ 1.02% |
$1.27K - $1.54K
|
11.2K
$152K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
41+ 0.2% |
$462 - $559
|
21K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-23- 2.16% |
$259 - $313
|
1.04K
$14.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 48.79% |
$1.59K - $1.92K
|
148
$2.01K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-270- 20.96% |
$3.04K - $3.68K
|
1.02K
$13.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-316- 0.97% |
$3.56K - $4.31K
|
32.4K
$440K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-499- 0.13% |
$5.62K - $6.8K
|
395K
$5.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1K- 16.42% |
$11.3K - $13.6K
|
5.09K
$69.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 9.64% |
$14.7K - $17.7K
|
12.2K
$165K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.74K- 1.11% |
$19.6K - $23.7K
|
154K
$2.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
SELL
|
- |
-2.04K- 6.59% |
$23K - $27.8K
|
28.9K
$392K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.95K- 20.83% |
$33.2K - $40.1K
|
11.2K
$152K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.85K- 11.49% |
$54.7K - $66.1K
|
37.4K
$507K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.87K- 8.32% |
$54.9K - $66.4K
|
53.7K
$728K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.92K- 1.82% |
$55.5K - $67.1K
|
266K
$3.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-6.17K- 8.82% |
$69.5K - $84.1K
|
63.7K
$865K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-8.94K- 16.49% |
$101K - $122K
|
45.3K
$614K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.7K- 3.95% |
$177K - $214K
|
383K
$5.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.1K- 4.99% |
$237K - $287K
|
401K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.2K- 14.78% |
$262K - $316K
|
134K
$1.82M
|