Purchases and Sales Made in Q3 2023 in Black Rock Energy & Resources Trust (BGR)

BGR Quotes by TradingView

This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR) during Q3 2023. 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
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
1.71M
New
$20.1M - $22.7M
1.71M $23M
Nov 09, 2023 Q3 2023
City Of London Investment Management CO LTD

London, X0
BUY
 -
597K
New
$7.03M - $7.93M
597K $8.06M
Nov 13, 2023 Q3 2023
Wolverine Asset Management LLC

BUY
 -
110K
+ 382.17%
$1.29M - $1.46M
138K $1.87M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
93.4K
New
$1.1M - $1.24M
93.4K $1.26M
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
47.9K
+ 120.56%
$564K - $637K
87.7K $1.18M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
38.1K
+ 77.71%
$449K - $507K
87.2K $1.18M
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

BUY
 -
28.2K
New
$332K - $375K
28.2K $381K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
19.2K
New
$226K - $256K
19.2K $260K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
18.7K
+ 64.67%
$220K - $249K
47.7K $644K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
16.6K
+ 56.29%
$195K - $220K
46K $621K
Nov 14, 2023 Q3 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
11.5K
+ 24.1%
$135K - $153K
59.1K $799K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
11.5K
+ 3.3%
$135K - $152K
359K $4.85M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
11.1K
+ 45.73%
$130K - $147K
35.3K $476K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
10.3K
+ 12.74%
$121K - $136K
90.8K $1.23M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
9.33K
+ 10.08%
$110K - $124K
102K $1.38M
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
9.33K
+ 958.58%
$110K - $124K
10.3K $139K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
6.97K
New
$82.1K - $92.7K
6.97K $94.1K
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
5.93K
+ 1.62%
$69.8K - $78.8K
372K $5.02M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.08K
+ 6.55%
$59.8K - $67.5K
82.7K $1.12M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
4.99K
+ 2.09%
$58.8K - $66.4K
244K $3.3M
Nov 14, 2023 Q3 2023
Truist Financial Corp

BUY
 -
3.68K
+ 2.84%
$43.3K - $48.9K
133K $1.8M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.19K
+ 3.7%
$25.7K - $29.1K
61.3K $828K
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
1.25K
+ 4.09%
$14.7K - $16.6K
31.8K $430K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.13K
+ 0.76%
$13.3K - $15K
149K $2.01M
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
1K
New
$11.8K - $13.3K
1K $13.5K
Nov 14, 2023 Q3 2023
Elequin Capital LP

New York, NY
BUY
 -
962
New
$11.3K - $12.8K
962 $13K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
700
+ 6.04%
$8.24K - $9.3K
12.3K $166K
Nov 14, 2023 Q3 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
679
+ 0.89%
$7.99K - $9.02K
76.9K $1.04M
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
363
+ 1.58%
$4.27K - $4.82K
23.3K $315K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
198
New
$2.33K - $2.63K
198 $2.67K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
152
+ 0.77%
$1.79K - $2.02K
19.8K $267K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
79
+ 3.24%
$930 - $1.05K
2.52K $34K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
5
+ 0.04%
$58.8 - $66.4
12.1K $163K
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Activest Wealth Management

BUY
 -
0
New
$0 - $0
0 $0
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

SELL
 -
-40
- 1.11%
$471 - $532
3.56K $48K
Nov 01, 2023 Q3 2023
Vanguard Capital Wealth Advisors

SELL
 -
-155
- 1.33%
$1.82K - $2.06K
11.5K $156K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-270
- 0.33%
$3.18K - $3.59K
81.8K $1.1M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-1K
- 50.0%
$11.8K - $13.3K
1K $13.5K
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-1.05K
- 5.51%
$12.4K - $14K
18K $243K
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-1.56K
- 12.46%
$18.3K - $20.7K
10.9K $148K
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-1.96K
- 6.56%
$23.1K - $26.1K
27.9K $377K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-2.83K
- 10.28%
$33.3K - $37.6K
24.7K $333K
Nov 14, 2023 Q3 2023
Walleye Capital LLC

Plymouth, MN
SELL
 -
-3.15K
- 18.5%
$37.1K - $41.9K
13.9K $187K
Oct 20, 2023 Q3 2023
Brookstone Capital Management

SELL
 -
-9.62K
- 15.31%
$113K - $128K
53.2K $719K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-12K
- 20.94%
$141K - $159K
45.3K $612K
Nov 13, 2023 Q3 2023
Invesco Ltd.

Atlanta, GA
SELL
 -
-24.5K
- 5.15%
$288K - $325K
450K $6.08M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-30.4K
- 2.44%
$358K - $404K
1.22M $16.4M

Track Institutional and Insider Activities on BGR

Follow BlackRock Energy & Resources Trust and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells BGR shares.

Notify only if

Insider Trading

Get notified when an Black Rock Energy & Resources Trust insider buys or sells BGR shares.

Notify only if

News

Receive news related to BlackRock Energy & Resources Trust

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on BGR