Purchases and Sales Made in Q4 2024 in Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
386KNew |
$4.83M - $5.32M
|
386K
$5.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$221K - $243K
|
17.6K
$238K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11KNew |
$137K - $151K
|
11K
$148K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.51K+ 5.03% |
$81.4K - $89.7K
|
136K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.76K+ 25.49% |
$47.1K - $51.9K
|
18.5K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.66KNew |
$20.8K - $22.9K
|
1.66K
$22.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05KNew |
$13.1K - $14.4K
|
1.05K
$14.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
73+ 0.23% |
$913 - $1.01K
|
32.4K
$436K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14+ 0.05% |
$175 - $193
|
27K
$364K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-286- 66.82% |
$3.58K - $3.94K
|
142
$1.91K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 1.66% |
$15.7K - $17.3K
|
74.2K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.5K- 16.28% |
$43.8K - $48.3K
|
18K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.49K- 8.67% |
$56.1K - $61.8K
|
47.2K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.16K- 99.92% |
$115K - $126K
|
7
$94.3
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-103K- 99.11% |
$1.29M - $1.42M
|
928
$12.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-371K- 21.2% |
$4.65M - $5.12M
|
1.38M
$18.6M
|