Purchases and Sales Made in Q1 2023 in Black Rock Utilities, Infrastructure & Power Opportunities Trust (BUI)
This table provides information about the institutional ownership of Black Rock Utilities, Infrastructure & Power Opportunities Trust (BUI) during Q1 2023. The information is specifically focused on institutions that hold shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
213K+ 360.51% |
$4.47M - $5.11M
|
272K
$6.43M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
108K+ 13.83% |
$2.26M - $2.59M
|
887K
$20.9M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
44.5KNew |
$935K - $1.07M
|
44.5K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.5K+ 33.9% |
$871K - $995K
|
164K
$3.87M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
16.9KNew |
$354K - $404K
|
16.9K
$398K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
13.6KNew |
$286K - $326K
|
13.6K
$321K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12.5K+ 128.85% |
$261K - $299K
|
22.1K
$522K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.1K+ 5.88% |
$255K - $291K
|
219K
$5.16M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
10K+ 40.0% |
$210K - $240K
|
35K
$826K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.4KNew |
$197K - $225K
|
9.4K
$222K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
9.1KNew |
$191K - $218K
|
9.1K
$215K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9KNew |
$189K - $216K
|
9K
$212K
|
|
|
Apr 26, 2023
Q1 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
8.82KNew |
$185K - $212K
|
8.82K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.35KNew |
$175K - $200K
|
8.35K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
8KNew |
$168K - $192K
|
8K
$189K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.64K+ 62.57% |
$160K - $183K
|
19.8K
$468K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.45K+ 149.27% |
$135K - $155K
|
10.8K
$254K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
5.94K+ 16.52% |
$125K - $142K
|
41.9K
$988K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
5.83K+ 11.89% |
$122K - $140K
|
54.9K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
5.23K+ 6.62% |
$110K - $125K
|
84.3K
$1.99M
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.1K+ 635.25% |
$65.1K - $74.3K
|
3.59K
$84.7K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.66K+ 531.6% |
$55.8K - $63.7K
|
3.16K
$74.5K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 5.09% |
$45.4K - $51.9K
|
44.7K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2K+ 63.21% |
$42K - $48K
|
5.16K
$122K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.73K+ 36.82% |
$36.4K - $41.6K
|
6.44K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.22K+ 2.67% |
$25.5K - $29.2K
|
46.7K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.2KNew |
$25.2K - $28.8K
|
1.2K
$28.3K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
923+ 3.33% |
$19.4K - $22.1K
|
28.7K
$676K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
900+ 3.28% |
$18.9K - $21.6K
|
28.3K
$668K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
472+ 4.28% |
$9.91K - $11.3K
|
11.5K
$271K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 39.92% |
$4.2K - $4.8K
|
701
$16.5K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
112+ 0.7% |
$2.35K - $2.69K
|
16.1K
$381K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
50+ 0.99% |
$1.05K - $1.2K
|
5.13K
$121K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 1.62% |
$273 - $312
|
816
$19.3K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 1.54% |
$168 - $192
|
528
$12.5K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-389- 9.78% |
$8.17K - $9.33K
|
3.59K
$84.7K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-654- 5.81% |
$13.7K - $15.7K
|
10.6K
$250K
|
|
|
Apr 19, 2023
Q1 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-911- 5.51% |
$19.1K - $21.8K
|
15.6K
$368K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-950- 0.98% |
$19.9K - $22.8K
|
95.5K
$2.25M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1K- 82.92% |
$21K - $24K
|
206
$4.86K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.5K- 8.88% |
$31.5K - $36K
|
15.4K
$363K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.56K- 3.97% |
$32.7K - $37.4K
|
37.7K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.02K- 3.93% |
$42.4K - $48.5K
|
49.4K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.03K- 0.61% |
$42.6K - $48.7K
|
332K
$7.84M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.06K- 2.52% |
$43.1K - $49.3K
|
79.6K
$1.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.23K- 9.65% |
$46.7K - $53.4K
|
20.8K
$492K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.75K- 20.43% |
$57.7K - $65.9K
|
10.7K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.4K- 20.43% |
$387K - $442K
|
71.7K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.6K- 10.12% |
$454K - $519K
|
192K
$4.53M
|