Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
82.7K+ 35.39% |
$1.84M - $1.96M
|
316K
$8.2M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
51.7K+ 12.61% |
$1.15M - $1.23M
|
462K
$12M
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
50.5KNew |
$1.12M - $1.2M
|
50.5K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24.3K+ 31.8% |
$539K - $577K
|
101K
$2.61M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
20.9K+ 43.46% |
$463K - $495K
|
68.9K
$1.79M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 20.48% |
$341K - $365K
|
90.3K
$2.34M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.4K+ 29.35% |
$296K - $317K
|
58.9K
$1.53M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.6KNew |
$279K - $299K
|
12.6K
$326K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.26K+ 103187.5% |
$183K - $196K
|
8.26K
$214K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.84K+ 1.8% |
$174K - $186K
|
444K
$11.5M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.99K+ 36.09% |
$155K - $166K
|
26.3K
$683K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.8KNew |
$129K - $138K
|
5.8K
$150K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.98K+ 5.57% |
$88.4K - $94.5K
|
75.4K
$1.95M
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.5K+ 110.94% |
$55.6K - $59.4K
|
4.76K
$123K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
2.37K+ 2.19% |
$52.6K - $56.3K
|
111K
$2.87M
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.17K+ 10.38% |
$26K - $27.8K
|
12.5K
$323K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.11KNew |
$24.7K - $26.4K
|
1.11K
$28.8K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.09K+ 3.49% |
$24.2K - $25.8K
|
32.3K
$836K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
844+ 6.44% |
$18.7K - $20K
|
14K
$362K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
651+ 0.95% |
$14.5K - $15.5K
|
69.5K
$1.8M
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
568+ 0.87% |
$12.6K - $13.5K
|
65.6K
$1.7M
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
505New |
$11.2K - $12K
|
505
$13.1K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
486New |
$10.8K - $11.5K
|
486
$12.6K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
350New |
$7.77K - $8.31K
|
350
$9.07K
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
250New |
$5.55K - $5.94K
|
250
$6.48K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
220+ 1.59% |
$4.88K - $5.22K
|
14K
$363K
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
200+ 1.8% |
$4.44K - $4.75K
|
11.3K
$293K
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
169+ 1.81% |
$3.75K - $4.01K
|
9.53K
$247K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
138+ 1.1% |
$3.06K - $3.28K
|
12.7K
$329K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 1.74% |
$266 - $285
|
701
$18.2K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 1.85% |
$244 - $261
|
604
$15.7K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.06% |
$133 - $142
|
9.6K
$249K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.03% |
$66.6 - $71.2
|
9.38K
$243K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
3+ 2.04% |
$66.6 - $71.2
|
150
$3.89K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-208- 1.4% |
$4.62K - $4.94K
|
14.7K
$381K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-379- 1.79% |
$8.41K - $9K
|
20.8K
$540K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-854- 3.31% |
$19K - $20.3K
|
24.9K
$646K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-941- 4.0% |
$20.9K - $22.3K
|
22.6K
$586K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.11K- 8.61% |
$24.6K - $26.4K
|
11.8K
$306K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.07K- 20.95% |
$45.8K - $49K
|
7.79K
$202K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.2K- 3.02% |
$70.9K - $75.8K
|
103K
$2.66M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.53K- 8.09% |
$78.3K - $83.7K
|
40K
$1.04M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-4K- 95.99% |
$88.8K - $95K
|
167
$4.33K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.56K- 9.74% |
$101K - $108K
|
42.3K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.14K- 15.36% |
$136K - $146K
|
33.8K
$876K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-18.3K- 7.64% |
$407K - $435K
|
222K
$5.75M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.9K- 5.96% |
$886K - $947K
|
629K
$16.3M
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-40.3K- 53.74% |
$894K - $957K
|
34.7K
$899K
|