Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
78.4K+ 40.8% |
$1.69M - $1.86M
|
270K
$6.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.2K+ 3.63% |
$694K - $764K
|
920K
$21.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
31.5KNew |
$679K - $748K
|
31.5K
$731K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.8K+ 8.38% |
$600K - $660K
|
360K
$8.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.1KNew |
$497K - $548K
|
23.1K
$535K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
17.1K+ 36.71% |
$370K - $407K
|
63.9K
$1.48M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
13.5K+ 24.56% |
$291K - $320K
|
68.4K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.9K+ 111.86% |
$256K - $282K
|
22.5K
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
10.7K+ 12.63% |
$230K - $253K
|
95K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.43K+ 55.92% |
$203K - $224K
|
26.3K
$609K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.34K+ 4.27% |
$201K - $222K
|
228K
$5.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.4K+ 18.8% |
$181K - $199K
|
53.1K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
8.15KNew |
$176K - $193K
|
8.15K
$189K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.55K+ 88.8% |
$98.1K - $108K
|
9.68K
$224K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3.8KNew |
$81.9K - $90.2K
|
3.8K
$88.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.63K+ 22.9% |
$56.8K - $62.5K
|
14.1K
$328K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.06K+ 4.92% |
$44.4K - $48.9K
|
43.9K
$1.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.79K+ 9.0% |
$38.5K - $42.4K
|
21.6K
$501K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.15K+ 1.45% |
$24.8K - $27.3K
|
80.7K
$1.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.02K+ 11.21% |
$22K - $24.2K
|
10.1K
$235K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1K+ 6.21% |
$21.6K - $23.8K
|
17.1K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
851+ 2.26% |
$18.3K - $20.2K
|
38.6K
$894K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
628+ 9.75% |
$13.5K - $14.9K
|
7.07K
$164K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
464+ 2.1% |
$10K - $11K
|
22.6K
$524K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
400New |
$8.62K - $9.49K
|
400
$9.28K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
323+ 3.59% |
$6.96K - $7.66K
|
9.32K
$216K
|
|
|
Jul 17, 2023
Q2 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
300+ 3.4% |
$6.47K - $7.12K
|
9.12K
$211K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
167New |
$3.6K - $3.96K
|
167
$3.87K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
91New |
$1.96K - $2.16K
|
91
$2.11K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 1.59% |
$280 - $308
|
829
$19.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 1.7% |
$194 - $214
|
537
$12.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 1.3% |
$4.31K - $4.75K
|
15.2K
$352K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-305- 1.08% |
$6.58K - $7.24K
|
28K
$649K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-507- 1.77% |
$10.9K - $12K
|
28.1K
$653K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.22K- 1.69% |
$26.2K - $28.8K
|
70.5K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-1.9K- 12.15% |
$40.9K - $45K
|
13.7K
$318K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-2K- 5.71% |
$43.1K - $47.5K
|
33K
$765K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.64K- 5.96% |
$57K - $62.7K
|
41.7K
$967K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3K- 58.09% |
$64.7K - $71.2K
|
2.16K
$50.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.1K- 86.4% |
$66.8K - $73.6K
|
488
$11.3K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.1K- 86.4% |
$66.8K - $73.6K
|
488
$11.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.28K- 3.43% |
$70.6K - $77.7K
|
92.3K
$2.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.03K- 14.24% |
$151K - $167K
|
42.3K
$982K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-49.3K- 18.1% |
$1.06M - $1.17M
|
223K
$5.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-69.2K- 42.22% |
$1.49M - $1.64M
|
94.7K
$2.2M
|