Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
149K+ 287.1% |
$2.78M - $3.24M
|
200K
$4.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
125KNew |
$2.34M - $2.73M
|
125K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
96.9K+ 42.08% |
$1.82M - $2.12M
|
327K
$7.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
41.8KNew |
$783K - $911K
|
41.8K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22K+ 7.6% |
$412K - $480K
|
311K
$7.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5KNew |
$327K - $381K
|
17.5K
$412K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
17.5KNew |
$327K - $381K
|
17.5K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
17KNew |
$319K - $371K
|
17K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.7K+ 2.98% |
$201K - $234K
|
371K
$8.75M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.68KNew |
$182K - $211K
|
9.68K
$228K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
9.52KNew |
$179K - $208K
|
9.52K
$225K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.23KNew |
$173K - $201K
|
9.23K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.8K+ 73.86% |
$165K - $192K
|
20.7K
$489K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.35K+ 13.39% |
$62.8K - $73.1K
|
28.4K
$670K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3KNew |
$56.3K - $65.5K
|
3K
$70.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.96KNew |
$55.5K - $64.6K
|
2.96K
$69.9K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.65K+ 3.5% |
$49.6K - $57.7K
|
78.2K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2.5K+ 65.79% |
$46.9K - $54.6K
|
6.3K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.9K+ 2.75% |
$35.6K - $41.5K
|
71.1K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.18K+ 8.81% |
$22.1K - $25.7K
|
14.6K
$344K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
730+ 0.91% |
$13.7K - $15.9K
|
81.1K
$1.91M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
725+ 4.99% |
$13.6K - $15.8K
|
15.2K
$360K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
646New |
$12.1K - $14.1K
|
646
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
385+ 2.24% |
$7.22K - $8.4K
|
17.6K
$415K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 3.6% |
$5.63K - $6.55K
|
8.63K
$204K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
67+ 0.66% |
$1.26K - $1.46K
|
10.3K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65+ 0.62% |
$1.22K - $1.42K
|
10.5K
$249K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 1.83% |
$188 - $218
|
556
$13.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$18.8 - $21.8
|
12.9K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-218- 0.37% |
$4.09K - $4.76K
|
59.1K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-381- 2.78% |
$7.14K - $8.31K
|
13.3K
$315K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-482- 0.64% |
$9.04K - $10.5K
|
74.5K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-619- 2.36% |
$11.6K - $13.5K
|
25.7K
$606K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.08K- 12.83% |
$20.3K - $23.6K
|
7.35K
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.26K- 1.32% |
$23.6K - $27.4K
|
94.2K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.97K- 7.07% |
$37K - $43.1K
|
25.9K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.48K- 10.77% |
$46.6K - $54.2K
|
20.6K
$485K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.83K- 7.7% |
$53.1K - $61.8K
|
33.9K
$800K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.11K- 26.69% |
$77K - $89.6K
|
11.3K
$266K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.41K- 4.83% |
$82.6K - $96.1K
|
86.8K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.14K- 6.77% |
$115K - $134K
|
84.6K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.29K- 37.9% |
$118K - $137K
|
10.3K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.4K- 70.74% |
$158K - $183K
|
3.48K
$82K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.1K- 17.97% |
$227K - $265K
|
55.4K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.4K- 11.59% |
$496K - $577K
|
202K
$4.76M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-38.6K- 5.19% |
$725K - $843K
|
705K
$16.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.5K- 37.02% |
$816K - $949K
|
74K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-205K- 22.48% |
$3.84M - $4.46M
|
705K
$16.6M
|