Institutional shares held 7.22 Million
0 calls
0 puts
Total value of holdings $88.8M
$0 calls
$0 puts
Market Cap N/A
Institutional ownership N/A
# of Institutions 81


Latest Institutional Activity in BGR

Top Purchases

Q1 2025
Truist Financial Corp Shares Held: 155K ($1.91M)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 18.1K ($222K)
Q1 2025
Joel Isaacson & Co., LLC Shares Held: 14.5K ($178K)
Q1 2025
Nbc Securities, Inc. Shares Held: 7.49K ($92.1K)
Q1 2025
Garde Capital, Inc. Shares Held: 2.22K ($27.4K)

Top Sells

Q1 2025
Allspring Global Investments Holdings, LLC Shares Held: 1.08M ($13.3M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 71K ($874K)
Q1 2025
Janney Montgomery Scott LLC Shares Held: 42.2K ($519K)
Q1 2025
Apollon Wealth Management, LLC Shares Held: 69.9K ($860K)
Q1 2025
Golden State Wealth Management, LLC Shares Held: 1.38K ($17K)

About BGR

BlackRock Energy and Resources Trust is a closed-ended equity mutual fund launched by BlackRock, Inc. The fund is co-managed by BlackRock Advisors, LLC and BlackRock International Limited. It invests in public equity markets across the globe, with an emphasis on the United States. The fund seeks to invest in stocks of companies operating in the energy and natural resources sectors. It invests in stocks of companies across all market capitalizations. The fund also invests through equity derivatives, with an emphasis on option writing. It was formerly known as BlackRock Global Energy and Resources Trust. BlackRock Energy and Resources Trust was formed on December 23, 2004 and is domiciled in the United States.


Insider Transactions at BGR

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
10.4K Shares
From 4 Insiders
Exercise of conversion of derivative security 10.4K shares
Sell / Disposition
10.4K Shares
From 4 Insiders
Sale (or disposition) back to the issuer 10.4K shares

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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