Latest Institutional Purchases of Black Rock Energy & Resources Trust (BGR)
This list provides information on the latest institutional transactions involving Black Rock Energy & Resources Trust (BGR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11KNew |
$137K - $151K
|
11K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.51K+ 5.03% |
$81.4K - $89.7K
|
136K
$1.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.76K+ 25.49% |
$47.1K - $51.9K
|
18.5K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.66KNew |
$20.8K - $22.9K
|
1.66K
$21.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
73+ 0.23% |
$913 - $1.01K
|
32.4K
$427K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14+ 0.05% |
$175 - $193
|
27K
$356K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
73.6KNew |
$904K - $982K
|
73.6K
$971K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
50.8KNew |
$624K - $678K
|
50.8K
$670K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
44.2K+ 73.95% |
$542K - $589K
|
104K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
38.5K+ 7.94% |
$473K - $514K
|
524K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.2K+ 9.06% |
$445K - $484K
|
436K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
12.4KNew |
$152K - $165K
|
12.4K
$163K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
10.6KNew |
$130K - $142K
|
10.6K
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.21K+ 0.66% |
$88.5K - $96.2K
|
1.1M
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.19K+ 10.92% |
$76K - $82.6K
|
62.9K
$830K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.34KNew |
$53.2K - $57.8K
|
4.34K
$57.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.62K+ 11.99% |
$32.1K - $34.9K
|
24.4K
$322K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.55KNew |
$19K - $20.6K
|
1.55K
$20.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.18KNew |
$14.5K - $15.7K
|
1.18K
$15.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.11K+ 0.72% |
$13.6K - $14.8K
|
154K
$2.03M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
465+ 1.48% |
$5.71K - $6.2K
|
31.9K
$421K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
366+ 1.5% |
$4.49K - $4.88K
|
24.8K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
238+ 1.52% |
$2.92K - $3.17K
|
15.9K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
233+ 1.52% |
$2.86K - $3.11K
|
15.6K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200+ 24.39% |
$2.46K - $2.67K
|
1.02K
$13.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
200New |
$2.46K - $2.67K
|
200
$2.64K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 1.49% |
$184 - $200
|
1.02K
$13.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
45.1KNew |
$567K - $615K
|
45.1K
$595K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
20.3K+ 31.25% |
$255K - $277K
|
85.3K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
20KNew |
$251K - $273K
|
20K
$264K
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.1K+ 38.51% |
$152K - $165K
|
43.5K
$573K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$137K - $149K
|
10.9K
$144K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
64KNew |
$760K - $848K
|
64K
$845K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.8KNew |
$152K - $170K
|
12.8K
$169K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.3KNew |
$146K - $163K
|
12.3K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
11.4KNew |
$135K - $151K
|
11.4K
$150K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.6KNew |
$126K - $141K
|
10.6K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
497+ 0.6% |
$5.9K - $6.59K
|
82.8K
$1.09M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
267+ 33.09% |
$3.17K - $3.54K
|
1.07K
$14.2K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$11.9 - $13.3
|
1
$13.2
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
149KNew |
$1.8M - $1.94M
|
149K
$1.97M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.1KNew |
$376K - $406K
|
31.1K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$12.1K - $13K
|
1K
$13.2K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
40+ 1.59% |
$483 - $522
|
2.56K
$33.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7New |
$84.6 - $91.3
|
7
$92.3
|
|
| Q3 2023 | |||||||
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$11.8K - $13.3K
|
1K
$13.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
962New |
$11.3K - $12.8K
|
962
$12.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.72KNew |
$31.3K - $34.5K
|
2.72K
$35.9K
|
|