Institutional Ownership Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 7.5 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
32,042
shares
|
$433,848
0.0% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
31,769
shares
|
$430,152
0.0% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
26,994
shares
|
$365,498
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
24,299
shares
|
$329,008
0.08% of portfolio
|
Q1 2021
Reduced 49.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
20,770
shares
|
$281,225
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
18,525
shares
|
$250,828
0.0% of portfolio
|
Q4 2024
Added 25.49%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
18,000
shares
|
$243,719
0.09% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
17,645
shares
|
$238,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
16,522
shares
|
$223,707
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
16,023
shares
|
$216,951
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
15,884
shares
|
$215,069
0.01% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
15,497
shares
|
$209,829
0.02% of portfolio
|
Q2 2023
Reduced 3.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
14,925
shares
|
$202,084
0.01% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
14,030
shares
|
$189,966
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
13,325
shares
|
$180,420
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,587
shares
|
$170,427
0.0% of portfolio
|
Q3 2022
Reduced 61.37%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,366
shares
|
$167,435
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,209
shares
|
$165,309
0.0% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,973
shares
|
$148,574
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
10,400
shares
|
$140,816
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
10,045
shares
|
$136,009
0.0% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
7,000
shares
|
$94,780
0.0% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
5,800
shares
|
$78,532
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,091
shares
|
$68,932
0.0% of portfolio
|
Q3 2022
Reduced 61.02%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,335
shares
|
$58,695
0.0% of portfolio
|
Q3 2024
New holding
|