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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
4,259
shares
|
$57,666
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,238
shares
|
$43,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$27,080
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
1,662
shares
|
$22,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,547
shares
|
$20,946
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
1,538
shares
|
$20,824
0.01% of portfolio
|
Q2 2023
Added 1.59%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,500
shares
|
$20,310
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,282
shares
|
$17,358
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,047
shares
|
$14,176
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,040
shares
|
$14,081
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,020
shares
|
$13,810
0.0% of portfolio
|
Q3 2024
Added 24.39%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$13,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
928
shares
|
$12,565
0.0% of portfolio
|
Q4 2024
Reduced 99.11%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
800
shares
|
$10,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
650
shares
|
$8,801
0.0% of portfolio
|
Q3 2022
Reduced 94.25%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
550
shares
|
$7,446
0.0% of portfolio
|
Q4 2017
Reduced 9.09%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
396
shares
|
$5,361
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
390
shares
|
$5,280
0.0% of portfolio
|
Q4 2022
Added 1.3%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
366
shares
|
$4,955
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
333
shares
|
$4,508
0.0% of portfolio
|
Q3 2024
Reduced 29.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$3,791
0.0% of portfolio
|
Q1 2023
Reduced 26.32%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
142
shares
|
$1,922
0.0% of portfolio
|
Q4 2024
Reduced 66.82%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
7
shares
|
$94
0.01% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
7
shares
|
$94
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2
shares
|
$27
0.0% of portfolio
|
Q4 2024
New holding
|