Purchases and Sales Made in Q3 2025 in Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR) during Q3 2025. The information is specifically focused on institutions that hold shares of BlackRock Energy & Resources Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.7K+ 180.32% |
$391K - $406K
|
46.2K
$638K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
16.1K+ 12.0% |
$211K - $219K
|
150K
$2.07M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
11KNew |
$144K - $149K
|
11K
$151K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
10.5K+ 29.77% |
$138K - $144K
|
45.9K
$633K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$136K - $141K
|
10.3K
$142K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
10KNew |
$132K - $137K
|
10K
$138K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.01K+ 13.57% |
$92K - $95.5K
|
58.6K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.83K+ 0.6% |
$89.8K - $93.2K
|
1.14M
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.54K+ 18.66% |
$86K - $89.2K
|
41.6K
$574K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
4.43K+ 2.83% |
$58.2K - $60.4K
|
161K
$2.22M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4K+ 392.16% |
$52.6K - $54.6K
|
5.02K
$69.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
3.05K+ 1.0% |
$40.1K - $41.6K
|
308K
$4.25M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 28.75% |
$39.7K - $41.2K
|
13.5K
$187K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3K+ 6.98% |
$39.4K - $40.9K
|
46K
$634K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.85K+ 4.84% |
$37.5K - $38.9K
|
61.7K
$851K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
2.4KNew |
$31.5K - $32.7K
|
2.4K
$33.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2KNew |
$26.3K - $27.3K
|
2K
$27.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.98K+ 6.55% |
$26K - $27K
|
32.2K
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.37KNew |
$18K - $18.6K
|
1.37K
$18.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.36K+ 1.85% |
$17.9K - $18.6K
|
74.9K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.23K+ 3.79% |
$16.2K - $16.8K
|
33.8K
$466K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.02K+ 1.4% |
$13.4K - $13.9K
|
74.1K
$1.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
923+ 11.14% |
$12.1K - $12.6K
|
9.21K
$127K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
805+ 1.23% |
$10.6K - $11K
|
66K
$910K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$9.2K - $9.55K
|
700
$9.65K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
675+ 9642.86% |
$8.87K - $9.21K
|
682
$9.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
624+ 2.16% |
$8.2K - $8.51K
|
29.5K
$407K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
500New |
$6.57K - $6.82K
|
500
$6.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
211+ 1.35% |
$2.77K - $2.88K
|
15.9K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
127+ 1.01% |
$1.67K - $1.73K
|
12.7K
$175K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
107+ 0.96% |
$1.41K - $1.46K
|
11.3K
$156K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
89+ 0.8% |
$1.17K - $1.21K
|
11.3K
$156K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87+ 0.06% |
$1.14K - $1.19K
|
155K
$2.13M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
71+ 6.83% |
$933 - $968
|
1.11K
$15.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39+ 0.29% |
$512 - $532
|
13.3K
$183K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3+ 0.01% |
$39.4 - $40.9
|
37.9K
$523K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-141- 95.27% |
$1.85K - $1.92K
|
7
$96.5
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-285- 1.04% |
$3.74K - $3.89K
|
27.1K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-322- 0.99% |
$4.23K - $4.39K
|
32.1K
$442K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-533- 1.51% |
$7K - $7.27K
|
34.7K
$479K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-590- 34.4% |
$7.75K - $8.05K
|
1.13K
$15.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-800- 0.3% |
$10.5K - $10.9K
|
265K
$3.65M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-850- 47.22% |
$11.2K - $11.6K
|
950
$13.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-995- 4.74% |
$13.1K - $13.6K
|
20K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1K- 5.56% |
$13.1K - $13.6K
|
17K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.3K- 1.17% |
$30.2K - $31.3K
|
195K
$2.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-2.46K- 0.64% |
$32.3K - $33.5K
|
380K
$5.24M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-2.52K- 70.95% |
$33.1K - $34.3K
|
1.03K
$14.2K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.63K- 7.04% |
$34.5K - $35.9K
|
34.7K
$479K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.88K- 2.57% |
$77.3K - $80.3K
|
223K
$3.08M
|
|