Purchases and Sales Made in Q4 2024 in Black Rock Energy & Resources Trust (BGR)
This table provides information about the institutional ownership of Black Rock Energy & Resources Trust (BGR) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
386KNew |
$4.83M - $5.32M
|
386K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
47.8KNew |
$598K - $659K
|
47.8K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
36.7K+ 16.53% |
$459K - $506K
|
258K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31K+ 20.14% |
$387K - $427K
|
185K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
17.6KNew |
$221K - $243K
|
17.6K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.2K+ 1.57% |
$215K - $237K
|
1.11M
$15.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.5KNew |
$207K - $228K
|
16.5K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
11KNew |
$137K - $151K
|
11K
$149K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
10.4KNew |
$130K - $143K
|
10.4K
$141K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
6.51K+ 5.03% |
$81.4K - $89.7K
|
136K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.37K+ 6.94% |
$54.6K - $60.2K
|
67.3K
$911K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.26KNew |
$53.3K - $58.7K
|
4.26K
$57.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.76K+ 25.49% |
$47.1K - $51.9K
|
18.5K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.24KNew |
$40.5K - $44.7K
|
3.24K
$43.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.72K+ 1.8% |
$34K - $37.5K
|
154K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.66KNew |
$20.8K - $22.9K
|
1.66K
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.49K+ 4.92% |
$18.7K - $20.6K
|
31.8K
$430K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.05KNew |
$13.1K - $14.4K
|
1.05K
$14.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1KNew |
$12.5K - $13.8K
|
1K
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
800New |
$10K - $11K
|
800
$10.8K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
296+ 1.9% |
$3.7K - $4.08K
|
15.9K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
160+ 1.15% |
$2K - $2.21K
|
14K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
105+ 0.33% |
$1.31K - $1.45K
|
32K
$434K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
92+ 0.58% |
$1.15K - $1.27K
|
16K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
73+ 0.23% |
$913 - $1.01K
|
32.4K
$438K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 1.96% |
$250 - $276
|
1.04K
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
14+ 0.05% |
$175 - $193
|
27K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2New |
$25 - $27.6
|
2
$27.1
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-67- 0.32% |
$838 - $924
|
20.8K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-192- 1.42% |
$2.4K - $2.65K
|
13.3K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-263- 2.11% |
$3.29K - $3.63K
|
12.2K
$165K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-286- 66.82% |
$3.58K - $3.94K
|
142
$1.92K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.26K- 1.66% |
$15.7K - $17.3K
|
74.2K
$1.01M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.4K- 1.91% |
$17.6K - $19.4K
|
72.2K
$978K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.82K- 3.43% |
$22.7K - $25K
|
51.1K
$693K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-2.19K- 4.85% |
$27.4K - $30.2K
|
43K
$582K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.51K- 14.37% |
$31.3K - $34.5K
|
14.9K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-3.5K- 16.28% |
$43.8K - $48.3K
|
18K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.49K- 8.67% |
$56.1K - $61.8K
|
47.2K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.85K- 11.85% |
$85.7K - $94.5K
|
51K
$690K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.37K- 8.08% |
$92.2K - $102K
|
83.8K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.16K- 99.92% |
$115K - $126K
|
7
$94.8
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-12.4K- 2.83% |
$155K - $170K
|
424K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-20.4K- 6.15% |
$255K - $281K
|
311K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-71.4K- 13.64% |
$893K - $985K
|
452K
$6.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-103K- 99.11% |
$1.29M - $1.42M
|
928
$12.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-170K- 51.99% |
$2.13M - $2.35M
|
157K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-257K- 18.73% |
$3.21M - $3.54M
|
1.11M
$15.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-371K- 21.2% |
$4.65M - $5.12M
|
1.38M
$18.7M
|