Latest Institutional Transactions on Black Rock Utilities, Infrastructure & Power Opportunities Trust (BUI)
This table provides information on the latest institutional transactions involving Black Rock Utilities, Infrastructure & Power Opportunities Trust (BUI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
29.1KNew |
$553K - $647K
|
29.1K
$665K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7KNew |
$133K - $156K
|
7K
$160K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.9K - $2.22K
|
100
$2.29K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20New |
$401 - $489
|
20
$457
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
108New |
$2.17K - $2.64K
|
108
$2.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
30+ 1.7% |
$602 - $734
|
1.79K
$41K
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
25.5KNew |
$511K - $623K
|
25.5K
$583K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 5.26% |
$20.1 - $24.5
|
20
$457
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.55KClosed |
$31.7K - $40K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.31KClosed |
$47.2K - $59.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
10.4KNew |
$213K - $269K
|
10.4K
$238K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21+ 0.17% |
$430 - $542
|
12.5K
$287K
|
|
|
Aug 11, 2022
Q2 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1K+ 9.17% |
$20.5K - $25.8K
|
11.9K
$272K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.5KNew |
$30.7K - $38.7K
|
1.5K
$34.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-2.5KClosed |
$51.2K - $64.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-825Closed |
$16.9K - $21.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
3.01KNew |
$61.5K - $77.6K
|
3.01K
$68.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.3KNew |
$26.6K - $33.5K
|
1.3K
$29.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
75+ 0.08% |
$1.53K - $1.93K
|
95.7K
$2.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
3.08K+ 38.89% |
$62.9K - $79.3K
|
11K
$251K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.55KClosed |
$72.7K - $91.6K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-650Closed |
$13.3K - $16.8K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
500New |
$10.2K - $12.9K
|
500
$11.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.18KClosed |
$44.7K - $56.3K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6KClosed |
$137K - $164K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.03KClosed |
$46.5K - $55.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.58KClosed |
$196K - $234K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.6KClosed |
$242K - $288K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-661Closed |
$15.1K - $18K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.35KClosed |
$122K - $146K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-31.7KClosed |
$726K - $866K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8.79KClosed |
$216K - $244K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.33KClosed |
$205K - $231K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-550Closed |
$13.5K - $15.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.25KNew |
$31.4K - $33.8K
|
1.25K
$28.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.14KClosed |
$205K - $220K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 8.33% |
$126 - $135
|
65
$1.49K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.25K- 55.38% |
$132K - $142K
|
4.23K
$96.7K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-32.2KClosed |
$809K - $871K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-500Closed |
$12.6K - $13.6K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.75KClosed |
$69.2K - $74.9K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.66KClosed |
$66.8K - $72.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.4KClosed |
$250K - $281K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.45KClosed |
$34.7K - $38.9K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-3.81KClosed |
$91.5K - $103K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-136Closed |
$2.93K - $3.41K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1KClosed |
$21.5K - $25K
|
0
$0
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
292New |
$6.29K - $7.31K
|
292
$6.68K
|
|
|
Jan 29, 2021
Q4 2020
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-18.9KClosed |
$406K - $472K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.4KClosed |
$223K - $260K
|
0
$0
|
|