Purchases and Sales Made in Q3 2023 in Black Rock Utilities, Infrastructure & Power Opportunities Trust (BUI)
This table provides information about the institutional ownership of Black Rock Utilities, Infrastructure & Power Opportunities Trust (BUI) during Q3 2023. The information is specifically focused on institutions that hold shares of BlackRock Utilities, Infrastructure & Power Opportunities Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
66.3K+ 29.72% |
$1.3M - $1.55M
|
289K
$6.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47K+ 66.59% |
$923K - $1.1M
|
118K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
36.4K+ 82.92% |
$715K - $850K
|
80.4K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.9K+ 63.49% |
$528K - $627K
|
69.2K
$1.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25KNew |
$491K - $584K
|
25K
$572K
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
20.2K+ 64.19% |
$397K - $472K
|
51.7K
$1.18M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
15.4KNew |
$302K - $359K
|
15.4K
$352K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11.9K+ 15.46% |
$234K - $279K
|
89.2K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.5KNew |
$206K - $244K
|
10.5K
$239K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.33KNew |
$164K - $194K
|
8.33K
$191K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
7.16K+ 10.47% |
$141K - $167K
|
75.5K
$1.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.19K+ 11.65% |
$122K - $144K
|
59.3K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.65K+ 5.72% |
$71.7K - $85.2K
|
67.5K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.36K+ 19.24% |
$26.7K - $31.7K
|
8.43K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
522+ 5.39% |
$10.3K - $12.2K
|
10.2K
$233K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
510+ 0.54% |
$10K - $11.9K
|
95.5K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
464+ 2.05% |
$9.11K - $10.8K
|
23K
$527K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
245+ 0.59% |
$4.81K - $5.72K
|
41.9K
$959K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
240New |
$4.71K - $5.6K
|
240
$5.49K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
194+ 0.09% |
$3.81K - $4.53K
|
228K
$5.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 25.0% |
$1.96K - $2.33K
|
500
$11.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 1.68% |
$177 - $210
|
546
$12.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 1.09% |
$177 - $210
|
838
$19.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-250- 0.89% |
$4.91K - $5.84K
|
27.9K
$638K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-600- 27.73% |
$11.8K - $14K
|
1.56K
$35.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-746- 5.28% |
$14.7K - $17.4K
|
13.4K
$306K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.08K- 1.17% |
$21.1K - $25.1K
|
91.2K
$2.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.82K- 4.72% |
$35.8K - $42.5K
|
36.7K
$840K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.3K- 15.13% |
$45.2K - $53.7K
|
12.9K
$295K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.6K- 15.18% |
$51.1K - $60.7K
|
14.5K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.01K- 4.23% |
$78.7K - $93.5K
|
90.7K
$2.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.25K- 20.4% |
$83.5K - $99.2K
|
16.6K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.42K- 20.44% |
$86.8K - $103K
|
17.2K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-4.5K- 13.64% |
$88.4K - $105K
|
28.5K
$652K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.74K- 7.11% |
$113K - $134K
|
75K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-7.2K- 88.25% |
$141K - $168K
|
958
$21.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.57K- 1.04% |
$188K - $223K
|
910K
$20.8M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.5K- 46.95% |
$207K - $246K
|
11.9K
$273K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.1K- 57.58% |
$317K - $376K
|
11.9K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-40.1K- 14.82% |
$787K - $935K
|
230K
$5.27M
|