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Get Institutions for : 
Blackrock Global Energy & Resources Trust (BGR)  
$13.31 0.09 (0.67%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    1
Total shares held : 
 8,426,064  
% of shares held : 
 28.25%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 438,247  
% of shares held change : 
   1.47%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $12.93  
Last Quarter's Ending Price : 
 $12.45  
Last Quarter's Average Price : 
 $12.59  
Change from last quarter's     
avg. price to the last closing  : 
0.72 (5.72%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 177,190
 2.1%
 
Increased Positions :
18
 843,086
 10.01%
 
Unchanged Positions :
18
 216,304
 2.57%
 
Decreased Positions :
23
-168,901
-2%
 
Closed Positions :
8
-413,128
-4.9%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 2954 - 2023-12-31 1,213,542 $15,109,000 -2,151
   FIXED INCOME SECURITIES INC 218 - 2023-12-31 452,251 $5,631,000 -22,219
   INVESCO LTD 2131 - 2023-12-31 439,576 $5,473,000 -10,448
   UBS Group AG 2096 - 2023-12-31 357,539 $4,451,000 -14,440
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1389 - 2024-03-31 235,503 $3,120,000 -4,502
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1150 - 2024-03-31 90,850 $1,204,000 -1,458
   Apollon Wealth Management LLC 469 - 2024-03-31 76,302 $1,011,000 -6,008
   FINANCIAL NETWORK 1566 - 2023-12-31 60,619 $755,000 -682
   CNH PARTNERS LLC 269 - 2023-12-31 44,990 $560,000 -14,159
   Advisor Group Holdings Inc. 3074 - 2023-12-31 43,854 $546,000 -43,356
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 432 - 2024-03-31 34,097 $452,000 -8,931
   1607 CAPITAL PARTNERS, LLC 134 - 2023-12-31 34,949 $435,000 -4,100
   ENVESTNET ASSET MANAGEMENT INC 3532 - 2023-12-31 26,786 $333,000 -1,147
   WEALTH EFFECTS LLC 153 - 2024-03-31 22,301 $295,000 -2,500
   LEVEL FOUR ADVISORY SERVICES LLC 623 - 2023-12-31 22,888 $285,000 -1,811
   COMERICA BANK 2196 - 2023-12-31 18,606 $232,000 -620
   MML INVESTORS SERVICES LLC 2313 - 2023-12-31 15,732 $196,000 -4,040
   BDO Wealth Advisors LLC 268 - 2023-06-30 15,497 $187,000 -576
   Vanguard Capital Wealth Advisors 134 - 2024-03-31 11,706 $155,000 -33
   RSM US WEALTH MANAGEMENT LLC 637 - 2024-03-31 10,045 $133,000 -200
   ANCORA ADVISORS, LLC 768 - 2023-12-31 7,118 $89,000 -491
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2034 - 2023-12-31 4,100 $51,000 -6,200
   IFP Advisors Inc 2295 - 2023-12-31 575 $7,000 -2,980
   SIGNATUREFD, LLC 3141 - 2024-03-31 1 $0 -1,714
  24 Records found
  1    
  Page 1 of 1
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