Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i BlackRock Energy and Resources Trust inkluderar Summit Financial, LLC, StoneX Group Inc., Creekmur Asset Management LLC, Colonial Trust Advisors, och Principal Securities, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 73 583 | 4,06 | 976 | 1,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 35 060 | 29,76 | 465 | 26,78 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 500 | 7 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 10 749 | 135 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 196 956 | 5,14 | 2 612 | 2,67 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16 492 | 219 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 651 | 12,31 | 208 | 9,52 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 625 | 8 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 284 | 10,59 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13 806 | 183 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 65 183 | 527,66 | 864 | 512,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17 478 | 232 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51 640 | 0,75 | 685 | −1,72 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 507 | 139 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 58 876 | 0,55 | 781 | −1,89 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 176 | 42 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 304 783 | 150,66 | 4 041 | 144,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 135 801 | 3,75 | 15 061 | 1,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | one8zero8, LLC | 10 600 | 1,92 | 141 | −0,71 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 35 390 | 716,38 | 469 | 708,62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30 250 | 146,36 | 401 | 141,57 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 73 037 | 2,80 | 987 | 2,39 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 800 | 24 | ||||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 62 | 1,64 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 27 337 | 1,21 | 362 | −1,09 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 715 | 23 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 156 358 | 0,64 | 2 073 | −1,71 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 37 899 | 3,38 | 503 | 1,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 13 255 | 5,40 | 176 | 2,94 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 11 189 | 1,02 | 148 | −1,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 21 006 | 0,20 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 35 271 | 9,52 | 468 | 6,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 576 | 1,57 | 0 |
