Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di BlackRock Energy and Resources Trust meliputi Summit Financial, LLC, StoneX Group Inc., Creekmur Asset Management LLC, Colonial Trust Advisors, dan Principal Securities, Inc. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |