Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans BlackRock Energy and Resources Trust comprennent Summit Financial, LLC, StoneX Group Inc., Creekmur Asset Management LLC, Colonial Trust Advisors, et Principal Securities, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
