Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam BlackRock Energy and Resources Trust termasuk Summit Financial, LLC, StoneX Group Inc., Creekmur Asset Management LLC, Colonial Trust Advisors, dan Principal Securities, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |