Steward Partners Investment Advisory, LLC - BLACKROCK ENERGY & RES TR ownership

BLACKROCK ENERGY & RES TR's ticker is BGR and the CUSIP is 09250U101. A total of 61 filers reported holding BLACKROCK ENERGY & RES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of BLACKROCK ENERGY & RES TR
ValueSharesWeighting
Q3 2023$669
+9.0%
510.0%0.00%
Q2 2023$614
-1.0%
510.0%0.00%
Q1 2023$620
-3.0%
510.0%0.00%
Q4 2022$639
-36.1%
510.0%0.00%
Q3 2022$1,0000.0%510.0%0.00%
Q2 2022$1,0000.0%510.0%0.00%
Q1 2022$1,000510.0%0.00%
Q4 2021$0510.0%0.00%
Q3 2021$0
-100.0%
510.0%0.00%
Q2 2021$1,000
-100.0%
51
-99.4%
0.00%
-100.0%
Q1 2021$80,826,0009,102
+17747.1%
0.00%
Q4 2020$0510.0%0.00%
Q3 2020$0510.0%0.00%
Q2 2020$0
-100.0%
51
-98.1%
0.00%
-100.0%
Q1 2020$17,000
-46.9%
2,7510.0%0.00%0.0%
Q4 2019$32,0002,751
+5294.1%
0.00%
Q3 2019$0510.0%0.00%
Q2 2019$0
-100.0%
510.0%0.00%
Q3 2018$1,0000.0%51
-7.3%
0.00%
Q2 2018$1,000550.0%0.00%
Q1 2018$0
-100.0%
55
-89.2%
0.00%
-100.0%
Q4 2017$7,000
+16.7%
511
+2.2%
0.00%0.0%
Q3 2017$6,000
+20.0%
500
+25.0%
0.00%0.0%
Q1 2017$5,0000.0%4000.0%0.00%
-50.0%
Q4 2016$5,0004000.00%
Other shareholders
BLACKROCK ENERGY & RES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Quantedge Capital Pte Ltd 25,053$222,0000.18%
SHEPHERD KAPLAN KROCHUK, LLC 46,520$413,0000.16%
Merriman Wealth Management, LLC 74,683$663,0000.08%
Advisors Asset Management, Inc. 507,841$4,510,0000.07%
Northside Capital Management, LLC 24,299$216,0000.06%
Waterfront Wealth Inc. 10,729$96,0000.05%
9258 Wealth Management, LLC 15,545$138,0000.04%
StrategIQ Financial Group, LLC 19,420$172,0000.04%
BDO Wealth Advisors, LLC 26,111$232,0000.03%
Gladstone Institutional Advisory LLC 19,417$1720.03%
View complete list of BLACKROCK ENERGY & RES TR shareholders