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BlackRock Energy and Resources Trust
BGR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.4M +$571K +28,452 +3%
CI
2
Conning Inc
Connecticut
$9.84M +$59.2K +2,951 +0.5%
Invesco
3
Invesco
Georgia
$7.5M -$1.28M -63,939 -13%
FAAS
4
First Allied Advisory Services
California
$5.35M +$5.24M +261,175 +745%
Bank of America
5
Bank of America
North Carolina
$4.82M +$351K +17,466 +7%
Wells Fargo
6
Wells Fargo
California
$4.12M +$315K +15,692 +7%
AAM
7
Advisors Asset Management
Colorado
$4.11M -$1.5M -74,822 -25%
GC
8
Guggenheim Capital
Illinois
$4.04M -$1.79M -89,203 -28%
NCM
9
Northside Capital Management
Oregon
$3.32M +$1.36M +67,823 +58%
UBS Group
10
UBS Group
Switzerland
$3.24M +$38.8K +1,934 +1%
LPL Financial
11
LPL Financial
California
$3.13M -$55.8K -2,778 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.56M +$150K +7,459 +9%
AWM
13
Altavista Wealth Management
North Carolina
$1.29M +$126K +6,290 +10%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$1.13M +$1.06M +52,900 +529%
RJA
15
Raymond James & Associates
Florida
$1.05M -$220K -10,965 -16%
DA
16
Doliver Advisors
Texas
$898K -$161K -8,019 -14%
BTS
17
BB&T Securities
Virginia
$619K -$175K -8,737 -20%
WAM
18
Wolverine Asset Management
Illinois
$585K +$654K +32,574 New
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$549K -$4.62K -230 -0.7%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$547K +$357K +17,779 +140%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$487K +$544K +27,082 New
Stifel Financial
22
Stifel Financial
Missouri
$461K +$3.43K +171 +0.7%
CL
23
CSS LLC
Illinois
$436K – – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$434K +$22.2K +1,105 +5%
DIA
25
Dana Investment Advisors
Wisconsin
$411K – – –
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