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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
$14.5M +$2.07M +150,767 +17%
Invesco
2
Invesco
Georgia
$7.01M +$1.73M +126,089 +34%
Bank of America
3
Bank of America
North Carolina
$3.85M -$143K -10,416 -4%
AAM
4
Advisors Asset Management
Colorado
$3.33M +$1.3M +94,800 +68%
Wells Fargo
5
Wells Fargo
California
$2.99M -$456K -33,204 -14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.31M +$391K +28,429 +21%
CI
7
Conning Inc
Connecticut
$2.31M +$20.7K +1,507 +0.9%
NCM
8
Northside Capital Management
Oregon
$1.97M +$32.4K +2,355 +2%
RJA
9
Raymond James & Associates
Florida
$1.79M +$278K +20,247 +19%
LPL Financial
10
LPL Financial
California
$1.72M -$1.3M -94,986 -44%
AWM
11
Altavista Wealth Management
North Carolina
$1.63M +$20.1K +1,465 +1%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$1.43M +$1.38M +100,299 New
First Manhattan
13
First Manhattan
New York
$1.28M – – –
UBS Group
14
UBS Group
Switzerland
$1.26M +$22.6K +1,643 +2%
Stifel Financial
15
Stifel Financial
Missouri
$1.03M +$172K +12,528 +21%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1M +$6.59K +480 +0.7%
DA
17
Doliver Advisors
Texas
$543K -$873K -63,589 -63%
UCFA
18
United Capital Financial Advisors
Texas
$492K +$483K +35,133 New
CAN
19
Cetera Advisor Networks
California
$442K +$430K +31,271 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$414K -$2.87K -209 -0.7%
DIA
21
Dana Investment Advisors
Wisconsin
$388K +$154K +11,215 +69%
CL
22
CSS LLC
Illinois
$365K +$5.61K +408 +2%
PFS
23
Prospera Financial Services
Texas
$357K +$13.8K +1,003 +4%
RCA
24
Rowland Carmichael Advisors
Arizona
$327K – – –
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$289K +$1.8K +131 +0.6%
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