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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
$18.5M +$1.76M +125,241 +10%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.99M -$88.1K -6,257 -1%
AAM
3
Advisors Asset Management
Colorado
$6.37M +$3.1M +220,565 +86%
Invesco
4
Invesco
Georgia
$6.17M -$185K -13,117 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.29M +$117K +8,337 +3%
GC
6
Guggenheim Capital
Illinois
$3.97M +$187K +13,257 +5%
Bank of America
7
Bank of America
North Carolina
$3.85M +$544K +38,643 +15%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$3.64M +$193K +13,721 +5%
RJA
9
Raymond James & Associates
Florida
$2.68M +$111K +7,892 +4%
UBS Group
10
UBS Group
Switzerland
$2.66M +$698K +49,619 +33%
Wells Fargo
11
Wells Fargo
California
$2.58M +$55.9K +3,975 +2%
NCM
12
Northside Capital Management
Oregon
$1.5M -$173K -12,326 -10%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.4M +$267K +18,995 +22%
RCA
14
Rowland Carmichael Advisors
Arizona
$694K – – –
Ameriprise
15
Ameriprise
Minnesota
$665K -$36.9K -2,622 -5%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$631K +$2.7K +192 +0.4%
Stifel Financial
17
Stifel Financial
Missouri
$570K -$6.98K -496 -1%
NMC
18
Nine Masts Capital
Hong Kong
$567K +$604K +42,891 New
CRC
19
Curi RMB Capital
Illinois
$513K +$25.5K +1,810 +5%
PAG
20
Private Advisor Group
New Jersey
$507K -$50.8K -3,612 -9%
AWM
21
Altavista Wealth Management
North Carolina
$506K -$415K -29,458 -44%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$411K -$24.5K -1,738 -5%
DIA
23
Dana Investment Advisors
Wisconsin
$407K +$6.46K +459 +2%
F
24
F3Logic
Minnesota
$391K +$415K +29,502 New
LPL Financial
25
LPL Financial
California
$379K -$6.39K -454 -2%
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