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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
$22.2M +$828K +56,538 +4%
AAM
2
Advisors Asset Management
Colorado
$9.31M +$1.98M +134,880 +28%
PAIM
3
Punch & Associates Investment Management
Minnesota
$7.95M -$102K -6,949 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$7.7M +$2.65M +181,226 +56%
Invesco
5
Invesco
Georgia
$5.76M -$1.29M -88,324 -19%
GC
6
Guggenheim Capital
Illinois
$4.43M -$134K -9,138 -3%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$4.19M +$21.2K +1,449 +0.5%
UBS Group
8
UBS Group
Switzerland
$3.47M +$392K +26,734 +13%
RJA
9
Raymond James & Associates
Florida
$3M -$75.1K -5,126 -3%
Bank of America
10
Bank of America
North Carolina
$2.72M -$1.65M -112,790 -39%
CAN
11
Cetera Advisor Networks
California
$2.57M +$2.47M +168,464 New
Wells Fargo
12
Wells Fargo
California
$2.27M -$669K -45,707 -23%
NCM
13
Northside Capital Management
Oregon
$1.73M – – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.72M +$112K +7,663 +7%
Stifel Financial
15
Stifel Financial
Missouri
$1.06M +$388K +26,517 +62%
CRC
16
Curi RMB Capital
Illinois
$834K +$234K +16,000 +41%
Cohen & Steers
17
Cohen & Steers
New York
$821K +$790K +53,971 New
RCA
18
Rowland Carmichael Advisors
Arizona
$799K – – –
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$684K -$40.7K -2,780 -6%
Ameriprise
20
Ameriprise
Minnesota
$634K -$127K -8,667 -17%
PAG
21
Private Advisor Group
New Jersey
$588K +$13.2K +899 +2%
AWM
22
Altavista Wealth Management
North Carolina
$522K -$57.3K -3,915 -10%
LPL Financial
23
LPL Financial
California
$478K +$40.2K +2,742 +10%
DIA
24
Dana Investment Advisors
Wisconsin
$476K +$6.77K +462 +1%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$443K +$427K +29,123 New
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