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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
$17.9M +$1.12M +94,625 +7%
AAM
2
Advisors Asset Management
Colorado
$8.52M -$161K -13,552 -2%
Invesco
3
Invesco
Georgia
$5M +$285K +24,077 +6%
WAM
4
Wolverine Asset Management
Illinois
$3.83M +$1.56M +132,011 +72%
PAIM
5
Punch & Associates Investment Management
Minnesota
$3.47M +$31.5K +2,659 +0.9%
GC
6
Guggenheim Capital
Illinois
$3.46M -$135K -11,365 -4%
1832 Asset Management
7
1832 Asset Management
Ontario, Canada
$3.4M +$65.8K +5,555 +2%
RJA
8
Raymond James & Associates
Florida
$2.89M +$29.7K +2,504 +1%
Wells Fargo
9
Wells Fargo
California
$2.74M +$228K +19,236 +9%
UBS Group
10
UBS Group
Switzerland
$2.7M +$522K +44,080 +25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.53M -$187K -15,745 -7%
CRC
12
Curi RMB Capital
Illinois
$2.18M +$1.59M +134,422 +294%
CAN
13
Cetera Advisor Networks
California
$2.05M -$1.62K -137 -0.1%
CA
14
Cornerstone Advisors
North Carolina
$1.74M +$1.7M +143,328 New
Bank of America
15
Bank of America
North Carolina
$1.5M -$4.61M -389,123 -76%
Cohen & Steers
16
Cohen & Steers
New York
$1.5M -$103K -8,705 -7%
Stifel Financial
17
Stifel Financial
Missouri
$1.23M +$465K +39,277 +62%
NCM
18
Northside Capital Management
Oregon
$1.18M – – –
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.12M +$25.2K +2,124 +2%
RCA
20
Rowland Carmichael Advisors
Arizona
$648K – – –
HI
21
HBK Investments
Texas
$568K -$447K -37,760 -45%
FAIM
22
Financial Advocates Investment Management
Washington
$498K +$39.5K +3,335 +9%
CL
23
CSS LLC
Illinois
$487K – – –
WAM
24
Weiss Asset Management
Massachusetts
$384K -$98.2K -8,290 -21%
DIA
25
Dana Investment Advisors
Wisconsin
$367K +$7.03K +593 +2%
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