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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
$12.6M +$1.23M +131,045 +11%
AAM
2
Advisors Asset Management
Colorado
$5M +$14.9K +1,591 +0.3%
PPA
3
Parametric Portfolio Associates
Washington
$4.96M +$2.07M +221,359 +78%
Invesco
4
Invesco
Georgia
$3.93M +$188K +20,095 +5%
Wells Fargo
5
Wells Fargo
California
$3.69M -$96K -10,264 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.54M +$304K +32,551 +10%
UBS Group
7
UBS Group
Switzerland
$2.17M -$692K -74,003 -25%
Ameriprise
8
Ameriprise
Minnesota
$1.76M +$262K +28,033 +18%
Truist Financial
9
Truist Financial
North Carolina
$1.25M +$155K +16,531 +15%
Bank of America
10
Bank of America
North Carolina
$1.06M -$256K -27,364 -20%
RJA
11
Raymond James & Associates
Florida
$1.02M -$122K -13,099 -11%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$975K +$3.04K +325 +0.3%
GC
13
Guggenheim Capital
Illinois
$814K -$201K -21,502 -21%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$763K +$92.9K +9,934 +15%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$697K +$9.74K +1,042 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$650K +$48.4K +5,178 +8%
LPL Financial
17
LPL Financial
California
$513K +$149K +15,920 +44%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$472K +$1.55K +166 +0.3%
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$402K -$51.9K -5,550 -12%
ASFA
20
All Season Financial Advisors
Colorado
$342K +$326K +34,872 New
PAG
21
Private Advisor Group
New Jersey
$301K +$9 +1 +0%
NCM
22
Northside Capital Management
Oregon
$238K – – –
BWA
23
BDO Wealth Advisors
Florida
$235K -$20.5K -2,190 -8%
GIA
24
Gladstone Institutional Advisory
Florida
$233K +$40.6K +4,348 +22%
CI
25
Conning Inc
Connecticut
$204K +$2.31K +247 +1%
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