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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
$24.5M +$4.19M +272,730 +24%
Wells Fargo
2
Wells Fargo
California
$6.75M +$796K +51,738 +15%
Invesco
3
Invesco
Georgia
$6.7M +$1.15M +74,996 +24%
Raymond James Financial
4
Raymond James Financial
Florida
$5.21M +$255K +16,602 +6%
CCMW
5
Cypress Capital Management (Wyoming)
Wyoming
$4.6M -$643K -41,781 -14%
UBS Group
6
UBS Group
Switzerland
$4.08M +$149K +9,704 +4%
AIA
7
Absolute Investment Advisers
Florida
$3.95M +$3.51M +228,480 New
AAM
8
Advisors Asset Management
Colorado
$3.69M -$185K -12,030 -5%
WAM
9
Wolverine Asset Management
Illinois
$3.4M +$3.02M +196,508 New
LPL Financial
10
LPL Financial
California
$3.16M -$123K -8,002 -4%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$3.14M +$2.79M +181,116 New
NWA
12
Navis Wealth Advisors
New York
$2.4M +$1.85M +120,106 +644%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.4M +$284K +18,474 +15%
Bank of America
14
Bank of America
North Carolina
$2.22M -$10.8K -702 -0.5%
ZCP
15
Z3 Capital Partners
Virginia
$1.85M +$200 +13 +0%
MC
16
Moors & Cabot
Massachusetts
$1.6M +$121K +7,836 +9%
QL
17
Quarry LP
New York
$1.55M +$1.38M +89,687 New
Osaic Holdings
18
Osaic Holdings
Arizona
$1.17M +$65.2K +4,238 +7%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$1.12M +$44.1K +2,864 +5%
CPSC
20
Carl P. Sherr & Co
Massachusetts
$1.06M – – –
FAM
21
Formidable Asset Management
Ohio
$1.05M +$51.7K +3,363 +5%
LSC
22
Logan Stone Capital
Illinois
$968K +$860K +55,916 New
PAG
23
Private Advisor Group
New Jersey
$911K +$49.9K +3,246 +7%
AWM
24
Apollon Wealth Management
South Carolina
$906K -$16.2K -1,056 -2%
AC
25
AlphaCore Capital
California
$863K +$9.68K +629 +1%
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