BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

Overview Fund Activity

55 hedge funds and large institutions have $68.5M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$5.74M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.33M
3
FFP
3
FourThought Financial Partners
Florida
$1.59M
4
Wells Fargo
4
Wells Fargo
California
$1.37M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$496K

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$4.57M
2
SPIA
2
Steward Partners Investment Advisory
New York
$235K
3
NA
3
NewEdge Advisors
Louisiana
$236K
4
HighTower Advisors
4
HighTower Advisors
Illinois
$0
5
SWM
5
SeaCrest Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$18M 910,077 -9,565 -1%
Bank of America
2
Bank of America
North Carolina
$7.38M 372,005 +12,011 +3%
Invesco
3
Invesco
Georgia
$5.74M 289,257 +66,271 +30%
Ameriprise
4
Ameriprise
Minnesota
$4.57M 230,351 -40,072 -15%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$4.52M 228,139 +194 +0.1%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.33M 117,504 +46,971 +67%
UBS Group
7
UBS Group
Switzerland
$1.89M 95,488 +510 +0.5%
DWM
8
Dakota Wealth Management
Florida
$1.81M 91,189 -1,075 -1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.8M 90,711 -4,006 -4%
NRI
10
NFP Retirement Inc
California
$1.77M 89,154 +11,938 +15%
FFP
11
FourThought Financial Partners
Florida
$1.59M 80,355 +36,427 +83%
DADC
12
D.A. Davidson & Co
Montana
$1.5M 75,539 +7,162 +10%
RJA
13
Raymond James & Associates
Florida
$1.49M 74,992 -5,742 -7%
Wells Fargo
14
Wells Fargo
California
$1.37M 69,197 +26,871 +63%
KAS
15
Kestra Advisory Services
Texas
$1.34M 67,507 +3,650 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.18M 59,275 +6,187 +12%
CA
17
Cornerstone Advisors
North Carolina
$1.03M 51,731 +20,224 +64%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$950K 41,931 +245 +0.6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$728K 36,732 -1,821 -5%
KeyBank National Association
20
KeyBank National Association
Ohio
$565K 28,500 -4,500 -14%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$553K 27,896 -250 -0.9%
AAM
22
Advisors Asset Management
Colorado
$517K 26,081 -199 -0.8%
LCM
23
Liberty Capital Management
Michigan
$505K 25,480 – –
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$496K 25,025 +25,025 New
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$458K 23,075 – –
1
2 3