BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI- Exchange
- NYSE
- SEC CIK
- 0001528988
No open-market purchases or sales by BlackRock Utilities, Infrastructure & Power Opportunities Trust insiders were filed in the last 90 days; 83 institutions reported holding it in 13F filings for Q2 2026, worth $159.3M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 55
- +2 vs. Q2 2023
- Shares held
- 3.45M
- +156.7K (+4.8%) vs. Q2 2023
- Total value
- $68.5M
- −$4.10M (−5.6%) vs. Q2 2023
- New holders
- 5
- 19 more added
- Sold out
- 3
- 18 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BUI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 83 | $159.3M |
| Q1 2026 | 76 | $131.3M |
| Q4 2025 | 72 | $114.1M |
| Q3 2025 | 63 | $99.1M |
| Q2 2025 | 66 | $95.5M |
| Q1 2025 | 66 | $80.2M |
| Q4 2024 | 66 | $84.1M |
| Q3 2024 | 64 | $87.6M |
| Q2 2024 | 62 | $78.0M |
| Q1 2024 | 65 | $107.3M |
| Q4 2023 | 59 | $94.3M |
| Q3 2023 | 55 | $68.5M |
| Q2 2023 | 53 | $72.6M |
| Q1 2023 | 53 | $76.3M |
| Q4 2022 | 54 | $60.3M |
| Q3 2022 | 46 | $55.3M |
| Q2 2022 | 51 | $60.6M |
| Q1 2022 | 50 | $71.1M |
| Q4 2021 | 54 | $67.5M |
| Q3 2021 | 55 | $62.7M |
| Q2 2021 | 53 | $64.0M |
| Q1 2021 | 49 | $58.4M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding BlackRock Utilities, Infrastructure & Power Opportunities Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 910,077 | $18.0M | 0.00% | −9,565−1.0% | Reduced |
| Bank of America Corp | 372,005 | $7.38M | 0.00% | +12,011+3.3% | Added |
| Invesco Ltd. | 289,257 | $5.74M | 0.00% | +66,271+29.7% | Added |
| Ameriprise Financial Inc | 230,351 | $4.57M | 0.00% | −40,072−14.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 228,139 | $4.52M | 0.01% | +194+0.1% | Added |
| Advisor Group Holdings, Inc. | 117,504 | $2.33M | 0.00% | +46,971+66.6% | Added |
| UBS Group AG | 95,488 | $1.89M | 0.00% | +510+0.5% | Added |
| Dakota Wealth Management | 91,189 | $1.81M | 0.08% | −1,075−1.2% | Reduced |
| Royal Bank of Canada | 90,711 | $1.80M | 0.00% | −4,006−4.2% | Reduced |
| NFP Retirement, Inc. | 89,154 | $1.77M | 0.34% | +11,938+15.5% | Added |
| FourThought Financial Partners, LLC | 80,355 | $1.59M | 0.22% | +36,427+82.9% | Added |
| D.A. Davidson & Co. | 75,539 | $1.50M | 0.02% | +7,162+10.5% | Added |
| Raymond James & Associates | 74,992 | $1.49M | 0.00% | −5,742−7.1% | Reduced |
| Wells Fargo & Company | 69,197 | $1.37M | 0.00% | +26,871+63.5% | Added |
| Kestra Advisory Services, LLC | 67,507 | $1.34M | 0.01% | +3,650+5.7% | Added |
| Commonwealth Equity Services, LLC | 59,275 | $1.18M | 0.00% | +6,187+11.7% | Added |
| Cornerstone Advisors, LLC | 51,731 | $1.03M | 0.05% | +20,224+64.2% | Added |
| Bank of Montreal | 41,931 | $950.2K | 0.00% | +245+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,732 | $728.0K | 0.00% | −1,821−4.7% | Reduced |
| Keybank National Association | 28,500 | $565.2K | 0.00% | −4,500−13.6% | Reduced |
| Rockefeller Capital Management L.P. | 27,896 | $553.2K | 0.00% | −250−0.9% | Reduced |
| Advisors Asset Management, Inc. | 26,081 | $517.2K | 0.01% | −199−0.8% | Reduced |
| Liberty Capital Management, Inc. | 25,480 | $505.3K | 0.15% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,025 | $496.2K | 0.00% | +25,025 | New |
| Captrust Financial Advisors | 23,075 | $457.6K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 23,046 | $457.0K | 0.00% | +464+2.1% | Added |
| LPL Financial LLC | 17,205 | $341.2K | 0.00% | −4,420−20.4% | Reduced |
| Janney Montgomery Scott LLC | 16,583 | $329.0K | 0.00% | −4,250−20.4% | Reduced |
| Comerica Bank | 15,394 | $305.3K | 0.00% | +15,394 | New |
| National Asset Management, Inc. | 14,524 | $288.0K | 0.01% | −2,600−15.2% | Reduced |
| Midwest Heritage Bank, FSB | 13,713 | $271.9K | 0.20% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,388 | $265.5K | 0.00% | −746−5.3% | Reduced |
| Kovack Advisors, Inc. | 12,901 | $255.8K | 0.04% | −2,299−15.1% | Reduced |
| GWM Advisors LLC | 11,920 | $236.4K | 0.00% | −10,548−46.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,875 | $235.5K | 0.00% | −16,120−57.6% | Reduced |
| Cetera Advisors LLC | 10,465 | $207.5K | 0.00% | +10,465 | New |
| The PNC Financial Services Group, Inc. | 10,198 | $202.2K | 0.00% | +522+5.4% | Added |
| Sigma Planning Corp | 10,120 | $200.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 10,000 | $198.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,428 | $167.1K | 0.00% | +1,360+19.2% | Added |
| NBC Securities, Inc. | 8,332 | $165.0K | 0.02% | +8,332 | New |
| US Bancorp | 4,750 | $94.2K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 3,800 | $75.0K | 0.06% | 00.0% | Unchanged |
| CWM, LLC | 1,564 | $31.0K | 0.00% | −600−27.7% | Reduced |
| Elequin Capital LP | 958 | $19.0K | 0.00% | −7,195−88.2% | Reduced |
| Johnson Midwest Financial, LLC | 838 | $16.6K | 0.04% | +9+1.1% | Added |
| Harbour Investments, Inc. | 701 | $13.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 546 | $11.0K | 0.00% | +9+1.7% | Added |
| Westside Investment Management, Inc. | 500 | $9.91K | 0.00% | +100+25.0% | Added |
| Hoey Investments, Inc | 488 | $9.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 240 | $4.76K | 0.00% | +240 | New |
| Larson Financial Group LLC | 167 | $3.31K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 91 | $1.80K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −9,401−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −9,321−100.0% | Sold out |
| Reitz Capital Advisors LLC | 0 | $0 | 0.00% | −9,120−100.0% | Sold out |