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 $156.1M 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 | $156.1M |
| Q1 2026 | 76 | $131.3M |
| Q4 2025 | 72 | $114.1M |
| Q3 2025 | 63 | $99.1M |
| Q2 2025 | 66 | $92.9M |
| Q1 2025 | 66 | $80.2M |
| Q4 2024 | 66 | $84.1M |
| Q3 2024 | 64 | $87.6M |
| Q2 2024 | 62 | $78.0M |
| Q1 2024 | 65 | $76.7M |
| Q4 2023 | 59 | $78.5M |
| 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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 91 | $1.80K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $1.98K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 167 | $3.31K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 240 | $4.76K | 0.00% | +240 | New |
| Hoey Investments, Inc | 488 | $9.68K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $9.91K | 0.00% | +100+25.0% | Added |
| Winch Advisory Services, LLC | 546 | $11.0K | 0.00% | +9+1.7% | Added |
| Harbour Investments, Inc. | 701 | $13.9K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 838 | $16.6K | 0.04% | +9+1.1% | Added |
| Elequin Capital LP | 958 | $19.0K | 0.00% | −7,195−88.2% | Reduced |
| CWM, LLC | 1,564 | $31.0K | 0.00% | −600−27.7% | Reduced |
| HBC Financial Services, PLLC | 3,800 | $75.0K | 0.06% | 00.0% | Unchanged |
| US Bancorp | 4,750 | $94.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,332 | $165.0K | 0.02% | +8,332 | New |
| Northwestern Mutual Wealth Management Co | 8,428 | $167.1K | 0.00% | +1,360+19.2% | Added |
| HM Payson & Co | 10,000 | $198.3K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,120 | $200.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,198 | $202.2K | 0.00% | +522+5.4% | Added |
| Cetera Advisors LLC | 10,465 | $207.5K | 0.00% | +10,465 | New |
| Steward Partners Investment Advisory, LLC | 11,875 | $235.5K | 0.00% | −16,120−57.6% | Reduced |
| GWM Advisors LLC | 11,920 | $236.4K | 0.00% | −10,548−46.9% | Reduced |
| Kovack Advisors, Inc. | 12,901 | $255.8K | 0.04% | −2,299−15.1% | Reduced |
| Stifel Financial Corp | 13,388 | $265.5K | 0.00% | −746−5.3% | Reduced |
| Midwest Heritage Bank, FSB | 13,713 | $271.9K | 0.20% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,524 | $288.0K | 0.01% | −2,600−15.2% | Reduced |
| Comerica Bank | 15,394 | $305.3K | 0.00% | +15,394 | New |
| Janney Montgomery Scott LLC | 16,583 | $329.0K | 0.00% | −4,250−20.4% | Reduced |
| LPL Financial LLC | 17,205 | $341.2K | 0.00% | −4,420−20.4% | Reduced |
| First Trust Advisors LP | 23,046 | $457.0K | 0.00% | +464+2.1% | Added |
| Captrust Financial Advisors | 23,075 | $457.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,025 | $496.2K | 0.00% | +25,025 | New |
| Liberty Capital Management, Inc. | 25,480 | $505.3K | 0.15% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 26,081 | $517.2K | 0.01% | −199−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 27,896 | $553.2K | 0.00% | −250−0.9% | Reduced |
| Keybank National Association | 28,500 | $565.2K | 0.00% | −4,500−13.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,732 | $728.0K | 0.00% | −1,821−4.7% | Reduced |
| Bank of Montreal | 41,931 | $950.2K | 0.00% | +245+0.6% | Added |
| Cornerstone Advisors, LLC | 51,731 | $1.03M | 0.05% | +20,224+64.2% | Added |
| Commonwealth Equity Services, LLC | 59,275 | $1.18M | 0.00% | +6,187+11.7% | Added |
| Kestra Advisory Services, LLC | 67,507 | $1.34M | 0.01% | +3,650+5.7% | Added |
| Wells Fargo & Company | 69,197 | $1.37M | 0.00% | +26,871+63.5% | Added |
| Raymond James & Associates | 74,992 | $1.49M | 0.00% | −5,742−7.1% | Reduced |
| D.A. Davidson & Co. | 75,539 | $1.50M | 0.02% | +7,162+10.5% | Added |
| FourThought Financial Partners, LLC | 80,355 | $1.59M | 0.22% | +36,427+82.9% | Added |
| NFP Retirement, Inc. | 89,154 | $1.77M | 0.34% | +11,938+15.5% | Added |
| Royal Bank of Canada | 90,711 | $1.80M | 0.00% | −4,006−4.2% | Reduced |
| Dakota Wealth Management | 91,189 | $1.81M | 0.08% | −1,075−1.2% | Reduced |
| UBS Group AG | 95,488 | $1.89M | 0.00% | +510+0.5% | Added |
| Advisor Group Holdings, Inc. | 117,504 | $2.33M | 0.00% | +46,971+66.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 228,139 | $4.52M | 0.01% | +194+0.1% | Added |
| Ameriprise Financial Inc | 230,351 | $4.57M | 0.00% | −40,072−14.8% | Reduced |
| Invesco Ltd. | 289,257 | $5.74M | 0.00% | +66,271+29.7% | Added |
| Bank of America Corp | 372,005 | $7.38M | 0.00% | +12,011+3.3% | Added |
| Morgan Stanley | 910,077 | $18.0M | 0.00% | −9,565−1.0% | Reduced |
| 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 |