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, Q4 2023
Institutional positions in BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Dec 31, 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
- 59
- +5 vs. Q3 2023
- Shares held
- 3.60M
- +149.0K (+4.3%) vs. Q3 2023
- Total value
- $78.5M
- +$9.99M (+14.6%) vs. Q3 2023
- New holders
- 10
- 17 more added
- Sold out
- 5
- 20 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding BlackRock Utilities, Infrastructure & Power Opportunities Trust; share changes are against Q3 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 | $1.99K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 100 | $2.18K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 167 | $3.64K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 488 | $10.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 556 | $12.1K | 0.00% | +10+1.8% | Added |
| Creekmur Asset Management LLC | 646 | $14.1K | 0.00% | +646 | New |
| Harbour Investments, Inc. | 701 | $15.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,961 | $64.6K | 0.00% | +2,961 | New |
| First Horizon Advisors, Inc. | 3,000 | $65.5K | 0.00% | +3,000 | New |
| Steward Partners Investment Advisory, LLC | 3,475 | $75.8K | 0.00% | −8,400−70.7% | Reduced |
| US Bancorp | 4,750 | $103.6K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 6,300 | $137.0K | 0.09% | +2,500+65.8% | Added |
| Northwestern Mutual Wealth Management Co | 7,347 | $160.3K | 0.00% | −1,081−12.8% | Reduced |
| NBC Securities, Inc. | 8,632 | $188.0K | 0.02% | +300+3.6% | Added |
| Millennium Management LLC | 9,229 | $201.4K | 0.00% | +9,229 | New |
| SeaCrest Wealth Management, LLC | 9,521 | $209.7K | 0.03% | +9,521 | New |
| HighTower Advisors, LLC | 9,681 | $211.0K | 0.00% | +9,681 | New |
| HM Payson & Co | 10,000 | $218.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,265 | $224.0K | 0.00% | +67+0.7% | Added |
| Janney Montgomery Scott LLC | 10,298 | $225.0K | 0.00% | −6,285−37.9% | Reduced |
| Cetera Advisors LLC | 10,530 | $229.8K | 0.00% | +65+0.6% | Added |
| Comerica Bank | 11,286 | $246.3K | 0.00% | −4,108−26.7% | Reduced |
| Kovack Advisors, Inc. | 12,900 | $281.5K | 0.03% | −10.0% | Reduced |
| Midwest Heritage Bank, FSB | 13,332 | $290.9K | 0.20% | −381−2.8% | Reduced |
| Stifel Financial Corp | 14,568 | $317.9K | 0.00% | +1,180+8.8% | Added |
| National Asset Management, Inc. | 15,249 | $332.7K | 0.01% | +725+5.0% | Added |
| Baird Financial Group, Inc. | 16,987 | $370.7K | 0.00% | +16,987 | New |
| JPMorgan Chase & Co | 17,457 | $380.9K | 0.00% | +17,457 | New |
| LPL Financial LLC | 17,590 | $383.8K | 0.00% | +385+2.2% | Added |
| GWM Advisors LLC | 20,724 | $438.1K | 0.00% | +8,804+73.9% | Added |
| First Trust Advisors LP | 20,563 | $448.7K | 0.00% | −2,483−10.8% | Reduced |
| Captrust Financial Advisors | 23,075 | $503.5K | 0.00% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 25,480 | $556.0K | 0.15% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 25,661 | $559.9K | 0.01% | −420−1.6% | Reduced |
| Rockefeller Capital Management L.P. | 25,923 | $565.7K | 0.00% | −1,973−7.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 28,375 | $619.1K | 0.00% | +3,350+13.4% | Added |
| Keybank National Association | 28,500 | $621.9K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 33,902 | $740.0K | 0.00% | −2,830−7.7% | Reduced |
| Landscape Capital Management, L.L.C. | 41,755 | $911.1K | 0.08% | +41,755 | New |
| Kestra Advisory Services, LLC | 55,377 | $1.21M | 0.01% | −12,130−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 59,057 | $1.29M | 0.00% | −218−0.4% | Reduced |
| Wells Fargo & Company | 71,098 | $1.55M | 0.00% | +1,901+2.7% | Added |
| Advisor Group Holdings, Inc. | 74,005 | $1.61M | 0.00% | −43,499−37.0% | Reduced |
| Raymond James & Associates | 74,510 | $1.63M | 0.00% | −482−0.6% | Reduced |
| D.A. Davidson & Co. | 78,185 | $1.71M | 0.02% | +2,646+3.5% | Added |
| FourThought Financial Partners, LLC | 81,085 | $1.77M | 0.22% | +730+0.9% | Added |
| Royal Bank of Canada | 84,573 | $1.85M | 0.00% | −6,138−6.8% | Reduced |
| Dakota Wealth Management | 86,784 | $1.89M | 0.07% | −4,405−4.8% | Reduced |
| UBS Group AG | 94,230 | $2.06M | 0.00% | −1,258−1.3% | Reduced |
| NFP Retirement, Inc. | 95,029 | $2.07M | 0.35% | +5,875+6.6% | Added |
| Principal Securities, Inc. | 125,020 | $2.73M | 0.10% | +125,020 | New |
| Cornerstone Advisors, LLC | 200,251 | $4.37M | 0.19% | +148,520+287.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 201,707 | $4.40M | 0.01% | −26,432−11.6% | Reduced |
| Invesco Ltd. | 311,242 | $6.79M | 0.00% | +21,985+7.6% | Added |
| Ameriprise Financial Inc | 327,291 | $7.14M | 0.00% | +96,940+42.1% | Added |
| Bank of America Corp | 370,730 | $8.09M | 0.00% | −1,275−0.3% | Reduced |
| Morgan Stanley | 705,474 | $15.4M | 0.00% | −204,603−22.5% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −41,931−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −1,564−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |