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 2024
Institutional positions in BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Sep 30, 2024. 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
- 64
- +2 vs. Q2 2024
- Shares held
- 3.53M
- +10.6K (+0.3%) vs. Q2 2024
- Total value
- $87.6M
- +$9.67M (+12.4%) vs. Q2 2024
- New holders
- 7
- 24 more added
- Sold out
- 5
- 18 more reduced
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding BlackRock Utilities, Infrastructure & Power Opportunities Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kessler Investment Group, LLC | 12 | $298 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 91 | $2.26K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 126 | $3.13K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 221 | $5.49K | 0.00% | +221 | New |
| Steward Partners Investment Advisory, LLC | 375 | $9.31K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 448 | $9.92K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $12.4K | 0.00% | +500 | New |
| Winch Advisory Services, LLC | 584 | $14.5K | 0.00% | +9+1.6% | Added |
| Creekmur Asset Management LLC | 678 | $16.8K | 0.00% | +10+1.5% | Added |
| Harbour Investments, Inc. | 701 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 800 | $19.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 865 | $21.5K | 0.01% | +865 | New |
| Westside Investment Management, Inc. | 1,000 | $24.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,221 | $55.1K | 0.00% | +2,221 | New |
| Larson Financial Group LLC | 4,167 | $103.5K | 0.01% | +2,800+204.8% | Added |
| US Bancorp | 4,750 | $117.9K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 6,800 | $158.0K | 0.10% | 00.0% | Unchanged |
| Comerica Bank | 6,941 | $172.3K | 0.00% | −198−2.8% | Reduced |
| NBC Securities, Inc. | 8,392 | $208.0K | 0.02% | −240−2.8% | Reduced |
| SeaCrest Wealth Management, LLC | 8,771 | $217.8K | 0.02% | +8,771 | New |
| The PNC Financial Services Group, Inc. | 9,098 | $225.9K | 0.00% | −87−0.9% | Reduced |
| Sigma Planning Corp | 9,100 | $226.0K | 0.01% | −1,020−10.1% | Reduced |
| M3 Advisory Group, LLC | 9,206 | $228.6K | 0.17% | +140+1.5% | Added |
| Millennium Management LLC | 9,229 | $229.2K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 9,634 | $239.2K | 0.00% | −320−3.2% | Reduced |
| HM Payson & Co | 10,000 | $248.3K | 0.00% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 10,137 | $251.7K | 0.12% | −2,000−16.5% | Reduced |
| Janney Montgomery Scott LLC | 11,198 | $278.0K | 0.00% | +500+4.7% | Added |
| Northwestern Mutual Wealth Management Co | 13,932 | $345.9K | 0.00% | +2,525+22.1% | Added |
| National Asset Management, Inc. | 15,241 | $368.8K | 0.01% | +639+4.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,165 | $376.5K | 0.02% | +15,165 | New |
| GWM Advisors LLC | 18,044 | $448.0K | 0.00% | −1,760−8.9% | Reduced |
| D.A. Davidson & Co. | 18,156 | $450.8K | 0.00% | −4,805−20.9% | Reduced |
| Baird Financial Group, Inc. | 18,787 | $466.5K | 0.00% | +250+1.3% | Added |
| Keybank National Association | 23,400 | $581.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23,483 | $583.1K | 0.00% | −208−0.9% | Reduced |
| Cetera Investment Advisers | 23,813 | $591.3K | 0.00% | +1,363+6.1% | Added |
| First Trust Advisors LP | 24,099 | $598.4K | 0.00% | +714+3.1% | Added |
| Advisors Asset Management, Inc. | 24,808 | $616.0K | 0.01% | −282−1.1% | Reduced |
| Liberty Capital Management, Inc. | 25,480 | $632.7K | 0.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 30,241 | $751.0K | 0.00% | +160+0.5% | Added |
| Everstar Asset Management, LLC | 39,615 | $983.6K | 0.67% | +39,615 | New |
| Consolidated Portfolio Review Corp | 43,279 | $1.07M | 0.24% | +433+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 44,410 | $1.10M | 0.00% | +17,510+65.1% | Added |
| Kestra Advisory Services, LLC | 45,594 | $1.13M | 0.01% | −3,146−6.5% | Reduced |
| Stifel Financial Corp | 46,952 | $1.17M | 0.00% | +12,571+36.6% | Added |
| Wells Fargo & Company | 48,436 | $1.20M | 0.00% | +7,524+18.4% | Added |
| LPL Financial LLC | 54,178 | $1.35M | 0.00% | +326+0.6% | Added |
| Prairie Wealth Advisors, Inc. | 57,843 | $1.44M | 0.71% | +5,500+10.5% | Added |
| Principal Securities, Inc. | 68,680 | $1.71M | 0.04% | −15,133−18.1% | Reduced |
| Raymond James & Associates | 69,140 | $1.72M | 0.00% | −1,597−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 70,342 | $1.75M | 0.00% | +5,145+7.9% | Added |
| Royal Bank of Canada | 72,299 | $1.79M | 0.00% | −1,684−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 75,821 | $1.88M | 0.00% | +7,596+11.1% | Added |
| Dakota Wealth Management | 77,655 | $1.93M | 0.04% | −5,529−6.6% | Reduced |
| NFP Retirement, Inc. | 106,370 | $2.64M | 0.21% | +3,674+3.6% | Added |
| UBS Group AG | 115,359 | $2.86M | 0.00% | +8,153+7.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 168,927 | $4.19M | 0.01% | −4,052−2.3% | Reduced |
| Cornerstone Advisors, LLC | 173,752 | $4.31M | 0.17% | −100,378−36.6% | Reduced |
| Invesco Ltd. | 230,401 | $5.72M | 0.00% | +472+0.2% | Added |
| Ameriprise Financial Inc | 390,831 | $9.70M | 0.00% | +29,151+8.1% | Added |
| Bank of America Corp | 398,609 | $9.90M | 0.00% | +6,148+1.6% | Added |
| Morgan Stanley | 731,604 | $18.2M | 0.00% | −12,515−1.7% | Reduced |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |