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, Q4 2024
Institutional positions in BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Dec 31, 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
- 66
- +4 vs. Q3 2024
- Shares held
- 3.59M
- +297.4K (+9.0%) vs. Q3 2024
- Total value
- $84.1M
- +$2.35M (+2.9%) vs. Q3 2024
- New holders
- 8
- 24 more added
- Sold out
- 4
- 19 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding BlackRock Utilities, Infrastructure & Power Opportunities Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 668,937 | $15.7M | 0.00% | −62,667−8.6% | Reduced |
| Bank of America Corp | 435,893 | $10.2M | 0.00% | +37,284+9.4% | Added |
| Ameriprise Financial Inc | 409,909 | $9.58M | 0.00% | +19,078+4.9% | Added |
| Invesco Ltd. | 240,067 | $5.62M | 0.00% | +9,666+4.2% | Added |
| Raymond James Financial Inc | 233,597 | $5.47M | 0.00% | +233,597 | New |
| Cornerstone Advisors, LLC | 150,875 | $3.54M | 0.14% | −22,877−13.2% | Reduced |
| NFP Retirement, Inc. | 108,239 | $2.54M | 0.20% | +1,869+1.8% | Added |
| UBS Group AG | 105,777 | $2.48M | 0.00% | −9,582−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 76,971 | $1.80M | 0.00% | +1,150+1.5% | Added |
| Wells Fargo & Company | 76,415 | $1.79M | 0.00% | +27,979+57.8% | Added |
| Dakota Wealth Management | 74,980 | $1.76M | 0.04% | −2,675−3.4% | Reduced |
| Royal Bank of Canada | 71,442 | $1.67M | 0.00% | −857−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 68,810 | $1.61M | 0.00% | −1,532−2.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 65,048 | $1.52M | 0.73% | +7,205+12.5% | Added |
| Smith Asset Management Co., LLC | 51,409 | $1.20M | 1.17% | +51,409 | New |
| Hennion & Walsh Asset Management, Inc. | 48,017 | $1.13M | 0.05% | +32,852+216.6% | Added |
| Kestra Advisory Services, LLC | 46,813 | $1.10M | 0.01% | +1,219+2.7% | Added |
| Principal Securities, Inc. | 46,547 | $1.09M | 0.02% | −22,133−32.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 46,210 | $1.08M | 0.00% | +1,800+4.1% | Added |
| LPL Financial LLC | 45,498 | $1.07M | 0.00% | −8,680−16.0% | Reduced |
| Consolidated Portfolio Review Corp | 43,573 | $1.02M | 0.16% | +294+0.7% | Added |
| Stifel Financial Corp | 39,940 | $935.8K | 0.00% | −7,012−14.9% | Reduced |
| Everstar Asset Management, LLC | 39,015 | $914.1K | 0.65% | −600−1.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,162 | $730.0K | 0.00% | +921+3.0% | Added |
| Cetera Investment Advisers | 25,775 | $603.9K | 0.00% | +1,962+8.2% | Added |
| Liberty Capital Management, Inc. | 25,480 | $597.0K | 0.13% | 00.0% | Unchanged |
| First Trust Advisors LP | 23,540 | $551.6K | 0.00% | −559−2.3% | Reduced |
| Keybank National Association | 23,400 | $548.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 21,222 | $497.2K | 0.00% | −2,261−9.6% | Reduced |
| Baird Financial Group, Inc. | 19,361 | $453.6K | 0.00% | +574+3.1% | Added |
| National Asset Management, Inc. | 15,616 | $365.9K | 0.01% | +375+2.5% | Added |
| Advisors Asset Management, Inc. | 15,382 | $360.4K | 0.01% | −9,426−38.0% | Reduced |
| D.A. Davidson & Co. | 14,892 | $348.9K | 0.00% | −3,264−18.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13,795 | $323.3K | 0.07% | +12,930+1,494.8% | Added |
| GWM Advisors LLC | 13,109 | $307.2K | 0.00% | −4,935−27.3% | Reduced |
| Janney Montgomery Scott LLC | 12,898 | $302.0K | 0.00% | +1,700+15.2% | Added |
| Northwestern Mutual Wealth Management Co | 12,557 | $294.2K | 0.00% | −1,375−9.9% | Reduced |
| Liberty Square Wealth Partners LLC | 11,288 | $261.6K | 0.10% | +11,288 | New |
| Chancellor Financial Group WB LP | 11,107 | $260.2K | 0.21% | +11,107 | New |
| HM Payson & Co | 10,000 | $234.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,859 | $231.0K | 0.00% | +761+8.4% | Added |
| Sage Investment Counsel LLC | 9,693 | $227.1K | 0.30% | +9,693 | New |
| Kestra Private Wealth Services, LLC | 9,589 | $224.7K | 0.00% | −45−0.5% | Reduced |
| Mariner, LLC | 9,486 | $222.3K | 0.00% | +9,486 | New |
| SeaCrest Wealth Management, LLC | 9,374 | $219.6K | 0.02% | +603+6.9% | Added |
| M3 Advisory Group, LLC | 9,357 | $219.2K | 0.16% | +151+1.6% | Added |
| Sigma Planning Corp | 9,350 | $219.1K | 0.01% | +250+2.7% | Added |
| HBC Financial Services, PLLC | 6,800 | $159.0K | 0.10% | 00.0% | Unchanged |
| US Bancorp | 4,750 | $111.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 4,675 | $109.5K | 0.00% | −2,266−32.6% | Reduced |
| Larson Financial Group LLC | 4,167 | $97.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,257 | $52.9K | 0.00% | +36+1.6% | Added |
| Westside Investment Management, Inc. | 1,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,000 | $23.4K | 0.00% | +1,000 | New |
| Hilltop National Bank | 800 | $18.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 701 | $16.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 689 | $16.1K | 0.00% | +11+1.6% | Added |
| Winch Advisory Services, LLC | 593 | $13.9K | 0.00% | +9+1.5% | Added |
| Bryn Mawr Trust Co | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 448 | $10.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 221 | $5.18K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 147 | $3.45K | 0.00% | +147 | New |
| McIlrath & Eck, LLC | 126 | $2.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 12 | $281 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8 | $193 | 0.02% | −8,384−99.9% | Reduced |
| Midwest Heritage Bank, FSB | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |