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 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 | $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 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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 8 | $193 | 0.02% | −8,384−99.9% | Reduced |
| Kessler Investment Group, LLC | 12 | $281 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 126 | $2.95K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 147 | $3.45K | 0.00% | +147 | New |
| Russell Investments Group, Ltd. | 221 | $5.18K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 448 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 593 | $13.9K | 0.00% | +9+1.5% | Added |
| Creekmur Asset Management LLC | 689 | $16.1K | 0.00% | +11+1.6% | Added |
| Harbour Investments, Inc. | 701 | $16.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 800 | $18.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| Montag A & Associates Inc | 2,257 | $52.9K | 0.00% | +36+1.6% | Added |
| Larson Financial Group LLC | 4,167 | $97.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 4,675 | $109.5K | 0.00% | −2,266−32.6% | Reduced |
| US Bancorp | 4,750 | $111.3K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 6,800 | $159.0K | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 9,350 | $219.1K | 0.01% | +250+2.7% | Added |
| M3 Advisory Group, LLC | 9,357 | $219.2K | 0.16% | +151+1.6% | Added |
| SeaCrest Wealth Management, LLC | 9,374 | $219.6K | 0.02% | +603+6.9% | Added |
| Mariner, LLC | 9,486 | $222.3K | 0.00% | +9,486 | New |
| Kestra Private Wealth Services, LLC | 9,589 | $224.7K | 0.00% | −45−0.5% | Reduced |
| Sage Investment Counsel LLC | 9,693 | $227.1K | 0.30% | +9,693 | New |
| The PNC Financial Services Group, Inc. | 9,859 | $231.0K | 0.00% | +761+8.4% | Added |
| HM Payson & Co | 10,000 | $234.3K | 0.00% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 11,107 | $260.2K | 0.21% | +11,107 | New |
| Liberty Square Wealth Partners LLC | 11,288 | $261.6K | 0.10% | +11,288 | New |
| Northwestern Mutual Wealth Management Co | 12,557 | $294.2K | 0.00% | −1,375−9.9% | Reduced |
| Janney Montgomery Scott LLC | 12,898 | $302.0K | 0.00% | +1,700+15.2% | Added |
| GWM Advisors LLC | 13,109 | $307.2K | 0.00% | −4,935−27.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13,795 | $323.3K | 0.07% | +12,930+1,494.8% | Added |
| D.A. Davidson & Co. | 14,892 | $348.9K | 0.00% | −3,264−18.0% | Reduced |
| Advisors Asset Management, Inc. | 15,382 | $360.4K | 0.01% | −9,426−38.0% | Reduced |
| National Asset Management, Inc. | 15,616 | $365.9K | 0.01% | +375+2.5% | Added |
| Baird Financial Group, Inc. | 19,361 | $453.6K | 0.00% | +574+3.1% | Added |
| Rockefeller Capital Management L.P. | 21,222 | $497.2K | 0.00% | −2,261−9.6% | Reduced |
| Keybank National Association | 23,400 | $548.3K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 23,540 | $551.6K | 0.00% | −559−2.3% | Reduced |
| Liberty Capital Management, Inc. | 25,480 | $597.0K | 0.13% | 00.0% | Unchanged |
| Cetera Investment Advisers | 25,775 | $603.9K | 0.00% | +1,962+8.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,162 | $730.0K | 0.00% | +921+3.0% | Added |
| Everstar Asset Management, LLC | 39,015 | $914.1K | 0.65% | −600−1.5% | Reduced |
| Stifel Financial Corp | 39,940 | $935.8K | 0.00% | −7,012−14.9% | Reduced |
| Consolidated Portfolio Review Corp | 43,573 | $1.02M | 0.16% | +294+0.7% | Added |
| LPL Financial LLC | 45,498 | $1.07M | 0.00% | −8,680−16.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 46,210 | $1.08M | 0.00% | +1,800+4.1% | Added |
| Principal Securities, Inc. | 46,547 | $1.09M | 0.02% | −22,133−32.2% | Reduced |
| Kestra Advisory Services, LLC | 46,813 | $1.10M | 0.01% | +1,219+2.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 48,017 | $1.13M | 0.05% | +32,852+216.6% | Added |
| Smith Asset Management Co., LLC | 51,409 | $1.20M | 1.17% | +51,409 | New |
| Prairie Wealth Advisors, Inc. | 65,048 | $1.52M | 0.73% | +7,205+12.5% | Added |
| Commonwealth Equity Services, LLC | 68,810 | $1.61M | 0.00% | −1,532−2.2% | Reduced |
| Royal Bank of Canada | 71,442 | $1.67M | 0.00% | −857−1.2% | Reduced |
| Dakota Wealth Management | 74,980 | $1.76M | 0.04% | −2,675−3.4% | Reduced |
| Wells Fargo & Company | 76,415 | $1.79M | 0.00% | +27,979+57.8% | Added |
| Advisor Group Holdings, Inc. | 76,971 | $1.80M | 0.00% | +1,150+1.5% | Added |
| UBS Group AG | 105,777 | $2.48M | 0.00% | −9,582−8.3% | Reduced |
| NFP Retirement, Inc. | 108,239 | $2.54M | 0.20% | +1,869+1.8% | Added |
| Cornerstone Advisors, LLC | 150,875 | $3.54M | 0.14% | −22,877−13.2% | Reduced |
| Raymond James Financial Inc | 233,597 | $5.47M | 0.00% | +233,597 | New |
| Invesco Ltd. | 240,067 | $5.62M | 0.00% | +9,666+4.2% | Added |
| Ameriprise Financial Inc | 409,909 | $9.58M | 0.00% | +19,078+4.9% | Added |
| Bank of America Corp | 435,893 | $10.2M | 0.00% | +37,284+9.4% | Added |
| Morgan Stanley | 668,937 | $15.7M | 0.00% | −62,667−8.6% | 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 |