BlackRock Utility Infrastructure & Power Opportunities Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 767.60 K | $20.25 M | 3.75% | 3.19% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 748.56 K | $19.75 M | 0.50% | 3.11% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 488.31 K | $12.88 M | 5.95% | 2.03% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 380.24 K | $10.03 M | 3.63% | 1.58% |
| INVESCO LTD. | 05/12/2026 | 216.45 K | $5.71 M | 10.25% | 0.90% |
| CABLE CAR CAPITAL LLC | 05/15/2026 | 215.00 K | $5.67 M | 100.00% | 0.89% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 162.12 K | $4.28 M | -1.35% | 0.67% |
| LPL FINANCIAL LLC | 05/06/2026 | 160.32 K | $4.23 M | -4.80% | 0.67% |
| NFP RETIREMENT, INC. | 05/13/2026 | 124.43 K | $3.28 M | 1.86% | 0.52% |
| ROYAL BANK OF CANADA | 05/15/2026 | 110.31 K | $2.91 M | 1.66% | 0.46% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 105.11 K | $2.77 M | 100.00% | 0.44% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 101.21 K | $2.67 M | 29.84% | 0.42% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 94.89 K | $2.50 M | 0.17% | 0.39% |
| UBS GROUP AG | 05/05/2026 | 88.49 K | $2.33 M | -10.27% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 84.38 K | $2.23 M | -1.99% | 0.35% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 05/08/2026 | 64.48 K | $1.70 M | 15.08% | 0.27% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 54.31 K | $1.43 M | -13.63% | 0.23% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 53.34 K | $1.41 M | 0.14% | 0.22% |
| 05/15/2026 | 52.45 K | $1.38 M | 3.94% | 0.22% | |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 49.90 K | $1.32 M | 0.21% | 0.21% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 46.24 K | $1.22 M | 100.00% | 0.19% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 44.60 K | $1.18 M | 1.33% | 0.19% |
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 04/24/2026 | 37.07 K | $977.78 K | 94.67% | 0.15% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 34.85 K | $915.58 K | 2.02% | 0.14% |
| 04/17/2026 | 33.64 K | $887.29 K | 0.25% | 0.14% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 32.83 K | $865.95 K | -7.61% | 0.14% |
| EVERSTAR ASSET MANAGEMENT, LLC | 04/16/2026 | 29.02 K | $765.42 K | -5.84% | 0.12% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 28.66 K | $765.59 K | -2.29% | 0.12% |
| 05/11/2026 | 28.01 K | $738.90 K | -0.01% | 0.12% | |
| QUARRY LP | 05/15/2026 | 26.35 K | $695.01 K | 100.00% | 0.11% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 23.61 K | $622.73 K | 100.00% | 0.10% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 23.45 K | $618.72 K | -8.99% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 22.91 K | $604.23 K | -4.14% | 0.10% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 22.67 K | $598.09 K | 100.00% | 0.09% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 22.64 K | $597.16 K | 100.00% | 0.09% |
| B. RILEY WEALTH ADVISORS, INC. | 04/27/2026 | 20.79 K | $537.52 K | 2.96% | 0.09% |
| KEYBANK NATIONAL ASSOCIATION/OH | 04/24/2026 | 19.59 K | $516.76 K | -16.29% | 0.08% |
| INGALLS & SNYDER LLC | 05/13/2026 | 18.40 K | $485.00 K | 119.05% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 18.18 K | $480.00 K | 2.68% | 0.08% |
| 05/07/2026 | 15.53 K | $409.77 K | -5.95% | 0.06% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 14.74 K | $388.76 K | 55.80% | 0.06% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 13.69 K | $361.16 K | 0.67% | 0.06% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 13.56 K | $357.69 K | -56.19% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 13.19 K | $347.86 K | -0.75% | 0.05% |
| CHANCELLOR FINANCIAL GROUP WB LP | 05/14/2026 | 12.61 K | $332.56 K | 9.56% | 0.05% |
| XTX TOPCO LTD | 05/15/2026 | 12.34 K | $325.45 K | 100.00% | 0.05% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 12.27 K | $323.55 K | -1.53% | 0.05% |
| M3 ADVISORY GROUP, LLC | 04/22/2026 | 10.55 K | $278.20 K | 1.48% | 0.04% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 10.00 K | $263.80 K | 0.00% | 0.04% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 05/07/2026 | 9.84 K | $259.55 K | -18.27% | 0.04% |
BlackRock Utility Infrastructure & Power Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of BlackRock Utility Infrastructure & Power Opportunities Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 767,601
AMERIPRISE FINANCIAL INC: 748,564
BANK OF AMERICA CORP /DE/: 488,312
RAYMOND JAMES FINANCIAL INC: 380,235
Invesco Ltd.: 216,450
Cable Car Capital LLC: 215,000
20.26% of BlackRock Utility Infrastructure & Power Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 5.31 M shares in the last 24 months. This purchase volume represents approximately $149.69 M in transactions.