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 | 08/13/2026 | 818.16 K | $23.73 M | 6.59% | 3.40% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 752.54 K | $21.82 M | 0.53% | 3.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 512.28 K | $14.86 M | 4.91% | 2.13% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 446.79 K | $12.96 M | 17.50% | 1.86% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 305.68 K | $8.87 M | 190.82% | 1.27% |
| INVESCO LTD. | 08/14/2026 | 284.74 K | $8.26 M | 31.55% | 1.18% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 255.68 K | $7.42 M | 57.71% | 1.06% |
| LPL FINANCIAL LLC | 08/07/2026 | 173.05 K | $5.02 M | 7.94% | 0.72% |
| NFP RETIREMENT, INC. | 08/12/2026 | 128.82 K | $3.74 M | 3.53% | 0.54% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 109.29 K | $3.17 M | 7.99% | 0.45% |
| ROYAL BANK OF CANADA | 08/14/2026 | 97.58 K | $2.83 M | -11.54% | 0.41% |
| UBS GROUP AG | 08/13/2026 | 96.63 K | $2.80 M | 9.20% | 0.40% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 94.12 K | $2.73 M | -0.81% | 0.39% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 79.68 K | $2.31 M | -5.57% | 0.33% |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | 08/06/2026 | 78.98 K | $2.29 M | 22.48% | 0.33% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 75.65 K | $2.14 M | 39.29% | 0.31% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 54.79 K | $1.59 M | 22.84% | 0.23% |
| PURSUIT WEALTH STRATEGIES, LLC | 08/13/2026 | 53.62 K | $1.56 M | 2.24% | 0.22% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 52.52 K | $1.52 M | -1.53% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 48.31 K | $1.40 M | -3.17% | 0.20% |
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP | 07/22/2026 | 38.14 K | $1.11 M | 2.90% | 0.16% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 36.83 K | $1.07 M | 5.68% | 0.15% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 33.67 K | $976.80 K | 0.11% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 32.01 K | $928.70 K | -2.48% | 0.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 31.48 K | $913.29 K | 34.23% | 0.13% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 31.24 K | $906.14 K | 100.00% | 0.13% |
| EVERSTAR ASSET MANAGEMENT, LLC | 08/03/2026 | 29.02 K | $841.73 K | 0.00% | 0.12% |
| OPENARC CORPORATE ADVISORY, LLC | 08/05/2026 | 28.01 K | $812.57 K | 0.00% | 0.12% |
| CABLE CAR CAPITAL LLC | 08/14/2026 | 25.72 K | $746.02 K | -88.04% | 0.11% |
| B. RILEY WEALTH ADVISORS, INC. | 07/14/2026 | 25.47 K | $738.52 K | 22.52% | 0.11% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 24.93 K | $723.32 K | -13.01% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 21.71 K | $629.66 K | -5.24% | 0.09% |
| KEYBANK NATIONAL ASSOCIATION/OH | 07/28/2026 | 20.00 K | $580.14 K | 2.09% | 0.08% |
| JPMORGAN CHASE & CO | 08/12/2026 | 18.90 K | $548.13 K | 378.75% | 0.08% |
| INGALLS & SNYDER LLC | 08/14/2026 | 18.40 K | $534.00 K | 0.00% | 0.08% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 18.21 K | $528.25 K | 100.00% | 0.08% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 07/28/2026 | 15.88 K | $460.53 K | 7.72% | 0.07% |
| Z3 CAPITAL PARTNERS, LLC | 07/28/2026 | 15.55 K | $451.15 K | 0.12% | 0.06% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 15.32 K | $444.00 K | -15.72% | 0.06% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 13.81 K | $400.67 K | 0.88% | 0.06% |
| JANE STREET GROUP, LLC | 08/14/2026 | 13.74 K | $398.60 K | 100.00% | 0.06% |
| CHANCELLOR FINANCIAL GROUP WB LP | 08/10/2026 | 13.54 K | $392.77 K | 7.39% | 0.06% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 13.27 K | $384.96 K | 32.70% | 0.06% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 13.25 K | $384.31 K | 0.46% | 0.06% |
| LIBERTY CAPITAL MANAGEMENT, INC. | 07/17/2026 | 12.38 K | $359.14 K | 100.00% | 0.05% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 12.13 K | $352.01 K | -1.07% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 11.95 K | $346.73 K | -11.84% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 11.53 K | $334.40 K | 100.00% | 0.05% |
| LIBERTY SQUARE WEALTH PARTNERS LLC | 08/10/2026 | 11.34 K | $328.94 K | 15.25% | 0.05% |
| EP WEALTH ADVISORS, LLC | 08/12/2026 | 10.82 K | $313.76 K | 100.00% | 0.04% |
BlackRock Utility Infrastructure & Power Opportunities Trust institutional Ownership - FAQ's
During the previous two years, 116 institutional investors and hedge funds held shares of BlackRock Utility Infrastructure & Power Opportunities Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 818,162
AMERIPRISE FINANCIAL INC: 752,544
BANK OF AMERICA CORP /DE/: 512,280
RAYMOND JAMES FINANCIAL INC: 446,794
SIT INVESTMENT ASSOCIATES INC: 305,676
Invesco Ltd.: 284,741
21.95% of BlackRock Utility Infrastructure & Power Opportunities Trust stock is owned by institutional investors.
Institutional investors have bought a total of 5.84 M shares in the last 24 months. This purchase volume represents approximately $164.75 M in transactions.