BUI
BlackRock Utilities, Infrastructure & Power Opportunities Trust
1W: -0.4%
1M: -5.6%
3M: -13.5%
YTD: -3.0%
1Y: -6.6%
3Y: +44.5%
5Y: +24.4%
$24.87
+0.44 (+1.80%)
Weekly Expected Move ±2.3%
$24
$24
$25
$25
$26
Institutional Ownership — BUI
93
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
156M
Total Invested
19
New Positions
40
Increased
23
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (99 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 818,162 | $20M | +50,561 | +6.6% | 58Q | SEC ↗ |
| 2 | AMERIPRISE FINANCIAL INC | 752,544 | $19M | +3,980 | +0.5% | 16Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 512,280 | $13M | +23,968 | +4.9% | 15Q | SEC ↗ |
| 4 | RAYMOND JAMES FINANCIAL INC | 446,794 | $11M | +66,559 | +17.5% | 7Q | SEC ↗ |
| 5 | SIT INVESTMENT ASSOCIATES INC | 305,676 | $8M | +200,569 | +190.8% | 2Q | SEC ↗ |
| 6 | Invesco Ltd. | 284,741 | $7M | +68,291 | +31.6% | 46Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 255,676 | $6M | +93,553 | +57.7% | 59Q | SEC ↗ |
| 8 | LPL Financial LLC | 173,052 | $4M | +12,734 | +7.9% | 29Q | SEC ↗ |
| 9 | Wealthspire Retirement, LLC | 128,821 | $3M | +4,395 | +3.5% | 22Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 109,289 | $3M | +8,082 | +8.0% | 35Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 97,579 | $2M | -12,735 | -11.5% | 54Q | SEC ↗ |
| 12 | UBS Group AG | 96,628 | $2M | +8,140 | +9.2% | 47Q | SEC ↗ |
| 13 | Hennion & Walsh Asset Management, Inc. | 94,120 | $2M | -772 | -0.8% | 8Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 79,680 | $2M | -4,697 | -5.6% | 26Q | SEC ↗ |
| 15 | Cypress Capital Management LLC (WY) | 78,975 | $2M | +14,495 | +22.5% | 5Q | SEC ↗ |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 75,650 | $2M | +21,340 | +39.3% | 12Q | SEC ↗ |
| 17 | PNC Financial Services Group, Inc. | 54,792 | $1M | +10,188 | +22.8% | 15Q | SEC ↗ |
| 18 | PURSUIT WEALTH STRATEGIES, LLC | 53,624 | $1M | +1,177 | +2.2% | 3Q | SEC ↗ |
| 19 | Smith Asset Management Co., LLC | 52,521 | $1M | -814 | -1.5% | 7Q | SEC ↗ |
| 20 | Kestra Advisory Services, LLC | 48,311 | $1M | -1,584 | -3.2% | 23Q | SEC ↗ |
| 21 | American Institute for Advanced Invest | 38,140 | $949K | +1,075 | +2.9% | 3Q | SEC ↗ |
| 22 | &PARTNERS | 36,827 | $916K | +1,979 | +5.7% | 5Q | SEC ↗ |
| 23 | PMG Family Office LLC | 33,671 | $837K | +36 | +0.1% | 4Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 32,013 | $796K | -813 | -2.5% | 33Q | SEC ↗ |
| 25 | Cetera Investment Advisers | 31,482 | $783K | +8,028 | +34.2% | 10Q | SEC ↗ |
| 26 | FIRST TRUST ADVISORS LP NEW | 31,235 | $777K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Everstar Asset Management, LLC | 29,015 | $722K | — | +0.0% | 8Q | SEC ↗ |
| 28 | OpenArc Corporate Advisory, LLC | 28,010 | $697K | — | +0.0% | 3Q | SEC ↗ |
| 29 | Cable Car Capital, LP | 25,716 | $640K | -189,284 | -88.0% | 2Q | SEC ↗ |
| 30 | B. Riley Wealth Advisors, Inc. | 25,466 | $633K | +4,680 | +22.5% | 16Q | SEC ↗ |
| 31 | Farther Finance Advisors, LLC | 24,933 | $620K | -3,730 | -13.0% | 6Q | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 21,705 | $540K | -1,200 | -5.2% | 11Q | SEC ↗ |
| 33 | KEYBANK NATIONAL ASSOCIATION/OH | 19,998 | $497K | +409 | +2.1% | 16Q | SEC ↗ |
| 34 | JPMORGAN CHASE & CO | 18,901 | $470K | +14,953 | +378.7% | 2Q | SEC ↗ |
| 35 | INGALLS & SNYDER LLC | 18,400 | $458K | — | +0.0% | 4Q | SEC ↗ |
| 36 | J.W. COLE ADVISORS, INC. NEW | 18,209 | $453K | — | +0.0% | 1Q | SEC ↗ |
| 37 | KESTRA PRIVATE WEALTH SERVICES, LLC | 15,875 | $395K | +1,138 | +7.7% | 9Q | SEC ↗ |
| 38 | Z3 Capital Partners, LLC | 15,552 | $387K | +19 | +0.1% | 3Q | SEC ↗ |
| 39 | Janney Montgomery Scott LLC | 15,320 | $381K | -2,858 | -15.7% | 24Q | SEC ↗ |
| 40 | NewEdge Advisors, LLC | 13,811 | $343K | +120 | +0.9% | 18Q | SEC ↗ |
| 41 | JANE STREET GROUP, LLC NEW | 13,740 | $342K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Chancellor Financial Group WB LP | 13,539 | $337K | +932 | +7.4% | 7Q | SEC ↗ |
| 43 | TRUIST FINANCIAL CORP | 13,270 | $330K | +3,270 | +32.7% | 4Q | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 13,247 | $329K | +61 | +0.5% | 27Q | SEC ↗ |
| 45 | Liberty Capital Management, Inc. NEW | 12,380 | $308K | — | +0.0% | 1Q | SEC ↗ |
| 46 | D.A. DAVIDSON & CO. | 12,134 | $302K | -131 | -1.1% | 17Q | SEC ↗ |
| 47 | STIFEL FINANCIAL CORP | 11,953 | $297K | -1,606 | -11.8% | 20Q | SEC ↗ |
| 48 | Creative Planning NEW | 11,527 | $287K | — | +0.0% | 1Q | SEC ↗ |
| 49 | LIBERTY SQUARE WEALTH PARTNERS LLC | 11,339 | $282K | +1,500 | +15.2% | 7Q | SEC ↗ |
| 50 | EP Wealth Advisors, LLC NEW | 10,815 | $269K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| FIRST TRUST ADVISORS LP | 31,235 | $777K |
| J.W. COLE ADVISORS, INC. | 18,209 | $453K |
| JANE STREET GROUP, LLC | 13,740 | $342K |
| Liberty Capital Management, Inc. | 12,380 | $308K |
| Creative Planning | 11,527 | $287K |
| EP Wealth Advisors, LLC | 10,815 | $269K |
| Private Advisor Group, LLC | 10,218 | $254K |
| ENVESTNET ASSET MANAGEMENT INC | 10,084 | $251K |
| SEI INVESTMENTS CO | 8,339 | $207K |
| Arax Advisory Partners | 7,501 | $187K |
| Mariner, LLC | 6,934 | $172K |
| MERCER GLOBAL ADVISORS INC /ADV | 4,608 | $115K |
| Sunbelt Securities, Inc. | 1,996 | $50K |
| Nemes Rush Group LLC | 1,500 | $37K |
| Parallel Advisors, LLC | 1,032 | $26K |
| TRUST CO OF VERMONT | 1,000 | $25K |
| Integrated Wealth Concepts LLC | 936 | $23K |
| SECURITY NATIONAL BANK OF SIOUX CIT | 400 | $10K |
| JFS WEALTH ADVISORS, LLC | 229 | $6K |
| THURSTON, SPRINGER, MILLER, HERD & | 163 | $4K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Yakira Capital Management, Inc. | 46,242 | $1M |
| Quarry LP | 26,346 | $655K |
| BOOTHBAY FUND MANAGEMENT, LLC | 23,606 | $587K |
| Alpine Global Management, LLC | 22,672 | $564K |
| READYSTATE ASSET MANAGEMENT LP | 22,637 | $563K |
| Shaker Financial Services, LLC | 9,000 | $224K |
| PRINCIPAL SECURITIES, INC. | 8,056 | $200K |
| Cullen/Frost Bankers, Inc. | 1,673 | $42K |
| Advisory Services Network, LLC | 1,030 | $26K |
| Westside Investment Management, Inc | 1,000 | $25K |
| EQ WEALTH ADVISORS, LLC | 350 | $9K |
| MAI Capital Management | 166 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +200,569 | +190.8% | 305,676 |
| WELLS FARGO & COMPANY/MN | +93,553 | +57.7% | 255,676 |
| Invesco Ltd. | +68,291 | +31.6% | 284,741 |
| RAYMOND JAMES FINANCIAL INC | +66,559 | +17.5% | 446,794 |
| MORGAN STANLEY | +50,561 | +6.6% | 818,162 |
| BANK OF AMERICA CORP /DE | +23,968 | +4.9% | 512,280 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +21,340 | +39.3% | 75,650 |
| JPMORGAN CHASE & CO | +14,953 | +378.7% | 18,901 |
| Cypress Capital Management LLC (WY) | +14,495 | +22.5% | 78,975 |
| LPL Financial LLC | +12,734 | +7.9% | 173,052 |
| PNC Financial Services Group, Inc. | +10,188 | +22.8% | 54,792 |
| UBS Group AG | +8,140 | +9.2% | 96,628 |
| Cambridge Investment Research Advis | +8,082 | +8.0% | 109,289 |
| Cetera Investment Advisers | +8,028 | +34.2% | 31,482 |
| B. Riley Wealth Advisors, Inc. | +4,680 | +22.5% | 25,466 |
| Wealthspire Retirement, LLC | +4,395 | +3.5% | 128,821 |
| AMERIPRISE FINANCIAL INC | +3,980 | +0.5% | 752,544 |
| TRUIST FINANCIAL CORP | +3,270 | +32.7% | 13,270 |
| MPWM ADVISORY SOLUTIONS, LLC | +2,755 | +94.7% | 5,663 |
| FIFTH THIRD BANCORP | +2,000 | +42.8% | 6,675 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cable Car Capital, LP | -189,284 | -88.0% | 25,716 |
| ROYAL BANK OF CANADA | -12,735 | -11.5% | 97,579 |
| OSAIC HOLDINGS, INC. | -4,697 | -5.6% | 79,680 |
| Farther Finance Advisors, LLC | -3,730 | -13.0% | 24,933 |
| Janney Montgomery Scott LLC | -2,858 | -15.7% | 15,320 |
| XTX Topco Ltd | -2,065 | -16.7% | 10,272 |
| STIFEL FINANCIAL CORP | -1,606 | -11.8% | 11,953 |
| Kestra Advisory Services, LLC | -1,584 | -3.2% | 48,311 |
| Baird Financial Group, Inc. | -1,200 | -5.2% | 21,705 |
| Smith Asset Management Co., LLC | -814 | -1.5% | 52,521 |
| COMMONWEALTH EQUITY SERVICES, LLC | -813 | -2.5% | 32,013 |
| Hennion & Walsh Asset Management, I | -772 | -0.8% | 94,120 |
| LANARK FINANCIAL, INC. | -704 | -11.6% | 5,373 |
| Stronghold Wealth Management L.L.C. | -184 | -2.1% | 8,477 |
| D.A. DAVIDSON & CO. | -131 | -1.1% | 12,134 |