WILMINGTON, DE
BLACKROCK UTILITIES, INFRASTRUCTURE & POWER OPPORTUNITIES TRUSTBUI-RI— Latest position per institution from SEC 13F filings
15
Institutional holders
4.75M
Total shares held
122.71M
Estimated value
237.37K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
818.16K
Value
23.73M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
752.54K
Value
21.82M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
512.28K
Value
14.86M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
446.79K
Value
12.96M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
305.68K
Value
8.87K
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
284.74K
Value
8.26M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
255.68K
Value
7.42M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
173.05K
Value
5.02M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
168.93K
Value
4.19M
Filed
Sep 30, 2024
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
150.88K
Value
3.54M
Filed
Dec 31, 2024
WEALTHSPIRE RETIREMENT, LLC
CIK 2040084
Shares
128.82K
Value
3.74M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
109.29K
Value
3.17K
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
97.58K
Value
2.83M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
96.63K
Value
2.80M
Filed
Jun 30, 2026
FOURTHOUGHT FINANCIAL PARTNERS, LLC
CIK 1956790
Shares
84.92K
Value
1.83M
Filed
Mar 31, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
79.68K
Value
2.31M
Filed
Jun 30, 2026
CYPRESS CAPITAL MANAGEMENT LLC (WY)
CIK 1633896
Shares
78.97K
Value
2.29M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
69.14K
Value
1.72M
Filed
Sep 30, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
67.69K
Value
1.69M
Filed
Sep 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 1632972
Shares
65.99K
Value
1.68M
Filed
Sep 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 818.16K | 23.73M | Jun 30, 2026 |
| 2 | AMERIPRISE FINANCIAL INC | 820027 | 752.54K | 21.82M | Jun 30, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 512.28K | 14.86M | Jun 30, 2026 |
| 4 | RAYMOND JAMES FINANCIAL INC | 720005 | 446.79K | 12.96M | Jun 30, 2026 |
| 5 | SIT INVESTMENT ASSOCIATES INC | 769317 | 305.68K | 8.87K | Jun 30, 2026 |
| 6 | INVESCO LTD. | 914208 | 284.74K | 8.26M | Jun 30, 2026 |
| 7 | WELLS FARGO & COMPANY/MN | 72971 | 255.68K | 7.42M | Jun 30, 2026 |
| 8 | LPL FINANCIAL LLC | 1403438 | 173.05K | 5.02M | Jun 30, 2026 |
| 9 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 168.93K | 4.19M | Sep 30, 2024 |
| 10 | CORNERSTONE ADVISORS, LLC | 1775446 | 150.88K | 3.54M | Dec 31, 2024 |
| 11 | WEALTHSPIRE RETIREMENT, LLC | 2040084 | 128.82K | 3.74M | Jun 30, 2026 |
| 12 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 109.29K | 3.17K | Jun 30, 2026 |
| 13 | ROYAL BANK OF CANADA | 1000275 | 97.58K | 2.83M | Jun 30, 2026 |
| 14 | UBS GROUP AG | 1610520 | 96.63K | 2.80M | Jun 30, 2026 |
| 15 | FOURTHOUGHT FINANCIAL PARTNERS, LLC | 1956790 | 84.92K | 1.83M | Mar 31, 2024 |
| 16 | OSAIC HOLDINGS, INC. | 1677044 | 79.68K | 2.31M | Jun 30, 2026 |
| 17 | CYPRESS CAPITAL MANAGEMENT LLC (WY) | 1633896 | 78.97K | 2.29M | Jun 30, 2026 |
| 18 | RAYMOND JAMES & ASSOCIATES | 1084208 | 69.14K | 1.72M | Sep 30, 2024 |
| 19 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 67.69K | 1.69M | Sep 30, 2026 |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | 65.99K | 1.68M | Sep 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.