B. Riley Wealth Advisors, Inc.
Position in BUI — BlackRock Utilities, Infrastructure & Power Opportunities Trust
CIK 1464811
MEMPHIS, TN
Position in BUI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$738,768
+$190,434 QoQ
Shares Held
25,466
+22.5% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#31
of 83 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BUI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names. BUI ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in BUI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,768 | 25,466 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $548,334 | 20,786 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $518,629 | 20,188 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $509,843 | 19,482 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $546,981 | 21,242 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $365,882 | 15,616 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $378,434 | 15,241 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $323,434 | 14,602 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $313,282 | 14,524 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $332,733 | 15,249 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $288,010 | 14,524 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $377,412 | 17,124 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $386,629 | 16,123 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $332,548 | 16,011 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $297,108 | 14,811 | Shares | Other | 2022-11-22 | |
| 2021-12-31 | $215,968 | 8,113 | Shares | Other | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||