M3 Advisory Group, LLC
Position in BUI — BlackRock Utilities, Infrastructure & Power Opportunities Trust
CIK 2014826
NEEDHAM HEIGHTS, MA
Position in BUI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$310,377
+$32,174 QoQ
Shares Held
10,699
+1.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#52
of 83 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BUI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026M3 Advisory Group, LLC holds $1,371,328 across 4 Asset Management names. BUI ranks #2 (22.6% of the industry book) .
All Filings in BUI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,377 | 10,699 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $278,203 | 10,546 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $266,970 | 10,392 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $257,434 | 9,837 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,466 | 9,688 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $215,573 | 9,526 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $219,234 | 9,357 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $228,584 | 9,206 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $200,811 | 9,066 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||