BUI — BLACKROCK UTILITIES

Ownership history in MPWM ADVISORY SOLUTIONS, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which MPWM ADVISORY SOLUTIONS, LLC reported a position in BLACKROCK UTILITIES (BUI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q4)
Avg. % of fund
0.03%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 2,008 — — 0.03% $52K $25.31
% of Fund (quarterly)    BUI price (monthly, adj. close)

Other funds also holding BUI

As of 2025 Q4 — sorted by position size

Cypress Capital Management LLC (WY) 3Y 7Y 1.34% Prairie Wealth Advisors, Inc. 0.91% Everstar Asset Management, LLC 0.42% American Institute for Advanced Investment Management, LLP 3Y 0.32% M3 Advisory Group, LLC 0.16% Hennion & Walsh Asset Management, Inc. 3Y 0.08% Liberty Capital Management, Inc. 3Y 7Y 0.06% SeaCrest Wealth Management, LLC 3Y 7Y 0.02% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.02% NBC SECURITIES, INC. 0.02%
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