BOE Institutional Ownership
BlackRock Enhanced Global Dividend Trust
1W: -2.7%
1M: -5.2%
3M: -3.0%
YTD: +0.8%
1Y: +1.8%
3Y: +47.7%
5Y: +34.4%
$11.69
+0.03 (+0.26%)
Weekly Expected Move ±1.9%
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Institutional Ownership — BOE
131
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
$241M
Total Invested
11
New Positions
44
Increased
40
Reduced
16
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (137 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 8,410,855 | $$98M | +407,762 | +5.1% | 60Q | SEC ↗ |
| 2 | Advisors Asset Management, Inc. | 1,301,417 | $$15M | +140,321 | +12.1% | 77Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 1,274,063 | $$15M | +141,215 | +12.5% | 64Q | SEC ↗ |
| 4 | Karpus Management, Inc. | 1,206,786 | $$14M | -4,956 | -0.4% | 31Q | SEC ↗ |
| 5 | LAZARD ASSET MANAGEMENT LLC | 886,755 | $$10M | — | +0.0% | 11Q | SEC ↗ |
| 6 | Invesco Ltd. | 811,529 | $$9M | +28,375 | +3.6% | 66Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 674,791 | $$8M | +28,883 | +4.5% | 7Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 638,049 | $$7M | -107,704 | -14.4% | 81Q | SEC ↗ |
| 9 | LPL Financial LLC | 521,982 | $$6M | +32,524 | +6.6% | 57Q | SEC ↗ |
| 10 | Allspring Global Investments Holdings, | 459,281 | $$5M | +56,478 | +14.0% | 18Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 261,365 | $$3M | -1,799 | -0.7% | 67Q | SEC ↗ |
| 12 | BANK OF AMERICA CORP /DE | 198,180 | $$2M | -14,560 | -6.8% | 15Q | SEC ↗ |
| 13 | Thrivent Financial for Lutherans | 175,264 | $$2M | — | +0.0% | 25Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 163,163 | $$2M | +34,083 | +26.4% | 26Q | SEC ↗ |
| 15 | Shaker Financial Services, LLC | 157,824 | $$2M | -60,836 | -27.8% | 11Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 154,756 | $$2M | -32,514 | -17.4% | 31Q | SEC ↗ |
| 17 | D.A. DAVIDSON & CO. | 148,917 | $$2M | +905 | +0.6% | 16Q | SEC ↗ |
| 18 | UBS Group AG | 138,378 | $$2M | +4,921 | +3.7% | 47Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 137,792 | $$2M | +68,093 | +97.7% | 37Q | SEC ↗ |
| 20 | &PARTNERS | 137,577 | $$2M | +22,893 | +20.0% | 8Q | SEC ↗ |
| 21 | PARK AVENUE SECURITIES LLC | 135,816 | $$2M | +2,559 | +1.9% | 5Q | SEC ↗ |
| 22 | EVOLVE PRIVATE WEALTH, LLC | 97,592 | $$1M | -4,674 | -4.6% | 3Q | SEC ↗ |
| 23 | Janney Montgomery Scott LLC | 96,852 | $$1M | +81,648 | +537.0% | 4Q | SEC ↗ |
| 24 | Centurion Wealth Management LLC | 86,561 | $$1M | +19 | +0.0% | 8Q | SEC ↗ |
| 25 | SAX WEALTH ADVISORS, LLC | 85,274 | $$997K | — | +0.0% | 3Q | SEC ↗ |
| 26 | Arkadios Wealth Advisors | 75,128 | $$878K | +84 | +0.1% | 23Q | SEC ↗ |
| 27 | AlphaCore Capital LLC | 71,915 | $$841K | +870 | +1.2% | 6Q | SEC ↗ |
| 28 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 70,456 | $$824K | +5,893 | +9.1% | 15Q | SEC ↗ |
| 29 | IHT Wealth Management, LLC | 69,541 | $$813K | +1,984 | +2.9% | 24Q | SEC ↗ |
| 30 | Stolper Co | 66,870 | $$782K | -4,087 | -5.8% | 26Q | SEC ↗ |
| 31 | FIFTH THIRD BANCORP | 66,375 | $$776K | +4,346 | +7.0% | 2Q | SEC ↗ |
| 32 | AMERIPRISE FINANCIAL INC | 66,201 | $$774K | -2,068 | -3.0% | 16Q | SEC ↗ |
| 33 | LANARK FINANCIAL, INC. | 62,756 | $$734K | +4,470 | +7.7% | 12Q | SEC ↗ |
| 34 | Cetera Investment Advisers | 60,045 | $$702K | -36,208 | -37.6% | 15Q | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 52,403 | $$613K | +26 | +0.0% | 8Q | SEC ↗ |
| 36 | one8zero8, LLC | 50,000 | $$584K | — | +0.0% | 7Q | SEC ↗ |
| 37 | Kestra Advisory Services, LLC | 49,876 | $$583K | +10,472 | +26.6% | 9Q | SEC ↗ |
| 38 | Closed-End Fund Advisors, Inc. | 46,691 | $$546K | -2,476 | -5.0% | 3Q | SEC ↗ |
| 39 | Avory & Company, LLC | 46,196 | $$540K | — | +0.0% | 11Q | SEC ↗ |
| 40 | Dakota Wealth Management | 41,891 | $$490K | -2,935 | -6.5% | 31Q | SEC ↗ |
| 41 | STIFEL FINANCIAL CORP | 40,802 | $$477K | +1,659 | +4.2% | 34Q | SEC ↗ |
| 42 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 37,905 | $$443K | -1,525 | -3.9% | 39Q | SEC ↗ |
| 43 | Ameritas Advisory Services, LLC | 35,404 | $$414K | +5,523 | +18.5% | 10Q | SEC ↗ |
| 44 | Abel Hall, LLC | 33,000 | $$386K | — | +0.0% | 5Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 32,745 | $$383K | -3,747 | -10.3% | 35Q | SEC ↗ |
| 46 | Blue Trust, Inc. | 32,190 | $$376K | — | +0.0% | 3Q | SEC ↗ |
| 47 | NWF Advisory Services Inc. | 31,660 | $$370K | +300 | +1.0% | 6Q | SEC ↗ |
| 48 | UHLMANN PRICE SECURITIES, LLC | 31,396 | $$367K | +4,038 | +14.8% | 8Q | SEC ↗ |
| 49 | Steward Partners Investment Advisory, | 29,912 | $$350K | +539 | +1.8% | 39Q | SEC ↗ |
| 50 | CHOREO, LLC | 29,045 | $$340K | -1,919 | -6.2% | 9Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| XTX Topco Ltd | 26,171 | $$306K |
| Global Retirement Partners, LLC | 25,109 | $$294K |
| READYSTATE ASSET MANAGEMENT LP | 15,209 | $$178K |
| Signal Advisors Wealth, LLC | 12,656 | $$148K |
| MERCER GLOBAL ADVISORS INC /ADV | 12,530 | $$146K |
| AXXCESS WEALTH MANAGEMENT, LLC | 12,088 | $$141K |
| Allied Private Wealth LLC | 3,368 | $$39K |
| NATIONAL BANK OF CANADA /FI | 1,300 | $$15K |
| Institute for Wealth Management, LL | 705 | $$8K |
| LifeSteps Financial, Inc. | 325 | $$4K |
| BESSEMER GROUP INC | 206 | $$2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Saba Capital Management, L.P. | 566,317 | $$7M |
| WOLVERINE ASSET MANAGEMENT LLC | 269,144 | $$3M |
| Private Advisor Group, LLC | 120,609 | $$1M |
| Logan Stone Capital, LLC | 82,750 | $$967K |
| Pathstone Holdings, LLC | 59,331 | $$694K |
| BROWN BROTHERS HARRIMAN & CO | 37,955 | $$444K |
| JANE STREET GROUP, LLC | 21,659 | $$253K |
| Marex Group plc | 20,519 | $$240K |
| Advisory Services Network, LLC | 10,052 | $$118K |
| WEBSTER BANK, N. A. | 6,000 | $$70K |
| Sound Income Strategies, LLC | 5,525 | $$65K |
| BlackRock, Inc. | 1,340 | $$16K |
| MAI Capital Management | 520 | $$6K |
| Root Financial Partners, LLC | 513 | $$6K |
| HANTZ FINANCIAL SERVICES, INC. | 380 | $$4K |
| Synergy Investment Management, LLC | 338 | $$4K |
| JFS WEALTH ADVISORS, LLC | 168 | $$2K |
| Private Wealth Management Group, LL | 110 | $$1K |
| Tower Research Capital LLC (TRC) | 34 | $$0K |
| JPMORGAN CHASE & CO | 4 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +407,762 | +5.1% | 8,410,855 |
| GUGGENHEIM CAPITAL LLC | +141,215 | +12.5% | 1,274,063 |
| Advisors Asset Management, Inc. | +140,321 | +12.1% | 1,301,417 |
| Janney Montgomery Scott LLC | +81,648 | +537.0% | 96,852 |
| Cambridge Investment Research Advis | +68,093 | +97.7% | 137,792 |
| Allspring Global Investments Holdin | +56,478 | +14.0% | 459,281 |
| OSAIC HOLDINGS, INC. | +34,083 | +26.4% | 163,163 |
| LPL Financial LLC | +32,524 | +6.6% | 521,982 |
| RAYMOND JAMES FINANCIAL INC | +28,883 | +4.5% | 674,791 |
| Invesco Ltd. | +28,375 | +3.6% | 811,529 |
| &PARTNERS | +22,893 | +20.0% | 137,577 |
| Kestra Advisory Services, LLC | +10,472 | +26.6% | 49,876 |
| LEVEL FOUR ADVISORY SERVICES, LLC | +7,857 | +74.2% | 18,439 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +5,893 | +9.1% | 70,456 |
| Ameritas Advisory Services, LLC | +5,523 | +18.5% | 35,404 |
| Mariner, LLC | +5,204 | +26.2% | 25,038 |
| UBS Group AG | +4,921 | +3.7% | 138,378 |
| LANARK FINANCIAL, INC. | +4,470 | +7.7% | 62,756 |
| FIFTH THIRD BANCORP | +4,346 | +7.0% | 66,375 |
| UHLMANN PRICE SECURITIES, LLC | +4,038 | +14.8% | 31,396 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -107,704 | -14.4% | 638,049 |
| Shaker Financial Services, LLC | -60,836 | -27.8% | 157,824 |
| Cetera Investment Advisers | -36,208 | -37.6% | 60,045 |
| ENVESTNET ASSET MANAGEMENT INC | -32,514 | -17.4% | 154,756 |
| BANK OF AMERICA CORP /DE | -14,560 | -6.8% | 198,180 |
| Illumine Investment Management, LLC | -12,974 | -100.0% | 0 |
| Karpus Management, Inc. | -4,956 | -0.4% | 1,206,786 |
| EVOLVE PRIVATE WEALTH, LLC | -4,674 | -4.6% | 97,592 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | -4,337 | -17.4% | 20,574 |
| Stolper Co | -4,087 | -5.8% | 66,870 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,747 | -10.3% | 32,745 |
| Dakota Wealth Management | -2,935 | -6.5% | 41,891 |
| Closed-End Fund Advisors, Inc. | -2,476 | -5.0% | 46,691 |
| NewEdge Advisors, LLC | -2,108 | -9.8% | 19,304 |
| AMERIPRISE FINANCIAL INC | -2,068 | -3.0% | 66,201 |
| CHOREO, LLC | -1,919 | -6.2% | 29,045 |
| ROYAL BANK OF CANADA | -1,799 | -0.7% | 261,365 |
| NATIONS FINANCIAL GROUP INC, /IA/ / | -1,525 | -3.9% | 37,905 |
| WEDBUSH SECURITIES INC | -1,144 | -9.0% | 11,598 |
| Kilter Group LLC | -1,125 | -80.8% | 267 |