Purchases and Sales Made in Q1 2025 in Black Rock Enhanced Global Dividend Trust (BOE)
This table provides information about the institutional ownership of Black Rock Enhanced Global Dividend Trust (BOE) during Q1 2025. The information is specifically focused on institutions that hold shares of BlackRock Enhanced Global Dividend Trust.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
395K+ 30.03% |
$4.27M - $4.51M
|
1.71M
$19.2M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
187K+ 120.05% |
$2.03M - $2.14M
|
344K
$3.86M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
137K+ 1057276.88% |
$1.49M - $1.57M
|
137K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
48.9KNew |
$528K - $558K
|
48.9K
$550K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
44.9K+ 7.27% |
$485K - $512K
|
662K
$7.45M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.5K+ 29.55% |
$373K - $394K
|
151K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.3K+ 28.51% |
$295K - $311K
|
123K
$1.38M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
20.3K+ 583.3% |
$220K - $232K
|
23.8K
$268K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.9K+ 19.8% |
$204K - $215K
|
114K
$1.28M
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17.4KNew |
$188K - $199K
|
17.4K
$196K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 1.79% |
$176K - $185K
|
921K
$10.4M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
14.7KNew |
$159K - $168K
|
14.7K
$166K
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
14KNew |
$151K - $160K
|
14K
$157K
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
13.7KNew |
$148K - $156K
|
13.7K
$154K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.7K+ 72.16% |
$137K - $145K
|
30.3K
$341K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.7K+ 64.65% |
$127K - $134K
|
29.8K
$336K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
11K+ 30.3% |
$119K - $126K
|
47.5K
$534K
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
10.6KNew |
$114K - $121K
|
10.6K
$119K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.4KNew |
$112K - $118K
|
10.4K
$117K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.42K+ 28.97% |
$91K - $96.1K
|
37.5K
$421K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.21K+ 24.0% |
$67.1K - $70.9K
|
32.1K
$361K
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.38K+ 1.9% |
$58.1K - $61.4K
|
289K
$3.25M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.32K+ 19.45% |
$57.5K - $60.7K
|
32.7K
$367K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.01K+ 4.1% |
$54.2K - $57.2K
|
127K
$1.43M
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
4.47KNew |
$48.3K - $51.1K
|
4.47K
$50.3K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.47K+ 13.84% |
$48.3K - $51K
|
36.7K
$413K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.63K+ 5.11% |
$39.2K - $41.5K
|
74.7K
$841K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.33K+ 6.19% |
$36K - $38.1K
|
57.2K
$643K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.25K+ 14.29% |
$35.1K - $37.1K
|
26K
$292K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.75K+ 1.15% |
$29.8K - $31.4K
|
242K
$2.72M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.21K+ 1.7% |
$13K - $13.8K
|
72.4K
$814K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
1.1K+ 1.7% |
$11.9K - $12.6K
|
66.1K
$743K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.05KNew |
$11.3K - $12K
|
1.05K
$11.8K
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
837+ 4.18% |
$9.05K - $9.56K
|
20.9K
$235K
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
542+ 0.9% |
$5.86K - $6.19K
|
61K
$686K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
175New |
$1.89K - $2K
|
175
$1.97K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
67+ 0.52% |
$724 - $765
|
12.9K
$145K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
58+ 1.44% |
$627 - $662
|
4.08K
$45.9K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
18+ 1.35% |
$195 - $206
|
1.35K
$15.2K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
14+ 2.27% |
$151 - $160
|
631
$7.1K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5+ 500.0% |
$54.1 - $57.1
|
6
$67.5
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12- 10.91% |
$130 - $137
|
98
$1.1K
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-26- 0.13% |
$281 - $297
|
20.5K
$231K
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-90- 0.69% |
$973 - $1.03K
|
13K
$146K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-94Closed |
$1.02K - $1.07K
|
0
$0
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-133- 35.75% |
$1.44K - $1.52K
|
239
$2.69K
|
|
Apr 25, 2025
Q1 2025
|
Pacific Wealth Strategies Group, Inc.
|
SELL
|
- |
-221- 1.3% |
$2.39K - $2.52K
|
16.8K
$189K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-350- 2.86% |
$3.78K - $4K
|
11.9K
$134K
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-453- 9.08% |
$4.9K - $5.17K
|
4.53K
$51K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-488- 10.18% |
$5.28K - $5.57K
|
4.31K
$48.4K
|