BlackRock Enhanced Global Dividend Trust Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 8.00 M | $87.71 M | 6.43% | 14.29% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 1.21 M | $13.28 M | -0.90% | 2.16% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 1.16 M | $12.73 M | 14.89% | 2.07% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.13 M | $12.42 M | -1.33% | 2.02% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 886.76 K | $9.72 M | -0.18% | 1.58% |
| INVESCO LTD. | 05/12/2026 | 783.15 K | $8.58 M | 0.11% | 1.40% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 745.75 K | $8.17 M | -3.66% | 1.33% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 645.91 K | $7.08 M | 1.34% | 1.15% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 566.32 K | $6.21 M | -77.84% | 1.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 489.46 K | $5.36 M | 7.19% | 0.87% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 402.80 K | $4.41 M | 23.62% | 0.72% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 269.14 K | $2.95 M | 25.46% | 0.48% |
| ROYAL BANK OF CANADA | 05/15/2026 | 263.16 K | $2.89 M | 1.59% | 0.47% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 218.66 K | $2.40 M | 25.62% | 0.39% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 212.74 K | $2.33 M | 10.83% | 0.38% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 187.27 K | $2.05 M | 14.74% | 0.33% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 175.26 K | $1.92 M | 5.88% | 0.31% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 148.01 K | $1.62 M | 5.05% | 0.26% |
| UBS GROUP AG | 05/05/2026 | 133.46 K | $1.46 M | -11.37% | 0.24% |
| PARK AVENUE SECURITIES LLC | 04/07/2026 | 133.26 K | $1.46 M | 5.62% | 0.24% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 129.08 K | $1.41 M | 1.46% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 120.61 K | $1.32 M | 0.72% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 114.68 K | $1.25 M | 26.34% | 0.20% |
| 04/16/2026 | 102.27 K | $1.12 M | 3.69% | 0.18% | |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 96.25 K | $1.05 M | 15.86% | 0.17% |
| CENTURION WEALTH MANAGEMENT LLC | 04/13/2026 | 86.54 K | $948.50 K | 0.01% | 0.15% |
| SAX WEALTH ADVISORS, LLC | 04/08/2026 | 85.27 K | $998.56 K | 0.00% | 0.15% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 82.75 K | $906.94 K | 100.00% | 0.15% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 75.04 K | $822.49 K | 0.11% | 0.13% |
| ALPHACORE CAPITAL LLC | 05/15/2026 | 71.05 K | $778.65 K | 1.88% | 0.13% |
| STOLPER CO | 04/13/2026 | 70.96 K | $855.00 K | 11.21% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 69.70 K | $764.00 K | -0.48% | 0.12% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 68.27 K | $754.25 K | -2.57% | 0.12% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 67.56 K | $740.43 K | 0.00% | 0.12% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 64.56 K | $707.61 K | 14.72% | 0.12% |
| FIFTH THIRD BANCORP | 05/01/2026 | 62.03 K | $679.84 K | 100.00% | 0.11% |
| NBC SECURITIES, INC. | 04/14/2026 | 58.29 K | $638.81 K | -69.89% | 0.10% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 52.38 K | $574.06 K | -6.42% | 0.09% |
| ONE8ZERO8, LLC | 05/07/2026 | 50.00 K | $548.00 K | 0.00% | 0.09% |
| 05/11/2026 | 49.17 K | $538.87 K | -3.26% | 0.09% | |
| AVORY & COMPANY, LLC | 04/29/2026 | 46.20 K | $506.31 K | 0.00% | 0.08% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 44.83 K | $491.29 K | -0.65% | 0.08% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 39.43 K | $432.15 K | -1.74% | 0.07% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 39.40 K | $431.86 K | -8.78% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 39.14 K | $429.01 K | 2.49% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 36.49 K | $399.96 K | -3.24% | 0.07% |
| ABEL HALL, LLC | 04/28/2026 | 33.00 K | $361.68 K | 0.00% | 0.06% |
| RONALD BLUE TRUST, INC. | 04/20/2026 | 32.19 K | $352.80 K | 0.00% | 0.06% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 31.36 K | $343.71 K | -1.98% | 0.06% |
| CHOREO, LLC | 05/13/2026 | 30.96 K | $339.37 K | 11.15% | 0.06% |
BlackRock Enhanced Global Dividend Trust institutional Ownership - FAQ's
During the previous two years, 175 institutional investors and hedge funds held shares of BlackRock Enhanced Global Dividend Trust. The most heavily invested institutionals were:
MORGAN STANLEY: 8 M
Karpus Management, Inc.: 1.21 M
Advisors Asset Management, Inc.: 1.16 M
GUGGENHEIM CAPITAL LLC: 1.13 M
LAZARD ASSET MANAGEMENT LLC: 886,755
Invesco Ltd.: 783,154
36.50% of BlackRock Enhanced Global Dividend Trust stock is owned by institutional investors.
Institutional investors have bought a total of 30.71 M shares in the last 24 months. This purchase volume represents approximately $348.82 M in transactions.