Latest Institutional Transactions on Black Rock Enhanced Global Dividend Trust (BOE)
This table provides information on the latest institutional transactions involving Black Rock Enhanced Global Dividend Trust (BOE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2KNew |
$18.8K - $21.2K
|
2K
$21.7K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.12KNew |
$29.4K - $33K
|
3.12K
$33.8K
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
10.2KNew |
$96.1K - $108K
|
10.2K
$111K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-675- 6.18% |
$6.36K - $7.15K
|
10.2K
$111K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
367New |
$3.46K - $3.89K
|
367
$3.98K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2KNew |
$18.8K - $21.2K
|
2K
$21.7K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
431+ 1.89% |
$4.06K - $4.56K
|
23.2K
$252K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-700- 24.14% |
$6.06K - $7.09K
|
2.2K
$23.8K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
279New |
$2.41K - $2.83K
|
279
$3.02K
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
50.7KNew |
$439K - $514K
|
50.7K
$550K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.1K+ 32.07% |
$87K - $102K
|
41.4K
$449K
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42K+ 9.87% |
$363K - $425K
|
467K
$5.06M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.03KNew |
$17.5K - $20.5K
|
2.03K
$22K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 1.94% |
$17.3 - $20.3
|
105
$1.14K
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
28.5KNew |
$247K - $289K
|
28.5K
$309K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
13.7KNew |
$119K - $139K
|
13.7K
$149K
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
10KNew |
$86.6K - $101K
|
10K
$109K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
15+ 2.04% |
$131 - $158
|
749
$8.12K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
936New |
$8.15K - $9.87K
|
936
$10.1K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.5KNew |
$222K - $269K
|
25.5K
$276K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
426New |
$3.71K - $4.49K
|
426
$4.62K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
500New |
$4.36K - $5.27K
|
500
$5.42K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.45KNew |
$21.3K - $25.8K
|
2.45K
$26.6K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-43- 0.32% |
$375 - $453
|
13.6K
$147K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-345- 2.99% |
$3K - $3.64K
|
11.2K
$121K
|
|
Q2 2022 | |||||||
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
250New |
$2.4K - $2.85K
|
250
$2.71K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.11KNew |
$10.6K - $12.7K
|
1.11K
$12K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.69KClosed |
$16.2K - $19.2K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.2KClosed |
$21.1K - $25.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
323New |
$3.1K - $3.68K
|
323
$3.5K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
15.2KNew |
$145K - $173K
|
15.2K
$164K
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
65K+ 27.29% |
$623K - $741K
|
303K
$3.29M
|
|
Aug 15, 2022
Q2 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
20.8KNew |
$199K - $237K
|
20.8K
$225K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
596New |
$5.72K - $6.79K
|
596
$6.46K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.77K- 31.7% |
$17K - $20.2K
|
3.82K
$41.4K
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.1KClosed |
$126K - $149K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.63KNew |
$25.3K - $30K
|
2.63K
$28.6K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-483Closed |
$4.63K - $5.51K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Segantii Capital Management LTD
|
SELL
|
- |
-24.8KClosed |
$238K - $283K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-109- 50.0% |
$1.05K - $1.24K
|
109
$1.18K
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
62KNew |
$595K - $707K
|
62K
$672K
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10.9KClosed |
$105K - $124K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-40.1KClosed |
$384K - $457K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.18K+ 9.57% |
$11.3K - $13.5K
|
13.5K
$147K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.15KClosed |
$30.2K - $35.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
SELL
|
- |
-23.9KClosed |
$230K - $273K
|
0
$0
|
|
Q1 2022 | |||||||
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.8KClosed |
$280K - $332K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
4New |
$41.9 - $49.6
|
4
$43.4
|
|
May 16, 2022
Q1 2022
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-14.7KClosed |
$154K - $183K
|
0
$0
|