Vault-13

BLACKROCK ENHANCED GLOBAL DI XBOEX

COM · Closed-End Fund · CUSIP 092501105

101 institutional holders +0 vs Q4 2022
22,504,47522.5m shares reported held*
$223.5mreported value*
12 new 28 added 37 reduced 13 sold out net sold ≈ $10.2m (-1.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($645.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.93.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 97Q4 22: 101Q1 23: 101101Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202297
Q4 2022101
Q1 2023101

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 49 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 40 bought or addedQ1 23: 50 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224936
Q1 20234050

Biggest buyers

Spire Wealth Management Added +98,487+98.5k
Advisors Asset Management, Inc. Added +97,859+97.9k
WELLS FARGO & COMPANY/MN Added +56,848+56.8k
All Season Financial Advisors, Inc. New +36,345+36.3k
JANE STREET GROUP, LLC New +22,776+22.8k
MILLENNIUM MANAGEMENT LLC New +16,885+16.9k
HRT FINANCIAL LP New +15,130+15.1k
HOLLENCREST CAPITAL MANAGEMENT Added +15,117+15.1k
RAYMOND JAMES & ASSOCIATES Added +13,034+13.0k
Atria Wealth Solutions, Inc. New +12,347+12.3k

Biggest sellers

Penserra Capital Management LLC Sold out -467,235-467.2k
MORGAN STANLEY Reduced -252,961-253.0k
Invesco Ltd. Reduced -99,578-99.6k
1607 Capital Partners, LLC Reduced -79,103-79.1k
WOLVERINE ASSET MANAGEMENT LLC Reduced -67,200-67.2k
Shaker Financial Services, LLC Reduced -61,403-61.4k
Logan Stone Capital, LLC Sold out -54,894-54.9k
GUGGENHEIM CAPITAL LLC Reduced -52,122-52.1k
Weiss Asset Management LP Sold out -50,747-50.7k
Allspring Global Investments Holdings, LLC Reduced -37,308-37.3k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
MORGAN STANLEY 13G · institution +1.0 pts · filed 2026-05-11 6.1% +1.0 pts 3.4m≈ $40.9m 2026-05-11
FIRST TRUST PORTFOLIOS LP 13G · institution +0.4 pts · filed 2026-01-27 5.1% +0.4 pts 2.8m≈ $34.2m 2026-01-27

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 8,245,1958.2m $81.9m $81.9m 0.01% Reduced -253.0k -252,961
2 1607 Capital Partners, LLC 1.67% of their portfolio Richmond, VA 2,385,6592.4m $23.7m $23.7m 1.67% Reduced -79.1k -79,103
3 Karpus Management, Inc. 0.73% of their portfolio Pittsford, NY 2,346,1182.3m $23.3m $23.3m 0.73% Reduced -8.4k -8,432
4 GUGGENHEIM CAPITAL LLC 0.10% of their portfolio CHICAGO, IL 1,156,7271.2m $11.5m $11.5m 0.10% Reduced -52.1k -52,122
5 Advisors Asset Management, Inc. 0.20% of their portfolio Monument, CO 1,003,6181.0m $10.0m $10.0m 0.20% Added +97.9k +97,859
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 997,278997.3k $9.9m $9.9m 0.00% Added +56.8k +56,848
7 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 871,689871.7k $8.7m $8.7m 0.00% Reduced -99.6k -99,578
8 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 475,887475.9k $4.7m $4.7m 0.00% Added +13.0k +13,034
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 466,256466.3k $4.6m $4.6m 0.00% Reduced -10.7k -10,701
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 419,590419.6k $4.2m $4.2m 0.00% Added +6.3k +6,319
11 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 370,736370.7k $3.7m $3.7m 0.01% Reduced -37.3k -37,308
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 317,155317.2k $3.1m $3.1m 0.00% Reduced -9.4k -9,372
13 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 306,881306.9k $3.0m $3.0m 0.00% Added +11.1k +11,115
14 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 238,573238.6k $2.4m $2.4m 0.01% Added +8.0k +8,000
15 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 219,899219.9k $2.2m $2.2m 0.00% Added +7.1k +7,131
16 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 174,445174.4k $1.7m $1.7m 0.02% Reduced -1.8k -1,750
17 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 152,999153.0k $1.5m $1.5m 0.03% Reduced -6.5k -6,468
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 138,678138.7k $1.4m $1.4m 0.00% Reduced -7.3k -7,286
19 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 126,134126.1k $1.3m $1.3m 0.00% Reduced -20.2k -20,233
20 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 121,562121.6k $1.2m $1.2m 0.00% Reduced -1.4k -1,450
21 Spire Wealth Management 0.04% of their portfolio MCLEAN, VA 105,712105.7k $1.0m $1.0m 0.04% Added +98.5k +98,487
22 Centurion Wealth Management LLC 0.54% of their portfolio Mclean, VA 105,712105.7k $1.0m $1.0m 0.54% Reduced -513 -513
23 AQR Arbitrage LLC 0.03% of their portfolio Greenwich, CT 95,85195.9k $951.8k $951.8k 0.03% Added +8.0k +7,969
24 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 89,31389.3k $887.0k $887.0k 0.00% Reduced -2.6k -2,600
25 Saba Capital Management, L.P. 0.02% of their portfolio NEW YORK, NY 87,47587.5k $868.6k $868.6k 0.02% Unchanged
26 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 81,56081.6k $809.8k $809.8k 0.01% Added +5.8k +5,800
27 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 79,43579.4k $788.8k $788.8k 0.01% Added +6.5k +6,509
28 Arkadios Wealth Advisors 0.09% of their portfolio ATLANTA, GA 77,08577.1k $765.5k $765.5k 0.09% Unchanged
29 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% of their portfolio CEDAR RAPIDS, IA 74,99575.0k $744.7k $744.7k 0.08% Reduced -1.5k -1,479
30 Dakota Wealth Management 0.04% of their portfolio PALM BEACH GARDENS, FL 65,04065.0k $645.8k $645.8k 0.04% Reduced -885 -885
31 Stolper Co 0.25% of their portfolio TULSA, OK 57,76057.8k $574.0k $574.0k 0.25% Reduced -4.8k -4,844
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 57,50457.5k $571.0k $571.0k 0.00% Added +8.4k +8,399
33 NWF Advisory Services Inc. 0.11% of their portfolio Los Angeles, CA 48,80048.8k $491.4k $491.4k 0.11% First filing
34 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 48,24948.2k $479.0k $479.0k 0.02% Added +5.1k +5,119
35 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 47,65447.7k $473.2k $473.2k 0.00% Unchanged
36 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 43,75643.8k $434.5k $434.5k 0.01% Added +2.5k +2,476
37 Mariner, LLC 0.00% of their portfolio Overland Park, KS 43,20543.2k $429.0k $429.0k 0.00% Reduced -33.8k -33,831
38 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 41,42541.4k $411.4k $411.4k 0.00% Unchanged
39 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 40,17340.2k $399.8k $399.8k 0.02% Reduced -23.2k -23,159
40 All Season Financial Advisors, Inc. 0.33% of their portfolio DENVER, CO 36,34536.3k $360.9k $360.9k 0.33% New
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 34,89234.9k $351.6k $351.6k 0.00% Reduced -10.3k -10,259
42 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 32,61432.6k $323.9k $323.9k 0.01% Added +98 +98
43 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 31,05731.1k $308.4k $308.4k 0.02% Added +600 +600
44 Quantedge Capital Pte Ltd 0.12% of their portfolio Singapore, U0 29,81429.8k $296.1k $296.1k 0.12% Reduced -30.0k -30,000
45 LEVEL FOUR ADVISORY SERVICES, LLC 0.02% of their portfolio DALLAS, TX 29,69129.7k $294.8k $294.8k 0.02% Added +563 +563
46 DFPG INVESTMENTS, LLC 0.03% of their portfolio SANDY, UT 28,52028.5k $283.2k $283.2k 0.03% Unchanged
47 Shaker Financial Services, LLC 0.12% of their portfolio Arlington, VA 27,18127.2k $269.9k $269.9k 0.12% Reduced -61.4k -61,403
48 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 27,00227.0k $268.0k $268.0k 0.01% Reduced -32 -32
49 Financial Advocates Investment Management 0.02% of their portfolio OLYMPIA, WA 24,49724.5k $243.3k $243.3k 0.02% Added +590 +590
50 Koshinski Asset Management, Inc. 0.02% of their portfolio DECATUR, IL 23,21423.2k $230.5k $230.5k 0.02% Added +431 +431
51 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,77622.8k $226.2k $226.2k 0.00% New
52 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.03% of their portfolio Englewood, NJ 20,14120.1k $200.0k $200.0k 0.03% Reduced -8.0k -7,981
53 9258 Wealth Management, LLC 0.04% of their portfolio BLUE ASH, OH 20,04520.0k $199.1k $199.1k 0.04% Reduced -2.4k -2,446
54 HOLLENCREST CAPITAL MANAGEMENT 0.02% of their portfolio NEWPORT BEACH, CA 19,15619.2k $190.2k $190.2k 0.02% Added +15.1k +15,117
55 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 18,41318.4k $182.8k $182.8k 0.00% Reduced -515 -515
56 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 17,70317.7k $175.8k $175.8k 0.00% Added +1.1k +1,119
57 HOEY INVESTMENTS, INC 0.07% of their portfolio COATESVILLE, PA 17,62517.6k $175.0k $175.0k 0.07% Added +8.0k +7,955
58 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 16,88516.9k $168.0k $168.0k 0.00% New
59 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 16,27816.3k $184.4k $184.4k 0.00% Reduced -5.2k -5,185
60 OPPENHEIMER & CO INC 0.00% of their portfolio NEW YORK, NY 15,73415.7k $156.2k $156.2k 0.00% Added +128 +128
61 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 15,13015.1k $150.0k $150.0k 0.00% New
62 Whitener Capital Management, Inc. 0.06% of their portfolio Rocky Mount, NC 15,08015.1k $149.7k $149.7k 0.06% Added +500 +500
63 Kingsview Wealth Management, LLC 0.01% of their portfolio GRANTS PASS, OR 14,81414.8k $147.1k $147.1k 0.01% Unchanged
64 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 13,46613.5k $133.7k $133.7k 0.01% Added +61 +61
65 MGO ONE SEVEN LLC 0.01% of their portfolio Beachwood, OH 13,32013.3k $132.3k $132.3k 0.01% Reduced -1.1k -1,092
66 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 12,84512.8k $127.5k $127.5k 0.00% Reduced -509 -509
67 Pinnacle Wealth Planning Services, Inc. 0.02% of their portfolio MANSFIELD, OH 12,77012.8k $126.8k $126.8k 0.02% Reduced -1.9k -1,865
68 Compound Planning, Inc. 0.07% of their portfolio NEW YORK, NY 12,67212.7k $125.8k $125.8k 0.07% First filing
69 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 12,34712.3k $122.6k $122.6k 0.00% New
70 Pacific Wealth Strategies Group, Inc. 0.14% of their portfolio SANTA BARBARA, CA 12,12512.1k $120.4k $120.4k 0.14% Unchanged
71 WealthShield Partners, LLC 0.02% of their portfolio CARY, NC 11,96212.0k $118.8k $118.8k 0.02% Added +571 +571
72 INTEGRATED CAPITAL MANAGEMENT, INC. 0.13% of their portfolio JESSUP, PA 11,42711.4k $147.4k $147.4k 0.13% Reduced -8.0k -8,023
73 Elequin Capital, LP 0.07% of their portfolio NEW YORK, NY 10,69510.7k $106.2k $106.2k 0.07% Reduced -17.5k -17,512
74 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 10,24310.2k $101.7k $101.7k 0.00% Reduced -675 -675
75 Wealth Management Solutions, LLC 0.06% of their portfolio EXTON, PA 10,20710.2k $101.4k $101.4k 0.06% New
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,2426.2k $62.0k $62.0k 0.00% Reduced -91 -91
77 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 5,8535.9k $58.1k $58.1k 0.00% Unchanged
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,1934.2k $41.6k $41.6k 0.00% Added +2.5k +2,496
79 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 4,0454.0k $45.3k $45.3k 0.00% Reduced -3.5k -3,520
80 BDO Wealth Advisors, LLC 0.00% of their portfolio JACKSONVILLE, FL 3,1203.1k $31.0k $31.0k 0.00% New
81 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 3,1003.1k $30.8k $30.8k 0.00% Unchanged
82 Lumature Wealth Partners, LLC 0.01% of their portfolio ALPHARETTA, GA 2,2002.2k $21.8k $21.8k 0.01% Unchanged
83 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 2,0272.0k $20.1k $20.1k 0.00% Unchanged
84 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.01% of their portfolio BLUE BELL, PA 2,0002.0k $19.9k $19.9k 0.01% Unchanged
85 Pointe Capital Management LLC 0.01% of their portfolio GROSSE POINTE FARMS, MI 2,0002.0k $19.9k $19.9k 0.01% New
86 Ahrens Investment Partners LLC 0.01% of their portfolio LAFAYETTE, LA 2,0002.0k $19.9k $19.9k 0.01% New
87 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,7901.8k $17.8k $17.8k 0.00% Unchanged
88 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 1,4501.4k $14.4k $14.4k 0.00% Unchanged
89 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 1,1101.1k $11.0k $11.0k 0.00% Unchanged
90 Stonebridge Capital Advisors LLC 0.00% of their portfolio ST PAUL, MN 596596 $5.9k $5.9k 0.00% Unchanged
91 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 542542 $5.4k $5.4k 0.00% Added +10 +10
92 CHESAPEAKE ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 491491 $4.9k $4.9k 0.00% First filing
93 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 426426 $4.2k $4.2k 0.00% Unchanged
94 BALDWIN WEALTH PARTNERS LLC/MA 0.00% of their portfolio Marion, MA 396396 $3.9k $3.9k 0.00% Unchanged
95 BOK Financial Private Wealth, Inc. 0.00% of their portfolio DENVER, CO 367367 $3.6k $3.6k 0.00% New
96 North Star Investment Management Corp. 0.00% of their portfolio CHICAGO, IL 275275 $2.7k $2.7k 0.00% Unchanged
97 Stephens Consulting, LLC 0.00% of their portfolio FLINT, MI 250250 $2.5k $2.5k 0.00% Unchanged
98 WOLVERINE ASSET MANAGEMENT LLC 0.00% of their portfolio CHICAGO, IL 240240 $2.4k $2.4k 0.00% Reduced -67.2k -67,200
99 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 223223 $2.0k $2.0k 0.00% Unchanged
100 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 110110 $1.1k $1.1k 0.00% New